Fiduciary Group LLC Incresed Positions in Q2 2025

Fiduciary Group LLC

  • $1.04 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NOC
Northrop Grumman Corp

Industrials
248
+ 32.67%
$456.3 - $540.39 $113K - $134K
1.01K $503K
T
At&T Inc.

Communication Services
726
+ 0.55%
$26.33 - $28.94 $19.1K - $21K
133K $3.86M
XLB
Select Sector Spdr Fd Material

ETFs
798
+ 4.36%
$74.27 - $88.92 $59.3K - $71K
19.1K $1.68M
FAST
Fastenal CO

Industrials
14.5K
+ 97.64%
$40.65 - $83.16 $589K - $1.21M
29.3K $1.23M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
587
+ 6.25%
$40.79 - $50.93 $23.9K - $29.9K
9.97K $507K
STWD
Starwood Property Trust, Inc.

Real Estate
3.2K
+ 12.15%
$17.28 - $20.41 $55.3K - $65.3K
29.6K $593K
IWM
Ishares Russell 2000 ETF

ETFs
173
+ 10.96%
$174.82 - $215.79 $30.2K - $37.3K
1.75K $377K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.11K
+ 10.16%
$51.14 - $57.0 $56.8K - $63.3K
12K $684K
MO
Altria Group, Inc.

Consumer Defensive
1.1K
+ 7.98%
$55.56 - $60.91 $61.1K - $67K
14.9K $872K
APO
Apollo Global Management, Inc.

Financial Services
80
+ 1.27%
$108.68 - $145.07 $8.69K - $11.6K
6.39K $906K
KMI
Kinder Morgan, Inc.

Energy
630
+ 3.72%
$25.21 - $29.4 $15.9K - $18.5K
17.6K $516K
VTV
Vanguard Value ETF

ETFs
123
+ 4.41%
$153.67 - $176.74 $18.9K - $21.7K
2.91K $514K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.3K
+ 11.36%
$20.12 - $21.0 $26.2K - $27.3K
12.7K $266K
XLRE
Select Sector Spdr Tr Real Est

ETFs
877
+ 3.36%
$37.08 - $42.26 $32.5K - $37.1K
27K $1.12M
LAND
Gladstone Land Corp

Real Estate
2.5K
+ 22.05%
$8.95 - $10.51 $22.4K - $26.3K
13.8K $140K
XLP
Consumer Staples Sector Spdr

ETFs
130
+ 0.73%
N/A
17.8K $1.35M
FISV
Fiserv Inc

Technology
70
+ 4.12%
N/A
1.77K $221K
IGR
Cbre Global Real Estate Income Fund

Financial Services
973
+ 6.5%
$4.33 - $5.29 $4.21K - $5.15K
16K $84K
BSM
Black Stone Minerals, L.P.

Energy
3.9K
+ 18.39%
$12.78 - $15.36 $49.9K - $59.9K
25.1K $328K
OSEA
Harbor ETF Tr Harbor Intl Comp
7.29K
+ 6.51%
N/A
119K $0
Ge Vernova Inc
36
+ 2.33%
N/A
1.58K $0
PLD
Prologis, Inc.

Real Estate
260
+ 6.34%
$89.76 - $112.34 $23.3K - $29.2K
4.36K $458K
Pgim ETF Tr
1.67K
+ 0.65%
N/A
257K $0
Fidelity Covington Trust
6
+ 0.03%
N/A
18.3K $0
MDT
Medtronic PLC

Healthcare
107
+ 1.14%
$80.68 - $88.86 $8.63K - $9.51K
9.46K $824K
HDV
Ishares Core High Dividend ETF

ETFs
303
+ 1.74%
$108.41 - $120.51 $32.8K - $36.5K
17.7K $2.07M
ROP
Roper Technologies Inc

Industrials
123
+ 2.65%
$519.19 - $590.78 $63.9K - $72.7K
4.77K $2.7M
KMB
Kimberly Clark Corp

Consumer Defensive
353
+ 5.4%
$126.84 - $145.22 $44.8K - $51.3K
6.89K $888K
CB
Chubb LTD

Financial Services
36
+ 0.79%
$274.32 - $302.46 $9.88K - $10.9K
4.61K $1.33M
APD
Air Products & Chemicals, Inc.

Basic Materials
304
+ 2.69%
$248.61 - $294.96 $75.6K - $89.7K
11.6K $3.27M
UPS
United Parcel Service Inc

Industrials
293
+ 2.7%
$91.92 - $110.2 $26.9K - $32.3K
11.2K $1.13M
COP
Conocophillips

Energy
2
+ 0.04%
$82.66 - $106.1 $165 - $212
5.37K $481K
VZ
Verizon Communications Inc

Communication Services
3.42K
+ 2.64%
$41.67 - $45.62 $142K - $156K
133K $5.74M
AZN
Astrazeneca PLC

Healthcare
133
+ 0.26%
$64.87 - $75.0 $8.63K - $9.98K
51.4K $3.59M
XLV
Select Sector Spdr Fund Health

ETFs
1.35K
+ 4.17%
$128.77 - $144.3 $173K - $194K
33.6K $4.53M
CVX
Chevron Corp

Energy
51
+ 0.32%
$133.73 - $168.51 $6.82K - $8.59K
15.8K $2.26M
CLX
Clorox CO

Consumer Defensive
270
+ 1.29%
$118.01 - $148.69 $31.9K - $40.1K
21.3K $2.55M
XLE
Energy Sector Spdr

ETFs
3.44K
+ 3.14%
$76.44 - $94.13 $263K - $324K
113K $9.57M
UNH
Unitedhealth Group Inc

Healthcare
11
+ 0.31%
$274.35 - $599.47 $3.02K - $6.59K
3.61K $1.13M
Activity Summary
Buys All Purchases 105 New Holdings 15 Increased Positions 90 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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