Fiduciary Financial Group, LLC Incresed Positions in Q3 2025

Fiduciary Financial Group, LLC

  • $633 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFSB
Dimensional ETF Tr Dimensional
2.89K
+ 54.71%
N/A
8.16K $435M
EWJ
Ishares Msci Japan ETF

ETFs
120
+ 0.57%
$71.69 - $81.49 $8.6K - $9.78K
21.2K $1.7B
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
AMZN
Amazon Com Inc

Consumer Cyclical
577
+ 5.11%
$211.65 - $238.24 $122K - $137K
11.9K $2.61B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
64
+ 1.06%
$459.11 - $506.91 $29.4K - $32.4K
6.12K $3.08B
ABBV
Abb Vie Inc.

Healthcare
176
+ 11.64%
$184.85 - $231.54 $32.5K - $40.8K
1.69K $391M
MCD
Mcdonalds Corp

Consumer Cyclical
224
+ 4.27%
$291.67 - $316.99 $65.3K - $71K
5.47K $1.66B
CVX
Chevron Corp

Energy
345
+ 7.47%
$145.57 - $161.83 $50.2K - $55.8K
4.97K $771M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
68
+ 0.17%
$29.8 - $32.29 $2.03K - $2.2K
39.9K $1.28B
BNS
Bank Of Nova Scotia

Financial Services
761
+ 18.31%
$54.5 - $64.93 $41.5K - $49.4K
4.92K $318M
WFC
Wells Fargo & Company

Financial Services
668
+ 5.26%
$77.05 - $85.16 $51.5K - $56.9K
13.4K $1.12B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
453
+ 12.88%
$109.47 - $119.06 $49.6K - $53.9K
3.97K $470M
VT
Vanguard Total World Stk Index

ETFs
11
+ 0.13%
$128.41 - $138.03 $1.41K - $1.52K
8.54K $1.18B
ES
Eversource Energy

Utilities
655
+ 12.77%
$62.86 - $71.14 $41.2K - $46.6K
5.79K $412M
MDT
Medtronic PLC

Healthcare
377
+ 5.97%
$87.67 - $95.74 $33.1K - $36.1K
6.69K $637M
IVV
Ishares Core S&P 500 ETF

ETFs
14
+ 1.01%
$620.67 - $670.08 $8.69K - $9.38K
1.39K $933M
RGLD
Royal Gold Inc

Basic Materials
152
+ 7.8%
$151.42 - $200.58 $23K - $30.5K
2.1K $421M
VXF
Vanguard Extended Market ETF

ETFs
225
+ 12.68%
$193.58 - $213.07 $43.6K - $47.9K
2K $418M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.38K
+ 14.87%
$21.69 - $23.34 $51.6K - $55.5K
18.4K $428M
BAC
Bank Of America Corp

Financial Services
390
+ 2.8%
$44.92 - $52.42 $17.5K - $20.4K
14.3K $737M
GD
General Dynamics Corp

Industrials
29
+ 2.48%
$293.92 - $341.0 $8.52K - $9.89K
1.2K $409M
ET
Energy Transfer LP

Energy
4.52K
+ 19.69%
$17.11 - $18.16 $77.4K - $82.1K
27.5K $472M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
117
+ 0.46%
$64.17 - $68.19 $7.51K - $7.98K
25.5K $1.73B
RWO
Spdr Dow Jones Global Real Est

ETFs
639
+ 2.89%
$43.53 - $46.27 $27.8K - $29.6K
22.8K $1.04B
Innovator Etfs Trust
1.85K
+ 15.41%
N/A
13.8K $386M
RTX
Raytheon Technologies Corp

Industrials
47
+ 2.26%
$144.19 - $167.33 $6.78K - $7.86K
2.13K $356M
WMT
Walmart Inc.

Consumer Defensive
396
+ 13.7%
$94.4 - $104.27 $37.4K - $41.3K
3.29K $339M
DFSE
Dimensional ETF Tr Dimen Emrgn
685
+ 7.74%
N/A
9.53K $392M
FAST
Fastenal CO

Industrials
207
+ 2.97%
$42.47 - $50.39 $8.79K - $10.4K
7.18K $352M
GUNR
Flexshares Tr Morningstar Glob

ETFs
522
+ 5.99%
$40.15 - $43.86 $21K - $22.9K
9.24K $404M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4
+ 0.09%
$134.94 - $145.86 $540 - $583
4.61K $671M
NVS
Novartis Ag

Healthcare
207
+ 5.68%
$113.5 - $129.73 $23.5K - $26.9K
3.85K $494M
SAN
Banco Santander, S.A.

Financial Services
1.04K
+ 6.69%
$8.27 - $10.48 $8.58K - $10.9K
16.6K $173M
DUK
Duke Energy Corp

Utilities
239
+ 7.79%
$116.31 - $125.93 $27.8K - $30.1K
3.31K $409M
RIO
Rio Tinto PLC

Basic Materials
62
+ 1.28%
$57.66 - $66.01 $3.57K - $4.09K
4.89K $323M
GPC
Genuine Parts CO

Consumer Cyclical
20
+ 0.73%
$122.23 - $142.77 $2.44K - $2.86K
2.77K $384M
PKG
Packaging Corp Of America

Consumer Cyclical
34
+ 1.67%
$191.41 - $220.25 $6.51K - $7.49K
2.07K $450M
T
At&T Inc.

Communication Services
1.81K
+ 8.56%
$26.94 - $29.62 $48.8K - $53.7K
23K $649M
VOE
Vanguard Mid Cap Value Index F

ETFs
57
+ 1.86%
$164.63 - $174.58 $9.38K - $9.95K
3.11K $544M
FXE
Invesco Currency Shares Euro Trust

ETFs
302
+ 8.86%
$105.31 - $109.29 $31.8K - $33K
3.71K $402M
BMY
Bristol Myers Squibb CO

Healthcare
1.07K
+ 14.89%
$43.31 - $48.98 $46.4K - $52.5K
8.26K $373M
LNT
Alliant Energy Corp

Utilities
82
+ 1.97%
$60.76 - $67.41 $4.98K - $5.53K
4.24K $286M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
332
+ 6.81%
$78.11 - $79.07 $25.9K - $26.3K
5.21K $411M
ETR
Entergy Corp

Utilities
10
+ 0.41%
$80.93 - $93.55 $809 - $936
2.48K $231M
VST
Vistra Corp.

Utilities
1
+ 0.04%
$182.0 - $217.92 $182 - $218
2.42K $473M
Blackrock Inc
1
+ 0.47%
N/A
213 $248M
AOA
Ishares Tr Core Aggressive All

ETFs
105
+ 3.49%
$82.71 - $88.14 $8.68K - $9.25K
3.11K $274M
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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