Fiduciary Group LLC Purchases in Q2 2025

Fiduciary Group LLC

  • $1.04 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
676
+ 0.86%
$456.74 - $568.03 $309K - $384K
79.1K $45M
NVDA
Nvidia Corp

Technology
2.18K
+ 2.66%
$94.31 - $157.99 $205K - $344K
84.2K $13.3M
AMZN
Amazon Com Inc

Consumer Cyclical
102
+ 0.1%
$167.32 - $223.3 $17.1K - $22.8K
104K $22.8M
PANW
Palo Alto Networks Inc

Technology
31
+ 0.04%
$152.44 - $204.64 $4.73K - $6.34K
82.9K $17M
META
Meta Platforms, Inc.

Communication Services
321
+ 2.09%
$484.66 - $738.09 $156K - $237K
15.7K $11.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
26K
+ 11.25%
$96.84 - $99.46 $2.52M - $2.59M
257K $25.5M
VEA
Vanguard Ftse Developed Market

ETFs
2.27K
+ 0.57%
$45.65 - $57.01 $104K - $129K
400K $22.8M
XLK
Technology Sector Spdr

ETFs
2.25K
+ 8.51%
$179.73 - $253.23 $405K - $571K
28.7K $7.28M
APH
Amphenol Corp

Technology
2.95K
+ 9.22%
$59.09 - $98.75 $174K - $291K
34.9K $3.45M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
27.3K
+ 51.39%
$35.35 - $42.68 $966K - $1.17M
80.5K $3.43M
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 0.03%
$451.58 - $565.94 $2.71K - $3.4K
22.6K $12.3M
SPTS
Spdr Portfolio Short Term Trea

ETFs
32.2K
+ 9.34%
$29.07 - $29.38 $936K - $946K
377K $11M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.86K
+ 2.69%
$39.89 - $49.46 $154K - $191K
147K $7.29M
ASML
Asml Holding Nv

Technology
257
+ 6.1%
$595.37 - $815.24 $153K - $210K
4.47K $3.58M
NOW
Service Now, Inc.

Technology
385
+ 31.4%
$721.65 - $1040.18 $278K - $400K
1.61K $1.66M
XLY
Select Sector Spdr Consumer Di

ETFs
1.55K
+ 10.0%
$176.34 - $218.59 $273K - $339K
17.1K $3.71M
BAC
Bank Of America Corp

Financial Services
505
+ 0.49%
$34.39 - $47.46 $17.4K - $24K
104K $4.94M
SPMD
Spdr Portfolio

ETFs
8.96K
+ 43.63%
$44.89 - $54.38 $402K - $487K
29.5K $1.6M
IEFA
Ishares Tr

ETFs
812
+ 1.4%
$67.83 - $84.09 $55.1K - $68.3K
58.8K $4.91M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.77K
+ 5.93%
$65.84 - $80.81 $182K - $224K
49.5K $3.96M
XLI
Industrial Sector Spdr

ETFs
955
+ 4.23%
$116.42 - $147.52 $111K - $141K
23.5K $3.47M
BX
Blackstone Inc.

Financial Services
315
+ 0.7%
$120.07 - $151.11 $37.8K - $47.6K
45.3K $6.77M
NKE
Nike, Inc.

Consumer Cyclical
2.03K
+ 4.6%
$53.27 - $72.04 $108K - $146K
46.2K $3.28M
GE
General Electric CO

Industrials
203
+ 3.24%
$166.81 - $257.39 $33.9K - $52.3K
6.46K $1.66M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
710
+ 0.85%
$71.28 - $83.74 $50.6K - $59.5K
84.4K $7.07M
XLC
Select Sector Spdr Tr Communic

ETFs
732
+ 3.13%
$86.13 - $108.53 $63K - $79.4K
24.1K $2.62M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.55K
+ 4.38%
$114.78 - $133.31 $178K - $207K
37K $4.93M
JCI
Johnson Controls International PLC

Industrials
402
+ 3.25%
$71.14 - $105.62 $28.6K - $42.5K
12.8K $1.35M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
20.4K
+ 23.02%
$14.97 - $16.79 $306K - $343K
109K $1.82M
CADE
Cadence Bank

Financial Services
9.94K
New
$26.42 - $32.41 $262K - $322K
9.94K $317K
NFLX
Netflix Inc

Communication Services
226
New
$855.86 - $1339.13 $193K - $303K
226 $302K
XLF
Financial Sector Spdr

ETFs
3.32K
+ 8.14%
$43.92 - $52.37 $146K - $174K
44.1K $2.31M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.71K
New
$58.41 - $72.69 $216K - $269K
3.71K $269K
COF
Capital One Financial Corp

Financial Services
1.2K
New
$150.57 - $212.76 $181K - $256K
1.2K $255K
ET
Energy Transfer LP

Energy
15.2K
+ 28.64%
$15.65 - $18.93 $238K - $288K
68.3K $1.24M
ADBE
Adobe Inc.

Technology
591
+ 9.58%
$340.0 - $420.68 $201K - $249K
6.76K $2.61M
ADI
Analog Devices Inc

Technology
248
+ 4.89%
$164.6 - $238.02 $40.8K - $59K
5.32K $1.27M
DLR
Digital Realty Trust, Inc.

Real Estate
1.38K
New
$136.11 - $177.69 $187K - $244K
1.38K $239K
HEI
Heico Corp

Industrials
721
New
$236.44 - $328.0 $170K - $236K
721 $236K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.37K
New
$74.88 - $91.97 $177K - $218K
2.37K $217K
MPC
Marathon Petroleum Corp

Energy
1.3K
New
$118.55 - $170.08 $154K - $220K
1.3K $215K
EPD
Enterprise Products Partners L.P.

Energy
9.38K
+ 38.05%
$28.95 - $34.22 $271K - $321K
34K $1.05M
IYW
Ishares Dj Us Tech ETF

ETFs
1.22K
New
$122.57 - $173.27 $150K - $212K
1.22K $212K
MELI
Mercadolibre Inc

Consumer Cyclical
79
New
$1794.73 - $2613.63 $142K - $206K
79 $206K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.63K
New
$24.32 - $27.87 $186K - $213K
7.63K $202K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
891
New
$141.37 - $228.57 $126K - $204K
891 $201K
WFC
Wells Fargo & Company

Financial Services
2
+ 0.01%
$60.98 - $80.12 $122 - $160
23.7K $1.9M
CSX
Csx Corp

Industrials
900
+ 2.07%
$26.69 - $32.91 $24K - $29.6K
44.3K $1.45M
PFFA
Etfis Ser Tr I

ETFs
8.07K
+ 84.18%
$19.49 - $21.31 $157K - $172K
17.7K $367K
Activity Summary
Buys All Purchases 105 New Holdings 15 Increased Positions 90 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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