Fiduciary Alliance LLC Incresed Positions in Q4 2024

Fiduciary Alliance LLC

  • $989 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SLV
I Shares Silver Trust

ETFs
1.82K
+ 11.22%
$26.33 - $31.74 $48K - $57.9K
18.1K $476M
VLO
Valero Energy Corp

Energy
376
+ 14.09%
$118.59 - $144.02 $44.6K - $54.2K
3.04K $373M
SYY
Sysco Corp

Consumer Defensive
226
+ 7.6%
$73.63 - $81.77 $16.6K - $18.5K
3.2K $245M
IYY
Ishares Tr

ETFs
9
+ 0.3%
$138.14 - $149.13 $1.24K - $1.34K
3.01K $430M
VTV
Vanguard Value ETF

ETFs
105
+ 8.88%
$168.32 - $181.87 $17.7K - $19.1K
1.29K $218M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
9
+ 0.2%
$121.89 - $135.52 $1.1K - $1.22K
4.42K $553M
IYJ
Ishares Tr

ETFs
5
+ 0.29%
$132.97 - $143.93 $665 - $720
1.74K $233M
IEFA
Ishares Tr

ETFs
373
+ 11.03%
$70.06 - $77.43 $26.1K - $28.9K
3.76K $264M
ROBO
Robo Global Robotics And Autom

ETFs
65
+ 1.01%
$55.06 - $58.6 $3.58K - $3.81K
6.51K $366M
CTVA
Corteva, Inc.

Basic Materials
65
+ 1.79%
$55.21 - $64.13 $3.59K - $4.17K
3.71K $211M
AMAT
Applied Materials Inc

Technology
303
+ 19.59%
$161.44 - $213.89 $48.9K - $64.8K
1.85K $301M
IEF
Ishares Barclays

ETFs
195
+ 3.65%
$92.08 - $98.18 $18K - $19.1K
5.54K $513M
GVLU
Tidal ETF Tr Gotham 1000 Value
641
+ 2.56%
$23.49 - $25.95 $15.1K - $16.6K
25.7K $606M
VHT
Vanguard Health Care ETF

ETFs
70
+ 5.34%
$250.81 - $283.3 $17.6K - $19.8K
1.38K $351M
MMM
3 M CO

Industrials
34
+ 0.93%
$124.74 - $137.12 $4.24K - $4.66K
3.69K $476M
IVE
Ishares S&P 500 Value ETF

ETFs
28
+ 0.57%
$189.5 - $206.17 $5.31K - $5.77K
4.96K $946M
F
Ford Motor CO

Consumer Cyclical
269
+ 0.56%
$9.69 - $11.4 $2.61K - $3.07K
48K $476M
GGG
Graco Inc

Industrials
3
+ 0.03%
$81.45 - $92.29 $244 - $277
9.95K $839M
TSCO
Tractor Supply CO

Consumer Cyclical
7.63K
+ 400.05%
$52.59 - $303.74 $401K - $2.32M
9.54K $506M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
14.9K
+ 8.59%
$20.55 - $23.26 $306K - $347K
188K $3.97B
RSP
Invesco S&P 500 Equal Weight E

ETFs
33
+ 0.22%
$174.22 - $187.62 $5.75K - $6.19K
15.1K $2.64B
BIBL
Northern Lts Fd Tr Iv

ETFs
1.34K
+ 2.15%
$38.73 - $42.41 $52.1K - $57K
63.7K $2.48B
BCE
Bce Inc

Communication Services
1.43K
+ 16.81%
$22.53 - $34.84 $32.2K - $49.8K
9.93K $230M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.16K
+ 1.09%
$56.06 - $61.35 $65K - $71.2K
107K $6.06B
UBER
Uber Technologies, Inc

Technology
502
+ 5.86%
$59.93 - $86.34 $30.1K - $43.3K
9.07K $547M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.44K
+ 5.14%
$38.37 - $42.82 $285K - $318K
152K $5.83B
NVO
Novo Nordisk A S

Healthcare
829
+ 11.39%
$85.0 - $120.04 $70.5K - $99.5K
8.11K $697M
AWK
American Water Works Company, Inc.

Utilities
694
+ 2.99%
$123.83 - $146.07 $85.9K - $101K
23.9K $2.98B
JNJ
Johnson & Johnson

Healthcare
5.25K
+ 7.14%
$143.34 - $165.86 $752K - $870K
78.7K $11.4B
MRK
Merck & Co., Inc.

Healthcare
3.63K
+ 5.24%
$96.31 - $114.76 $350K - $416K
72.8K $7.25B
NEE
Nextera Energy Inc

Utilities
9.04K
+ 8.72%
$69.77 - $85.43 $631K - $772K
113K $8.08B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
13.4K
+ 15.52%
$82.28 - $117.52 $1.1M - $1.57M
99.7K $8.45B
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
5.28K
+ 1.66%
$28.76 - $32.28 $152K - $170K
323K $9.37B
AMGN
Amgen Inc

Healthcare
2.22K
+ 8.33%
$258.78 - $328.31 $575K - $730K
28.9K $7.53B
LMT
Lockheed Martin Corp

Industrials
1K
+ 6.18%
$479.66 - $614.62 $480K - $615K
17.2K $8.36B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.77K
+ 2.13%
$34.13 - $37.35 $333K - $365K
469K $16B
FCX
Freeport Mcmoran Inc

Basic Materials
2.23K
+ 1.1%
$38.08 - $50.82 $84.8K - $113K
205K $7.82B
Activity Summary
Buys All Purchases 302 New Holdings 114 Increased Positions 188 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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