Fiduciary Financial Group, LLC Purchases in Q3 2025

Fiduciary Financial Group, LLC

  • $633 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
124K
+ 47.59%
$100.37 - $100.74 $12.5M - $12.5M
385K $38.7B
AAPL
Apple Inc.

Technology
9.84K
+ 5.32%
$202.38 - $256.87 $1.99M - $2.53M
195K $49.6B
SCHO
Schwab Short Term Us Treasury

ETFs
140K
+ 7.9%
$24.23 - $24.42 $3.39M - $3.42M
1.91M $46.7B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
36.7K
+ 5.42%
$36.04 - $38.78 $1.32M - $1.42M
713K $27.5B
DFIV
Dimensional ETF Tr

ETFs
31.3K
+ 6.11%
$42.66 - $46.53 $1.34M - $1.46M
544K $25.1B
DFAI
Dimensional ETF Tr

ETFs
41K
+ 6.38%
$34.05 - $36.55 $1.4M - $1.5M
685K $24.9B
DFAE
Dimensional ETF Tr

ETFs
33.9K
+ 5.35%
$28.84 - $31.84 $977K - $1.08M
667K $21B
VTV
Vanguard Value ETF

ETFs
4.12K
+ 3.49%
$175.51 - $186.57 $723K - $769K
122K $22.8B
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
17.4K
New
$71.0 - $90.32 $1.24M - $1.57M
17.4K $1.34B
TLT
Ishares Barclays 20+ Year Trea

ETFs
14.8K
+ 282.55%
$85.01 - $90.35 $1.26M - $1.34M
20.1K $1.79B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
12.5K
+ 8.65%
$76.16 - $78.59 $953K - $984K
157K $12.3B
IAU
Ishares Gold Trust

ETFs
2.17K
+ 2.21%
$61.62 - $72.77 $134K - $158K
101K $7.31B
DFAT
Dimensional ETF Tr U S Target

ETFs
9.28K
+ 4.96%
$53.36 - $59.69 $495K - $554K
196K $11.4B
GNR
Spdr S&P Global Natural Resour

ETFs
9.22K
+ 7.85%
$54.23 - $59.34 $500K - $547K
127K $7.5B
DIHP
Dimensional ETF Tr Dimensional

ETFs
19.3K
+ 7.97%
$28.69 - $30.59 $553K - $589K
261K $7.93B
DFIC
Dimensional ETF Tr Dimensional

ETFs
17.9K
+ 17.62%
$30.76 - $33.01 $550K - $591K
119K $3.92B
QQQ
Invesco Qqq Trust, Series 1

ETFs
182
+ 1.55%
$546.99 - $602.2 $99.6K - $110K
12K $7.18B
ZG
Zillow Group, Inc.

Communication Services
9.82K
New
$68.95 - $86.76 $677K - $852K
9.82K $731M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
31.6K
+ 44.37%
$20.84 - $21.03 $659K - $665K
103K $2.15B
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.85K
+ 1.66%
$35.76 - $37.93 $138K - $146K
235K $8.89B
TMUS
T Mobile Us, Inc.

Communication Services
2.41K
+ 129.36%
$226.02 - $259.01 $545K - $624K
4.27K $1.02B
GOOGL
Alphabet Inc.

Communication Services
361
+ 5.03%
$174.36 - $254.72 $62.9K - $92K
7.53K $1.83B
VRT
Vertiv Holdings CO

Industrials
3.72K
New
N/A
3.72K $561M
Dimensional ETF Trust
7.27K
+ 3.31%
N/A
227K $7.46B
FLRN
Spdr Bloomberg Investment Grad

ETFs
15.2K
+ 5.62%
$30.71 - $30.86 $467K - $469K
286K $8.81B
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.21K
+ 4.53%
$107.66 - $112.36 $346K - $361K
74K $8.25B
Dimensional ETF Trust
5.85K
+ 39.47%
N/A
20.7K $1.49B
REET
Ishares Global Reit ETF

ETFs
14.7K
+ 9.25%
$24.45 - $25.91 $358K - $380K
173K $4.43B
VBR
Vanguard Small Cap Value ETF

ETFs
1.48K
+ 8.91%
$195.41 - $212.37 $288K - $313K
18K $3.76B
Innovator Etfs Trust
15.8K
New
N/A
15.8K $433M
CVS
Cvs Health Corp

Healthcare
5.69K
New
$58.75 - $76.5 $334K - $435K
5.69K $429M
FTI
Technip Fmc PLC

Energy
10.6K
New
$32.19 - $40.89 $343K - $435K
10.6K $420M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
9.45K
New
$39.37 - $44.24 $372K - $418K
9.45K $414M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.85K
New
$79.76 - $85.78 $386K - $416K
4.85K $410M
SJNK
Spdr Bloomberg Short Term High

ETFs
15.5K
+ 33.2%
$25.28 - $25.63 $393K - $398K
62.3K $1.6B
Aptiv PLC
4.55K
New
N/A
4.55K $392M
TXT
Textron Inc

Industrials
4.61K
New
$77.02 - $87.21 $355K - $402K
4.61K $390M
Anglogold Ashanti PLC
5.49K
New
N/A
5.49K $386M
TRN
Trinity Industries Inc

Industrials
13.5K
New
$23.3 - $29.03 $316K - $393K
13.5K $380M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.76K
New
$171.01 - $228.24 $300K - $401K
1.76K $376M
OVV
Ovintiv Inc.

Energy
9.16K
New
$38.53 - $43.17 $353K - $396K
9.16K $370M
HLIT
Harmonic Inc

Technology
34.4K
New
$8.35 - $10.49 $287K - $361K
34.4K $350M
ORI
Old Republic International Corp

Financial Services
8.11K
New
$35.74 - $42.47 $290K - $344K
8.11K $344M
SNV
Synovus Financial Corp

Financial Services
6.95K
New
$46.55 - $59.6 $324K - $414K
6.95K $341M
EWY
Ishares Inc Msci South Korea E

ETFs
68
+ 0.17%
$70.07 - $81.56 $4.76K - $5.55K
39.4K $3.16B
WES
Western Midstream Partners, LP

Energy
8.5K
New
$37.5 - $41.18 $319K - $350K
8.5K $334M
ETN
Eaton Corp PLC

Industrials
827
+ 65.53%
$342.99 - $392.76 $284K - $325K
2.09K $782M
DFSI
Dimensional ETF Tr Dimen Intl
7.42K
+ 42.52%
N/A
24.9K $1.02B
MPLX
Mplx LP

Energy
6.62K
New
$49.42 - $52.71 $327K - $349K
6.62K $331M
Activity Summary
Buys All Purchases 186 New Holdings 45 Increased Positions 141 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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