Fiduciary Alliance LLC Purchases in Q1 2025

Fiduciary Alliance LLC

  • $1.02 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
659
+ 3.62%
$60.81 - $72.32 $40.1K - $47.7K
18.8K $1.35B
WWD
Woodward, Inc.

Industrials
508
+ 6.63%
$171.38 - $195.22 $87.1K - $99.2K
8.17K $1.49B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
7.1K
New
$26.71 - $31.58 $190K - $224K
7.1K $215M
ETR
Entergy Corp

Utilities
2.51K
New
$75.26 - $87.89 $189K - $220K
2.51K $214M
VMC
Vulcan Materials CO

Basic Materials
1.14K
+ 47.98%
$220.9 - $277.54 $252K - $317K
3.52K $821M
NUE
Nucor Corp

Basic Materials
1.73K
New
$114.48 - $142.52 $198K - $247K
1.73K $208M
MA
Mastercard Inc

Financial Services
81
+ 1.07%
$504.67 - $576.31 $40.9K - $46.7K
7.65K $4.19B
DVY
Ishares Tr

ETFs
1.53K
New
$128.58 - $138.1 $196K - $211K
1.53K $205M
SNY
Sanofi

Healthcare
3.69K
New
$48.15 - $59.42 $178K - $219K
3.69K $205M
IBM
International Business Machines Corp

Technology
185
+ 3.43%
$217.4 - $264.74 $40.2K - $49K
5.59K $1.39B
GLD
Spdr Gold Trust

ETFs
210
+ 7.56%
$243.19 - $288.14 $51.1K - $60.5K
2.99K $861M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.39K
+ 33.38%
$114.57 - $118.14 $159K - $164K
5.55K $655M
VZ
Verizon Communications Inc

Communication Services
735
+ 2.87%
$37.81 - $46.49 $27.8K - $34.2K
26.3K $1.19B
PG
Procter & Gamble CO

Consumer Defensive
761
+ 5.92%
$158.56 - $176.26 $121K - $134K
13.6K $2.32B
PSX
Phillips 66

Energy
754
+ 9.97%
$113.93 - $131.55 $85.9K - $99.2K
8.31K $1.03B
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.67K
+ 50.03%
$85.29 - $92.57 $143K - $155K
5.01K $456M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.54K
+ 20.68%
$51.45 - $58.51 $285K - $324K
32.3K $1.67B
SPYG
Spdr Portfolio

ETFs
3.01K
+ 28.63%
$80.05 - $92.39 $241K - $278K
13.5K $1.09B
OSCR
Oscar Health, Inc.

Healthcare
12.4K
New
$12.83 - $17.3 $159K - $215K
12.4K $163M
SPGI
S&P Global Inc.

Financial Services
298
+ 37.87%
$478.26 - $543.77 $143K - $162K
1.09K $551M
WRB
Berkley W R Corp

Financial Services
733
+ 9.87%
$56.7 - $71.27 $41.6K - $52.2K
8.16K $581M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.57K
+ 40.09%
$77.33 - $90.16 $199K - $232K
8.97K $703M
MCO
Moodys Corp

Financial Services
537
+ 3.75%
$437.8 - $527.48 $235K - $283K
14.9K $6.92B
IEF
Ishares Barclays

ETFs
1.23K
+ 22.24%
$91.17 - $95.39 $112K - $118K
6.78K $646M
UBER
Uber Technologies, Inc

Technology
256
+ 2.82%
$63.17 - $81.49 $16.2K - $20.9K
9.32K $679M
VLO
Valero Energy Corp

Energy
774
+ 25.43%
$121.76 - $142.99 $94.2K - $111K
3.82K $504M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.33K
+ 6.42%
$23.32 - $23.84 $124K - $127K
88.2K $2.07B
KLAC
Kla Corp

Technology
31
+ 1.64%
$636.62 - $777.63 $19.7K - $24.1K
1.92K $1.31B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.85K
+ 8.07%
$65.27 - $71.18 $121K - $132K
24.8K $1.64B
VDE
Vanguard Energy ETF

ETFs
351
+ 4.84%
$119.14 - $132.76 $41.8K - $46.6K
7.6K $985M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
969
+ 36.66%
$87.68 - $94.52 $85K - $91.6K
3.61K $338M
USA
Liberty All Star Equity Fund

Financial Services
15.2K
New
$6.41 - $7.32 $97.5K - $111K
15.2K $99.6M
EOG
Eog Resources Inc

Energy
520
+ 9.11%
$120.54 - $138.05 $62.7K - $71.8K
6.23K $798M
SHOP
Shopify Inc.

Technology
2.58K
+ 18.62%
$90.59 - $129.31 $234K - $334K
16.4K $1.57B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.62K
+ 17.6%
$75.47 - $84.24 $122K - $136K
10.8K $832M
WMT
Walmart Inc.

Consumer Defensive
2.74K
+ 4.83%
$84.5 - $105.05 $231K - $288K
59.5K $5.22B
DE
Deere & CO

Industrials
59
+ 4.08%
$408.57 - $509.27 $24.1K - $30K
1.51K $707M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.66K
+ 40.75%
$56.17 - $59.71 $93.4K - $99.2K
5.74K $328M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
613
+ 10.9%
$126.11 - $135.06 $77.3K - $82.8K
6.24K $804M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.7K
+ 51.08%
$57.21 - $65.8 $97.4K - $112K
5.03K $294M
MMM
3 M CO

Industrials
88
+ 2.39%
$129.7 - $155.12 $11.4K - $13.7K
3.78K $555M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
531
+ 31.4%
$128.74 - $138.67 $68.4K - $73.6K
2.22K $301M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
800
+ 1.49%
$51.52 - $52.37 $41.2K - $41.9K
54.5K $2.86B
ACHR
Archer Aviation Inc.

Industrials
10.8K
New
$6.8 - $11.51 $73.5K - $124K
10.8K $76.8M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
682
+ 2.83%
$100.32 - $100.76 $68.4K - $68.7K
24.8K $2.5B
XLU
Utilities Sector Spdr

ETFs
813
+ 25.22%
$74.7 - $80.27 $60.7K - $65.3K
4.04K $318M
MDT
Medtronic PLC

Healthcare
169
+ 2.87%
$79.84 - $94.5 $13.5K - $16K
6.05K $544M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.29K
+ 57.57%
$47.25 - $67.02 $108K - $154K
6.28K $299M
SVOL
Simplify ETF Simplify Volatili

ETFs
9.45K
+ 23.81%
$17.92 - $21.7 $169K - $205K
49.2K $894M
Activity Summary
Buys All Purchases 240 New Holdings 53 Increased Positions 187 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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