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
BWX
Spdr Bloomberg International T

ETFs
14.5K
+ 135.02%
$22.58 - $23.5 $328K - $341K
25.3K $581M
PRI
Primerica, Inc.

Financial Services
1.17K
New
$255.46 - $285.58 $299K - $334K
1.17K $325M
VEU
Vanguard Ftse All World Ex Us

ETFs
639
+ 0.99%
$66.38 - $71.68 $42.4K - $45.8K
65K $4.64B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.63K
+ 2.67%
$29.55 - $32.52 $77.7K - $85.6K
101K $3.24B
MSFT
Microsoft Corp

Technology
105
+ 1.06%
$491.09 - $535.64 $51.6K - $56.2K
9.98K $5.17B
FCX
Freeport Mcmoran Inc

Basic Materials
7.71K
New
$35.34 - $47.21 $272K - $364K
7.71K $302M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.1K
+ 45.0%
$55.61 - $57.37 $283K - $292K
16.4K $938M
IJUL
Innovator Etfs Tr

ETFs
8.52K
New
$31.5 - $32.72 $268K - $279K
8.52K $278M
EPD
Enterprise Products Partners L.P.

Energy
8.73K
New
$30.74 - $32.14 $268K - $280K
8.73K $273M
MU
Micron Technology Inc

Technology
29
+ 0.54%
$104.88 - $168.89 $3.04K - $4.9K
5.41K $905M
PM
Philip Morris International Inc.

Consumer Defensive
1.56K
New
$157.77 - $183.27 $246K - $286K
1.56K $253M
ASML
Asml Holding Nv

Technology
261
New
$689.63 - $968.09 $180K - $253K
261 $253M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
9.06K
New
$27.17 - $28.04 $246K - $254K
9.06K $252M
Rocket Lab Corp
5.25K
New
N/A
5.25K $252M
DFSV
Dimensional ETF Tr Dimensional

ETFs
5.98K
+ 16.88%
$29.2 - $32.74 $174K - $196K
41.4K $1.32B
VB
Vanguard Small Cap ETF

ETFs
833
+ 34.94%
$237.58 - $259.17 $198K - $216K
3.22K $818M
VEA
Vanguard Ftse Developed Market

ETFs
3.01K
+ 15.6%
$56.02 - $60.3 $169K - $181K
22.3K $1.34B
Innovator Etfs Trust
9.08K
New
N/A
9.08K $236M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.72K
New
$46.86 - $48.27 $221K - $228K
4.72K $227M
INTC
Intel Corp

Technology
6.75K
New
$19.31 - $35.5 $130K - $240K
6.75K $226M
KJUL
Innovator U.S. Small Cap Power

Technology
7.29K
New
$29.2 - $31.07 $213K - $227K
7.29K $226M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.11K
+ 25.51%
$97.75 - $100.75 $206K - $212K
10.4K $1.04B
MUB
Ishares National Muni Bond ETF

ETFs
343
+ 0.41%
$103.24 - $106.68 $35.4K - $36.6K
85K $9.05B
Innovator Etfs Trust
6.96K
New
N/A
6.96K $222M
GLW
Corning Inc

Technology
2.66K
New
$51.6 - $82.03 $137K - $219K
2.66K $219M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.13K
+ 3.39%
$91.44 - $91.77 $195K - $195K
65K $5.97B
BWA
Borgwarner Inc

Consumer Cyclical
4.87K
New
$34.53 - $44.44 $168K - $216K
4.87K $214M
IYW
Ishares Dj Us Tech ETF

ETFs
1.09K
New
$171.38 - $197.01 $186K - $214K
1.09K $213M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
8.26K
New
$24.87 - $25.69 $205K - $212K
8.26K $211M
DFSU
Dimensional ETF Tr Dimen Us Su
3.13K
+ 12.03%
N/A
29.2K $1.24B
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.24K
New
$87.29 - $93.61 $195K - $209K
2.24K $209M
ABC
Amerisourcebergen Corp

Healthcare
666
New
N/A
666 $208M
TMO
Thermo Fisher Scientific Inc.

Healthcare
428
New
$404.94 - $499.99 $173K - $214K
428 $208M
VGT
Vanguard Information Technolog

ETFs
278
New
$656.44 - $753.15 $182K - $209K
278 $208M
Grayscale Bitcoin Mini Tr Et
4.02K
New
N/A
4.02K $203M
EQAL
Invesco ETF

ETFs
3.9K
New
$49.29 - $52.39 $192K - $204K
3.9K $203M
Oaktree Specialty Lending CO
18.6K
+ 30.77%
N/A
79.1K $1.03B
JNJ
Johnson & Johnson

Healthcare
134
+ 2.4%
$155.17 - $185.42 $20.8K - $24.8K
5.72K $1.06B
GS
Goldman Sachs Group Inc

Financial Services
34
+ 1.98%
$696.56 - $806.32 $23.7K - $27.4K
1.75K $1.4B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
4.35K
+ 53.55%
$33.78 - $36.74 $147K - $160K
12.5K $454M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
672
+ 2.3%
$49.43 - $54.52 $33.2K - $36.6K
29.9K $1.62B
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.5K
+ 36.1%
$91.28 - $97.59 $137K - $146K
5.66K $542M
DFSB
Dimensional ETF Tr Dimensional
2.89K
+ 54.71%
N/A
8.16K $435M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
12.3K
New
$11.04 - $11.83 $136K - $145K
12.3K $144M
EWJ
Ishares Msci Japan ETF

ETFs
120
+ 0.57%
$71.69 - $81.49 $8.6K - $9.78K
21.2K $1.7B
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
12.3K
New
$9.82 - $10.65 $121K - $131K
12.3K $130M
CMF
Ishares California Muni Bond E

ETFs
1.64K
+ 6.56%
$55.16 - $57.13 $90.3K - $93.5K
26.6K $1.52B
ORCL
Oracle Corp

Technology
183
+ 14.88%
$218.96 - $328.33 $40.1K - $60.1K
1.41K $397M
SCMB
Schwab Strategic Tr Mun Bd ETF
4.44K
+ 34.56%
N/A
17.3K $443M
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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