Fiduciary Group LLC Incresed Positions in Q1 2025

Fiduciary Group LLC

  • $975 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
40.1K
+ 20.96%
$95.85 - $99.25 $3.84M - $3.98M
231K $22.9M
NVDA
Nvidia Corp

Technology
40K
+ 95.11%
$106.98 - $149.43 $4.28M - $5.97M
82K $8.89M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 100.0%
$663000.0 - $801950.0 $1.33M - $1.6M
4 $3.19M
AMGN
Amgen Inc

Healthcare
26
+ 0.08%
$258.59 - $327.36 $6.72K - $8.51K
31.7K $9.87M
V
Visa Inc.

Financial Services
95
+ 0.22%
$306.92 - $362.71 $29.2K - $34.5K
44.1K $15.5M
SPTS
Spdr Portfolio Short Term Trea

ETFs
47.3K
+ 15.9%
$28.92 - $29.24 $1.37M - $1.38M
345K $10.1M
VEA
Vanguard Ftse Developed Market

ETFs
581
+ 0.15%
$47.4 - $52.99 $27.5K - $30.8K
397K $20.2M
APH
Amphenol Corp

Technology
17K
+ 113.37%
$61.62 - $78.55 $1.05M - $1.33M
32K $2.1M
XLE
Energy Sector Spdr

ETFs
1.1K
+ 1.01%
$85.7 - $93.96 $94.2K - $103K
109K $10.2M
ABBV
Abb Vie Inc.

Healthcare
487
+ 2.04%
$169.2 - $216.66 $82.4K - $106K
24.4K $5.11M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.9K
+ 11.73%
$67.08 - $76.14 $329K - $373K
46.7K $3.44M
ASML
Asml Holding Nv

Technology
937
+ 28.6%
$662.63 - $776.99 $621K - $728K
4.21K $2.79M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
15.8K
+ 42.34%
$40.03 - $46.81 $633K - $740K
53.2K $2.17M
XLV
Select Sector Spdr Fund Health

ETFs
1.32K
+ 4.26%
$137.61 - $149.68 $181K - $197K
32.2K $4.71M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.08K
+ 9.52%
$126.11 - $135.06 $389K - $416K
35.5K $4.57M
AZN
Astrazeneca PLC

Healthcare
382
+ 0.75%
$65.37 - $77.96 $25K - $29.8K
51.3K $3.77M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
30.5K
+ 52.54%
$16.57 - $18.85 $506K - $576K
88.7K $1.47M
ABT
Abbott Laboratories

Healthcare
731
+ 4.63%
$111.1 - $140.22 $81.2K - $103K
16.5K $2.19M
SPMD
Spdr Portfolio

ETFs
8.66K
+ 72.93%
$50.21 - $57.73 $435K - $500K
20.5K $1.05M
DPZ
Dominos Pizza Inc

Consumer Cyclical
518
+ 13.78%
$402.33 - $489.71 $208K - $254K
4.28K $1.97M
HDV
Ishares Core High Dividend ETF

ETFs
2.03K
+ 13.23%
$110.86 - $121.12 $225K - $246K
17.4K $2.11M
XLF
Financial Sector Spdr

ETFs
6.62K
+ 19.36%
$47.32 - $52.19 $313K - $346K
40.8K $2.03M
ROP
Roper Technologies Inc

Industrials
105
+ 2.31%
$502.71 - $593.81 $52.8K - $62.4K
4.64K $2.74M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.82K
+ 0.44%
$51.52 - $52.37 $93.9K - $95.5K
415K $21.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.25K
+ 3.05%
$42.5 - $46.71 $181K - $198K
143K $6.49M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.41K
+ 6.91%
$78.0 - $84.37 $422K - $457K
83.7K $6.68M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.57K
+ 104.15%
$56.17 - $59.71 $313K - $333K
10.9K $624K
XLC
Select Sector Spdr Tr Communic

ETFs
2.67K
+ 12.9%
$94.84 - $105.31 $253K - $281K
23.4K $2.25M
ADP
Automatic Data Processing Inc

Industrials
219
+ 1.61%
$286.85 - $318.64 $62.8K - $69.8K
13.8K $4.23M
XLP
Consumer Staples Sector Spdr

ETFs
3.06K
+ 20.91%
N/A
17.7K $1.34M
CB
Chubb LTD

Financial Services
354
+ 8.4%
$257.71 - $301.99 $91.2K - $107K
4.57K $1.38M
ET
Energy Transfer LP

Energy
12.8K
+ 31.85%
$17.26 - $21.08 $221K - $270K
53.1K $987K
DE
Deere & CO

Industrials
27
+ 0.68%
$408.57 - $509.27 $11K - $13.8K
4K $1.88M
XLB
Select Sector Spdr Fd Material

ETFs
1.87K
+ 11.37%
$83.19 - $90.99 $155K - $170K
18.3K $1.57M
ORCC
Owl Rock Capital Corp

Financial Services
14K
+ 62.2%
N/A
36.5K $488K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.19K
+ 14.45%
$71.17 - $73.66 $156K - $161K
17.3K $1.27M
JCI
Johnson Controls International PLC

Industrials
1.96K
+ 18.76%
$76.12 - $90.6 $149K - $177K
12.4K $991K
XLI
Industrial Sector Spdr

ETFs
1.4K
+ 6.63%
$128.78 - $141.67 $181K - $199K
22.6K $2.96M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.89K
+ 12.42%
$39.18 - $43.52 $113K - $126K
26.1K $1.09M
CL
Colgate Palmolive CO

Consumer Defensive
1.21K
+ 10.05%
$85.68 - $97.5 $104K - $118K
13.3K $1.24M
VIG
Vanguard Dividend Appreciation

ETFs
809
+ 16.47%
N/A
5.72K $1.04M
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
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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