Fiduciary Group LLC Incresed Positions in Q4 2024

Fiduciary Group LLC

  • $975 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
88.7K
+ 86.63%
$96.64 - $101.23 $8.57M - $8.98M
191K $18.5M
AAPL
Apple Inc.

Technology
3.91K
+ 1.76%
$221.69 - $259.02 $867K - $1.01M
226K $56.7M
SPTS
Spdr Portfolio Short Term Trea

ETFs
137K
+ 85.67%
$28.88 - $29.33 $3.96M - $4.02M
297K $8.63M
ASML
Asml Holding Nv

Technology
2.75K
+ 516.95%
$658.43 - $872.27 $1.81M - $2.39M
3.28K $2.27M
XLK
Technology Sector Spdr

ETFs
5.72K
+ 32.02%
$220.26 - $241.44 $1.26M - $1.38M
23.6K $5.48M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
797
+ 1.06%
$521.84 - $558.82 $416K - $445K
75.9K $40.9M
XLY
Select Sector Spdr Consumer Di

ETFs
3.43K
+ 31.08%
$194.8 - $239.43 $668K - $821K
14.5K $3.24M
PANW
Palo Alto Networks Inc

Technology
40.9K
+ 97.46%
$181.96 - $405.9 $7.45M - $16.6M
82.9K $15.1M
ROP
Roper Technologies Inc

Industrials
1.56K
+ 52.3%
$519.85 - $575.95 $810K - $897K
4.54K $2.36M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
15.7K
+ 72.16%
$44.33 - $49.55 $694K - $776K
37.4K $1.68M
XLI
Industrial Sector Spdr

ETFs
4.42K
+ 26.43%
$131.76 - $143.99 $583K - $637K
21.2K $2.79M
DPZ
Dominos Pizza Inc

Consumer Cyclical
1.24K
+ 49.21%
$408.59 - $476.19 $507K - $590K
3.76K $1.58M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.06K
+ 6.76%
$216.72 - $244.71 $229K - $258K
16.7K $3.92M
KMB
Kimberly Clark Corp

Consumer Defensive
3.78K
+ 162.48%
$130.37 - $146.09 $492K - $552K
6.1K $799K
XLC
Select Sector Spdr Tr Communic

ETFs
3.69K
+ 21.72%
$89.66 - $102.16 $331K - $377K
20.7K $2M
AVGO
Broadcom Inc.

Technology
160
+ 2.35%
$159.67 - $250.0 $25.5K - $40K
6.97K $1.62M
HDV
Ishares Core High Dividend ETF

ETFs
3.89K
+ 33.9%
$110.82 - $121.28 $431K - $472K
15.4K $1.72M
XLF
Financial Sector Spdr

ETFs
5.73K
+ 20.11%
$44.89 - $51.34 $257K - $294K
34.2K $1.65M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.61K
+ 8.78%
$126.68 - $134.74 $331K - $352K
32.4K $4.13M
ADI
Analog Devices Inc

Technology
1.25K
+ 30.32%
$206.35 - $236.48 $258K - $295K
5.36K $1.14M
CL
Colgate Palmolive CO

Consumer Defensive
3.35K
+ 38.46%
$90.22 - $102.31 $302K - $342K
12K $1.09M
DE
Deere & CO

Industrials
346
+ 9.53%
$389.45 - $466.0 $135K - $161K
3.98K $1.69M
APH
Amphenol Corp

Technology
1.39K
+ 10.24%
$62.07 - $75.35 $86.5K - $105K
15K $1.04M
NOW
Service Now, Inc.

Technology
5
+ 0.59%
$867.18 - $1148.42 $4.34K - $5.74K
856 $907K
ET
Energy Transfer LP

Energy
3
+ 0.01%
$16.05 - $19.86 $48.2 - $59.6
40.3K $789K
CLX
Clorox CO

Consumer Defensive
935
+ 4.81%
$156.51 - $169.74 $146K - $159K
20.4K $3.31M
EPD
Enterprise Products Partners L.P.

Energy
2.74K
+ 12.67%
$28.66 - $34.43 $78.5K - $94.3K
24.3K $763K
EMR
Emerson Electric CO

Industrials
38
+ 0.42%
$108.13 - $134.33 $4.11K - $5.1K
9K $1.12M
T
At&T Inc.

Communication Services
1.2K
+ 0.9%
$21.22 - $23.88 $25.5K - $28.7K
135K $3.07M
BXSL
Blackstone Secured Lending Fund

Financial Services
607
+ 1.66%
$29.25 - $33.27 $17.8K - $20.2K
37.1K $1.2M
VDE
Vanguard Energy ETF

ETFs
1.11K
+ 14.58%
$116.67 - $136.78 $130K - $152K
8.73K $1.06M
XLP
Consumer Staples Sector Spdr

ETFs
1.57K
+ 12.01%
N/A
14.6K $1.11M
JCI
Johnson Controls International PLC

Industrials
1.12K
+ 12.0%
$74.23 - $86.6 $82.9K - $96.7K
10.4K $822K
KMI
Kinder Morgan, Inc.

Energy
332
+ 2.12%
$22.59 - $28.54 $7.5K - $9.48K
16K $437K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.34K
+ 11.59%
$67.29 - $73.38 $292K - $319K
41.8K $2.84M
CG
Carlyle Group Inc.

Financial Services
300
+ 3.53%
$43.2 - $54.81 $13K - $16.4K
8.8K $444K
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.53K
+ 17.9%
$40.06 - $45.21 $141K - $160K
23.2K $945K
VUG
Vanguard Growth ETF

ETFs
38
+ 2.21%
$378.79 - $428.11 $14.4K - $16.3K
1.76K $721K
SYK
Stryker Corp

Healthcare
186
+ 4.74%
$345.14 - $392.15 $64.2K - $72.9K
4.11K $1.48M
QQQ
Invesco Qqq Trust, Series 1

ETFs
18
+ 0.82%
$481.22 - $538.17 $8.66K - $9.69K
2.21K $1.13M
ARES
Ares Management Corp

Financial Services
7
+ 0.4%
$153.38 - $183.7 $1.07K - $1.29K
1.77K $313K
ORCC
Owl Rock Capital Corp

Financial Services
2.44K
+ 12.14%
N/A
22.5K $301K
BSM
Black Stone Minerals, L.P.

Energy
2.85K
+ 16.77%
$13.86 - $15.57 $39.4K - $44.3K
19.8K $289K
MRCC
Monroe Capital Corp

Financial Services
2K
+ 5.71%
$7.82 - $8.64 $15.6K - $17.3K
37K $314K
ARCC
Ares Capital Corp

Financial Services
500
+ 2.34%
$20.74 - $22.27 $10.4K - $11.1K
21.9K $478K
MO
Altria Group, Inc.

Consumer Defensive
203
+ 1.5%
$49.06 - $57.74 $9.96K - $11.7K
13.8K $720K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.05%
$567.81 - $607.81 $568 - $608
2.21K $1.29M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
47K
+ 197.66%
$22.01 - $66.82 $1.03M - $3.14M
70.8K $1.61M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
300
+ 2.9%
$46.48 - $51.32 $13.9K - $15.4K
10.7K $512K
Activity Summary
Buys All Purchases 84 New Holdings 6 Increased Positions 78 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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