Fiduciary Financial Group, LLC Reduced Holdings in Q4 2024

Fiduciary Financial Group, LLC

  • $460 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EWY
Ishares Inc Msci South Korea E

ETFs
-24.9K
- 60.76%
$50.89 - $63.57 $1.27M - $1.58M
16.1K $861M
GNR
Spdr S&P Global Natural Resour

ETFs
-20.4K
- 26.14%
$48.67 - $58.43 $991K - $1.19M
57.5K $2.92B
DFIV
Dimensional ETF Tr

ETFs
-117
- 0.03%
$34.86 - $37.97 $4.08K - $4.44K
445K $15.7B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-338
- 0.6%
$106.56 - $113.11 $36K - $38.2K
56.5K $5.95B
UNH
Unitedhealth Group Inc

Healthcare
-467
- 29.76%
$485.52 - $625.25 $227K - $292K
1.1K $574M
VIG
Vanguard Dividend Appreciation

ETFs
-970
- 3.18%
N/A
29.6K $5.7B
IWD
Ishares Russell 1000 Val ETF

ETFs
-951
- 4.41%
$183.23 - $199.79 $174K - $190K
20.6K $3.78B
MUB
Ishares National Muni Bond ETF

ETFs
-1.01K
- 2.05%
$105.78 - $108.7 $107K - $110K
48.2K $5.09B
DIS
Walt Disney CO

Communication Services
-2.72K
- 49.47%
$92.39 - $117.6 $251K - $320K
2.78K $302M
ED
Consolidated Edison Inc

Utilities
-1.57K
- 33.7%
$88.87 - $107.38 $139K - $168K
3.09K $272M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-6.81K
- 13.88%
$20.92 - $23.57 $142K - $160K
42.2K $936M
INDA
Ishares Msci India Index Fund

ETFs
-536
- 2.13%
$52.64 - $58.16 $28.2K - $31.2K
24.6K $1.26B
MCHI
Ishares Msci China ETF

ETFs
-2.08K
- 24.36%
$46.1 - $59.67 $95.7K - $124K
6.45K $282M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-474
- 1.92%
$53.86 - $60.27 $25.5K - $28.6K
24.2K $1.31B
LNT
Alliant Energy Corp

Utilities
-2.24K
- 33.07%
$56.24 - $63.63 $126K - $142K
4.52K $256M
EWJ
Ishares Msci Japan ETF

ETFs
-481
- 2.63%
$66.18 - $71.84 $31.8K - $34.6K
17.8K $1.16B
ALL
Allstate Corp

Financial Services
-745
- 24.79%
$181.25 - $208.2 $135K - $155K
2.26K $409M
SVC
Service Properties Trust

Real Estate
-19.1K
- 50.24%
$2.33 - $4.92 $44.5K - $93.9K
18.9K $48.6M
EWG
Ishares Msci Germany ETF

ETFs
-1.86K
- 2.56%
$31.27 - $33.44 $58.2K - $62.2K
70.9K $2.27B
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-10.1K
- 21.08%
$8.43 - $9.68 $84.9K - $97.5K
37.7K $338M
APD
Air Products & Chemicals, Inc.

Basic Materials
-282
- 22.33%
$285.5 - $335.62 $80.5K - $94.6K
981 $288M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-7.13K
- 33.88%
$13.54 - $14.25 $96.5K - $102K
13.9K $190M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-84
- 0.7%
$70.63 - $78.23 $5.93K - $6.57K
11.9K $832M
IAU
Ishares Gold Trust

ETFs
-4.13K
- 4.3%
$48.37 - $52.65 $200K - $217K
91.9K $4.67B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.09K
- 23.41%
$69.58 - $74.87 $76.1K - $81.8K
3.58K $244M
AMGN
Amgen Inc

Healthcare
-68
- 5.81%
$258.78 - $328.31 $17.6K - $22.3K
1.1K $289M
CAT
Caterpillar Inc

Industrials
-29
- 1.56%
$360.37 - $416.88 $10.5K - $12.1K
1.83K $642M
IRBO
Ishares Robotics & Artificial

ETFs
-2.93K
- 22.72%
N/A
9.97K $377M
PSA
Public Storage

Real Estate
-1
- 0.09%
$289.33 - $360.21 $289 - $360
1.16K $336M
VNM
Vaneck Vietnam ETF

ETFs
-2.47K
- 8.36%
$11.39 - $12.84 $28.1K - $31.7K
27K $301M
VOE
Vanguard Mid Cap Value Index F

ETFs
-283
- 8.75%
$160.89 - $176.18 $45.5K - $49.9K
2.95K $470M
IXUS
Ishares Tr

ETFs
-404
- 7.01%
$65.95 - $72.56 $26.6K - $29.3K
5.36K $350M
GPC
Genuine Parts CO

Consumer Cyclical
-120
- 4.77%
$113.11 - $143.63 $13.6K - $17.2K
2.39K $277M
FXE
Invesco Currency Shares Euro Trust

ETFs
-313
- 7.69%
$95.66 - $102.06 $29.9K - $31.9K
3.76K $355M
LAMR
Lamar Advertising CO

Real Estate
-55
- 1.72%
$121.37 - $138.11 $6.68K - $7.6K
3.15K $373M
VZ
Verizon Communications Inc

Communication Services
-32
- 0.46%
$39.6 - $45.21 $1.27K - $1.45K
6.87K $260M
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 0.24%
$385.02 - $431.37 $1.54K - $1.73K
1.68K $656M
UL
Unilever PLC

Consumer Defensive
-42
- 0.86%
$56.7 - $64.64 $2.38K - $2.71K
4.83K $266M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-197
- 1.59%
$26.16 - $29.13 $5.15K - $5.74K
12.2K $311M
WSO
Watsco Inc

Industrials
-27
- 3.26%
$466.57 - $568.78 $12.6K - $15.4K
800 $371M
EWS
Ishares Inc Msci Singapore ETF

ETFs
-1.44K
- 9.3%
$21.36 - $23.24 $30.8K - $33.5K
14.1K $305M
NLOK
Norton Life Lock Inc.

Technology
-927
- 5.84%
N/A
15K $402M
MDT
Medtronic PLC

Healthcare
-54
- 1.53%
$79.61 - $92.24 $4.3K - $4.98K
3.48K $281M
HPQ
Hp Inc

Technology
-164
- 1.95%
$32.46 - $39.3 $5.32K - $6.45K
8.27K $274M
IBM
International Business Machines Corp

Technology
-32
- 1.46%
$204.9 - $238.04 $6.56K - $7.62K
2.16K $475M
AEE
Ameren Corp

Utilities
-313
- 11.61%
$85.81 - $94.98 $26.9K - $29.7K
2.38K $210M
PNW
Pinnacle West Capital Corp

Utilities
-15
- 0.38%
$84.03 - $94.52 $1.26K - $1.42K
3.92K $321M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-298
- 5.77%
$43.44 - $45.05 $12.9K - $13.4K
4.87K $209M
TXN
Texas Instruments Inc

Technology
-9
- 0.64%
N/A
1.39K $264M
Activity Summary
Buys All Purchases 163 New Holdings 44 Increased Positions 119 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 2
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