Fiduciary Alliance LLC Reduced Holdings in Q4 2024

Fiduciary Alliance LLC

  • $989 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CCI
Crown Castle International Corp

Real Estate
-63.4K
- 71.33%
$89.78 - $119.11 $5.69M - $7.55M
25.5K $2.31B
BOTZ
Global X Fds

ETFs
-176K
- 64.66%
$31.11 - $34.18 $5.46M - $6M
96K $3.07B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-32.2K
- 23.28%
$59.25 - $72.99 $1.91M - $2.35M
106K $6.33B
PEP
Pepsico Inc

Consumer Defensive
-18.3K
- 54.09%
$151.29 - $176.1 $2.77M - $3.22M
15.5K $2.36B
XOM
Exxon Mobil Corp

Energy
-20.6K
- 30.8%
$105.51 - $125.37 $2.17M - $2.58M
46.2K $4.97B
DHR
Danaher Corp

Healthcare
-1.88K
- 5.27%
$226.16 - $274.52 $426K - $517K
33.9K $7.77B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-23.8K
- 77.29%
$81.68 - $82.93 $1.95M - $1.98M
7K $574M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-19.4K
- 81.14%
$89.81 - $104.0 $1.75M - $2.02M
4.52K $407M
CVX
Chevron Corp

Energy
-4.8K
- 22.28%
$141.15 - $162.53 $678K - $780K
16.7K $2.43B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-5.23K
- 6.92%
$55.45 - $61.08 $290K - $320K
70.4K $3.9B
IFRA
Ishares Tr

ETFs
-3.74K
- 38.36%
$45.94 - $51.71 $172K - $193K
6.01K $278M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-3.58K
- 13.48%
$49.97 - $54.88 $179K - $197K
23K $1.2B
NKE
Nike, Inc.

Consumer Cyclical
-1.12K
- 23.52%
$73.36 - $89.13 $82.3K - $100K
3.65K $276M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-3.54K
- 14.98%
$61.63 - $71.89 $218K - $255K
20.1K $1.35B
CELH
Celsius Holdings, Inc.

Consumer Defensive
-2.25K
- 19.76%
$25.66 - $34.91 $57.7K - $78.5K
9.13K $241M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-2.81K
- 29.9%
$39.04 - $40.41 $110K - $114K
6.59K $265M
IWM
Ishares Russell 2000 ETF

ETFs
-371
- 14.06%
$216.13 - $242.4 $80.2K - $89.9K
2.27K $501M
DTE
Dte Energy CO

Utilities
-391
- 9.43%
$117.04 - $129.77 $45.8K - $50.7K
3.75K $453M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-341
- 4.6%
$63.27 - $70.31 $21.6K - $24K
7.08K $449M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.13K
- 19.52%
$51.33 - $53.74 $57.8K - $60.5K
4.64K $239M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-2.72K
- 25.72%
$36.5 - $53.22 $99.1K - $145K
7.84K $339M
IXJ
Ishares Global Healthcare ETF

ETFs
-92
- 2.41%
$85.65 - $98.34 $7.88K - $9.05K
3.72K $320M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-637
- 2.7%
$65.67 - $69.79 $41.8K - $44.5K
22.9K $1.54B
ECL
Ecolab Inc.

Basic Materials
-99
- 9.89%
$234.32 - $261.43 $23.2K - $25.9K
902 $211M
BP
Bp PLC

Energy
-266
- 1.42%
$28.16 - $33.14 $7.49K - $8.82K
18.4K $544M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-102
- 5.69%
$131.66 - $144.0 $13.4K - $14.7K
1.69K $223M
VCIT
Vanguard Intermediate Term Cor

ETFs
-87
- 1.67%
$80.13 - $83.77 $6.97K - $7.29K
5.12K $411M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-120
- 4.0%
$176.42 - $186.91 $21.2K - $22.4K
2.88K $512M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-81
- 0.7%
$90.66 - $99.46 $7.34K - $8.06K
11.6K $1.05B
SNSR
Global X Fds Internet Of Thing

ETFs
-503
- 7.72%
$34.03 - $36.88 $17.1K - $18.6K
6.01K $210M
ITA
Ishares Tr

ETFs
-53
- 3.07%
$144.31 - $157.31 $7.65K - $8.34K
1.67K $243M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-25
- 1.88%
$563.99 - $620.12 $14.1K - $15.5K
1.3K $743M
DFAT
Dimensional ETF Tr U S Target

ETFs
-100
- 2.61%
$54.54 - $61.04 $5.45K - $6.1K
3.74K $208M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-145
- 1.09%
$33.92 - $36.6 $4.92K - $5.31K
13.1K $455M
SECT
Sector 10, Inc.

ETFs
-807
- 1.54%
$53.17 - $57.82 $42.9K - $46.7K
51.6K $2.84B
SCHW
Schwab Charles Corp

Financial Services
-30
- 0.71%
$63.31 - $82.85 $1.9K - $2.49K
4.17K $308M
Core Scientific Inc New Wt Exp 012327
-5.32K
- 9.75%
N/A
49.2K $405M
QTUM
ETF Ser Solutions Defiance Qua
-325
- 9.19%
N/A
3.21K $261M
CRM
Salesforce, Inc.

Technology
-109
- 8.64%
$270.87 - $367.87 $29.5K - $40.1K
1.15K $385M
Core Scientific Inc New Wt Exp 012329
-3.45K
- 6.58%
N/A
49K $687M
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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