Fiduciary Financial Group, LLC Reduced Holdings in Q3 2024

Fiduciary Financial Group, LLC

  • $435 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
-3
- 0.03%
$147.09 - $265.15 $441 - $795
11.4K $1.91B
EWY
Ishares Inc Msci South Korea E

ETFs
-5.75K
- 12.31%
$59.44 - $68.96 $342K - $397K
41K $2.6B
DFAU
Dimensional ETF Tr

ETFs
-13.4K
- 31.78%
$35.8 - $39.69 $481K - $533K
28.8K $1.14B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-7.4K
- 23.03%
$55.51 - $61.51 $410K - $455K
24.7K $1.47B
EWJ
Ishares Msci Japan ETF

ETFs
-4.53K
- 19.82%
$63.12 - $72.99 $286K - $330K
18.3K $1.3B
AAXJ
Ishares Msci All Country Asia

ETFs
-9.86K
- 8.97%
$68.09 - $79.71 $671K - $786K
100K $7.93B
ETN
Eaton Corp PLC

Industrials
-751
- 41.29%
$272.52 - $333.02 $205K - $250K
1.07K $358M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.52K
- 37.91%
$96.25 - $101.98 $242K - $257K
4.13K $412M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-8.04K
- 11.77%
$28.75 - $29.46 $231K - $237K
60.3K $1.76B
GOOGL
Alphabet Inc.

Communication Services
-450
- 7.51%
$148.65 - $191.18 $66.9K - $86K
5.54K $911M
VB
Vanguard Small Cap ETF

ETFs
-704
- 36.42%
$214.77 - $237.72 $151K - $167K
1.23K $289M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-16.9K
- 26.14%
$8.72 - $9.6 $147K - $162K
47.8K $449M
IWN
Ishares Russell2000 Val ETF

ETFs
-723
- 15.98%
$150.05 - $171.34 $108K - $124K
3.8K $621M
EWG
Ishares Msci Germany ETF

ETFs
-7.28K
- 9.1%
$29.49 - $33.93 $215K - $247K
72.7K $2.39B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.88K
- 14.72%
$65.06 - $71.72 $122K - $134K
10.9K $751M
MUB
Ishares National Muni Bond ETF

ETFs
-1.39K
- 2.75%
$106.13 - $108.7 $148K - $151K
49.2K $5.31B
SGOL
Abrdn Gold ETF Trust

ETFs
-9.91K
- 10.55%
$22.26 - $25.51 $221K - $253K
84.1K $2.1B
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.19K
- 10.34%
$105.92 - $110.83 $126K - $132K
10.4K $1.13B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-42
- 0.34%
$42.59 - $60.56 $1.79K - $2.54K
12.4K $613M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-6.38K
- 23.28%
$12.49 - $13.7 $79.7K - $87.4K
21K $287M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-1.93K
- 18.69%
$41.34 - $43.55 $79.9K - $84.1K
8.41K $359M
VOE
Vanguard Mid Cap Value Index F

ETFs
-570
- 14.98%
$149.02 - $167.67 $84.9K - $95.6K
3.24K $536M
INDA
Ishares Msci India Index Fund

ETFs
-986
- 3.77%
$54.86 - $59.22 $54.1K - $58.4K
25.2K $1.44B
RWO
Spdr Dow Jones Global Real Est

ETFs
-2.5K
- 9.53%
$41.23 - $48.48 $103K - $121K
23.7K $1.09B
VNM
Vaneck Vietnam ETF

ETFs
-4.64K
- 13.6%
$11.4 - $12.79 $52.9K - $59.4K
29.5K $367M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.05K
- 5.01%
$57.8 - $60.8 $60.6K - $63.7K
19.9K $1.18B
WFC
Wells Fargo & Company

Financial Services
-169
- 1.35%
$51.58 - $60.97 $8.72K - $10.3K
12.4K $710M
SHV
Ishares Tr

ETFs
-395
- 8.31%
$110.05 - $110.63 $43.5K - $43.7K
4.36K $480M
TSLA
Tesla, Inc.

Consumer Cyclical
-9
- 0.33%
$191.76 - $263.26 $1.73K - $2.37K
2.73K $668M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-113
- 1.3%
$105.53 - $118.34 $11.9K - $13.4K
8.55K $980M
AGZ
Ishares Agency Bond ETF

ETFs
-289
- 9.05%
$107.35 - $110.79 $31K - $32K
2.91K $318M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-144
- 8.51%
$147.95 - $191.05 $21.3K - $27.5K
1.55K $288M
GS
Goldman Sachs Group Inc

Financial Services
-39
- 3.5%
$459.02 - $510.25 $17.9K - $19.9K
1.08K $534M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-55
- 0.82%
$332.02 - $382.76 $18.3K - $21.1K
6.63K $2.5B
AMGN
Amgen Inc

Healthcare
-1
- 0.09%
$309.38 - $337.38 $309 - $337
1.17K $372M
LLY
Eli Lilly & CO

Healthcare
-7
- 1.65%
$772.14 - $960.02 $5.4K - $6.72K
416 $380M
AMD
Advanced Micro Devices Inc

Technology
-14
- 0.77%
$128.67 - $183.96 $1.8K - $2.58K
1.81K $312M
FXA
Invesco Currency Shares Australian Dollar Trust

ETFs
-157
- 4.23%
$64.27 - $68.5 $10.1K - $10.8K
3.55K $238M
TXN
Texas Instruments Inc

Technology
-7
- 0.5%
$194.6 - $194.6 $1.36K - $1.36K
1.4K $283M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-150
- 0.31%
$21.02 - $23.78 $3.15K - $3.57K
49K $1.13B
FXE
Invesco Currency Shares Euro Trust

ETFs
-13
- 0.32%
$99.07 - $103.41 $1.29K - $1.34K
4.07K $412M
VEA
Vanguard Ftse Developed Market

ETFs
-3
- 0.04%
$47.6 - $53.31 $143 - $160
8.43K $437M
CMCSA
Comcast Corp

Communication Services
-39
- 0.71%
$37.33 - $41.78 $1.46K - $1.63K
5.46K $223M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-102
- 1.21%
$283.28 - $314.39 $28.9K - $32.1K
8.36K $2.62B
VO
Vanguard Mid Cap ETF

ETFs
-18
- 1.37%
$237.84 - $263.83 $4.28K - $4.75K
1.3K $341M
PEP
Pepsico Inc

Consumer Defensive
-14
- 0.79%
$161.9 - $179.3 $2.27K - $2.51K
1.75K $299M
AVGO
Broadcom Inc.

Technology
-20
- 1.1%
$136.27 - $1745.86 $2.73K - $34.9K
1.8K $325M
IWD
Ishares Russell 1000 Val ETF

ETFs
-620
- 2.8%
$173.36 - $189.8 $107K - $118K
21.5K $4.06B
SPY
Spdr S&P 500 ETF Trust

ETFs
-28
- 0.62%
$517.38 - $573.86 $14.5K - $16.1K
4.48K $2.57B
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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