Fiduciary Group LLC Purchases and Sells in Q1 2025

Fiduciary Group LLC

$975 Million
Q1 2025

Top Buys

Incresed Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	40.1K + 20.96%	$95.85 - $99.25 $3.84M - $3.98M	231K $22.9M
NVDA	40K + 95.11%	$106.98 - $149.43 $4.28M - $5.97M	82K $8.89M
BRK-A	2 + 100.0%	$663000.0 - $801950.0 $1.33M - $1.6M	4 $3.19M
AMGN	26 + 0.08%	$258.59 - $327.36 $6.72K - $8.51K	31.7K $9.87M
V	95 + 0.22%	$306.92 - $362.71 $29.2K - $34.5K	44.1K $15.5M
SPTS	47.3K + 15.9%	$28.92 - $29.24 $1.37M - $1.38M	345K $10.1M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SEIX	13.6K New	$23.58 - $24.02 $321K - $327K	13.6K $321K
BKLN	11.4K New	$20.7 - $21.15 $237K - $242K	11.4K $236K
SPOT	405 New	$457.79 - $648.32 $185K - $263K	405 $222K
QQQM	1.12K New	$192.82 - $222.1 $216K - $249K	1.12K $216K
AJG	612 New	$275.89 - $345.24 $169K - $211K	612 $211K
IAU	3.52K New	$49.74 - $58.96 $175K - $207K	3.52K $207K

Top Sells

Reduced Positions

121 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	-414 - 0.25%	$156.06 - $207.71 $64.6K - $86K	169K $26.3M
MSFT	-72 - 0.08%	$375.39 - $447.2 $27K - $32.2K	93.4K $35.1M
CSCO	-48.3K - 63.81%	$58.74 - $64.87 $2.84M - $3.13M	27.4K $1.69M
GOOGL	-306 - 0.52%	$154.33 - $206.19 $47.2K - $63.1K	59K $9.13M
SHY	-21.5K - 5.4%	$81.83 - $82.73 $1.76M - $1.78M	377K $31.2M
DIS	-590 - 0.58%	$96.87 - $114.0 $57.2K - $67.3K	102K $10.1M

Activity Summary All Purchases 92 New Holdings 8 Increased Positions 84 All Sells 121 Reductions 121 Sold out 0 Calls 0 Puts 0

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