Fiduciary Financial Group, LLC Purchases in Q3 2024

Fiduciary Financial Group, LLC

  • $435 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
874
+ 1.79%
$56.47 - $63.69 $49.4K - $55.7K
49.8K $3.1B
NFLX
Netflix Inc

Communication Services
58
+ 5.37%
$598.55 - $722.26 $34.7K - $41.9K
1.14K $822M
MCHI
Ishares Msci China ETF

ETFs
418
+ 5.16%
$40.43 - $50.98 $16.9K - $21.3K
8.53K $454M
CSCO
Cisco Systems, Inc.

Technology
836
+ 7.63%
$44.74 - $53.22 $37.4K - $44.5K
11.8K $622M
MCD
Mcdonalds Corp

Consumer Cyclical
81
+ 4.79%
$245.82 - $304.51 $19.9K - $24.7K
1.77K $535M
HPE
Hewlett Packard Enterprise CO

Technology
4.93K
+ 36.65%
$16.1 - $21.44 $79.4K - $106K
18.4K $386M
KMI
Kinder Morgan, Inc.

Energy
2.03K
+ 13.79%
$19.72 - $22.22 $39.9K - $45K
16.7K $390M
IVV
Ishares Core S&P 500 ETF

ETFs
139
+ 11.84%
$520.18 - $576.82 $72.3K - $80.2K
1.31K $756M
AES
Aes Corp

Utilities
4.34K
+ 32.05%
$16.18 - $20.07 $70.1K - $87K
17.9K $324M
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 0.66%
$333.64 - $405.2 $3.67K - $4.46K
1.69K $699M
GIS
General Mills Inc

Consumer Defensive
442
+ 10.84%
$62.5 - $75.15 $27.6K - $33.2K
4.52K $328M
PGR
Progressive Corp

Financial Services
55
+ 3.81%
$209.46 - $259.24 $11.5K - $14.3K
1.5K $373M
ED
Consolidated Edison Inc

Utilities
227
+ 5.13%
$88.42 - $104.97 $20.1K - $23.8K
4.65K $475M
Grayscale Bitcoin Mini Tr Bt
12.6K
New
N/A
12.6K $69.4M
PSA
Public Storage

Real Estate
60
+ 5.43%
$283.13 - $365.01 $17K - $21.9K
1.17K $405M
LNT
Alliant Energy Corp

Utilities
617
+ 10.05%
$50.74 - $60.74 $31.3K - $37.5K
6.76K $403M
MELI
Mercadolibre Inc

Consumer Cyclical
3
+ 1.45%
$1591.44 - $2140.1 $4.77K - $6.42K
210 $423M
CAT
Caterpillar Inc

Industrials
43
+ 2.37%
$316.8 - $391.12 $13.6K - $16.8K
1.86K $721M
LAMR
Lamar Advertising CO

Real Estate
206
+ 6.88%
$110.9 - $135.58 $22.8K - $27.9K
3.2K $426M
BMY
Bristol Myers Squibb CO

Healthcare
181
+ 3.7%
$39.66 - $51.75 $7.18K - $9.37K
5.07K $266M
PAYX
Paychex Inc

Industrials
190
+ 7.01%
$116.17 - $135.19 $22.1K - $25.7K
2.9K $401M
UNH
Unitedhealth Group Inc

Healthcare
22
+ 1.42%
$488.01 - $604.18 $10.7K - $13.3K
1.57K $912M
PKG
Packaging Corp Of America

Consumer Cyclical
72
+ 3.71%
$176.32 - $215.7 $12.7K - $15.5K
2.01K $433M
DOW
Dow Inc.

Basic Materials
1.3K
+ 20.34%
$50.15 - $55.41 $64.9K - $71.8K
7.66K $408M
ACGL
Arch Capital Group Ltd.

Financial Services
103
+ 2.8%
$94.47 - $114.25 $9.73K - $11.8K
3.78K $415M
BK
Bank Of New York Mellon Corp

Financial Services
22
+ 0.33%
$59.54 - $72.17 $1.31K - $1.59K
6.75K $494M
SO
Southern CO

Utilities
193
+ 4.13%
$77.0 - $90.52 $14.9K - $17.5K
4.86K $434M
DFAX
Dimensional ETF Tr
1.7K
+ 4.43%
$24.29 - $27.25 $41.4K - $46.4K
40.1K $1.07B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
716
+ 6.35%
$69.61 - $79.56 $49.8K - $57K
12K $929M
SPTN
Spartan Nash CO

Consumer Defensive
1.28K
+ 9.78%
$17.99 - $22.55 $23K - $28.8K
14.4K $303M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
300
+ 4.03%
$69.31 - $77.34 $20.8K - $23.2K
7.74K $585M
KO
Coca Cola CO

Consumer Defensive
300
+ 4.74%
$62.69 - $73.01 $18.8K - $21.9K
6.63K $459M
NLOK
Norton Life Lock Inc.

Technology
837
+ 5.56%
N/A
15.9K $435M
ADP
Automatic Data Processing Inc

Industrials
45
+ 4.76%
$233.44 - $279.45 $10.5K - $12.6K
990 $283M
KHC
Kraft Heinz CO

Consumer Defensive
926
+ 10.27%
$31.86 - $36.13 $29.5K - $33.5K
9.94K $344M
PNW
Pinnacle West Capital Corp

Utilities
292
+ 8.01%
$75.52 - $91.31 $22.1K - $26.7K
3.94K $341M
SNY
Sanofi

Healthcare
253
+ 3.88%
$48.54 - $58.53 $12.3K - $14.8K
6.78K $372M
CNC
Centene Corp

Healthcare
497
+ 12.05%
$64.89 - $80.23 $32.3K - $39.9K
4.62K $330M
WEC
Wec Energy Group, Inc.

Utilities
78
+ 2.99%
$77.68 - $96.19 $6.06K - $7.5K
2.68K $253M
CRL
Charles River Laboratories International, Inc.

Healthcare
468
+ 41.27%
$187.96 - $245.29 $88K - $115K
1.6K $299M
AZO
Autozone Inc

Consumer Cyclical
9
+ 8.04%
$2815.0 - $3212.87 $25.3K - $28.9K
121 $375M
BX
Blackstone Inc.

Financial Services
25
+ 0.83%
$120.77 - $159.66 $3.02K - $3.99K
3.02K $451M
VZ
Verizon Communications Inc

Communication Services
555
+ 8.74%
$38.89 - $45.0 $21.6K - $25K
6.91K $304M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1.15K
+ 11.99%
$25.27 - $30.5 $29K - $35K
10.7K $308M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
357
+ 2.45%
$58.03 - $65.37 $20.7K - $23.3K
15K $955M
RY
Royal Bank Of Canada

Financial Services
140
+ 7.23%
$105.65 - $124.73 $14.8K - $17.5K
2.08K $253M
UL
Unilever PLC

Consumer Defensive
201
+ 4.3%
$54.7 - $65.59 $11K - $13.2K
4.88K $307M
BNS
Bank Of Nova Scotia

Financial Services
343
+ 7.57%
$44.71 - $54.78 $15.3K - $18.8K
4.87K $255M
XOM
Exxon Mobil Corp

Energy
59
+ 1.17%
$109.72 - $119.0 $6.47K - $7.02K
5.11K $624M
Activity Summary
Buys All Purchases 165 New Holdings 17 Increased Positions 148 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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