Fiduciary Group LLC Reduced Holdings in Q3 2025

Fiduciary Group LLC

  • $1.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MCO
Moodys Corp

Financial Services
-501
- 1.08%
$472.69 - $521.32 $237K - $261K
46K $21.9M
DIS
Walt Disney CO

Communication Services
-1.44K
- 1.42%
$112.25 - $124.0 $162K - $179K
100K $11.5M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-12.1K
- 3.35%
$82.38 - $83.0 $1M - $1.01M
350K $29.1M
CMCSA
Comcast Corp

Communication Services
-13.4K
- 11.06%
$31.41 - $36.33 $420K - $486K
108K $3.38M
SBUX
Starbucks Corp

Consumer Cyclical
-2.52K
- 3.39%
$81.9 - $96.86 $206K - $244K
71.8K $6.07M
KO
Coca Cola CO

Consumer Defensive
-2.13K
- 1.86%
$65.67 - $71.67 $140K - $153K
113K $7.46M
COST
Costco Wholesale Corp

Consumer Defensive
-68
- 0.91%
$915.95 - $994.57 $62.3K - $67.6K
7.43K $6.88M
PG
Procter & Gamble CO

Consumer Defensive
-733
- 1.68%
$150.47 - $161.22 $110K - $118K
42.9K $6.59M
ADP
Automatic Data Processing Inc

Industrials
-513
- 3.8%
$288.69 - $310.94 $148K - $160K
13K $3.81M
MAR
Marriott International Inc

Consumer Cyclical
-128
- 0.79%
$255.35 - $282.87 $32.7K - $36.2K
16.1K $4.19M
DE
Deere & CO

Industrials
-21
- 0.53%
$457.26 - $524.37 $9.6K - $11K
3.92K $1.79M
MKL
Markel Corp

Financial Services
-7
- 0.37%
$1898.34 - $2031.8 $13.3K - $14.2K
1.91K $3.64M
CL
Colgate Palmolive CO

Consumer Defensive
-345
- 2.61%
$79.36 - $93.33 $27.4K - $32.2K
12.9K $1.03M
CI
Cigna Corp

Healthcare
-3
- 0.08%
$262.23 - $334.39 $787 - $1K
3.61K $1.04M
CARR
Carrier Global Corp

Industrials
-296
- 3.16%
$58.75 - $80.73 $17.4K - $23.9K
9.08K $541K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.07K
- 12.15%
$72.57 - $74.72 $151K - $155K
15K $1.11M
TXN
Texas Instruments Inc

Technology
-594
- 2.34%
N/A
24.8K $4.83M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.42K
- 4.75%
$78.11 - $79.07 $111K - $113K
28.6K $2.25M
DOW
Dow Inc.

Basic Materials
-1.97K
- 11.88%
$20.87 - $30.37 $41K - $59.7K
14.6K $334K
T
At&T Inc.

Communication Services
-378
- 0.28%
$26.94 - $29.62 $10.2K - $11.2K
133K $3.75M
AON
Aon PLC

Financial Services
-278
- 1.27%
$350.91 - $375.27 $97.6K - $104K
21.6K $7.71M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-297
- 2.01%
$60.9 - $70.75 $18.1K - $21K
14.5K $905K
MDT
Medtronic PLC

Healthcare
-1.77K
- 18.74%
$87.67 - $95.74 $155K - $170K
7.69K $732K
BDX
Becton Dickinson & CO

Healthcare
-1.57K
- 11.1%
$172.41 - $199.66 $270K - $313K
12.5K $2.35M
EMR
Emerson Electric CO

Industrials
-482
- 5.4%
$128.6 - $149.63 $62K - $72.1K
8.45K $1.11M
EQIX
Equinix Inc

Real Estate
-43
- 1.27%
$756.7 - $811.13 $32.5K - $34.9K
3.35K $2.63M
BMY
Bristol Myers Squibb CO

Healthcare
-1.16K
- 6.09%
$43.31 - $48.98 $50.2K - $56.8K
17.9K $807K
OKE
Oneok Inc

Energy
-500
- 11.9%
$71.36 - $83.47 $35.7K - $41.7K
3.7K $269K
ET
Energy Transfer LP

Energy
-351
- 0.51%
$17.11 - $18.16 $6.01K - $6.37K
68K $1.17M
APO
Apollo Global Management, Inc.

Financial Services
-120
- 1.88%
$131.55 - $156.05 $15.8K - $18.7K
6.27K $835K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.65K
- 2.1%
$48.31 - $48.93 $79.5K - $80.5K
76.7K $3.75M
AB
Alliancebernstein Holding L.P.

Financial Services
-1.25K
- 19.04%
$37.76 - $42.88 $47.2K - $53.6K
5.32K $203K
TFC
Truist Financial Corp

Financial Services
-2.11K
- 15.8%
$42.83 - $47.07 $90.4K - $99.3K
11.2K $514K
FDX
Fedex Corp

Industrials
-427
- 8.36%
$217.1 - $243.2 $92.7K - $104K
4.68K $1.1M
ABT
Abbott Laboratories

Healthcare
-115
- 0.7%
$120.51 - $136.62 $13.9K - $15.7K
16.2K $2.17M
CAH
Cardinal Health Inc

Healthcare
-177
- 10.07%
$146.04 - $167.63 $25.8K - $29.7K
1.58K $247K
OTIS
Otis Worldwide Corp

Industrials
-148
- 3.81%
$84.93 - $101.07 $12.6K - $15K
3.74K $341K
EQR
Equity Residential

Real Estate
-300
- 3.7%
$62.3 - $68.34 $18.7K - $20.5K
7.8K $505K
AIG
American International Group, Inc.

Financial Services
-106
- 2.48%
$76.34 - $85.87 $8.09K - $9.1K
4.17K $327K
EFX
Equifax Inc

Industrials
-95
- 2.74%
$234.03 - $265.73 $22.2K - $25.2K
3.37K $863K
KMI
Kinder Morgan, Inc.

Energy
-417
- 2.38%
$26.23 - $28.5 $10.9K - $11.9K
17.1K $485K
OEF
Ishares S&P 100 ETF

ETFs
-60
- 1.77%
N/A
3.33K $886K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-453
- 0.92%
$78.96 - $80.04 $35.8K - $36.3K
48.8K $3.9M
WFC
Wells Fargo & Company

Financial Services
-1.12K
- 4.74%
$77.05 - $85.16 $86.5K - $95.5K
22.6K $1.89M
HEIA
Heico Crp Cl A
-116
- 1.83%
N/A
6.21K $0
Fidelity Covington Trust
-28
- 0.15%
N/A
18.3K $0
Kenvue Inc
-4.46K
- 6.88%
N/A
60.4K $0
FRT
Federal Realty Investment Trust

Real Estate
-170
- 5.62%
$90.61 - $102.67 $15.4K - $17.5K
2.85K $289K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-555
- 3.8%
$21.69 - $23.34 $12K - $13K
14K $326K
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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