Fiduciary Financial Group, LLC Reduced Holdings in Q1 2025

Fiduciary Financial Group, LLC

  • $459 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.47K
- 0.84%
$209.68 - $247.1 $308K - $363K
174K $33B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-27.3K
- 13.07%
$100.34 - $100.68 $2.74M - $2.75M
182K $18.2B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.77K
- 2.35%
N/A
198K $15.9B
VTI
Vanguard Total Stock Market Et

ETFs
-1.03K
- 3.57%
$271.18 - $303.12 $280K - $313K
27.8K $7.17B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-567
- 4.75%
$468.34 - $539.52 $266K - $306K
11.4K $5.07B
DFSU
Dimensional ETF Tr Dimen Us Su
-20K
- 46.71%
N/A
22.8K $765M
GOOG
Alphabet Inc.

Communication Services
-207
- 1.39%
$156.06 - $207.71 $32.3K - $43K
14.7K $2.29B
VBR
Vanguard Small Cap Value ETF

ETFs
-609
- 3.68%
$183.02 - $207.75 $111K - $127K
15.9K $2.7B
CRM
Salesforce, Inc.

Technology
-801
- 15.66%
$268.36 - $359.95 $215K - $288K
4.32K $1.1B
SCMB
Schwab Strategic Tr Mun Bd ETF
-19.5K
- 48.66%
N/A
20.6K $510M
Dimensional ETF Trust
-6.09K
- 32.14%
N/A
12.9K $734M
CAT
Caterpillar Inc

Industrials
-773
- 42.26%
$326.75 - $407.63 $253K - $315K
1.06K $305M
IWD
Ishares Russell 1000 Val ETF

ETFs
-359
- 1.74%
$182.82 - $196.21 $65.6K - $70.4K
20.2K $3.51B
VUG
Vanguard Growth ETF

ETFs
-242
- 7.47%
$369.1 - $427.61 $89.3K - $103K
3K $1.06B
BK
Bank Of New York Mellon Corp

Financial Services
-3.26K
- 51.1%
$75.42 - $88.95 $246K - $290K
3.12K $239M
AVGO
Broadcom Inc.

Technology
-159
- 4.82%
$167.43 - $244.7 $26.6K - $38.9K
3.14K $541M
UNP
Union Pacific Corp

Industrials
-834
- 41.64%
$225.21 - $254.42 $188K - $212K
1.17K $256M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-673
- 27.17%
$192.82 - $222.1 $130K - $149K
1.8K $331M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-4.23K
- 15.13%
$35.26 - $36.57 $149K - $155K
23.7K $823M
META
Meta Platforms, Inc.

Communication Services
-55
- 2.72%
$576.36 - $736.67 $31.7K - $40.5K
1.97K $1.08B
MRK
Merck & Co., Inc.

Healthcare
-125
- 1.82%
$83.01 - $101.02 $10.4K - $12.6K
6.75K $523M
CVX
Chevron Corp

Energy
-529
- 11.06%
$146.71 - $167.97 $77.6K - $88.9K
4.25K $574M
EWJ
Ishares Msci Japan ETF

ETFs
-2.16K
- 12.13%
$65.24 - $71.7 $141K - $155K
15.7K $1.01B
RWO
Spdr Dow Jones Global Real Est

ETFs
-2.97K
- 12.21%
$41.41 - $45.24 $123K - $135K
21.4K $866M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-5.39K
- 8.88%
$28.92 - $29.24 $156K - $158K
55.3K $1.61B
V
Visa Inc.

Financial Services
-678
- 13.01%
$306.92 - $362.71 $208K - $246K
4.53K $1.47B
TGT
Target Corp

Consumer Defensive
-18
- 0.76%
$103.65 - $142.5 $1.87K - $2.57K
2.36K $218M
CSCO
Cisco Systems, Inc.

Technology
-1.49K
- 12.76%
$58.74 - $64.87 $87.5K - $96.7K
10.2K $576M
ET
Energy Transfer LP

Energy
-1.26K
- 5.26%
$17.26 - $21.08 $21.8K - $26.6K
22.8K $363M
USB
Us Bancorp \De\

Financial Services
-59
- 0.63%
$40.92 - $50.9 $2.41K - $3K
9.28K $346M
PKG
Packaging Corp Of America

Consumer Cyclical
-41
- 2.15%
$192.03 - $242.13 $7.87K - $9.93K
1.86K $345M
VB
Vanguard Small Cap ETF

ETFs
-30
- 1.32%
$217.89 - $252.64 $6.54K - $7.58K
2.25K $456M
ITW
Illinois Tool Works Inc

Industrials
-236
- 16.86%
$244.9 - $274.48 $57.8K - $64.8K
1.16K $264M
TIP
Ishares Tr Tips Bd ETF

ETFs
-864
- 8.3%
$106.22 - $111.09 $91.8K - $96K
9.54K $1.03B
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-4
- 0.2%
$120.5 - $145.97 $482 - $584
2.01K $210M
DFSE
Dimensional ETF Tr Dimen Emrgn
-1.87K
- 18.46%
N/A
8.27K $259M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.65K
- 8.23%
$57.44 - $59.4 $94.5K - $97.7K
18.4K $1.08B
KMI
Kinder Morgan, Inc.

Energy
-1.12K
- 6.93%
$26.1 - $31.22 $29.1K - $34.8K
15K $386M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-142
- 5.52%
$120.07 - $144.17 $17K - $20.5K
2.43K $248M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
-201
- 2.83%
$47.48 - $53.82 $9.54K - $10.8K
6.91K $299M
EEFT
Euronet Worldwide, Inc.

Technology
-546
- 18.95%
$94.42 - $110.06 $51.6K - $60.1K
2.34K $216M
BMRC
Bank Of Marin Bancorp

Financial Services
-740
- 4.18%
$21.97 - $25.93 $16.3K - $19.2K
17K $333M
TXN
Texas Instruments Inc

Technology
-86
- 6.18%
N/A
1.31K $204M
EQH
Equitable Holdings, Inc.

Financial Services
-849
- 9.29%
$47.64 - $55.68 $40.4K - $47.3K
8.29K $380M
UNH
Unitedhealth Group Inc

Healthcare
-236
- 21.42%
$461.52 - $548.18 $109K - $129K
866 $515M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
-4.2K
- 11.15%
$8.69 - $9.43 $36.5K - $39.6K
33.5K $282M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-482
- 4.05%
$69.87 - $75.62 $33.7K - $36.4K
11.4K $780M
Lam Research Corp
-250
- 5.99%
N/A
3.92K $261M
AGZ
Ishares Agency Bond ETF

ETFs
-485
- 16.67%
$107.46 - $109.48 $52.1K - $53.1K
2.43K $263M
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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