Fiduciary Financial Group, LLC Purchases in Q4 2024

Fiduciary Financial Group, LLC

  • $460 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.7K
+ 5.13%
$91.29 - $91.8 $247K - $248K
55.4K $5.07B
XLF
Financial Sector Spdr

ETFs
5.1K
New
$44.89 - $51.34 $229K - $262K
5.1K $241M
DEO
Diageo PLC

Consumer Defensive
2.03K
New
$118.0 - $139.88 $240K - $284K
2.03K $240M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.29K
New
$184.21 - $199.29 $238K - $258K
1.29K $235M
VALE
Vale S.A.

Basic Materials
26.6K
New
$8.74 - $11.78 $233K - $314K
26.6K $226M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.35K
New
$26.93 - $84.95 $225K - $709K
8.35K $225M
VGT
Vanguard Information Technolog

ETFs
365
New
$571.78 - $647.97 $209K - $237K
365 $224M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.59K
New
$61.68 - $67.87 $221K - $244K
3.59K $222M
Innovator Etfs Trust
7.77K
New
N/A
7.77K $222M
AOA
Ishares Tr Core Aggressive All

ETFs
2.9K
New
$76.61 - $79.88 $222K - $232K
2.9K $220M
PLTR
Palantir Technologies Inc.

Technology
3.23K
New
$36.46 - $82.38 $118K - $266K
3.23K $218M
PAGP
Plains Gp Holdings LP

Energy
10.9K
New
$17.2 - $20.02 $187K - $217K
10.9K $217M
Blackrock Inc
226
New
N/A
226 $216M
IOCT
Innovator Etfs Tr Intl Dev Pow
7.28K
New
N/A
7.28K $213M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.4K
New
$18.41 - $40.87 $210K - $466K
11.4K $210M
V
Visa Inc.

Financial Services
103
+ 2.02%
$273.87 - $320.91 $28.2K - $33.1K
5.21K $1.6B
MSFT
Microsoft Corp

Technology
373
+ 4.17%
$406.35 - $454.46 $152K - $170K
9.31K $3.9B
GOOGL
Alphabet Inc.

Communication Services
202
+ 3.65%
$161.86 - $196.66 $32.7K - $39.7K
5.74K $1.1B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.14K
+ 51.98%
$96.64 - $101.23 $207K - $217K
6.27K $601M
FLRN
Spdr Bloomberg Investment Grad

ETFs
5.5K
+ 2.44%
$30.67 - $30.84 $169K - $170K
231K $7.12B
VTV
Vanguard Value ETF

ETFs
1.22K
+ 20.1%
$168.32 - $181.87 $206K - $222K
7.3K $1.22B
VEU
Vanguard Ftse All World Ex Us

ETFs
7.6K
+ 15.26%
$57.29 - $63.1 $435K - $479K
57.4K $3.25B
Dimensional ETF Trust
9.9K
+ 5.48%
N/A
191K $5.69B
VST
Vistra Corp.

Utilities
105
+ 4.12%
$115.74 - $166.61 $12.2K - $17.5K
2.65K $442M
SGOL
Abrdn Gold ETF Trust

ETFs
2.37K
+ 2.81%
$24.46 - $26.62 $57.9K - $63K
86.4K $2.22B
VBR
Vanguard Small Cap Value ETF

ETFs
798
+ 5.07%
$197.36 - $217.3 $157K - $173K
16.5K $3.23B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.39K
+ 50.25%
$77.02 - $78.58 $107K - $110K
4.17K $321M
XOM
Exxon Mobil Corp

Energy
1.69K
+ 33.05%
$105.51 - $125.37 $178K - $212K
6.8K $725M
Dimensional ETF Trust
1.87K
+ 35.03%
N/A
7.21K $359M
VUG
Vanguard Growth ETF

ETFs
40
+ 1.25%
$378.79 - $428.11 $15.2K - $17.1K
3.24K $1.32B
HYBB
Ishares Tr Bb Rated Corporate

ETFs
1.83K
+ 18.13%
$45.73 - $47.09 $83.6K - $86.1K
11.9K $547M
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.28%
$486.1 - $608.57 $1.46K - $1.83K
1.08K $604M
SPY
Spdr S&P 500 ETF Trust

ETFs
56
+ 1.25%
$567.81 - $607.81 $31.8K - $34K
4.53K $2.63B
ISRG
Intuitive Surgical Inc

Healthcare
2
+ 0.22%
$471.27 - $550.62 $943 - $1.1K
902 $494M
DFSI
Dimensional ETF Tr Dimen Intl
2.9K
+ 20.66%
N/A
16.9K $550M
META
Meta Platforms, Inc.

Communication Services
16
+ 0.8%
$554.08 - $632.68 $8.87K - $10.1K
2.02K $1.25B
COST
Costco Wholesale Corp

Consumer Defensive
34
+ 12.14%
$873.59 - $994.69 $29.7K - $33.8K
314 $294M
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.94K
+ 2.49%
$33.62 - $35.69 $166K - $176K
203K $6.8B
PNOV
Innovator U.S. Equity Power Bu
1K
+ 10.21%
N/A
10.8K $407M
CVX
Chevron Corp

Energy
127
+ 2.73%
$141.15 - $162.53 $17.9K - $20.6K
4.78K $733M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
18
+ 0.7%
$107.32 - $127.74 $1.93K - $2.3K
2.57K $313M
DFAT
Dimensional ETF Tr U S Target

ETFs
778
+ 0.44%
$54.54 - $61.04 $42.4K - $47.5K
177K $9.67B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
3.95K
+ 15.57%
$26.16 - $28.82 $103K - $114K
29.3K $749M
USB
Us Bancorp \De\

Financial Services
92
+ 1.0%
$43.98 - $53.66 $4.05K - $4.94K
9.34K $442M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.5K
+ 13.81%
$63.27 - $70.31 $94.9K - $105K
12.4K $784M
DFAU
Dimensional ETF Tr

ETFs
361
+ 1.25%
$39.27 - $42.38 $14.2K - $15.3K
29.2K $1.17B
DFSE
Dimensional ETF Tr Dimen Emrgn
1.79K
+ 21.4%
N/A
10.1K $328M
HON
Honeywell International Inc

Industrials
61
+ 5.13%
$202.84 - $236.0 $12.4K - $14.4K
1.25K $273M
ABT
Abbott Laboratories

Healthcare
278
+ 10.78%
$111.93 - $119.39 $31.1K - $33.2K
2.86K $321M
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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