Fiduciary Financial Group, LLC Incresed Positions in Q1 2025

Fiduciary Financial Group, LLC

  • $459 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
127K
+ 8.56%
$24.1 - $24.34 $3.07M - $3.1M
1.62M $39.3B
DFAU
Dimensional ETF Tr

ETFs
68K
+ 232.75%
$37.84 - $42.29 $2.57M - $2.87M
97.1K $3.49B
VTV
Vanguard Value ETF

ETFs
13.9K
+ 190.1%
$167.73 - $179.21 $2.33M - $2.49M
21.2K $3.38B
MUB
Ishares National Muni Bond ETF

ETFs
21K
+ 43.55%
$104.71 - $107.69 $2.2M - $2.26M
69.1K $7.12B
GNR
Spdr S&P Global Natural Resour

ETFs
44.1K
+ 76.68%
$50.12 - $54.48 $2.21M - $2.4M
102K $4.86B
DFIV
Dimensional ETF Tr

ETFs
28.6K
+ 6.43%
$35.33 - $40.77 $1.01M - $1.17M
474K $17.2B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
16K
+ 28.91%
$91.45 - $91.75 $1.46M - $1.47M
71.4K $6.53B
DFIC
Dimensional ETF Tr Dimensional

ETFs
53K
+ 191.95%
$25.54 - $28.79 $1.35M - $1.53M
80.6K $2.12B
EWY
Ishares Inc Msci South Korea E

ETFs
24.8K
+ 154.24%
$51.16 - $58.46 $1.27M - $1.45M
40.9K $2.12B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
50.2K
+ 171.28%
$25.35 - $27.46 $1.27M - $1.38M
79.5K $1.96B
MCD
Mcdonalds Corp

Consumer Cyclical
3.37K
+ 187.34%
$279.74 - $321.29 $944K - $1.08M
5.18K $1.59B
LQD
Ishares Iboxx $ Investment Gra

ETFs
9.49K
+ 16.81%
$105.1 - $109.61 $998K - $1.04M
65.9K $6.94B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.74K
+ 138.55%
$507.05 - $563.67 $880K - $979K
2.99K $1.44B
DIHP
Dimensional ETF Tr Dimensional

ETFs
22.7K
+ 11.02%
$25.1 - $27.85 $569K - $631K
228K $5.84B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.89K
+ 4.31%
$73.78 - $76.59 $434K - $451K
143K $10.7B
FLRN
Spdr Bloomberg Investment Grad

ETFs
23.2K
+ 10.05%
$30.71 - $30.87 $714K - $717K
254K $7.74B
SCHK
Schwab Strategic Tr 1000 Index

ETFs
25.6K
+ 180.04%
$26.53 - $29.63 $678K - $758K
39.8K $1B
DFAI
Dimensional ETF Tr

ETFs
8.2K
+ 1.35%
$28.88 - $32.4 $237K - $266K
616K $18.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
213
+ 3.61%
$442.66 - $534.52 $94.3K - $114K
6.11K $3.15B
Oaktree Specialty Lending CO
35.6K
+ 197.59%
N/A
53.6K $726M
REET
Ishares Global Reit ETF

ETFs
23.9K
+ 18.69%
$23.24 - $25.16 $556K - $602K
152K $3.41B
AMGN
Amgen Inc

Healthcare
1.34K
+ 121.67%
$258.59 - $327.36 $347K - $439K
2.45K $688M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.53K
+ 11.38%
$56.51 - $62.98 $369K - $411K
63.9K $3.65B
Dimensional ETF Trust
7.18K
+ 99.64%
N/A
14.4K $701M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.6K
+ 170.68%
$56.17 - $59.71 $370K - $394K
10.5K $559M
IOCT
Innovator Etfs Tr Intl Dev Pow
11.3K
+ 155.49%
N/A
18.6K $551M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.03K
+ 29.3%
$360.07 - $417.26 $732K - $848K
8.97K $3.08B
VT
Vanguard Total World Stk Index

ETFs
3.28K
+ 64.26%
$115.08 - $123.97 $378K - $407K
8.39K $913M
VO
Vanguard Mid Cap ETF

ETFs
1.38K
+ 106.25%
$251.87 - $277.95 $347K - $383K
2.68K $641M
MELI
Mercadolibre Inc

Consumer Cyclical
114
+ 46.15%
$1739.0 - $2260.0 $198K - $258K
361 $698M
KMB
Kimberly Clark Corp

Consumer Defensive
1.32K
+ 59.28%
$124.46 - $147.4 $165K - $195K
3.55K $488M
MDT
Medtronic PLC

Healthcare
2.47K
+ 70.78%
$79.84 - $94.5 $197K - $233K
5.95K $491M
VEA
Vanguard Ftse Developed Market

ETFs
3.84K
+ 24.87%
$47.4 - $52.99 $182K - $203K
19.3K $927M
Dimensional ETF Trust
20.2K
+ 10.63%
N/A
211K $5.88B
JNJ
Johnson & Johnson

Healthcare
1.07K
+ 24.58%
$142.06 - $167.7 $153K - $180K
5.44K $810M
AAXJ
Ishares Msci All Country Asia

ETFs
5.87K
+ 5.68%
$69.59 - $77.09 $408K - $452K
109K $7.43B
PEP
Pepsico Inc

Consumer Defensive
1.11K
+ 59.67%
$142.64 - $156.42 $158K - $173K
2.96K $426M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.28K
+ 17.65%
$42.5 - $46.71 $182K - $200K
28.6K $1.2B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.42K
+ 22.67%
$95.85 - $99.25 $136K - $141K
7.69K $747M
SHV
Ishares Tr

ETFs
1.28K
+ 29.28%
$110.11 - $110.51 $141K - $142K
5.66K $624M
JPM
Jpmorgan Chase & CO

Financial Services
762
+ 24.98%
$225.19 - $279.95 $172K - $213K
3.81K $866M
Innovator Etfs Trust
4.82K
+ 38.28%
N/A
17.4K $444M
NEM
Newmont Corp

Basic Materials
95
+ 1.1%
$37.79 - $48.39 $3.59K - $4.6K
8.75K $446M
XLF
Financial Sector Spdr

ETFs
2.4K
+ 47.03%
$47.32 - $52.19 $114K - $125K
7.5K $344M
PG
Procter & Gamble CO

Consumer Defensive
437
+ 11.83%
$158.56 - $176.26 $69.3K - $77K
4.13K $676M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.56K
+ 40.03%
$18.36 - $20.51 $83.8K - $93.6K
16K $299M
ABT
Abbott Laboratories

Healthcare
431
+ 15.08%
$111.1 - $140.22 $47.9K - $60.4K
3.29K $409M
PMAR
Innovator U.S. Equity Power Bu

ETFs
2.37K
+ 17.84%
$39.51 - $41.0 $93.7K - $97.2K
15.7K $600M
IAPR
Innovator Etfs Tr Internationa

ETFs
2.64K
+ 8.95%
$26.66 - $28.64 $70.3K - $75.5K
32.1K $852M
Activity Summary
Buys All Purchases 160 New Holdings 47 Increased Positions 113 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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