Fiduciary Group LLC Purchases in Q1 2025

Fiduciary Group LLC

  • $975 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KMB
Kimberly Clark Corp

Consumer Defensive
440
+ 7.21%
$124.46 - $147.4 $54.8K - $64.9K
6.54K $930K
DUK
Duke Energy Corp

Utilities
50
+ 0.66%
$105.87 - $121.97 $5.29K - $6.1K
7.6K $926K
VDE
Vanguard Energy ETF

ETFs
286
+ 3.28%
$119.14 - $132.76 $34.1K - $38K
9.02K $1.17M
BXSL
Blackstone Secured Lending Fund

Financial Services
3.19K
+ 8.61%
$31.3 - $34.5 $100K - $110K
40.3K $1.3M
SYK
Stryker Corp

Healthcare
135
+ 3.29%
$355.18 - $399.9 $47.9K - $54K
4.24K $1.58M
APD
Air Products & Chemicals, Inc.

Basic Materials
133
+ 1.19%
$283.24 - $338.07 $37.7K - $45K
11.3K $3.33M
STWD
Starwood Property Trust, Inc.

Real Estate
3.02K
+ 12.92%
$18.41 - $20.53 $55.5K - $61.9K
26.4K $521K
EPD
Enterprise Products Partners L.P.

Energy
300
+ 1.23%
$31.75 - $34.14 $9.53K - $10.2K
24.6K $841K
ADBE
Adobe Inc.

Technology
1.02K
+ 19.86%
$377.84 - $464.11 $386K - $474K
6.17K $2.37M
FISV
Fiserv Inc

Technology
572
+ 50.71%
N/A
1.7K $212K
ARCC
Ares Capital Corp

Financial Services
2.66K
+ 12.18%
$21.28 - $23.81 $56.6K - $63.4K
24.5K $543K
WM
Waste Management Inc

Industrials
116
+ 11.08%
$200.54 - $233.78 $23.3K - $27.1K
1.16K $269K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
100
+ 0.94%
$48.65 - $53.06 $4.87K - $5.31K
10.8K $558K
KMI
Kinder Morgan, Inc.

Energy
950
+ 5.95%
$26.1 - $31.22 $24.8K - $29.7K
16.9K $482K
IWY
Ishares Tr Russell 200 Growth

ETFs
2.13K
+ 12.77%
$210.19 - $243.33 $447K - $518K
18.8K $3.97M
PFE
Pfizer Inc

Healthcare
7.05K
+ 5.99%
$25.01 - $27.13 $176K - $191K
125K $3.16M
BSM
Black Stone Minerals, L.P.

Energy
1.41K
+ 7.1%
$14.48 - $15.59 $20.4K - $21.9K
21.2K $323K
AB
Alliancebernstein Holding L.P.

Financial Services
500
+ 7.73%
$35.0 - $40.73 $17.5K - $20.4K
6.97K $266K
MAIN
Main Street Capital Corp

Financial Services
450
+ 8.82%
$54.71 - $63.1 $24.6K - $28.4K
5.55K $314K
ENB
Enbridge Inc

Energy
2
+ 0.02%
$41.54 - $45.45 $83.1 - $90.9
8.5K $376K
VTV
Vanguard Value ETF

ETFs
1
+ 0.04%
$167.73 - $179.21 $168 - $179
2.79K $481K
EXR
Extra Space Storage Inc.

Real Estate
35
+ 1.72%
$143.8 - $161.28 $5.03K - $5.64K
2.07K $307K
Fidelity Covington Trust
120
+ 0.66%
N/A
18.3K $0
Pgim ETF Tr
24.6K
+ 10.69%
N/A
255K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
11.5K
+ 11.46%
N/A
112K $0
XLK
Technology Sector Spdr

ETFs
2.9K
+ 12.28%
$206.38 - $242.18 $598K - $702K
26.5K $5.47M
NKE
Nike, Inc.

Consumer Cyclical
6.58K
+ 17.51%
$63.29 - $81.72 $417K - $538K
44.2K $2.8M
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.13%
$953.54 - $1132.42 $954 - $1.13K
775 $765K
CG
Carlyle Group Inc.

Financial Services
200
+ 2.27%
$40.03 - $56.96 $8.01K - $11.4K
9K $392K
CSX
Csx Corp

Industrials
785
+ 1.84%
$29.11 - $33.67 $22.9K - $26.4K
43.4K $1.28M
USB
Us Bancorp \De\

Financial Services
806
+ 2.83%
$40.92 - $50.9 $33K - $41K
29.3K $1.24M
UPS
United Parcel Service Inc

Industrials
374
+ 3.57%
$109.66 - $136.26 $41K - $51K
10.9K $1.19M
VTI
Vanguard Total Stock Market Et

ETFs
120
+ 0.89%
$271.18 - $303.12 $32.5K - $36.4K
13.6K $3.73M
XLY
Select Sector Spdr Consumer Di

ETFs
1.04K
+ 7.22%
$192.6 - $233.2 $201K - $243K
15.5K $3.06M
CLX
Clorox CO

Consumer Defensive
627
+ 3.08%
$141.76 - $162.89 $88.9K - $102K
21K $3.09M
HON
Honeywell International Inc

Industrials
620
+ 2.08%
$202.75 - $226.52 $126K - $140K
30.5K $6.45M
DHR
Danaher Corp

Healthcare
162
+ 0.73%
$201.62 - $250.59 $32.7K - $40.6K
22.4K $4.59M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.56K
+ 3.38%
$507.05 - $563.67 $1.3M - $1.44M
78.5K $40.3M
BX
Blackstone Inc.

Financial Services
576
+ 1.3%
$136.53 - $186.74 $78.6K - $108K
45K $6.29M
AMZN
Amazon Com Inc

Consumer Cyclical
810
+ 0.79%
$190.26 - $242.06 $154K - $196K
104K $19.8M
AAPL
Apple Inc.

Technology
15
+ 0.01%
$209.68 - $247.1 $3.15K - $3.71K
226K $50.3M
Activity Summary
Buys All Purchases 92 New Holdings 8 Increased Positions 84 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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