Fiduciary Financial Group, LLC Reduced Holdings in Q1 2025

Fiduciary Financial Group, LLC

  • $459 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RIO
Rio Tinto PLC

Basic Materials
-461
- 8.82%
$58.19 - $64.29 $26.8K - $29.6K
4.76K $261M
DFSI
Dimensional ETF Tr Dimen Intl
-1.84K
- 10.85%
N/A
15.1K $505M
SCHW
Schwab Charles Corp

Financial Services
-1.35K
- 2.62%
$71.24 - $83.64 $96K - $113K
50.2K $3.7B
INDA
Ishares Msci India Index Fund

ETFs
-468
- 1.9%
$47.8 - $53.4 $22.4K - $25K
24.2K $1.22B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-727
- 12.45%
$50.87 - $51.09 $37K - $37.1K
5.11K $257M
BMY
Bristol Myers Squibb CO

Healthcare
-269
- 5.64%
$53.9 - $63.11 $14.5K - $17K
4.5K $227M
ZTS
Zoetis Inc.

Healthcare
-76
- 4.48%
$156.48 - $175.67 $11.9K - $13.4K
1.62K $238M
PAGP
Plains Gp Holdings LP

Energy
-791
- 7.29%
$18.52 - $22.13 $14.6K - $17.5K
10.1K $178M
VOE
Vanguard Mid Cap Value Index F

ETFs
-2
- 0.07%
$156.61 - $168.02 $313 - $336
2.95K $436M
SNY
Sanofi

Healthcare
-766
- 10.68%
$48.15 - $59.42 $36.9K - $45.5K
6.41K $318M
EWS
Ishares Inc Msci Singapore ETF

ETFs
-1.03K
- 7.32%
$21.65 - $24.17 $22.3K - $24.9K
13K $281M
SLV
I Shares Silver Trust

ETFs
-1.34K
- 6.4%
$26.93 - $31.32 $36.1K - $41.9K
19.6K $554M
NVS
Novartis Ag

Healthcare
-384
- 9.65%
$97.14 - $115.57 $37.3K - $44.4K
3.6K $372M
IBM
International Business Machines Corp

Technology
-185
- 8.56%
$217.4 - $264.74 $40.2K - $49K
1.98K $454M
TRV
Travelers Companies, Inc.

Financial Services
-134
- 9.71%
$232.43 - $265.13 $31.1K - $35.5K
1.25K $305M
LNT
Alliant Energy Corp

Utilities
-516
- 11.41%
$56.66 - $66.04 $29.2K - $34.1K
4.01K $241M
CME
Cme Group Inc.

Financial Services
-165
- 17.26%
$225.82 - $266.54 $37.3K - $44K
791 $204M
FXA
Invesco Currency Shares Australian Dollar Trust

ETFs
-249
- 6.68%
$60.84 - $63.42 $15.1K - $15.8K
3.48K $214M
WEC
Wec Energy Group, Inc.

Utilities
-414
- 15.68%
$92.12 - $108.98 $38.1K - $45.1K
2.23K $235M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-315
- 3.65%
$40.79 - $42.32 $12.8K - $13.3K
8.31K $342M
KO
Coca Cola CO

Consumer Defensive
-1.05K
- 15.67%
$60.81 - $72.32 $64.1K - $76.2K
5.67K $401M
GD
General Dynamics Corp

Industrials
-80
- 6.53%
$241.94 - $272.58 $19.4K - $21.8K
1.15K $312M
FXC
Invesco Currency Shares Canadian Dollar Trust

ETFs
-173
- 5.13%
$67.12 - $68.99 $11.6K - $11.9K
3.2K $224M
ABBV
Abb Vie Inc.

Healthcare
-16
- 0.96%
$169.2 - $216.66 $2.71K - $3.47K
1.65K $288M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-106
- 0.81%
$58.01 - $64.46 $6.15K - $6.83K
12.9K $754M
DRI
Darden Restaurants Inc

Consumer Cyclical
-126
- 7.25%
$180.02 - $208.56 $22.7K - $26.3K
1.61K $309M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-18
- 0.4%
$55.47 - $61.45 $998 - $1.11K
4.46K $247M
COST
Costco Wholesale Corp

Consumer Defensive
-9
- 2.87%
$890.62 - $1076.86 $8.02K - $9.69K
305 $294M
FAST
Fastenal CO

Industrials
-147
- 4.1%
$71.11 - $79.98 $10.5K - $11.8K
3.44K $261M
FXE
Invesco Currency Shares Euro Trust

ETFs
-279
- 7.42%
$94.32 - $101.09 $26.3K - $28.2K
3.48K $360M
PNW
Pinnacle West Capital Corp

Utilities
-246
- 6.27%
$81.76 - $95.25 $20.1K - $23.4K
3.68K $332M
MO
Altria Group, Inc.

Consumer Defensive
-421
- 6.38%
$50.81 - $60.02 $21.4K - $25.3K
6.17K $348M
SAN
Banco Santander, S.A.

Financial Services
-2.42K
- 12.84%
$4.46 - $7.14 $10.8K - $17.3K
16.5K $103M
VZ
Verizon Communications Inc

Communication Services
-442
- 6.43%
$37.81 - $46.49 $16.7K - $20.5K
6.43K $276M
WSO
Watsco Inc

Industrials
-22
- 2.75%
$463.86 - $530.75 $10.2K - $11.7K
778 $388M
UL
Unilever PLC

Consumer Defensive
-50
- 1.03%
$54.72 - $60.29 $2.74K - $3.01K
4.78K $287M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-228
- 6.15%
$56.12 - $68.15 $12.8K - $15.5K
3.48K $230M
MCHI
Ishares Msci China ETF

ETFs
-42
- 0.65%
$43.71 - $58.65 $1.84K - $2.46K
6.41K $307M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-20
- 0.16%
$63.07 - $73.5 $1.26K - $1.47K
12.3K $821M
ED
Consolidated Edison Inc

Utilities
-221
- 7.16%
$88.0 - $110.59 $19.4K - $24.4K
2.86K $310M
NFLX
Netflix Inc

Communication Services
-44
- 4.23%
$828.4 - $1058.6 $36.4K - $46.6K
995 $917M
CI
Cigna Corp

Healthcare
-35
- 2.81%
$274.49 - $329.0 $9.61K - $11.5K
1.21K $397M
EWG
Ishares Msci Germany ETF

ETFs
-5.46K
- 7.7%
$31.57 - $39.31 $172K - $214K
65.4K $2.34B
SGOL
Abrdn Gold ETF Trust

ETFs
-3.33K
- 3.86%
$25.14 - $29.82 $83.8K - $99.4K
83.1K $2.51B
GLD
Spdr Gold Trust

ETFs
-818
- 6.48%
$243.19 - $288.14 $199K - $236K
11.8K $3.45B
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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