Fiduciary Group LLC Incresed Positions in Q3 2025

Fiduciary Group LLC

  • $1.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.64K
+ 5.87%
$567.77 - $614.76 $2.64M - $2.85M
83.8K $51.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
45K
+ 17.52%
$97.75 - $100.75 $4.4M - $4.54M
302K $30.3M
GOOGL
Alphabet Inc.

Communication Services
864
+ 1.47%
$174.36 - $254.72 $151K - $220K
59.6K $14.5M
NVDA
Nvidia Corp

Technology
965
+ 1.15%
$153.3 - $186.58 $148K - $180K
85.1K $15.9M
SPTS
Spdr Portfolio Short Term Trea

ETFs
64.3K
+ 17.05%
$29.12 - $29.34 $1.87M - $1.89M
441K $12.9M
VEA
Vanguard Ftse Developed Market

ETFs
4.14K
+ 1.04%
$56.02 - $60.3 $232K - $250K
404K $24.2M
HD
Home Depot, Inc.

Consumer Cyclical
78
+ 0.22%
$357.4 - $423.42 $27.9K - $33K
35.5K $14.4M
XLK
Technology Sector Spdr

ETFs
1.53K
+ 5.31%
$250.97 - $282.66 $383K - $431K
30.3K $8.53M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.48K
+ 12.02%
$243.93 - $275.62 $604K - $683K
23.1K $6.32M
ABBV
Abb Vie Inc.

Healthcare
232
+ 0.96%
$184.85 - $231.54 $42.9K - $53.7K
24.3K $5.63M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
7.28K
+ 8.63%
$84.28 - $89.46 $614K - $652K
91.7K $8.16M
ASML
Asml Holding Nv

Technology
344
+ 7.7%
$689.63 - $968.09 $237K - $333K
4.81K $4.66M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.52K
+ 4.43%
$49.43 - $54.52 $322K - $356K
154K $8.33M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.95K
+ 13.36%
$132.9 - $142.03 $657K - $702K
42K $5.91M
APH
Amphenol Corp

Technology
89
+ 0.25%
$97.39 - $125.4 $8.67K - $11.2K
35K $4.33M
SPMD
Spdr Portfolio

ETFs
9.75K
+ 33.08%
$54.43 - $58.29 $531K - $569K
39.2K $2.24M
XLY
Select Sector Spdr Consumer Di

ETFs
850
+ 4.98%
$216.09 - $242.18 $184K - $206K
17.9K $4.29M
XLE
Energy Sector Spdr

ETFs
740
+ 0.66%
$84.25 - $91.99 $62.3K - $68.1K
114K $10.1M
BAC
Bank Of America Corp

Financial Services
2.06K
+ 1.97%
$44.92 - $52.42 $92.4K - $108K
107K $5.49M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.15K
+ 6.36%
$79.76 - $85.78 $251K - $270K
52.6K $4.46M
XLC
Select Sector Spdr Tr Communic

ETFs
1.84K
+ 7.63%
$105.99 - $119.41 $195K - $219K
25.9K $3.07M
IVV
Ishares Core S&P 500 ETF

ETFs
19
+ 0.23%
$620.67 - $670.08 $11.8K - $12.7K
8.15K $5.46M
AVGO
Broadcom Inc.

Technology
65
+ 0.93%
$264.74 - $369.57 $17.2K - $24K
7.04K $2.32M
IEFA
Ishares Tr

ETFs
1.94K
+ 3.29%
$81.7 - $87.53 $158K - $169K
60.8K $5.31M
IYW
Ishares Dj Us Tech ETF

ETFs
1.82K
+ 148.69%
$171.38 - $197.01 $312K - $359K
3.04K $596K
AZN
Astrazeneca PLC

Healthcare
382
+ 0.74%
$68.72 - $82.11 $26.3K - $31.4K
51.8K $3.97M
CADE
Cadence Bank

Financial Services
8.41K
+ 84.63%
$33.44 - $38.12 $281K - $321K
18.3K $688K
XOM
Exxon Mobil Corp

Energy
862
+ 1.64%
$105.83 - $117.22 $91.2K - $101K
53.3K $6.01M
XLV
Select Sector Spdr Fund Health

ETFs
1.49K
+ 4.44%
$129.01 - $139.72 $192K - $208K
35.1K $4.88M
GD
General Dynamics Corp

Industrials
36
+ 0.53%
$293.92 - $341.0 $10.6K - $12.3K
6.81K $2.32M
NOC
Northrop Grumman Corp

Industrials
386
+ 38.33%
$498.9 - $609.32 $193K - $235K
1.39K $848K
AXP
American Express CO

Financial Services
179
+ 0.84%
$294.27 - $342.31 $52.7K - $61.3K
21.5K $7.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
386
+ 17.56%
$546.99 - $602.2 $211K - $232K
2.58K $1.55M
XLI
Industrial Sector Spdr

ETFs
1.08K
+ 4.58%
$147.94 - $154.99 $159K - $167K
24.6K $3.79M
TJX
Tjx Companies Inc

Consumer Cyclical
25
+ 0.16%
$121.35 - $144.54 $3.03K - $3.61K
15.2K $2.2M
CAT
Caterpillar Inc

Industrials
177
+ 7.79%
$390.92 - $477.15 $69.2K - $84.5K
2.45K $1.17M
LOW
Lowes Companies Inc

Consumer Cyclical
37
+ 0.42%
$215.01 - $273.02 $7.96K - $10.1K
8.88K $2.23M
AMZN
Amazon Com Inc

Consumer Cyclical
1.04K
+ 1.0%
$211.65 - $238.24 $221K - $248K
105K $23.1M
XLF
Financial Sector Spdr

ETFs
3.19K
+ 7.22%
$51.37 - $54.25 $164K - $173K
47.3K $2.55M
MA
Mastercard Inc

Financial Services
192
+ 1.09%
$550.18 - $598.96 $106K - $115K
17.8K $10.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
207
+ 12.66%
$617.65 - $666.84 $128K - $138K
1.84K $1.23M
CVX
Chevron Corp

Energy
148
+ 0.94%
$145.57 - $161.83 $21.5K - $24K
16K $2.48M
ORCC
Owl Rock Capital Corp

Financial Services
13.8K
+ 29.92%
N/A
60K $802K
NFLX
Netflix Inc

Communication Services
175
+ 77.43%
$1147.87 - $1297.18 $201K - $227K
401 $480K
GS
Goldman Sachs Group Inc

Financial Services
128
+ 21.59%
$696.56 - $806.32 $89.2K - $103K
721 $574K
ETN
Eaton Corp PLC

Industrials
32
+ 0.39%
$342.99 - $392.76 $11K - $12.6K
8.3K $3.11M
AMGN
Amgen Inc

Healthcare
204
+ 0.65%
$271.18 - $309.22 $55.3K - $63.1K
31.7K $8.95M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
748
+ 0.18%
$52.39 - $53.11 $39.2K - $39.7K
414K $22M
CSX
Csx Corp

Industrials
561
+ 1.27%
$32.05 - $36.52 $18K - $20.5K
44.8K $1.59M
Activity Summary
Buys All Purchases 126 New Holdings 8 Increased Positions 118 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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