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
USB
Us Bancorp \De\

Financial Services
79
+ 0.81%
$43.94 - $50.41 $3.47K - $3.98K
9.84K $475M
TIP
Ishares Tr Tips Bd ETF

ETFs
51
+ 0.54%
$109.11 - $111.88 $5.56K - $5.71K
9.41K $1.05B
SCHX
Schwab Strategic Tr Us Large C

ETFs
26
+ 0.26%
$24.46 - $26.5 $636 - $689
10K $264M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3
+ 0.14%
$185.88 - $207.44 $558 - $622
2.15K $433M
AEE
Ameren Corp

Utilities
13
+ 0.62%
$95.0 - $104.38 $1.24K - $1.36K
2.11K $220M
HSY
Hershey CO

Consumer Defensive
19
+ 1.62%
$161.95 - $193.45 $3.08K - $3.68K
1.19K $223M
LYG
Lloyds Banking Group PLC

Financial Services
2.38K
+ 18.7%
$4.03 - $4.63 $9.59K - $11K
15.1K $68.6M
AOM
Ishares Tr Core Moderate Alloc

ETFs
109
+ 2.22%
$45.4 - $47.61 $4.95K - $5.19K
5.02K $239M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
3
+ 0.15%
$121.81 - $137.24 $365 - $412
2.03K $268M
KMI
Kinder Morgan, Inc.

Energy
392
+ 2.61%
$26.23 - $28.5 $10.3K - $11.2K
15.4K $437M
PSA
Public Storage

Real Estate
78
+ 5.95%
$271.94 - $298.09 $21.2K - $23.3K
1.39K $402M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
31
+ 0.25%
$46.45 - $47.42 $1.44K - $1.47K
12.7K $599M
FXC
Invesco Currency Shares Canadian Dollar Trust

ETFs
164
+ 5.11%
$70.12 - $72.08 $11.5K - $11.8K
3.37K $237M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
60
+ 0.71%
$41.8 - $43.15 $2.51K - $2.59K
8.51K $364M
XLV
Select Sector Spdr Fund Health

ETFs
19
+ 1.15%
$129.01 - $139.72 $2.45K - $2.65K
1.67K $232M
FXA
Invesco Currency Shares Australian Dollar Trust

ETFs
41
+ 1.17%
$63.58 - $66.13 $2.61K - $2.71K
3.54K $232M
AGZ
Ishares Agency Bond ETF

ETFs
10
+ 0.41%
$108.74 - $110.41 $1.09K - $1.1K
2.44K $269M
ZTS
Zoetis Inc.

Healthcare
194
+ 10.09%
$141.13 - $159.19 $27.4K - $30.9K
2.12K $310M
UNP
Union Pacific Corp

Industrials
9
+ 0.72%
$214.91 - $237.16 $1.93K - $2.13K
1.25K $296M
TFLO
Ishares Treasury Floating Rate

ETFs
31
+ 0.71%
$50.45 - $50.65 $1.56K - $1.57K
4.43K $224M
CME
Cme Group Inc.

Financial Services
15
+ 1.79%
$258.83 - $287.1 $3.88K - $4.31K
853 $230M
PAGP
Plains Gp Holdings LP

Energy
391
+ 3.33%
$18.12 - $20.08 $7.08K - $7.85K
12.1K $221M
CB
Chubb LTD

Financial Services
2
+ 0.27%
$265.99 - $289.59 $532 - $579
738 $208M
AMCR
Amcor PLC

Consumer Cyclical
4.34K
+ 13.4%
$7.97 - $9.94 $34.6K - $43.1K
36.7K $300M
MCO
Moodys Corp

Financial Services
23
+ 3.43%
$472.69 - $521.32 $10.9K - $12K
693 $330M
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 2.92%
$915.95 - $994.57 $8.24K - $8.95K
317 $294M
IBM
International Business Machines Corp

Technology
23
+ 1.1%
$234.77 - $292.47 $5.4K - $6.73K
2.12K $597M
ADP
Automatic Data Processing Inc

Industrials
25
+ 2.02%
$288.69 - $310.94 $7.22K - $7.77K
1.26K $370M
SYK
Stryker Corp

Healthcare
1
+ 0.18%
$368.57 - $403.53 $369 - $404
566 $209M
INDA
Ishares Msci India Index Fund

ETFs
1.48K
+ 6.03%
$51.98 - $55.84 $77K - $82.8K
26K $1.36B
AMGN
Amgen Inc

Healthcare
20
+ 0.76%
$271.18 - $309.22 $5.42K - $6.18K
2.65K $746M
MDLZ
Mondelez International, Inc.

Consumer Defensive
115
+ 3.18%
$60.9 - $70.75 $7K - $8.14K
3.73K $233M
KO
Coca Cola CO

Consumer Defensive
181
+ 3.09%
$65.67 - $71.67 $11.9K - $13K
6.05K $401M
PG
Procter & Gamble CO

Consumer Defensive
36
+ 0.88%
$150.47 - $161.22 $5.42K - $5.8K
4.14K $636M
EOG
Eog Resources Inc

Energy
36
+ 1.06%
$112.12 - $126.1 $4.04K - $4.54K
3.42K $384M
DRI
Darden Restaurants Inc

Consumer Cyclical
101
+ 6.07%
$184.73 - $220.27 $18.7K - $22.2K
1.76K $336M
DIS
Walt Disney CO

Communication Services
60
+ 1.47%
$112.25 - $124.0 $6.74K - $7.44K
4.14K $474M
HON
Honeywell International Inc

Industrials
32
+ 2.2%
$207.7 - $240.4 $6.65K - $7.69K
1.48K $312M
MELI
Mercadolibre Inc

Consumer Cyclical
7
+ 1.97%
$2292.04 - $2514.05 $16K - $17.6K
363 $848M
ISRG
Intuitive Surgical Inc

Healthcare
2
+ 0.22%
$433.66 - $544.47 $867 - $1.09K
901 $403M
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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