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
INTU
Intuit Inc

Technology
16
+ 1.77%
$602.01 - $706.25 $9.63K - $11.3K
918 $572M
XLV
Select Sector Spdr Fund Health

ETFs
254
+ 18.61%
$136.28 - $154.74 $34.6K - $39.3K
1.62K $226M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
268
+ 3.13%
$113.92 - $127.38 $30.5K - $34.1K
8.82K $997M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
98
+ 2.94%
$121.89 - $135.52 $11.9K - $13.3K
3.43K $423M
PAYX
Paychex Inc

Industrials
99
+ 3.41%
$135.86 - $148.73 $13.5K - $14.7K
3K $417M
ETN
Eaton Corp PLC

Industrials
27
+ 2.53%
$326.96 - $377.52 $8.83K - $10.2K
1.1K $374M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
70
+ 3.6%
$125.5 - $148.67 $8.79K - $10.4K
2.01K $280M
MELI
Mercadolibre Inc

Consumer Cyclical
37
+ 17.62%
$1666.0 - $2117.3 $61.6K - $78.3K
247 $434M
CRL
Charles River Laboratories International, Inc.

Healthcare
63
+ 3.93%
$178.58 - $220.69 $11.3K - $13.9K
1.67K $310M
EEFT
Euronet Worldwide, Inc.

Technology
61
+ 2.16%
$96.0 - $106.61 $5.86K - $6.5K
2.88K $280M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
31
+ 0.44%
$66.77 - $71.52 $2.07K - $2.22K
7.01K $479M
ITW
Illinois Tool Works Inc

Industrials
92
+ 7.03%
$253.56 - $278.5 $23.3K - $25.6K
1.4K $343M
ADP
Automatic Data Processing Inc

Industrials
19
+ 1.92%
$280.08 - $307.97 $5.32K - $5.85K
1.01K $289M
RMD
Resmed Inc

Healthcare
40
+ 3.56%
$228.69 - $256.07 $9.15K - $10.2K
1.17K $272M
SAN
Banco Santander, S.A.

Financial Services
2.46K
+ 14.99%
$4.49 - $5.05 $11K - $12.4K
18.9K $87.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.64K
+ 200.85%
$22.4 - $68.28 $149K - $454K
9.95K $229M
SHV
Ishares Tr

ETFs
22
+ 0.51%
$109.92 - $110.57 $2.42K - $2.43K
4.38K $483M
AOR
Ishares Tr Core Growth Allocat

ETFs
251
+ 3.33%
$57.32 - $59.66 $14.4K - $15K
7.8K $442M
SPTS
Spdr Portfolio Short Term Trea

ETFs
395
+ 0.66%
$28.88 - $29.33 $11.4K - $11.6K
60.7K $1.76B
SWK
Stanley Black & Decker, Inc.

Industrials
899
+ 31.78%
$79.07 - $109.36 $71.1K - $98.3K
3.73K $299M
VT
Vanguard Total World Stk Index

ETFs
93
+ 1.86%
$117.09 - $123.07 $10.9K - $11.4K
5.11K $593M
AGZ
Ishares Agency Bond ETF

ETFs
4
+ 0.14%
$107.68 - $110.37 $431 - $441
2.91K $313M
FXC
Invesco Currency Shares Canadian Dollar Trust

ETFs
99
+ 3.02%
$67.77 - $72.41 $6.71K - $7.17K
3.37K $229M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
358
+ 5.67%
$33.67 - $37.35 $12.1K - $13.4K
6.67K $223M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
216
+ 2.57%
$41.17 - $43.34 $8.89K - $9.36K
8.62K $352M
FXA
Invesco Currency Shares Australian Dollar Trust

ETFs
171
+ 4.81%
$61.34 - $68.25 $10.5K - $11.7K
3.73K $227M
DFSB
Dimensional ETF Tr Dimensional
17
+ 0.34%
N/A
5.08K $255M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
93
+ 2.12%
$56.61 - $61.63 $5.26K - $5.73K
4.48K $249M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
56
+ 0.79%
$51.76 - $56.72 $2.9K - $3.18K
7.11K $363M
UNP
Union Pacific Corp

Industrials
21
+ 1.06%
$223.15 - $249.32 $4.69K - $5.24K
2K $451M
SNY
Sanofi

Healthcare
399
+ 5.89%
$45.89 - $57.31 $18.3K - $22.9K
7.17K $350M
RIO
Rio Tinto PLC

Basic Materials
280
+ 5.66%
$58.59 - $71.15 $16.4K - $19.9K
5.23K $307M
PG
Procter & Gamble CO

Consumer Defensive
77
+ 2.13%
$161.05 - $179.7 $12.4K - $13.8K
3.69K $586M
DFAX
Dimensional ETF Tr
2.48K
+ 6.18%
$24.76 - $27.04 $61.4K - $67K
42.6K $1.05B
MCD
Mcdonalds Corp

Consumer Cyclical
30
+ 1.69%
$288.47 - $316.54 $8.65K - $9.5K
1.8K $508M
TIP
Ishares Tr Tips Bd ETF

ETFs
52
+ 0.5%
$106.33 - $110.69 $5.53K - $5.76K
10.4K $1.11B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
75
+ 1.29%
$442.29 - $483.08 $33.2K - $36.2K
5.9K $2.61B
VGIT
Vanguard Intermediate Term Tre

ETFs
133
+ 0.67%
$57.78 - $60.4 $7.68K - $8.03K
20K $1.15B
MRK
Merck & Co., Inc.

Healthcare
289
+ 4.39%
$96.31 - $114.76 $27.8K - $33.2K
6.87K $682M
PEP
Pepsico Inc

Consumer Defensive
98
+ 5.59%
$151.29 - $176.1 $14.8K - $17.3K
1.85K $264M
KHC
Kraft Heinz CO

Consumer Defensive
803
+ 8.08%
$30.1 - $36.02 $24.2K - $28.9K
10.7K $306M
KMB
Kimberly Clark Corp

Consumer Defensive
3
+ 0.13%
$130.37 - $146.09 $391 - $438
2.23K $278M
JNJ
Johnson & Johnson

Healthcare
240
+ 5.81%
$143.34 - $165.86 $34.4K - $39.8K
4.37K $621M
GD
General Dynamics Corp

Industrials
20
+ 1.66%
$260.28 - $314.03 $5.21K - $6.28K
1.23K $318M
GIS
General Mills Inc

Consumer Defensive
388
+ 8.58%
$62.78 - $74.62 $24.4K - $29K
4.91K $287M
KO
Coca Cola CO

Consumer Defensive
95
+ 1.43%
$61.74 - $71.71 $5.87K - $6.81K
6.73K $411M
CI
Cigna Corp

Healthcare
95
+ 8.25%
$265.59 - $358.58 $25.2K - $34.1K
1.25K $348M
NVS
Novartis Ag

Healthcare
81
+ 2.08%
$96.78 - $117.18 $7.84K - $9.49K
3.98K $394M
MDLZ
Mondelez International, Inc.

Consumer Defensive
44
+ 1.2%
$59.25 - $72.99 $2.61K - $3.21K
3.71K $209M
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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