Fiduciary Group LLC Purchases and Sells in Q2 2025

Fiduciary Group LLC

$1.04 Billion
Q2 2025

Top Buys

Incresed Positions

90 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	676 + 0.86%	$456.74 - $568.03 $309K - $384K	79.1K $45M
NVDA	2.18K + 2.66%	$94.31 - $157.99 $205K - $344K	84.2K $13.3M
AMZN	102 + 0.1%	$167.32 - $223.3 $17.1K - $22.8K	104K $22.8M
PANW	31 + 0.04%	$152.44 - $204.64 $4.73K - $6.34K	82.9K $17M
META	321 + 2.09%	$484.66 - $738.09 $156K - $237K	15.7K $11.6M
AGG	26K + 11.25%	$96.84 - $99.46 $2.52M - $2.59M	257K $25.5M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CADE	9.94K New	$26.42 - $32.41 $262K - $322K	9.94K $317K
NFLX	226 New	$855.86 - $1339.13 $193K - $303K	226 $302K
SPLG	3.71K New	$58.41 - $72.69 $216K - $269K	3.71K $269K
COF	1.2K New	$150.57 - $212.76 $181K - $256K	1.2K $255K
DLR	1.38K New	$136.11 - $177.69 $187K - $244K	1.38K $239K
HEI	721 New	$236.44 - $328.0 $170K - $236K	721 $236K

Top Sells

Reduced Positions

124 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-957 - 0.42%	$172.42 - $223.89 $165K - $214K	226K $46.3M
BRK-B	-258 - 0.47%	$483.48 - $539.8 $125K - $139K	54.5K $26.5M
BRK-A	-2 - 50.0%	$725400.0 - $809350.0 $1.45M - $1.62M	2 $1.46M
PEP	-460 - 0.64%	$128.02 - $151.37 $58.9K - $69.6K	71.2K $9.4M
BDX	-1.92K - 11.98%	$165.15 - $226.42 $317K - $435K	14.1K $2.43M
JNJ	-461 - 0.53%	$146.36 - $159.82 $67.5K - $73.7K	85.8K $13.1M

Activity Summary All Purchases 105 New Holdings 15 Increased Positions 90 All Sells 124 Reductions 124 Sold out 0 Calls 0 Puts 0

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