Fiduciary Financial Group, LLC Incresed Positions in Q2 2025

Fiduciary Financial Group, LLC

  • $553 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
96.8K
+ 457.4%
$153.67 - $176.74 $14.9M - $17.1M
118K $21.1B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
79.1K
+ 43.56%
$100.35 - $100.71 $7.94M - $7.97M
261K $26.2B
AAPL
Apple Inc.

Technology
11.6K
+ 6.66%
$172.42 - $223.89 $1.99M - $2.59M
185K $38.5B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
41.7K
+ 6.58%
$29.12 - $35.84 $1.22M - $1.5M
676K $24.4B
DFIV
Dimensional ETF Tr

ETFs
39.3K
+ 8.3%
$34.67 - $43.21 $1.36M - $1.7M
513K $22B
DFAI
Dimensional ETF Tr

ETFs
27.2K
+ 4.41%
$28.02 - $34.71 $762K - $944K
643K $22.2B
DFAE
Dimensional ETF Tr

ETFs
38K
+ 6.39%
$22.87 - $28.95 $869K - $1.1M
633K $18.4B
SCHO
Schwab Short Term Us Treasury

ETFs
156K
+ 9.66%
$24.19 - $24.45 $3.78M - $3.82M
1.77M $43B
NVDA
Nvidia Corp

Technology
1.81K
+ 2.57%
$94.31 - $157.99 $171K - $286K
72.1K $11.1B
AAXJ
Ishares Msci All Country Asia

ETFs
5.1K
+ 4.68%
$65.0 - $82.89 $331K - $423K
114K $9.45B
MUB
Ishares National Muni Bond ETF

ETFs
15.5K
+ 22.45%
$102.31 - $105.8 $1.59M - $1.64M
84.6K $8.83B
GNR
Spdr S&P Global Natural Resour

ETFs
15.8K
+ 15.59%
$45.66 - $55.03 $723K - $872K
117K $6.45B
DUHP
Dimensional ETF Tr Dimensional

ETFs
9.41K
+ 4.24%
$29.36 - $35.56 $276K - $335K
232K $8.28B
QQQ
Invesco Qqq Trust, Series 1

ETFs
404
+ 3.55%
$416.06 - $551.64 $168K - $223K
11.8K $6.44B
DIHP
Dimensional ETF Tr Dimensional

ETFs
13.5K
+ 5.89%
$24.32 - $29.74 $327K - $400K
242K $7.13B
MSFT
Microsoft Corp

Technology
148
+ 1.52%
$354.56 - $497.45 $52.5K - $73.6K
9.88K $4.86B
DFIC
Dimensional ETF Tr Dimensional

ETFs
21K
+ 26.01%
$24.94 - $31.15 $523K - $653K
102K $3.15B
Dimensional ETF Trust
8.78K
+ 4.17%
N/A
220K $6.91B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
19K
+ 23.91%
$23.4 - $29.68 $445K - $564K
98.5K $2.93B
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.86K
+ 7.36%
$105.23 - $109.61 $511K - $532K
70.8K $7.74B
IWF
Ishares Russell 1000 Gr ETF

ETFs
263
+ 2.93%
$320.42 - $424.58 $84.3K - $112K
9.23K $3.88B
DFAU
Dimensional ETF Tr

ETFs
3.54K
+ 3.65%
$34.04 - $42.36 $121K - $150K
101K $4.27B
VEU
Vanguard Ftse All World Ex Us

ETFs
492
+ 0.77%
$54.19 - $67.22 $26.7K - $33.1K
64.4K $4.33B
AMZN
Amazon Com Inc

Consumer Cyclical
1.29K
+ 12.86%
$167.32 - $223.3 $216K - $288K
11.3K $2.49B
GS
Goldman Sachs Group Inc

Financial Services
620
+ 56.36%
$462.22 - $707.75 $287K - $439K
1.72K $1.22B
VBR
Vanguard Small Cap Value ETF

ETFs
611
+ 3.83%
$162.76 - $195.77 $99.4K - $120K
16.5K $3.29B
FLRN
Spdr Bloomberg Investment Grad

ETFs
16K
+ 6.29%
$30.29 - $30.83 $485K - $493K
270K $8.3B
EWJ
Ishares Msci Japan ETF

ETFs
5.39K
+ 34.4%
$61.32 - $75.28 $330K - $406K
21.1K $1.57B
REET
Ishares Global Reit ETF

ETFs
6.54K
+ 4.3%
$21.59 - $25.16 $141K - $164K
159K $3.94B
CMF
Ishares California Muni Bond E

ETFs
9.02K
+ 56.63%
$54.52 - $56.7 $492K - $512K
25K $1.39B
GOOG
Alphabet Inc.

Communication Services
935
+ 6.35%
$146.58 - $180.01 $137K - $168K
15.7K $2.77B
DFAX
Dimensional ETF Tr
9.4K
+ 21.84%
$23.37 - $29.39 $220K - $276K
52.4K $1.54B
MU
Micron Technology Inc

Technology
2.46K
+ 84.49%
$64.72 - $127.91 $159K - $315K
5.38K $650M
CAT
Caterpillar Inc

Industrials
857
+ 81.16%
$273.94 - $388.21 $235K - $333K
1.91K $748M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.18K
+ 1.53%
$75.05 - $77.34 $164K - $169K
145K $11.1B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
2.84K
+ 12.61%
$53.75 - $67.21 $153K - $191K
25.4K $1.68B
META
Meta Platforms, Inc.

Communication Services
64
+ 3.25%
$484.66 - $738.09 $31K - $47.2K
2.03K $1.46B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
143
+ 4.78%
$456.74 - $568.03 $65.3K - $81.2K
3.13K $1.78B
IAU
Ishares Gold Trust

ETFs
237
+ 0.24%
$56.1 - $64.74 $13.3K - $15.3K
98.3K $6.19B
IAPR
Innovator Etfs Tr Internationa

ETFs
8.01K
+ 24.95%
$25.9 - $29.24 $207K - $234K
40.1K $1.17B
AVGO
Broadcom Inc.

Technology
73
+ 2.32%
$146.29 - $275.65 $10.7K - $20.1K
3.21K $851M
JPM
Jpmorgan Chase & CO

Financial Services
156
+ 4.09%
$210.28 - $289.91 $32.8K - $45.2K
3.97K $1.15B
DFSU
Dimensional ETF Tr Dimen Us Su
3.21K
+ 14.07%
N/A
26K $1.03B
Innovator Etfs Trust
3.88K
+ 6.87%
N/A
60.3K $1.67B
Dimensional ETF Trust
1.96K
+ 15.27%
N/A
14.8K $998M
PAPR
Innovator U.S. Equity Power Bu

ETFs
6.22K
+ 60.21%
$33.22 - $37.29 $207K - $232K
16.5K $618M
GOOGL
Alphabet Inc.

Communication Services
608
+ 9.26%
$144.7 - $178.6 $88K - $109K
7.17K $1.26B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
664
+ 2.32%
$39.89 - $49.46 $26.5K - $32.8K
29.2K $1.45B
VO
Vanguard Mid Cap ETF

ETFs
502
+ 18.77%
$228.54 - $279.83 $115K - $140K
3.18K $894M
Activity Summary
Buys All Purchases 200 New Holdings 38 Increased Positions 162 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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