Fiduciary Group LLC Incresed Positions in Q3 2024

Fiduciary Group LLC

  • $971 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.14%
$517.38 - $573.86 $1.55K - $1.72K
2.21K $1.27M
ORCC
Owl Rock Capital Corp

Financial Services
4.82K
+ 31.66%
N/A
20.1K $268K
ASML
Asml Holding Nv

Technology
154
+ 40.85%
$749.82 - $1098.95 $115K - $169K
531 $442K
BK
Bank Of New York Mellon Corp

Financial Services
105
+ 2.52%
$59.54 - $72.17 $6.25K - $7.58K
4.27K $306K
STWD
Starwood Property Trust, Inc.

Real Estate
1.4K
+ 7.32%
$18.75 - $21.11 $26.3K - $29.6K
20.5K $418K
PLD
Prologis, Inc.

Real Estate
10
+ 0.26%
$111.95 - $132.43 $1.12K - $1.32K
3.87K $488K
PNC
Pnc Financial Services Group, Inc.

Financial Services
10
+ 0.55%
$156.14 - $187.2 $1.56K - $1.87K
1.82K $336K
KMI
Kinder Morgan, Inc.

Energy
150
+ 0.97%
$19.72 - $22.22 $2.96K - $3.33K
15.6K $345K
AEP
American Electric Power CO Inc

Utilities
10
+ 0.42%
$87.11 - $104.95 $871 - $1.05K
2.4K $246K
XLP
Consumer Staples Sector Spdr

ETFs
516
+ 4.11%
$76.04 - $76.04 $39.2K - $39.2K
13.1K $993K
MRCC
Monroe Capital Corp

Financial Services
1.5K
+ 4.48%
$7.14 - $8.18 $10.7K - $12.3K
35K $282K
IVE
Ishares S&P 500 Value ETF

ETFs
15
+ 1.26%
$181.06 - $197.17 $2.72K - $2.96K
1.21K $238K
AZN
Astrazeneca PLC

Healthcare
314
+ 0.67%
$76.67 - $87.62 $24.1K - $27.5K
47K $3.66M
LHX
L3 Harris Technologies, Inc.

Industrials
10
+ 0.85%
$221.96 - $243.27 $2.22K - $2.43K
1.18K $280K
VUG
Vanguard Growth ETF

ETFs
1
+ 0.06%
$341.08 - $391.94 $341 - $392
1.72K $659K
LYB
Lyondell Basell Industries N.V.

Basic Materials
80
+ 3.63%
$92.56 - $99.46 $7.4K - $7.96K
2.28K $219K
GPC
Genuine Parts CO

Consumer Cyclical
6
+ 0.09%
$131.04 - $147.11 $786 - $883
6.46K $902K
MPC
Marathon Petroleum Corp

Energy
114
+ 8.19%
$158.61 - $180.75 $18.1K - $20.6K
1.51K $245K
APH
Amphenol Corp

Technology
473
+ 3.6%
$58.39 - $70.41 $27.6K - $33.3K
13.6K $885K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
200
+ 1.97%
$44.66 - $49.15 $8.93K - $9.83K
10.4K $487K
Pgim ETF Tr
75.3K
+ 106.3%
N/A
146K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
26.4K
+ 41.66%
N/A
89.6K $0
WM
Waste Management Inc

Industrials
6
+ 0.58%
$196.96 - $223.45 $1.18K - $1.34K
1.05K $217K
COP
Conocophillips

Energy
116
+ 2.22%
$102.3 - $116.61 $11.9K - $13.5K
5.35K $562K
NVDA
Nvidia Corp

Technology
250
+ 0.6%
$98.91 - $134.91 $24.7K - $33.7K
42.1K $5.11M
LLY
Eli Lilly & CO

Healthcare
70
+ 0.98%
$772.14 - $960.02 $54K - $67.2K
7.22K $6.4M
HON
Honeywell International Inc

Industrials
533
+ 1.8%
$196.73 - $220.21 $105K - $117K
30.1K $6.23M
CVX
Chevron Corp

Energy
109
+ 0.68%
$137.88 - $161.97 $15K - $17.7K
16.2K $2.38M
XLE
Energy Sector Spdr

ETFs
1.03K
+ 0.94%
$84.35 - $93.39 $87K - $96.4K
111K $9.74M
QCOM
Qualcomm Inc

Technology
26
+ 0.27%
$156.12 - $209.64 $4.06K - $5.45K
9.81K $1.67M
AMZN
Amazon Com Inc

Consumer Cyclical
1.02K
+ 0.99%
$161.02 - $200.0 $165K - $205K
104K $19.5M
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
Track This Portfolio

Track Fiduciary Group LLC Portfolio

Follow Fiduciary Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email