Fiduciary Alliance LLC Sells in Q1 2025

Fiduciary Alliance LLC

  • $1.02 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MAR
Marriott International Inc

Consumer Cyclical
-1
- 0.04%
$237.01 - $304.45 $237 - $304
2.48K $590M
CAT
Caterpillar Inc

Industrials
-113
- 6.48%
$326.75 - $407.63 $36.9K - $46.1K
1.63K $538M
ACM
Aecom

Industrials
-24
- 0.39%
$92.54 - $111.05 $2.22K - $2.67K
6.11K $567M
GE
General Electric CO

Industrials
-1.01K
- 28.71%
$168.59 - $212.13 $171K - $215K
2.52K $503M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-233
- 9.64%
$157.11 - $206.52 $36.6K - $48.1K
2.18K $367M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-483
- 10.69%
$81.1 - $94.7 $39.2K - $45.7K
4.04K $327M
BA
Boeing CO

Industrials
-356
- 13.06%
$148.15 - $186.25 $52.7K - $66.3K
2.37K $404M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-738
- 9.41%
$36.88 - $49.3 $27.2K - $36.4K
7.1K $262M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
-675
- 3.0%
$30.84 - $35.09 $20.8K - $23.7K
21.8K $675M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-318
- 6.14%
$120.24 - $134.3 $38.2K - $42.7K
4.86K $592M
FDX
Fedex Corp

Industrials
-98
- 7.8%
$230.33 - $281.53 $22.6K - $27.6K
1.16K $282M
GIS
General Mills Inc

Consumer Defensive
-37
- 0.24%
$57.56 - $65.3 $2.13K - $2.42K
15.3K $916M
GGG
Graco Inc

Industrials
-646
- 6.49%
$80.53 - $87.54 $52K - $56.6K
9.3K $777M
SPYC
Simplify Exchange Traded Fds U
-491
- 3.32%
N/A
14.3K $492M
GS
Goldman Sachs Group Inc

Financial Services
-43
- 3.39%
$524.81 - $672.19 $22.6K - $28.9K
1.23K $670M
COF
Capital One Financial Corp

Financial Services
-363
- 4.01%
$163.87 - $209.82 $59.5K - $76.2K
8.7K $1.56B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-9
- 0.69%
$522.96 - $601.18 $4.71K - $5.41K
1.3K $691M
AMAT
Applied Materials Inc

Technology
-122
- 6.59%
$145.06 - $195.51 $17.7K - $23.9K
1.73K $251M
LDOS
Leidos Holdings, Inc.

Technology
-22
- 0.43%
$126.82 - $161.11 $2.79K - $3.54K
5.08K $686M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-689
- 5.24%
$32.42 - $36.13 $22.3K - $24.9K
12.5K $411M
IWY
Ishares Tr Russell 200 Growth

ETFs
-40
- 2.77%
$210.19 - $243.33 $8.41K - $9.73K
1.4K $296M
SHV
Ishares Tr

ETFs
-478
- 1.59%
$110.11 - $110.51 $52.6K - $52.8K
29.5K $3.26B
Te Connectivity PLC Ord Shs
-188
- 2.09%
N/A
8.8K $1.24B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-10
- 0.64%
$497.6 - $606.74 $4.98K - $6.07K
1.55K $770M
CLX
Clorox CO

Consumer Defensive
-13
- 0.53%
$141.76 - $162.89 $1.84K - $2.12K
2.42K $356M
LHX
L3 Harris Technologies, Inc.

Industrials
-167
- 6.79%
$194.65 - $222.86 $32.5K - $37.2K
2.29K $480M
SYY
Sysco Corp

Consumer Defensive
-434
- 13.57%
$70.0 - $77.13 $30.4K - $33.5K
2.76K $207M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-308
- 0.81%
$62.72 - $71.92 $19.3K - $22.2K
37.6K $2.37B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-230
- 1.1%
$21.23 - $23.75 $4.88K - $5.46K
20.7K $447M
ARCC
Ares Capital Corp

Financial Services
-1.47K
- 8.06%
$21.28 - $23.81 $31.2K - $34.9K
16.7K $371M
GD
General Dynamics Corp

Industrials
-141
- 8.65%
$241.94 - $272.58 $34.1K - $38.4K
1.49K $406M
TMDX
Trans Medics Group, Inc.

Healthcare
-625
- 15.78%
$56.73 - $79.42 $35.5K - $49.6K
3.34K $224M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-322
- 4.6%
$81.83 - $82.73 $26.3K - $26.6K
6.68K $552M
DFS
Discover Financial Services

Financial Services
-75
- 2.57%
$152.99 - $203.25 $11.5K - $15.2K
2.85K $486M
PFE
Pfizer Inc

Healthcare
-218
- 2.22%
$25.01 - $27.13 $5.45K - $5.91K
9.59K $243M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-1.34K
- 7.28%
$10.13 - $10.52 $13.6K - $14.1K
17.1K $176M
UNP
Union Pacific Corp

Industrials
-181
- 4.54%
$225.21 - $254.42 $40.8K - $46.1K
3.81K $899M
F
Ford Motor CO

Consumer Cyclical
-1.42K
- 2.95%
$9.12 - $10.43 $12.9K - $14.8K
46.6K $468M
NSC
Norfolk Southern Corp

Industrials
-41
- 3.43%
$227.69 - $259.76 $9.34K - $10.7K
1.16K $274M
HUM
Humana Inc

Healthcare
-247
- 4.56%
$249.11 - $303.11 $61.5K - $74.9K
5.17K $1.37B
HLN
Haleon PLC

Healthcare
-617
- 5.25%
$9.02 - $10.67 $5.57K - $6.58K
11.1K $115M
D
Dominion Energy, Inc

Utilities
-146
- 2.79%
$52.85 - $57.43 $7.72K - $8.38K
5.08K $285M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-12
- 0.26%
$50.82 - $52.7 $610 - $632
4.63K $243M
ZTS
Zoetis Inc.

Healthcare
-9
- 0.22%
$156.48 - $175.67 $1.41K - $1.58K
4.06K $669M
BMY
Bristol Myers Squibb CO

Healthcare
-228
- 5.09%
$53.9 - $63.11 $12.3K - $14.4K
4.25K $259M
TRV
Travelers Companies, Inc.

Financial Services
-58
- 6.41%
$232.43 - $265.13 $13.5K - $15.4K
847 $224M
SCHW
Schwab Charles Corp

Financial Services
-127
- 3.05%
$71.24 - $83.64 $9.05K - $10.6K
4.04K $316M
TYL
Tyler Technologies Inc

Technology
-6
- 0.22%
$553.41 - $646.74 $3.32K - $3.88K
2.76K $1.6B
IXJ
Ishares Global Healthcare ETF

ETFs
-73
- 1.96%
$86.01 - $94.19 $6.28K - $6.88K
3.65K $333M
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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