Fiduciary Group LLC Purchases and Sells in Q4 2024

Fiduciary Group LLC

$975 Million
Q4 2024

Top Buys

Incresed Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	88.7K + 86.63%	$96.64 - $101.23 $8.57M - $8.98M	191K $18.5M
AAPL	3.91K + 1.76%	$221.69 - $259.02 $867K - $1.01M	226K $56.7M
SPTS	137K + 85.67%	$28.88 - $29.33 $3.96M - $4.02M	297K $8.63M
ASML	2.75K + 516.95%	$658.43 - $872.27 $1.81M - $2.39M	3.28K $2.27M
XLK	5.72K + 32.02%	$220.26 - $241.44 $1.26M - $1.38M	23.6K $5.48M
VOO	797 + 1.06%	$521.84 - $558.82 $416K - $445K	75.9K $40.9M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	15.1K New	$71.75 - $75.11 $1.09M - $1.14M	15.1K $1.09M
SPMD	11.9K New	$54.13 - $59.56 $643K - $707K	11.9K $649K
JEPI	5.35K New	$57.53 - $60.83 $308K - $325K	5.35K $307K
CAH	1.77K New	$107.89 - $125.33 $191K - $222K	1.77K $209K
LAND	11.3K New	$10.48 - $13.85 $119K - $157K	11.3K $123K
BLACKROCK INC	2.84K New	N/A	2.84K $0

Top Sells

Reduced Positions

132 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHY	-36K - 8.29%	$81.68 - $82.93 $2.94M - $2.98M	398K $32.7M
CMCSA	-56.4K - 25.8%	$37.39 - $45.14 $2.11M - $2.55M	162K $6.09M
DOW	-43.1K - 68.23%	$39.1 - $55.34 $1.69M - $2.39M	20.1K $805K
AMT	-3.3K - 8.94%	$179.4 - $232.01 $592K - $766K	33.6K $6.17M
JNJ	-5.48K - 5.96%	$143.34 - $165.86 $785K - $909K	86.4K $12.5M
VEA	-6.01K - 1.49%	$47.57 - $52.44 $286K - $315K	397K $19M

Activity Summary All Purchases 84 New Holdings 6 Increased Positions 78 All Sells 132 Reductions 132 Sold out 0 Calls 0 Puts 0

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