Fiduciary Financial Group, LLC New Holdings in Q1 2025

Fiduciary Financial Group, LLC

  • $459 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
64.8K
New
$20.7 - $21.15 $1.34M - $1.37M
64.8K $1.32B
SJNK
Spdr Bloomberg Short Term High

ETFs
42.8K
New
$25.08 - $25.64 $1.07M - $1.1M
42.8K $1.04B
DFSV
Dimensional ETF Tr Dimensional

ETFs
35.7K
New
$27.56 - $32.1 $985K - $1.15M
35.7K $893M
CMF
Ishares California Muni Bond E

ETFs
15.9K
New
$55.93 - $57.47 $891K - $916K
15.9K $878M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
18.5K
New
$34.08 - $35.99 $631K - $667K
18.5K $618M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4.59K
New
$120.24 - $134.3 $552K - $616K
4.59K $524M
T
At&T Inc.

Communication Services
18.7K
New
$21.56 - $28.28 $402K - $528K
18.7K $493M
Innovator Etfs Trust
15.3K
New
N/A
15.3K $413M
MCK
Mckesson Corp

Healthcare
604
New
$566.21 - $672.99 $342K - $406K
604 $410M
FTNT
Fortinet, Inc.

Technology
4.11K
New
$92.49 - $114.57 $380K - $471K
4.11K $396M
Innovator Etfs Trust
12.8K
New
N/A
12.8K $330M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.5K
New
$96.93 - $109.51 $340K - $384K
3.5K $323M
F
Ford Motor CO

Consumer Cyclical
34.4K
New
$9.12 - $10.43 $314K - $359K
34.4K $315M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.58K
New
$126.86 - $146.45 $327K - $378K
2.58K $314M
RGLD
Royal Gold Inc

Basic Materials
1.81K
New
$132.55 - $163.51 $240K - $296K
1.81K $309M
Vanguard Calif Tax Free Fds
3.11K
New
N/A
3.11K $301M
WM
Waste Management Inc

Industrials
1.29K
New
$200.54 - $233.78 $259K - $302K
1.29K $292M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.88K
New
$168.84 - $202.89 $318K - $382K
1.88K $287M
A
Agilent Technologies, Inc.

Healthcare
2.72K
New
$116.69 - $152.6 $317K - $415K
2.72K $272M
APH
Amphenol Corp

Technology
4.15K
New
$61.62 - $78.55 $256K - $326K
4.15K $266M
CSGS
Csg Systems International Inc

Technology
4.53K
New
$49.81 - $66.73 $226K - $303K
4.53K $265M
RTX
Raytheon Technologies Corp

Industrials
2.06K
New
$114.1 - $135.66 $235K - $279K
2.06K $262M
VGSH
Vanguard

ETFs
4.37K
New
$58.07 - $58.69 $253K - $256K
4.37K $256M
RMBS
Rambus Inc

Technology
5.5K
New
$51.55 - $68.59 $283K - $377K
5.5K $254M
ES
Eversource Energy

Utilities
4.53K
New
$55.63 - $63.8 $252K - $289K
4.53K $252M
UBER
Uber Technologies, Inc

Technology
3.52K
New
$63.17 - $81.49 $222K - $287K
3.52K $250M
IEF
Ishares Barclays

ETFs
2.65K
New
$91.17 - $95.39 $242K - $253K
2.65K $249M
DVN
Devon Energy Corp

Energy
8.91K
New
$33.15 - $38.55 $295K - $343K
8.91K $247M
PFEB
Innovator U.S. Equity Power Bu

ETFs
7.03K
New
$35.54 - $37.44 $250K - $263K
7.03K $242M
GL
Globe Life Inc.

Financial Services
2.03K
New
$111.2 - $131.72 $226K - $268K
2.03K $241M
EME
Emcor Group, Inc.

Industrials
639
New
$361.16 - $535.99 $231K - $342K
639 $240M
NUE
Nucor Corp

Basic Materials
2.18K
New
$114.48 - $142.52 $250K - $311K
2.18K $239M
BCO
Brinks CO

Industrials
2.81K
New
$83.39 - $96.29 $234K - $271K
2.81K $234M
EXEL
Exelixis, Inc.

Healthcare
6.75K
New
$32.38 - $39.16 $218K - $264K
6.75K $232M
EMN
Eastman Chemical CO

Basic Materials
3.06K
New
$87.05 - $103.47 $266K - $316K
3.06K $232M
SUB
Ishares Short Term National Mu

ETFs
2.2K
New
$105.3 - $106.24 $232K - $234K
2.2K $231M
SNV
Synovus Financial Corp

Financial Services
5.81K
New
$43.7 - $56.87 $254K - $330K
5.81K $230M
SLB
Schlumberger Limited

Energy
7.02K
New
$38.4 - $43.74 $269K - $307K
7.02K $228M
SFLR
Innovator Etfs Tr Equity Manag
7.44K
New
N/A
7.44K $228M
FDN
First Tr Fd Dow Jones

ETFs
1.04K
New
$221.38 - $266.86 $230K - $278K
1.04K $222M
AMCR
Amcor PLC

Consumer Cyclical
24.3K
New
$9.33 - $10.39 $227K - $253K
24.3K $219M
FSLR
First Solar, Inc.

Technology
1.78K
New
$126.34 - $197.73 $225K - $353K
1.78K $218M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.95K
New
$71.17 - $73.66 $210K - $218K
2.95K $213M
CB
Chubb LTD

Financial Services
743
New
$257.71 - $301.99 $191K - $224K
743 $210M
MU
Micron Technology Inc

Technology
2.92K
New
$86.89 - $109.38 $253K - $319K
2.92K $204M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
7K
New
$29.06 - $32.62 $204K - $228K
7K $203M
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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