Fiduciary Financial Group, LLC Incresed Positions in Q1 2025

Fiduciary Financial Group, LLC

  • $459 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
201
+ 19.92%
$286.85 - $318.64 $57.7K - $64K
1.21K $354M
PAPR
Innovator U.S. Equity Power Bu

ETFs
2.04K
+ 24.63%
$35.21 - $37.69 $71.9K - $76.9K
10.3K $355M
DUHP
Dimensional ETF Tr Dimensional

ETFs
19.4K
+ 9.54%
$32.57 - $35.82 $631K - $693K
222K $6.85B
DUK
Duke Energy Corp

Utilities
102
+ 3.71%
$105.87 - $121.97 $10.8K - $12.4K
2.85K $333M
DIS
Walt Disney CO

Communication Services
1.26K
+ 45.19%
$96.87 - $114.0 $122K - $143K
4.03K $344M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
484
+ 11.61%
$76.94 - $78.24 $37.2K - $37.9K
4.65K $363M
VALE
Vale S.A.

Basic Materials
3.17K
+ 11.91%
$8.5 - $10.19 $27K - $32.3K
29.8K $265M
AEP
American Electric Power CO Inc

Utilities
23
+ 0.66%
$90.32 - $109.27 $2.08K - $2.51K
3.51K $362M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
720
+ 6.04%
$45.88 - $46.8 $33K - $33.7K
12.6K $568M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
1.89K
+ 7.95%
$32.13 - $33.82 $60.8K - $64K
25.7K $813M
VNM
Vaneck Vietnam ETF

ETFs
788
+ 2.92%
$11.13 - $12.76 $8.77K - $10.1K
27.8K $315M
GPC
Genuine Parts CO

Consumer Cyclical
171
+ 7.14%
$115.91 - $129.02 $19.8K - $22.1K
2.57K $291M
DFAX
Dimensional ETF Tr
405
+ 0.95%
$24.45 - $27.2 $9.9K - $11K
43K $1.06B
DFSB
Dimensional ETF Tr Dimensional
189
+ 3.72%
N/A
5.26K $268M
HPQ
Hp Inc

Technology
4.06K
+ 49.09%
$27.69 - $34.72 $112K - $141K
12.3K $282M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
926
+ 11.09%
$27.01 - $28.54 $25K - $26.4K
9.28K $232M
PSA
Public Storage

Real Estate
64
+ 5.5%
$288.99 - $313.98 $18.5K - $20.1K
1.23K $341M
IXUS
Ishares Tr

ETFs
1
+ 0.02%
$65.06 - $72.31 $65.1 - $72.3
5.36K $352M
HON
Honeywell International Inc

Industrials
168
+ 13.43%
$202.75 - $226.52 $34.1K - $38.1K
1.42K $274M
WMT
Walmart Inc.

Consumer Defensive
68
+ 2.46%
$84.5 - $105.05 $5.75K - $7.14K
2.83K $257M
AOM
Ishares Tr Core Moderate Alloc

ETFs
22
+ 0.45%
$42.93 - $44.71 $944 - $984
4.89K $206M
MFG
Mizuho Financial Group Inc

Financial Services
306
+ 2.08%
$4.83 - $6.04 $1.48K - $1.85K
15K $68.2M
AOR
Ishares Tr Core Growth Allocat

ETFs
167
+ 2.14%
$56.63 - $59.39 $9.46K - $9.92K
7.97K $438M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
361
+ 3.83%
$28.22 - $30.06 $10.2K - $10.9K
9.78K $270M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
96
+ 0.79%
$25.44 - $27.95 $2.44K - $2.68K
12.3K $306M
AOA
Ishares Tr Core Aggressive All

ETFs
53
+ 1.83%
$75.7 - $80.01 $4.01K - $4.24K
2.96K $214M
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.06%
$137.61 - $149.68 $138 - $150
1.62K $219M
APD
Air Products & Chemicals, Inc.

Basic Materials
72
+ 7.34%
$283.24 - $338.07 $20.4K - $24.3K
1.05K $276M
IVV
Ishares Core S&P 500 ETF

ETFs
108
+ 8.42%
$554.06 - $615.85 $59.8K - $66.5K
1.39K $733M
VXF
Vanguard Extended Market ETF

ETFs
192
+ 12.14%
$170.36 - $201.04 $32.7K - $38.6K
1.77K $281M
AES
Aes Corp

Utilities
1.68K
+ 7.53%
$9.93 - $13.23 $16.7K - $22.2K
23.9K $247M
SCHX
Schwab Strategic Tr Us Large C

ETFs
28
+ 0.28%
$21.75 - $24.28 $609 - $680
9.98K $207M
HD
Home Depot, Inc.

Consumer Cyclical
107
+ 6.36%
$347.25 - $424.87 $37.2K - $45.5K
1.79K $633M
ETN
Eaton Corp PLC

Industrials
156
+ 14.25%
$271.83 - $371.23 $42.4K - $57.9K
1.25K $339M
DELL
Dell Technologies Inc.

Technology
720
+ 27.69%
$90.34 - $124.66 $65K - $89.8K
3.32K $262M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
24
+ 0.34%
$64.88 - $72.1 $1.56K - $1.73K
7.04K $434M
NKE
Nike, Inc.

Consumer Cyclical
373
+ 9.09%
$63.29 - $81.72 $23.6K - $30.5K
4.48K $244M
ISRG
Intuitive Surgical Inc

Healthcare
7
+ 0.78%
$476.63 - $610.45 $3.34K - $4.27K
909 $445M
TROW
Price T Rowe Group Inc

Financial Services
60
+ 2.42%
$91.57 - $116.93 $5.49K - $7.02K
2.54K $218M
WFC
Wells Fargo & Company

Financial Services
368
+ 3.0%
$66.78 - $81.42 $24.6K - $30K
12.6K $798M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.13%
$725.72 - $929.72 $726 - $930
788 $568M
GS
Goldman Sachs Group Inc

Financial Services
21
+ 1.95%
$524.81 - $672.19 $11K - $14.1K
1.1K $539M
Dimensional ETF Trust
27
+ 0.26%
N/A
10.5K $599M
KALU
Kaiser Aluminum Corp

Basic Materials
54
+ 1.35%
$60.62 - $74.84 $3.27K - $4.04K
4.05K $212M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
63
+ 4.38%
$165.25 - $224.62 $10.4K - $14.2K
1.5K $227M
IRBO
Ishares Robotics & Artificial

ETFs
160
+ 1.6%
N/A
10.1K $303M
BAC
Bank Of America Corp

Financial Services
2.56K
+ 14.03%
$39.61 - $47.74 $102K - $122K
20.8K $747M
IWN
Ishares Russell2000 Val ETF

ETFs
65
+ 1.72%
$149.27 - $169.4 $9.7K - $11K
3.85K $524M
GOOGL
Alphabet Inc.

Communication Services
822
+ 14.32%
$154.33 - $206.19 $127K - $169K
6.56K $1B
Activity Summary
Buys All Purchases 160 New Holdings 47 Increased Positions 113 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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