Fiduciary Group LLC Sells in Q2 2025

Fiduciary Group LLC

  • $1.04 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-957
- 0.42%
$172.42 - $223.89 $165K - $214K
226K $46.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-258
- 0.47%
$483.48 - $539.8 $125K - $139K
54.5K $26.5M
BRK-A
Berkshire Hathaway Inc

Financial Services
-2
- 50.0%
$725400.0 - $809350.0 $1.45M - $1.62M
2 $1.46M
PEP
Pepsico Inc

Consumer Defensive
-460
- 0.64%
$128.02 - $151.37 $58.9K - $69.6K
71.2K $9.4M
BDX
Becton Dickinson & CO

Healthcare
-1.92K
- 11.98%
$165.15 - $226.42 $317K - $435K
14.1K $2.43M
JNJ
Johnson & Johnson

Healthcare
-461
- 0.53%
$146.36 - $159.82 $67.5K - $73.7K
85.8K $13.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-14.4K
- 3.82%
$82.21 - $83.12 $1.18M - $1.2M
362K $30M
AMGN
Amgen Inc

Healthcare
-154
- 0.49%
$262.28 - $309.85 $40.4K - $47.7K
31.5K $8.8M
AON
Aon PLC

Financial Services
-80
- 0.36%
$335.85 - $398.81 $26.9K - $31.9K
21.9K $7.82M
AFL
Aflac Inc

Financial Services
-5.6K
- 23.29%
$99.77 - $112.45 $559K - $630K
18.4K $1.95M
ABBV
Abb Vie Inc.

Healthcare
-294
- 1.21%
$170.16 - $206.27 $50K - $60.6K
24.1K $4.47M
SBUX
Starbucks Corp

Consumer Cyclical
-1.16K
- 1.54%
$79.69 - $99.41 $92.4K - $115K
74.3K $6.81M
PG
Procter & Gamble CO

Consumer Defensive
-507
- 1.15%
$157.66 - $172.39 $79.9K - $87.4K
43.6K $6.95M
CMCSA
Comcast Corp

Communication Services
-9.55K
- 7.32%
$32.84 - $36.72 $314K - $351K
121K $4.32M
UNP
Union Pacific Corp

Industrials
-491
- 0.89%
$208.27 - $238.46 $102K - $117K
54.5K $12.5M
LLY
Eli Lilly & CO

Healthcare
-45
- 0.61%
$713.71 - $898.95 $32.1K - $40.5K
7.33K $5.71M
BMY
Bristol Myers Squibb CO

Healthcare
-1.31K
- 6.43%
$44.12 - $59.6 $57.8K - $78K
19.1K $882K
MRK
Merck & Co., Inc.

Healthcare
-256
- 1.18%
$73.47 - $87.12 $18.8K - $22.3K
21.4K $1.69M
DOW
Dow Inc.

Basic Materials
-1.62K
- 8.9%
$25.81 - $34.89 $41.7K - $56.4K
16.5K $438K
MCD
Mcdonalds Corp

Consumer Cyclical
-26
- 0.31%
$285.55 - $321.23 $7.42K - $8.35K
8.45K $2.47M
DHR
Danaher Corp

Healthcare
-28
- 0.13%
$174.64 - $205.16 $4.89K - $5.74K
22.4K $4.42M
SPG
Simon Property Group Inc

Real Estate
-247
- 1.02%
$140.37 - $171.44 $34.7K - $42.3K
24K $3.85M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-3.89K
- 4.72%
$47.89 - $48.65 $186K - $189K
78.4K $3.81M
KO
Coca Cola CO

Consumer Defensive
-290
- 0.25%
$68.37 - $73.9 $19.8K - $21.4K
115K $8.11M
LOW
Lowes Companies Inc

Consumer Cyclical
-81
- 0.91%
$210.83 - $235.28 $17.1K - $19.1K
8.84K $1.96M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.32K
- 5.4%
$90.56 - $109.49 $482K - $582K
93.2K $10.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.62K
- 5.11%
$77.74 - $78.78 $126K - $127K
30K $2.36M
EQIX
Equinix Inc

Real Estate
-40
- 1.16%
$740.07 - $914.43 $29.6K - $36.6K
3.4K $2.7M
VDE
Vanguard Energy ETF

ETFs
-17
- 0.19%
$105.87 - $130.56 $1.8K - $2.22K
9K $1.07M
FDX
Fedex Corp

Industrials
-45
- 0.87%
$198.07 - $245.17 $8.91K - $11K
5.11K $1.16M
PGR
Progressive Corp

Financial Services
-185
- 7.02%
$255.27 - $288.74 $47.2K - $53.4K
2.45K $653K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.19K
- 8.12%
$152.93 - $181.74 $182K - $216K
13.5K $2.45M
HD
Home Depot, Inc.

Consumer Cyclical
-263
- 0.74%
$335.24 - $380.78 $88.2K - $100K
35.4K $13M
SO
Southern CO

Utilities
-810
- 0.84%
$84.91 - $92.56 $68.8K - $75K
96.1K $8.83M
TXN
Texas Instruments Inc

Technology
-421
- 1.63%
N/A
25.4K $4.95M
GIS
General Mills Inc

Consumer Defensive
-200
- 2.38%
$50.37 - $60.97 $10.1K - $12.2K
8.21K $425K
ACN
Accenture PLC

Technology
-15
- 0.29%
$279.23 - $323.21 $4.19K - $4.85K
5.19K $1.55M
ADP
Automatic Data Processing Inc

Industrials
-335
- 2.42%
$276.76 - $326.81 $92.7K - $109K
13.5K $4.17M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.08K
- 18.06%
$45.11 - $52.34 $48.6K - $56.4K
4.89K $255K
OEF
Ishares S&P 100 ETF

ETFs
-163
- 4.58%
N/A
3.39K $902K
CL
Colgate Palmolive CO

Consumer Defensive
-30
- 0.23%
$87.57 - $96.0 $2.63K - $2.88K
13.2K $1.2M
OTIS
Otis Worldwide Corp

Industrials
-200
- 4.89%
$90.88 - $104.3 $18.2K - $20.9K
3.89K $384K
SHW
Sherwin Williams CO

Basic Materials
-89
- 12.7%
$313.51 - $363.51 $27.9K - $32.4K
612 $210K
ITW
Illinois Tool Works Inc

Industrials
-85
- 0.71%
$218.41 - $252.43 $18.6K - $21.5K
12K $2.95M
ALL
Allstate Corp

Financial Services
-107
- 6.62%
$180.53 - $212.64 $19.3K - $22.8K
1.51K $303K
AEP
American Electric Power CO Inc

Utilities
-140
- 5.86%
$98.59 - $109.11 $13.8K - $15.3K
2.25K $233K
WM
Waste Management Inc

Industrials
-109
- 9.37%
$216.47 - $242.1 $23.6K - $26.4K
1.05K $241K
IEMG
Ishares Inc

ETFs
-425
- 1.27%
N/A
33K $1.77M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-236
- 1.57%
$63.54 - $68.5 $15K - $16.2K
14.8K $997K
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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