Fiduciary Group LLC Reduced Holdings in Q2 2025

Fiduciary Group LLC

  • $1.04 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-618
- 1.24%
$77.94 - $79.5 $48.2K - $49.1K
49.3K $3.92M
VIG
Vanguard Dividend Appreciation

ETFs
-119
- 2.08%
N/A
5.6K $1.02M
NEE
Nextera Energy Inc

Utilities
-140
- 1.74%
$64.11 - $75.0 $8.98K - $10.5K
7.93K $550K
DEO
Diageo PLC

Consumer Defensive
-79
- 3.48%
$99.86 - $115.75 $7.89K - $9.14K
2.19K $220K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-247
- 1.43%
$72.02 - $73.82 $17.8K - $18.2K
17.1K $1.26M
GPC
Genuine Parts CO

Consumer Cyclical
-180
- 3.18%
$105.54 - $129.09 $19K - $23.2K
5.48K $665K
QCOM
Qualcomm Inc

Technology
-376
- 3.89%
$124.66 - $159.48 $46.9K - $60K
9.3K $1.48M
D
Dominion Energy, Inc

Utilities
-121
- 1.57%
$49.66 - $58.0 $6.01K - $7.02K
7.59K $429K
HEIA
Heico Crp Cl A
-39
- 0.61%
N/A
6.32K $0
Kenvue Inc
-7.61K
- 10.49%
N/A
64.9K $0
Blackrock Inc
-15
- 0.53%
N/A
2.82K $0
AB
Alliancebernstein Holding L.P.

Financial Services
-400
- 5.74%
$33.0 - $41.77 $13.2K - $16.7K
6.57K $268K
CI
Cigna Corp

Healthcare
-9
- 0.25%
$301.89 - $340.04 $2.72K - $3.06K
3.62K $1.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-266
- 6.84%
$72.96 - $90.39 $19.4K - $24K
3.62K $323K
IAU
Ishares Gold Trust

ETFs
-82
- 2.33%
$56.1 - $64.74 $4.6K - $5.31K
3.44K $214K
SPYG
Spdr Portfolio

ETFs
-451
- 13.38%
$71.83 - $95.32 $32.4K - $43K
2.92K $278K
SPGI
S&P Global Inc.

Financial Services
-18
- 1.94%
$438.31 - $527.29 $7.89K - $9.49K
911 $480K
TFC
Truist Financial Corp

Financial Services
-359
- 2.62%
$34.79 - $42.99 $12.5K - $15.4K
13.4K $574K
MMM
3 M CO

Industrials
-9
- 0.24%
$126.09 - $154.15 $1.13K - $1.39K
3.67K $558K
VV
Vanguard Large Cap ETF

ETFs
-69
- 4.86%
$228.25 - $285.3 $15.7K - $19.7K
1.35K $385K
CRM
Salesforce, Inc.

Technology
-12
- 0.2%
$236.26 - $291.15 $2.84K - $3.49K
5.91K $1.61M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-578
- 3.81%
$17.76 - $22.1 $10.3K - $12.8K
14.6K $322K
VT
Vanguard Total World Stk Index

ETFs
-81
- 2.91%
$103.16 - $128.52 $8.36K - $10.4K
2.7K $347K
DGRO
Ishares Core Dividend Growth E

ETFs
-370
- 1.57%
$55.22 - $63.94 $20.4K - $23.7K
23.2K $1.49M
ABT
Abbott Laboratories

Healthcare
-192
- 1.16%
$123.95 - $138.08 $23.8K - $26.5K
16.3K $2.22M
GLW
Corning Inc

Technology
-50
- 0.88%
$39.07 - $52.59 $1.95K - $2.63K
5.64K $296K
SPY
Spdr S&P 500 ETF Trust

ETFs
-100
- 5.76%
$496.48 - $617.85 $49.6K - $61.8K
1.64K $1.01M
IDV
Ishares Tr

ETFs
-2
- 0.02%
$27.79 - $34.84 $55.6 - $69.7
12.1K $416K
XLU
Utilities Sector Spdr

ETFs
-985
- 2.23%
$73.09 - $82.77 $72K - $81.5K
43.2K $3.52M
ARES
Ares Management Corp

Financial Services
-20
- 1.13%
$118.04 - $175.83 $2.36K - $3.52K
1.75K $303K
EFX
Equifax Inc

Industrials
-35
- 1.0%
$205.5 - $280.54 $7.19K - $9.82K
3.46K $897K
CAH
Cardinal Health Inc

Healthcare
-15
- 0.85%
$125.0 - $168.0 $1.88K - $2.52K
1.76K $295K
CMI
Cummins Inc

Industrials
-57
- 1.13%
$267.12 - $336.65 $15.2K - $19.2K
4.98K $1.63M
USB
Us Bancorp \De\

Financial Services
-186
- 0.64%
$36.4 - $45.76 $6.77K - $8.51K
29.1K $1.32M
CARR
Carrier Global Corp

Industrials
-200
- 2.09%
$55.55 - $75.83 $11.1K - $15.2K
9.37K $686K
AMT
American Tower Corp

Real Estate
-98
- 0.29%
$203.96 - $228.19 $20K - $22.4K
33.5K $7.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.15K
- 0.28%
$51.68 - $52.76 $59.5K - $60.8K
414K $21.8M
GD
General Dynamics Corp

Industrials
-94
- 1.37%
$247.68 - $291.66 $23.3K - $27.4K
6.78K $1.98M
V
Visa Inc.

Financial Services
-276
- 0.63%
$308.27 - $373.31 $85.1K - $103K
43.9K $15.6M
VUG
Vanguard Growth ETF

ETFs
-3
- 0.17%
$329.49 - $438.4 $988 - $1.32K
1.75K $768K
MU
Micron Technology Inc

Technology
-108
- 3.02%
$64.72 - $127.91 $6.99K - $13.8K
3.47K $428K
DE
Deere & CO

Industrials
-61
- 1.52%
$412.99 - $531.48 $25.2K - $32.4K
3.94K $2M
KKR
Kkr & Co. Inc.

Financial Services
-100
- 1.15%
$92.79 - $134.29 $9.28K - $13.4K
8.6K $1.14M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-703
- 1.0%
$19.1 - $23.83 $13.4K - $16.8K
69.7K $1.66M
NSC
Norfolk Southern Corp

Industrials
-63
- 0.72%
$206.34 - $257.46 $13K - $16.2K
8.64K $2.21M
VTI
Vanguard Total Stock Market Et

ETFs
-775
- 5.72%
$243.75 - $303.93 $189K - $236K
12.8K $3.89M
BA
Boeing CO

Industrials
-102
- 2.19%
$136.59 - $217.51 $13.9K - $22.2K
4.56K $955K
AYI
Acuity Brands Inc

Industrials
-73
- 1.33%
$223.31 - $304.18 $16.3K - $22.2K
5.43K $1.62M
EMR
Emerson Electric CO

Industrials
-50
- 0.56%
$94.15 - $133.33 $4.71K - $6.67K
8.93K $1.19M
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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