Fiduciary Alliance LLC Incresed Positions in Q1 2025

Fiduciary Alliance LLC

  • $1.02 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BABA
Alibaba Group Holding LTD

Consumer Cyclical
18.2K
+ 18.28%
$80.53 - $147.57 $1.47M - $2.69M
118K $15.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
13.6K
+ 22.11%
$551.42 - $612.93 $7.52M - $8.36M
75.4K $42.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.96K
+ 3.65%
$442.66 - $534.52 $867K - $1.05M
55.6K $29.6B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
42.5K
+ 61.49%
$91.45 - $91.75 $3.89M - $3.9M
112K $10.2B
T
At&T Inc.

Communication Services
124K
+ 172.79%
$21.56 - $28.28 $2.67M - $3.5M
195K $5.53B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
72.3K
+ 549.53%
N/A
85.4K $4.27B
NFLX
Netflix Inc

Communication Services
3.44K
+ 879.28%
$828.4 - $1058.6 $2.85M - $3.64M
3.83K $3.57B
JPIB
Jpmorgan International Bond Op

ETFs
56.1K
+ 69.91%
$46.97 - $48.35 $2.64M - $2.71M
136K $6.54B
GLW
Corning Inc

Technology
58.3K
+ 399.08%
$44.91 - $54.25 $2.62M - $3.16M
72.9K $3.34B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
77.4K
+ 17.99%
$27.01 - $28.54 $2.09M - $2.21M
508K $14.2B
COST
Costco Wholesale Corp

Consumer Defensive
1.96K
+ 23.92%
$890.62 - $1076.86 $1.75M - $2.11M
10.2K $9.61B
XSMO
Invesco S&P Smallcap Momentum

ETFs
33.5K
+ 104.98%
$59.97 - $70.03 $2.01M - $2.35M
65.5K $4.11B
JNJ
Johnson & Johnson

Healthcare
1.02K
+ 1.29%
$142.06 - $167.7 $144K - $170K
79.8K $13.2B
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
76.7K
+ 22.32%
$13.04 - $17.59 $1M - $1.35M
421K $6.44B
AMGN
Amgen Inc

Healthcare
262
+ 0.91%
$258.59 - $327.36 $67.8K - $85.8K
29.2K $9.09B
MS
Morgan Stanley

Financial Services
18.7K
+ 19.23%
$111.68 - $141.08 $2.08M - $2.63M
116K $13.5B
LLY
Eli Lilly & CO

Healthcare
1.11K
+ 17.97%
$725.72 - $929.72 $807K - $1.03M
7.3K $6.03B
SGOL
Abrdn Gold ETF Trust

ETFs
3.53K
+ 1.57%
$25.14 - $29.82 $88.7K - $105K
228K $6.78B
SPG
Simon Property Group Inc

Real Estate
7.65K
+ 36.05%
$159.48 - $187.78 $1.22M - $1.44M
28.9K $4.79B
MSTR
Microstrategy Inc

Technology
3.97K
+ 12.79%
$239.27 - $396.5 $949K - $1.57M
35K $10.1B
JPM
Jpmorgan Chase & CO

Financial Services
1.19K
+ 0.84%
$225.19 - $279.95 $269K - $334K
143K $35.1B
ABT
Abbott Laboratories

Healthcare
5.27K
+ 29.38%
$111.1 - $140.22 $585K - $739K
23.2K $3.08B
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
11.4K
+ 3.53%
$28.66 - $31.72 $327K - $361K
335K $10.3B
SCHR
Schwab Intermediate Term Us Tr

ETFs
27K
+ 6.89%
$24.05 - $24.86 $648K - $670K
418K $10.4B
CME
Cme Group Inc.

Financial Services
371
+ 1.58%
$225.82 - $266.54 $83.8K - $98.9K
23.9K $6.33B
KMI
Kinder Morgan, Inc.

Energy
14.6K
+ 4.91%
$26.1 - $31.22 $382K - $457K
312K $8.91B
ABBV
Abb Vie Inc.

Healthcare
1.08K
+ 6.81%
$169.2 - $216.66 $183K - $234K
16.9K $3.55B
INTU
Intuit Inc

Technology
1.01K
+ 187.43%
$555.63 - $630.23 $563K - $639K
1.56K $955M
NDAQ
Nasdaq, Inc.

Financial Services
7.91K
+ 60.29%
$72.17 - $83.76 $571K - $663K
21K $1.6B
VTV
Vanguard Value ETF

ETFs
3.26K
+ 253.46%
$167.73 - $179.21 $547K - $585K
4.55K $786M
CL
Colgate Palmolive CO

Consumer Defensive
4.18K
+ 9.35%
$85.68 - $97.5 $358K - $408K
48.9K $4.58B
KWEB
Kraneshares Tr Csi China Inter

ETFs
11.6K
+ 62.34%
$27.29 - $38.29 $317K - $445K
30.3K $1.06B
NEE
Nextera Energy Inc

Utilities
7.96K
+ 7.07%
$66.96 - $76.16 $533K - $606K
121K $8.55B
SHEL
Shell PLC

Energy
792
+ 2.24%
$62.84 - $73.29 $49.8K - $58K
36.1K $2.65B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.8K
+ 112.8%
$254.58 - $302.92 $458K - $545K
3.39K $867M
XLE
Energy Sector Spdr

ETFs
4.01K
+ 120.47%
$85.7 - $93.96 $344K - $377K
7.35K $686M
Pimco Multisector Bond Active Exchange Traded Fund
12.4K
+ 8.69%
N/A
156K $4.1B
DUK
Duke Energy Corp

Utilities
1.35K
+ 8.7%
$105.87 - $121.97 $143K - $165K
16.9K $2.06B
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.02K
+ 1.08%
$59.6 - $67.2 $60.6K - $68.3K
95.2K $6.07B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.19K
+ 15.04%
$55.41 - $60.74 $398K - $437K
55K $3.11B
AER
Aer Cap Holdings N.V.

Industrials
2.25K
+ 10.72%
$94.11 - $105.78 $211K - $238K
23.2K $2.37B
ISRG
Intuitive Surgical Inc

Healthcare
1.41K
+ 11.28%
$476.63 - $610.45 $672K - $861K
13.9K $6.89B
FXI
Ishares Tr

ETFs
2.89K
+ 6.0%
$28.65 - $38.55 $82.8K - $111K
51K $1.83B
NANR
Spdr Index Shs Fds S&P North A

ETFs
2.78K
+ 6.26%
$51.78 - $56.0 $144K - $156K
47.2K $2.62B
MCD
Mcdonalds Corp

Consumer Cyclical
500
+ 6.62%
$279.74 - $321.29 $140K - $161K
8.05K $2.51B
UNH
Unitedhealth Group Inc

Healthcare
279
+ 2.82%
$461.52 - $548.18 $129K - $153K
10.2K $5.33B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
665
+ 55.7%
$507.05 - $563.67 $337K - $375K
1.86K $955M
IEFA
Ishares Tr

ETFs
3.45K
+ 91.72%
$69.57 - $78.65 $240K - $271K
7.2K $545M
Eagle Capital Select Equity ETF
9.22K
+ 18.11%
N/A
60.1K $1.68B
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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