Fiduciary Alliance LLC New Holdings in Q1 2025

Fiduciary Alliance LLC

  • $1.02 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock
2.91K
New
N/A
2.91K $2.75B
HOOD
Robinhood Markets, Inc.

Technology
52.3K
New
$35.63 - $65.28 $1.86M - $3.41M
52.3K $2.18B
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.61K
New
$360.07 - $417.26 $1.66M - $1.92M
4.61K $1.66B
LEN
Lennar Corp

Consumer Cyclical
12.9K
New
$113.93 - $141.54 $1.47M - $1.83M
12.9K $1.48B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
49.6K
New
$25.2 - $68.74 $1.25M - $3.41M
49.6K $1.46B
EFA
Ishares Tr Msci Eafe ETF

ETFs
17K
New
$74.85 - $84.89 $1.27M - $1.44M
17K $1.39B
SOFI
So Fi Technologies, Inc.

Financial Services
96.9K
New
$11.18 - $18.03 $1.08M - $1.75M
96.9K $1.13B
EL
Estee Lauder Companies Inc

Consumer Defensive
16.7K
New
$64.26 - $85.48 $1.07M - $1.43M
16.7K $1.1B
WEC
Wec Energy Group, Inc.

Utilities
9.42K
New
$92.12 - $108.98 $868K - $1.03M
9.42K $1.03B
IWR
Ishares Russell Mid Cap ETF

ETFs
9.12K
New
$82.81 - $92.93 $755K - $848K
9.12K $776M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
44.9K
New
$15.0 - $15.91 $673K - $714K
44.9K $699M
ET
Energy Transfer LP

Energy
35.9K
New
$17.26 - $21.08 $620K - $758K
35.9K $668M
Linde PLC Shs
1.39K
New
N/A
1.39K $646M
CTSH
Cognizant Technology Solutions Corp

Technology
8.18K
New
$75.32 - $90.7 $616K - $742K
8.18K $626M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.31K
New
$182.82 - $196.21 $606K - $650K
3.31K $624M
PGR
Progressive Corp

Financial Services
2.09K
New
$235.61 - $291.22 $493K - $609K
2.09K $592M
PTC
Ptc Inc.

Technology
3.43K
New
$153.3 - $193.48 $525K - $663K
3.43K $531M
FSK
Fs Kkr Capital Corp

Financial Services
23.5K
New
$20.47 - $24.06 $480K - $565K
23.5K $492M
VUG
Vanguard Growth ETF

ETFs
1.32K
New
$369.1 - $427.61 $488K - $565K
1.32K $490M
IWN
Ishares Russell2000 Val ETF

ETFs
3.02K
New
$149.27 - $169.4 $450K - $511K
3.02K $456M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.36K
New
$100.34 - $100.68 $437K - $439K
4.36K $439M
IDU
Ishares Tr U S Utils ETF

ETFs
4.27K
New
$95.33 - $102.77 $407K - $439K
4.27K $433M
VEA
Vanguard Ftse Developed Market

ETFs
8.44K
New
$47.4 - $52.99 $400K - $447K
8.44K $429M
EPD
Enterprise Products Partners L.P.

Energy
11.1K
New
$31.75 - $34.14 $352K - $379K
11.1K $379M
MBB
Ishares Tr

ETFs
3.53K
New
$90.37 - $94.08 $319K - $332K
3.53K $331M
BXSL
Blackstone Secured Lending Fund

Financial Services
10K
New
$31.3 - $34.5 $313K - $345K
10K $324M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
7.45K
New
$40.55 - $48.43 $302K - $361K
7.45K $321M
Ft Energy Income Partners Enhanced Income ETF
15.8K
New
N/A
15.8K $320M
MLM
Martin Marietta Materials Inc

Basic Materials
662
New
$460.39 - $552.64 $305K - $366K
662 $317M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.88K
New
$78.0 - $84.37 $303K - $328K
3.88K $310M
PLD
Prologis, Inc.

Real Estate
2.76K
New
$103.59 - $124.04 $286K - $342K
2.76K $309M
USFR
Wisdomtree Floating Rate Treas

ETFs
6K
New
$50.29 - $50.5 $302K - $303K
6K $302M
CDNS
Cadence Design Systems Inc

Technology
1.11K
New
$233.96 - $324.52 $259K - $359K
1.11K $282M
IEMG
Ishares Inc

ETFs
5.17K
New
N/A
5.17K $279M
IAU
Ishares Gold Trust

ETFs
4.64K
New
$49.74 - $58.96 $231K - $273K
4.64K $273M
APLD
Applied Blockchain, Inc.

Financial Services
47.5K
New
$5.62 - $10.65 $267K - $505K
47.5K $267M
FSCO
Fs Cr Opportunities Corp Com
37.2K
New
N/A
37.2K $262M
RECS
Columbia ETF Tr I

ETFs
7.76K
New
$32.64 - $36.08 $253K - $280K
7.76K $258M
CB
Chubb LTD

Financial Services
844
New
$257.71 - $301.99 $218K - $255K
844 $255M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
12K
New
$20.11 - $21.21 $242K - $256K
12K $255M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
928
New
$208.48 - $244.03 $193K - $226K
928 $226M
XLP
Consumer Staples Sector Spdr

ETFs
2.76K
New
N/A
2.76K $225M
LNG
Cheniere Energy, Inc.

Energy
948
New
$209.32 - $253.66 $198K - $240K
948 $219M
XLG
Invesco Exchange Traded Fd Tr

ETFs
4.76K
New
$45.72 - $51.73 $217K - $246K
4.76K $219M
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
NUE
Nucor Corp

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