Fiduciary Financial Group, LLC Sells in Q2 2025

Fiduciary Financial Group, LLC

  • $553 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-182K
- 91.96%
N/A
15.9K $1.52B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-8.5K
- 11.9%
$91.43 - $91.74 $777K - $780K
62.9K $5.75B
UNH
Unitedhealth Group Inc

Healthcare
-81
- 9.35%
$274.35 - $599.47 $22.2K - $48.6K
785 $256M
PEP
Pepsico Inc

Consumer Defensive
-1.32K
- 44.47%
$128.02 - $151.37 $168K - $199K
1.64K $222M
SCMB
Schwab Strategic Tr Mun Bd ETF
-7.73K
- 37.58%
N/A
12.8K $323M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-49
- 0.8%
$483.48 - $539.8 $23.7K - $26.5K
6.06K $2.97B
GVA
Granite Construction Inc

Industrials
-2.89K
- 46.28%
$71.89 - $93.51 $208K - $270K
3.36K $311M
WSO
Watsco Inc

Industrials
-98
- 12.6%
$421.84 - $520.66 $41.3K - $51K
680 $310M
BAC
Bank Of America Corp

Financial Services
-6.93K
- 33.26%
$34.39 - $47.46 $238K - $329K
13.9K $669M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-2.17K
- 22.18%
$26.82 - $30.48 $58.2K - $66.1K
7.61K $232M
EMN
Eastman Chemical CO

Basic Materials
-491
- 16.07%
$72.7 - $88.29 $35.7K - $43.4K
2.56K $201M
PG
Procter & Gamble CO

Consumer Defensive
-29
- 0.7%
$157.66 - $172.39 $4.57K - $5K
4.1K $661M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-1.29K
- 12.53%
$33.11 - $37.79 $42.6K - $48.6K
8.98K $339M
SNY
Sanofi

Healthcare
-63
- 0.98%
$47.62 - $55.44 $3K - $3.49K
6.35K $311M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-956
- 10.31%
$24.32 - $27.87 $23.2K - $26.6K
8.32K $225M
TIP
Ishares Tr Tips Bd ETF

ETFs
-182
- 1.91%
$107.93 - $110.97 $19.6K - $20.2K
9.36K $1.03B
ABBV
Abb Vie Inc.

Healthcare
-140
- 8.47%
$170.16 - $206.27 $23.8K - $28.9K
1.51K $287M
VGIT
Vanguard Intermediate Term Tre

ETFs
-150
- 0.82%
$58.63 - $59.9 $8.79K - $8.99K
18.2K $1.08B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-24
- 0.81%
$72.02 - $73.82 $1.73K - $1.77K
2.93K $215M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.73K
- 14.0%
$62.73 - $78.42 $108K - $135K
10.6K $823M
CB
Chubb LTD

Financial Services
-7
- 0.94%
$274.32 - $302.46 $1.92K - $2.12K
736 $213M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-2.24K
- 5.31%
$20.16 - $23.26 $45.2K - $52.2K
40K $877M
UL
Unilever PLC

Consumer Defensive
-28
- 0.59%
$57.9 - $65.43 $1.62K - $1.83K
4.76K $292M
BK
Bank Of New York Mellon Corp

Financial Services
-412
- 13.19%
$73.31 - $91.62 $30.2K - $37.7K
2.71K $246M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-300
- 16.63%
$171.4 - $227.1 $51.4K - $68.1K
1.5K $338M
LYG
Lloyds Banking Group PLC

Financial Services
-67
- 0.52%
$3.32 - $4.29 $222 - $287
12.7K $53.8M
FXE
Invesco Currency Shares Euro Trust

ETFs
-72
- 2.07%
$99.56 - $108.79 $7.17K - $7.83K
3.41K $371M
MFG
Mizuho Financial Group Inc

Financial Services
-764
- 5.08%
$4.25 - $5.66 $3.25K - $4.32K
14.3K $80.1M
BCO
Brinks CO

Industrials
-163
- 5.8%
$82.06 - $94.4 $13.4K - $15.4K
2.65K $246M
SAN
Banco Santander, S.A.

Financial Services
-942
- 5.72%
$5.72 - $8.32 $5.39K - $7.84K
15.5K $128M
BMRC
Bank Of Marin Bancorp

Financial Services
-1.9K
- 11.2%
$19.65 - $23.1 $37.3K - $43.9K
15.1K $362M
FDN
First Tr Fd Dow Jones

ETFs
-90
- 8.65%
$200.29 - $269.33 $18K - $24.2K
950 $253M
SGOL
Abrdn Gold ETF Trust

ETFs
-3.02K
- 3.64%
$28.39 - $32.75 $85.8K - $99K
80.1K $2.55B
ISRG
Intuitive Surgical Inc

Healthcare
-10
- 1.1%
$451.58 - $565.94 $4.52K - $5.66K
899 $484M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-65
- 1.46%
$52.84 - $65.52 $3.43K - $4.26K
4.4K $288M
XLF
Financial Sector Spdr

ETFs
-100
- 1.33%
$43.92 - $52.37 $4.39K - $5.24K
7.4K $390M
MCHI
Ishares Msci China ETF

ETFs
-12
- 0.19%
$45.22 - $55.86 $543 - $670
6.4K $353M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-2.47K
- 19.45%
$60.61 - $87.72 $149K - $216K
10.2K $847M
TSLA
Tesla, Inc.

Consumer Cyclical
-208
- 8.45%
$221.86 - $362.89 $46.1K - $75.5K
2.25K $678M
VNM
Vaneck Vietnam ETF

ETFs
-713
- 2.56%
$10.13 - $13.96 $7.22K - $9.95K
27.1K $372M
XOM
Exxon Mobil Corp

Energy
-12
- 0.16%
$99.93 - $119.04 $1.2K - $1.43K
7.39K $808M
SLV
I Shares Silver Trust

ETFs
-392
- 2.0%
$27.08 - $33.74 $10.6K - $13.2K
19.2K $628M
V
Visa Inc.

Financial Services
-159
- 3.51%
$308.27 - $373.31 $49K - $59.4K
4.37K $1.55B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-300
- 1.2%
$85.42 - $94.39 $25.6K - $28.3K
24.7K $2.33B
IVV
Ishares Core S&P 500 ETF

ETFs
-10
- 0.72%
$498.8 - $620.9 $4.99K - $6.21K
1.38K $857M
GLD
Spdr Gold Trust

ETFs
-157
- 1.33%
$273.71 - $316.29 $43K - $49.7K
11.7K $3.58B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-10
- 0.08%
$55.54 - $69.09 $555 - $691
12.9K $892M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-84
- 0.9%
$90.56 - $109.49 $7.61K - $9.2K
9.22K $1.02B
SPY
Spdr S&P 500 ETF Trust

ETFs
-472
- 9.88%
$496.48 - $617.85 $234K - $292K
4.3K $2.66B
Activity Summary
Buys All Purchases 200 New Holdings 38 Increased Positions 162 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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