Fiduciary Financial Group, LLC Reduced Holdings in Q4 2025

Fiduciary Financial Group, LLC

  • $708 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
-132
- 1.16%
$283.14 - $387.27 $37.4K - $51.1K
11.2K $2.54B
NVDA
Nvidia Corp

Technology
-4.3K
- 6.01%
$179.83 - $207.04 $773K - $889K
67.2K $12.5B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-51
- 0.5%
$73.78 - $98.43 $3.76K - $5.02K
10.1K $692M
Arista Networks Inc
-476
- 5.71%
N/A
7.86K $1.03B
ZG
Zillow Group, Inc.

Communication Services
-1.44K
- 14.65%
$66.92 - $74.58 $96.2K - $107K
8.38K $572M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-30
- 0.17%
$68.8 - $78.04 $2.06K - $2.34K
17.4K $1.19B
URA
Global X Uranium ETF

ETFs
-2.21K
- 25.88%
$44.75 - $58.11 $98.7K - $128K
6.32K $270M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.21K
- 21.4%
$93.11 - $97.9 $113K - $118K
4.45K $431M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-641
- 24.34%
$128.96 - $165.33 $82.7K - $106K
1.99K $248M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-232
- 7.99%
$600.51 - $631.95 $139K - $147K
2.67K $1.68B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.65K
- 17.36%
$79.18 - $82.25 $131K - $136K
7.87K $658M
VST
Vistra Corp.

Utilities
-105
- 4.35%
$171.56 - $210.85 $18K - $22.1K
2.31K $373M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-800
- 3.28%
$92.34 - $95.43 $73.9K - $76.3K
23.6K $2.22B
SPTS
Spdr Portfolio Short Term Trea

ETFs
-3.27K
- 6.51%
$29.23 - $29.39 $95.5K - $96K
46.9K $1.37B
MUB
Ishares National Muni Bond ETF

ETFs
-1.25K
- 1.48%
$106.36 - $107.61 $133K - $135K
83.7K $8.97B
VB
Vanguard Small Cap ETF

ETFs
-351
- 10.91%
$248.1 - $260.08 $87.1K - $91.3K
2.87K $739M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1.07K
- 9.32%
$86.12 - $92.36 $91.9K - $98.5K
10.4K $938M
CVX
Chevron Corp

Energy
-335
- 6.75%
$148.9 - $157.72 $49.9K - $52.8K
4.63K $706M
SCMB
Schwab Strategic Tr Mun Bd ETF
-2.29K
- 13.25%
N/A
15K $386M
DELL
Dell Technologies Inc.

Technology
-3
- 0.09%
$133.76 - $164.88 $401 - $495
3.5K $441M
EWJ
Ishares Msci Japan ETF

ETFs
-737
- 3.48%
$78.36 - $84.34 $57.8K - $62.2K
20.4K $1.65B
FDN
First Tr Fd Dow Jones

ETFs
-130
- 13.68%
$269.33 - $285.7 $35K - $37.1K
820 $221M
AVGO
Broadcom Inc.

Technology
-273
- 8.9%
$324.63 - $385.98 $88.6K - $105K
2.8K $967M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-452
- 11.39%
$116.0 - $122.39 $52.4K - $55.3K
3.52K $425M
TIP
Ishares Tr Tips Bd ETF

ETFs
-282
- 3.0%
$110.58 - $112.2 $31.2K - $31.6K
9.13K $1B
MCHI
Ishares Msci China ETF

ETFs
-153
- 2.72%
$61.39 - $66.99 $9.39K - $10.2K
5.47K $329M
EME
Emcor Group, Inc.

Industrials
-15
- 1.78%
$618.96 - $777.0 $9.28K - $11.7K
828 $507M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-213
- 10.5%
$123.29 - $134.49 $26.3K - $28.6K
1.82K $229M
WM
Waste Management Inc

Industrials
-130
- 9.95%
$196.77 - $219.98 $25.6K - $28.6K
1.18K $258M
DUK
Duke Energy Corp

Utilities
-49
- 1.48%
$121.57 - $129.03 $5.96K - $6.32K
3.26K $382M
Blackrock Inc
-6
- 2.82%
N/A
207 $221M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-2K
- 16.27%
$11.57 - $12.09 $23.1K - $24.2K
10.3K $124M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-728
- 5.38%
N/A
12.8K $1.33B
VRT
Vertiv Holdings CO

Industrials
-349
- 9.38%
N/A
3.37K $546M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-130
- 5.04%
$161.21 - $171.97 $21K - $22.4K
2.45K $411M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-882
- 2.34%
$42.06 - $42.92 $37.1K - $37.9K
36.8K $1.59B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-331
- 4.16%
$26.44 - $27.53 $8.75K - $9.11K
7.62K $209M
GD
General Dynamics Corp

Industrials
-6
- 0.5%
$330.59 - $353.77 $1.98K - $2.12K
1.19K $402M
AOA
Ishares Tr Core Aggressive All

ETFs
-70
- 2.25%
$86.51 - $90.12 $6.06K - $6.31K
3.04K $273M
EEM
Ishares Msci Emerging Markets

ETFs
-1
- 0.02%
$51.94 - $56.01 $51.9 - $56
4.47K $245M
BK
Bank Of New York Mellon Corp

Financial Services
-61
- 2.26%
$104.54 - $112.64 $6.38K - $6.87K
2.64K $307M
NVS
Novartis Ag

Healthcare
-172
- 4.47%
$121.8 - $132.39 $20.9K - $22.8K
3.68K $507M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-62
- 0.69%
$459.47 - $491.71 $28.5K - $30.5K
8.92K $4.22B
KO
Coca Cola CO

Consumer Defensive
-76
- 1.26%
$66.1 - $71.61 $5.02K - $5.44K
5.97K $418M
DFSU
Dimensional ETF Tr Dimen Us Su
-235
- 0.81%
N/A
28.9K $1.26B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-108
- 0.88%
$31.06 - $33.86 $3.35K - $3.66K
12.2K $410M
VNM
Vaneck Vietnam ETF

ETFs
-608
- 2.37%
$16.71 - $19.69 $10.2K - $12K
25.1K $479M
IRBO
Ishares Robotics & Artificial

ETFs
-155
- 1.33%
N/A
11.5K $555M
CRM
Salesforce, Inc.

Technology
-299
- 8.09%
$235.69 - $263.41 $70.5K - $78.8K
3.4K $900M
Activity Summary
Buys All Purchases 206 New Holdings 29 Increased Positions 177 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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