Fiduciary Group LLC Incresed Positions in Q3 2024

Fiduciary Group LLC

  • $971 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
57K
+ 125.7%
$96.25 - $101.98 $5.49M - $5.82M
102K $10.4M
AAPL
Apple Inc.

Technology
387
+ 0.17%
$207.23 - $234.82 $80.2K - $90.9K
223K $51.8M
SPTS
Spdr Portfolio Short Term Trea

ETFs
90.2K
+ 128.9%
$28.75 - $29.46 $2.59M - $2.66M
160K $4.71M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
14.8K
+ 98.53%
$117.9 - $128.2 $1.74M - $1.89M
29.8K $3.82M
IWY
Ishares Tr Russell 200 Growth

ETFs
8.88K
+ 131.82%
$194.66 - $225.97 $1.73M - $2.01M
15.6K $3.44M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.63K
+ 2.53%
$105.53 - $118.34 $278K - $311K
106K $12.5M
NKE
Nike, Inc.

Consumer Cyclical
2.77K
+ 6.03%
$71.09 - $89.44 $197K - $248K
48.6K $4.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.16K
+ 4.74%
$41.9 - $48.26 $258K - $297K
136K $6.52M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
9.34K
+ 33.23%
$66.31 - $74.08 $620K - $692K
37.5K $2.75M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.44K
+ 7.62%
$75.88 - $83.21 $413K - $453K
76.8K $6.39M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.83K
+ 2.26%
$57.32 - $62.65 $162K - $177K
128K $7.99M
ABBV
Abb Vie Inc.

Healthcare
19
+ 0.08%
$163.84 - $199.33 $3.11K - $3.79K
24.2K $4.78M
CLX
Clorox CO

Consumer Defensive
389
+ 2.04%
$131.73 - $166.97 $51.2K - $65K
19.4K $3.17M
XLV
Select Sector Spdr Fund Health

ETFs
2.28K
+ 8.75%
$143.3 - $157.24 $327K - $359K
28.4K $4.37M
AFL
Aflac Inc

Financial Services
31
+ 0.13%
$88.52 - $111.8 $2.74K - $3.47K
24K $2.69M
T
At&T Inc.

Communication Services
4.27K
+ 3.3%
$18.21 - $22.28 $77.7K - $95K
134K $2.94M
XLK
Technology Sector Spdr

ETFs
1.99K
+ 12.52%
$197.34 - $237.68 $392K - $472K
17.9K $4.03M
ADBE
Adobe Inc.

Technology
935
+ 26.64%
$508.13 - $586.55 $475K - $548K
4.45K $2.3M
ROP
Roper Technologies Inc

Industrials
649
+ 27.85%
$515.25 - $576.55 $334K - $374K
2.98K $1.66M
ITW
Illinois Tool Works Inc

Industrials
6
+ 0.05%
$233.14 - $263.97 $1.4K - $1.58K
12.3K $3.22M
XLC
Select Sector Spdr Tr Communic

ETFs
2.63K
+ 18.27%
$82.16 - $90.4 $216K - $237K
17K $1.54M
ADI
Analog Devices Inc

Technology
1.29K
+ 45.49%
$200.56 - $243.33 $258K - $313K
4.12K $947K
DPZ
Dominos Pizza Inc

Consumer Cyclical
986
+ 64.28%
$402.52 - $505.35 $397K - $498K
2.52K $1.08M
XLI
Industrial Sector Spdr

ETFs
474
+ 2.91%
$120.56 - $135.44 $57.1K - $64.2K
16.7K $2.27M
UNH
Unitedhealth Group Inc

Healthcare
6
+ 0.16%
$488.01 - $604.18 $2.93K - $3.63K
3.7K $2.16M
XLY
Select Sector Spdr Consumer Di

ETFs
402
+ 3.78%
$170.05 - $200.86 $68.4K - $80.7K
11K $2.21M
UPS
United Parcel Service Inc

Industrials
2K
+ 22.01%
$123.32 - $147.38 $247K - $295K
11.1K $1.51M
VTI
Vanguard Total Stock Market Et

ETFs
180
+ 1.35%
$255.18 - $283.2 $45.9K - $51K
13.5K $3.83M
CMI
Cummins Inc

Industrials
4
+ 0.07%
$266.63 - $326.4 $1.07K - $1.31K
5.43K $1.76M
BXSL
Blackstone Secured Lending Fund

Financial Services
8.5K
+ 30.38%
$28.75 - $31.59 $244K - $269K
36.5K $1.07M
CB
Chubb LTD

Financial Services
122
+ 2.98%
$252.51 - $292.2 $30.8K - $35.6K
4.21K $1.21M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
7.9K
+ 15.72%
$16.42 - $18.12 $130K - $143K
58.1K $1.05M
NOW
Service Now, Inc.

Technology
87
+ 11.39%
$730.87 - $937.36 $63.6K - $81.6K
851 $761K
JCI
Johnson Controls International PLC

Industrials
617
+ 7.1%
$65.52 - $77.61 $40.4K - $47.9K
9.31K $722K
CAT
Caterpillar Inc

Industrials
29
+ 1.34%
$316.8 - $391.12 $9.19K - $11.3K
2.2K $858K
XLF
Financial Sector Spdr

ETFs
394
+ 1.4%
$40.84 - $45.74 $16.1K - $18K
28.5K $1.29M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
3K
+ 6.26%
$17.09 - $20.23 $51.3K - $60.7K
50.9K $967K
XLRE
Select Sector Spdr Tr Real Est

ETFs
32
+ 0.16%
$38.04 - $45.36 $1.22K - $1.45K
19.7K $880K
ARCC
Ares Capital Corp

Financial Services
5.8K
+ 37.31%
$19.8 - $21.28 $115K - $123K
21.4K $447K
XLB
Select Sector Spdr Fd Material

ETFs
8
+ 0.05%
$86.95 - $97.09 $696 - $777
14.6K $1.41M
XOM
Exxon Mobil Corp

Energy
46
+ 0.09%
$109.72 - $119.0 $5.05K - $5.47K
53.2K $6.23M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
707
+ 3.37%
$41.02 - $46.01 $29K - $32.5K
21.7K $987K
EPD
Enterprise Products Partners L.P.

Energy
3.36K
+ 18.4%
$27.88 - $30.0 $93.6K - $101K
21.6K $628K
TT
Trane Technologies PLC

Industrials
10
+ 0.65%
$314.21 - $388.71 $3.14K - $3.89K
1.55K $603K
PEG
Public Service Enterprise Group Inc

Utilities
14
+ 0.24%
$73.58 - $89.21 $1.03K - $1.25K
5.78K $515K
AVGO
Broadcom Inc.

Technology
6.13K
+ 905.91%
$136.27 - $1745.86 $836K - $10.7M
6.81K $1.17M
RF
Regions Financial Corp

Financial Services
495
+ 2.31%
$19.51 - $23.42 $9.66K - $11.6K
21.9K $511K
ET
Energy Transfer LP

Energy
5.22K
+ 14.89%
$15.43 - $16.44 $80.5K - $85.8K
40.3K $646K
NOC
Northrop Grumman Corp

Industrials
6
+ 0.79%
$423.73 - $533.14 $2.54K - $3.2K
769 $405K
Activity Summary
Buys All Purchases 88 New Holdings 6 Increased Positions 82 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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