Fiduciary Alliance LLC Purchases in Q3 2024

Fiduciary Alliance LLC

  • $754 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MTB
M&T Bank Corp

Financial Services
2.25K
+ 10.37%
$146.49 - $179.85 $329K - $404K
23.9K $4.26B
MSTR
Microstrategy Inc

Technology
14.6K
+ 1128.41%
$114.3 - $1800.09 $1.67M - $26.2M
15.9K $2.68B
AWK
American Water Works Company, Inc.

Utilities
4.24K
+ 22.33%
$127.76 - $149.9 $542K - $636K
23.2K $3.4B
FCX
Freeport Mcmoran Inc

Basic Materials
14.4K
+ 7.63%
$39.52 - $51.92 $569K - $748K
203K $10.1B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11.4K
+ 8.53%
$36.02 - $41.68 $409K - $474K
145K $5.97B
Jp Morgan Hedged Equity Laddered Overlay ETF
12.7K
+ 22.46%
N/A
69.3K $4.24B
UNH
Unitedhealth Group Inc

Healthcare
1.31K
+ 91.68%
$488.01 - $604.18 $640K - $793K
2.74K $1.6B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
13.5K
+ 8.43%
$19.78 - $23.53 $267K - $317K
174K $4.02B
GIS
General Mills Inc

Consumer Defensive
10.7K
New
$62.5 - $75.15 $666K - $800K
10.7K $787M
MCO
Moodys Corp

Financial Services
504
+ 4.89%
$421.49 - $494.67 $212K - $249K
10.8K $5.13B
SO
Southern CO

Utilities
7.49K
+ 250.87%
$77.0 - $90.52 $577K - $678K
10.5K $945M
SGOL
Abrdn Gold ETF Trust

ETFs
3.12K
+ 1.43%
$22.26 - $25.51 $69.4K - $79.6K
221K $5.54B
BAC
Bank Of America Corp

Financial Services
17.7K
+ 253.22%
$36.65 - $44.13 $648K - $780K
24.7K $978M
BNDX
Vanguard Total International B

ETFs
12.1K
+ 26.65%
$48.42 - $50.35 $586K - $610K
57.5K $2.89B
ICE
Intercontinental Exchange, Inc.

Financial Services
2.24K
+ 15.07%
$136.93 - $162.81 $307K - $365K
17.1K $2.75B
UBER
Uber Technologies, Inc

Technology
8.57K
New
$58.48 - $77.47 $501K - $664K
8.57K $644M
WMT
Walmart Inc.

Consumer Defensive
5.81K
+ 48.23%
$66.91 - $81.4 $388K - $473K
17.8K $1.44B
ACN
Accenture PLC

Technology
1.54K
+ 128.54%
$295.44 - $355.81 $454K - $547K
2.73K $965M
RSG
Republic Services, Inc.

Industrials
1.48K
+ 3.72%
$189.34 - $208.21 $280K - $308K
41.2K $8.28B
INTC
Intel Corp

Technology
29.9K
+ 198.23%
$18.9 - $34.87 $566K - $1.04M
45K $1.06B
VZ
Verizon Communications Inc

Communication Services
11.9K
+ 155.72%
$38.89 - $45.0 $462K - $535K
19.5K $877M
TSCO
Tractor Supply CO

Consumer Cyclical
1.91K
New
$251.95 - $290.93 $481K - $555K
1.91K $555M
TFC
Truist Financial Corp

Financial Services
6.59K
+ 7.9%
$38.22 - $44.94 $252K - $296K
90K $3.85B
PANW
Palo Alto Networks Inc

Technology
1.58K
New
$294.18 - $368.01 $465K - $582K
1.58K $541M
IEF
Ishares Barclays

ETFs
5.35K
New
$92.67 - $99.14 $496K - $530K
5.35K $525M
Ishares Ethereum Trust ETF
26.2K
New
N/A
26.2K $516M
CMA
Comerica Inc

Financial Services
8.45K
New
$49.93 - $61.49 $422K - $519K
8.45K $506M
LHX
L3 Harris Technologies, Inc.

Industrials
1.99K
New
$221.96 - $243.27 $441K - $483K
1.99K $472M
PG
Procter & Gamble CO

Consumer Defensive
2.51K
+ 111.1%
$160.76 - $177.82 $404K - $447K
4.77K $827M
MCD
Mcdonalds Corp

Consumer Cyclical
807
+ 22.6%
$245.82 - $304.51 $198K - $246K
4.38K $1.33B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.54K
New
$256.4 - $289.78 $395K - $447K
1.54K $438M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.21K
New
$79.29 - $84.02 $413K - $438K
5.21K $436M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6.09K
+ 19.36%
$52.1 - $59.66 $317K - $363K
37.6K $2.22B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.64K
+ 153.27%
$91.42 - $91.82 $425K - $426K
7.67K $705M
ABT
Abbott Laboratories

Healthcare
3.32K
+ 83.52%
$100.07 - $118.13 $333K - $393K
7.3K $833M
AMGN
Amgen Inc

Healthcare
356
+ 1.35%
$309.38 - $337.38 $110K - $120K
26.7K $8.6B
WM
Waste Management Inc

Industrials
1.99K
New
$196.96 - $223.45 $392K - $445K
1.99K $413M
DUK
Duke Energy Corp

Utilities
3.08K
+ 85.37%
$99.35 - $117.71 $306K - $363K
6.69K $771M
GS
Goldman Sachs Group Inc

Financial Services
828
New
$459.02 - $510.25 $380K - $422K
828 $410M
JPIE
J P Morgan Exchange Traded Fd
7.7K
+ 20.69%
$45.17 - $46.39 $348K - $357K
44.9K $2.08B
URI
United Rentals, Inc.

Industrials
479
New
$627.41 - $814.1 $301K - $390K
479 $388M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
13.1K
+ 20.63%
$42.59 - $60.56 $559K - $794K
76.7K $3.87B
ARCC
Ares Capital Corp

Financial Services
18.1K
New
$19.8 - $21.28 $358K - $385K
18.1K $378M
Grayscale Bitcoin Mini Trust (Btc)
67.2K
New
N/A
67.2K $378M
IXJ
Ishares Global Healthcare ETF

ETFs
3.81K
New
$91.63 - $101.25 $349K - $386K
3.81K $374M
MLPX
Global X Mlp & Energy Infrastr

ETFs
2.78K
+ 3.9%
$50.37 - $55.21 $140K - $153K
74K $4.03B
NANR
Spdr Index Shs Fds S&P North A

ETFs
4.75K
+ 13.61%
$51.89 - $57.3 $247K - $272K
39.7K $2.25B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.22K
+ 16.48%
$100.09 - $100.69 $322K - $324K
22.8K $2.29B
META
Meta Platforms, Inc.

Communication Services
367
+ 18.88%
$453.41 - $572.44 $166K - $210K
2.31K $1.32B
Activity Summary
Buys All Purchases 194 New Holdings 54 Increased Positions 140 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 3 Puts 0
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