Fiduciary Alliance LLC Sells in Q1 2025

Fiduciary Alliance LLC

  • $1.02 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
-99K
- 93.34%
$56.12 - $68.15 $5.56M - $6.75M
7.06K $479M
ORCL
Oracle Corp

Technology
-24.9K
- 65.54%
$139.81 - $186.47 $3.48M - $4.65M
13.1K $1.83B
BNDX
Vanguard Total International B

ETFs
-52.9K
- 84.67%
$48.33 - $49.5 $2.55M - $2.62M
9.57K $467M
HD
Home Depot, Inc.

Consumer Cyclical
-3.94K
- 8.17%
$347.25 - $424.87 $1.37M - $1.67M
44.2K $16.2B
ETN
Eaton Corp PLC

Industrials
-2.12K
- 7.15%
$271.83 - $371.23 $576K - $787K
27.5K $7.48B
ICE
Intercontinental Exchange, Inc.

Financial Services
-16.2K
- 67.1%
$142.8 - $176.36 $2.31M - $2.85M
7.93K $1.37B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.79K
- 19.47%
$468.34 - $539.52 $1.31M - $1.51M
11.5K $5.42B
LMT
Lockheed Martin Corp

Industrials
-1.8K
- 10.49%
$423.19 - $506.29 $763K - $913K
15.4K $6.88B
CCI
Crown Castle International Corp

Real Estate
-17.2K
- 67.41%
$84.33 - $106.39 $1.45M - $1.83M
8.3K $865M
MRK
Merck & Co., Inc.

Healthcare
-7.02K
- 9.64%
$83.01 - $101.02 $583K - $709K
65.8K $5.91B
TXN
Texas Instruments Inc

Technology
-4.08K
- 11.08%
N/A
32.7K $5.88B
XOM
Exxon Mobil Corp

Energy
-12K
- 25.97%
$105.44 - $118.93 $1.27M - $1.43M
34.2K $4.07B
V
Visa Inc.

Financial Services
-3.74K
- 29.11%
$306.92 - $362.71 $1.15M - $1.36M
9.12K $3.2B
META
Meta Platforms, Inc.

Communication Services
-1.05K
- 11.2%
$576.36 - $736.67 $605K - $773K
8.32K $4.79B
VST
Vistra Corp.

Utilities
-1.13K
- 4.56%
$108.49 - $191.89 $123K - $217K
23.7K $2.78B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.37K
- 19.05%
$408.78 - $448.82 $561K - $616K
5.84K $2.45B
PEP
Pepsico Inc

Consumer Defensive
-3.64K
- 23.47%
$142.64 - $156.42 $519K - $570K
11.9K $1.78B
AMD
Advanced Micro Devices Inc

Technology
-4.19K
- 55.46%
$96.63 - $129.55 $405K - $543K
3.37K $346M
CHTR
Charter Communications, Inc.

Communication Services
-1.77K
- 47.28%
$334.89 - $384.77 $593K - $682K
1.98K $728M
AON
Aon PLC

Financial Services
-2.05K
- 27.08%
$348.44 - $409.32 $715K - $840K
5.52K $2.2B
INTC
Intel Corp

Technology
-28.9K
- 47.67%
$19.1 - $27.39 $553K - $792K
31.8K $721M
Fidelity Wise Origin Bitcoin Fund
-557
- 1.19%
N/A
46.4K $3.34B
SAP
Sap Se

Technology
-2.46K
- 29.24%
$241.4 - $293.69 $593K - $722K
5.95K $1.6B
Ge Vernova Inc Com
-1.15K
- 23.91%
N/A
3.65K $1.11B
ADI
Analog Devices Inc

Technology
-1.9K
- 30.58%
$201.56 - $243.82 $382K - $462K
4.3K $868M
PRU
Prudential Financial Inc

Financial Services
-3.44K
- 47.65%
$105.04 - $122.33 $362K - $421K
3.78K $422M
AXP
American Express CO

Financial Services
-62
- 0.46%
$255.39 - $325.87 $15.8K - $20.2K
13.4K $3.6B
Core Scientific Inc New Wt Exp 012329
-2.13K
- 4.34%
N/A
46.9K $337M
MTB
M&T Bank Corp

Financial Services
-548
- 2.11%
$170.47 - $201.98 $93.4K - $111K
25.4K $4.55B
WDAY
Workday, Inc.

Technology
-199
- 2.07%
$233.53 - $277.82 $46.5K - $55.3K
9.44K $2.2B
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-798
- 15.82%
$221.78 - $273.45 $177K - $218K
4.25K $966M
AA
Alcoa Corp

Basic Materials
-1K
- 3.31%
$30.5 - $39.53 $30.6K - $39.7K
29.4K $895M
ACN
Accenture PLC

Technology
-78
- 1.39%
$300.91 - $398.25 $23.5K - $31.1K
5.54K $1.73B
SECT
Sector 10, Inc.

ETFs
-436
- 0.85%
$50.98 - $57.8 $22.2K - $25.2K
51.2K $2.61B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.24K
- 4.6%
$54.25 - $57.64 $176K - $187K
67.2K $3.7B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-953
- 6.32%
$169.43 - $182.84 $161K - $174K
14.1K $2.45B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-20
- 1.05%
$283.06 - $421.16 $5.66K - $8.42K
1.88K $532M
CLH
Clean Harbors Inc

Industrials
-350
- 9.53%
$188.14 - $246.1 $65.8K - $86.1K
3.32K $655M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-119
- 0.59%
$58.23 - $69.12 $6.93K - $8.23K
20K $1.17B
VTI
Vanguard Total Stock Market Et

ETFs
-163
- 1.89%
$271.18 - $303.12 $44.2K - $49.4K
8.45K $2.32B
IVW
Ishares S&P 500 Growth ETF

ETFs
-246
- 1.48%
$92.45 - $106.69 $22.7K - $26.2K
16.4K $1.53B
CRWD
Crowd Strike Holdings, Inc.

Technology
-598
- 11.48%
$308.86 - $455.36 $185K - $272K
4.61K $1.63B
WFC
Wells Fargo & Company

Financial Services
-2.62K
- 12.1%
$66.78 - $81.42 $175K - $213K
19K $1.37B
URI
United Rentals, Inc.

Industrials
-55
- 3.87%
$594.17 - $789.56 $32.7K - $43.4K
1.37K $855M
GDDY
Go Daddy Inc.

Technology
-277
- 5.23%
$172.13 - $214.35 $47.7K - $59.4K
5.02K $904M
LOW
Lowes Companies Inc

Consumer Cyclical
-113
- 1.37%
$222.66 - $268.42 $25.2K - $30.3K
8.15K $1.9B
Jacobs Solutions Inc Com
-167
- 1.92%
N/A
8.54K $1.03B
HON
Honeywell International Inc

Industrials
-239
- 4.3%
$202.75 - $226.52 $48.5K - $54.1K
5.32K $1.13B
PHM
Pultegroup Inc

Consumer Cyclical
-750
- 18.16%
$101.09 - $118.51 $75.8K - $88.9K
3.38K $347M
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
Track This Portfolio

Track Fiduciary Alliance LLC Portfolio

Follow Fiduciary Alliance LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Alliance LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Alliance LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email