Fiduciary Group LLC Reduced Holdings in Q3 2025

Fiduciary Group LLC

  • $1.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MMM
3 M CO

Industrials
-7
- 0.19%
$144.41 - $160.2 $1.01K - $1.12K
3.66K $567K
INTC
Intel Corp

Technology
-4.81K
- 31.38%
$19.31 - $35.5 $93K - $171K
10.5K $353K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-40
- 1.1%
$87.29 - $93.61 $3.49K - $3.74K
3.58K $334K
USB
Us Bancorp \De\

Financial Services
-1.63K
- 5.61%
$43.94 - $50.41 $71.8K - $82.3K
27.5K $1.33M
VTV
Vanguard Value ETF

ETFs
-39
- 1.34%
$175.51 - $186.57 $6.84K - $7.28K
2.87K $535K
D
Dominion Energy, Inc

Utilities
-165
- 2.17%
$56.32 - $62.1 $9.29K - $10.2K
7.43K $454K
VV
Vanguard Large Cap ETF

ETFs
-10
- 0.74%
$285.05 - $309.14 $2.85K - $3.09K
1.34K $413K
MCK
Mckesson Corp

Healthcare
-48
- 2.56%
$659.01 - $772.54 $31.6K - $37.1K
1.83K $1.41M
VZ
Verizon Communications Inc

Communication Services
-1.02K
- 0.76%
$40.84 - $45.06 $41.5K - $45.7K
132K $5.79M
DD
Du Pont De Nemours, Inc.

Basic Materials
-289
- 3.75%
$69.9 - $78.26 $20.2K - $22.6K
7.43K $578K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-282
- 2.09%
$181.56 - $190.33 $51.2K - $53.7K
13.2K $2.5M
DGRO
Ishares Core Dividend Growth E

ETFs
-451
- 1.94%
$64.12 - $68.08 $28.9K - $30.7K
22.8K $1.55M
UNH
Unitedhealth Group Inc

Healthcare
-154
- 4.26%
$237.77 - $353.61 $36.6K - $54.5K
3.46K $1.19M
MRK
Merck & Co., Inc.

Healthcare
-344
- 1.61%
$77.6 - $87.37 $26.7K - $30.1K
21K $1.76M
PFE
Pfizer Inc

Healthcare
-3.55K
- 2.6%
$23.29 - $25.88 $82.6K - $91.8K
133K $3.38M
ITW
Illinois Tool Works Inc

Industrials
-255
- 2.13%
$252.31 - $269.41 $64.3K - $68.7K
11.7K $3.05M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-315
- 0.45%
$23.82 - $25.84 $7.5K - $8.14K
69.4K $1.78M
SCHW
Schwab Charles Corp

Financial Services
-473
- 1.12%
$91.03 - $98.69 $43.1K - $46.7K
41.6K $3.97M
VTI
Vanguard Total Stock Market Et

ETFs
-499
- 3.9%
$303.93 - $329.86 $152K - $165K
12.3K $4.03M
GLW
Corning Inc

Technology
-15
- 0.27%
$51.6 - $82.03 $774 - $1.23K
5.62K $461K
FAST
Fastenal CO

Industrials
-682
- 2.32%
$42.47 - $50.39 $29K - $34.4K
28.7K $1.41M
XLU
Utilities Sector Spdr

ETFs
-293
- 0.68%
$81.14 - $87.32 $23.8K - $25.6K
42.9K $3.74M
UNP
Union Pacific Corp

Industrials
-483
- 0.89%
$214.91 - $237.16 $104K - $115K
54K $12.8M
AYI
Acuity Brands Inc

Industrials
-27
- 0.5%
$287.07 - $344.52 $7.75K - $9.3K
5.41K $1.86M
GE
General Electric CO

Industrials
-107
- 1.66%
$244.75 - $305.63 $26.2K - $32.7K
6.36K $1.91M
SO
Southern CO

Utilities
-345
- 0.36%
$90.83 - $96.0 $31.3K - $33.1K
95.8K $9.08M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-304
- 0.48%
$68.24 - $73.73 $20.7K - $22.4K
62.5K $4.59M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-861
- 0.75%
$62.09 - $66.51 $53.5K - $57.3K
113K $7.4M
NSC
Norfolk Southern Corp

Industrials
-54
- 0.62%
$259.49 - $300.41 $14K - $16.2K
8.59K $2.58M
EA
Electronic Arts Inc.

Communication Services
-6.25K
- 15.55%
$147.79 - $202.05 $924K - $1.26M
34K $6.85M
PEP
Pepsico Inc

Consumer Defensive
-1.11K
- 1.56%
$133.81 - $152.16 $148K - $168K
70.1K $9.84M
CMI
Cummins Inc

Industrials
-7
- 0.14%
$327.85 - $426.39 $2.29K - $2.98K
4.97K $2.1M
SPG
Simon Property Group Inc

Real Estate
-111
- 0.46%
$159.93 - $187.67 $17.8K - $20.8K
23.9K $4.48M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.32K
- 1.41%
$108.46 - $120.63 $143K - $159K
91.9K $10.9M
WMT
Walmart Inc.

Consumer Defensive
-2.65K
- 1.38%
$94.4 - $104.27 $250K - $276K
190K $19.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-333
- 0.61%
$459.11 - $506.91 $153K - $169K
54.2K $27.2M
MSFT
Microsoft Corp

Technology
-2.02K
- 2.17%
$491.09 - $535.64 $991K - $1.08M
91.1K $47.2M
VXF
Vanguard Extended Market ETF

ETFs
-367
- 0.64%
$193.58 - $213.07 $71K - $78.2K
57.3K $12M
BX
Blackstone Inc.

Financial Services
-413
- 0.91%
$152.77 - $188.68 $63.1K - $77.9K
44.9K $7.67M
RTX
Raytheon Technologies Corp

Industrials
-521
- 0.62%
$144.19 - $167.33 $75.1K - $87.2K
83.6K $14M
JPM
Jpmorgan Chase & CO

Financial Services
-604
- 0.66%
$282.78 - $316.06 $171K - $191K
91.1K $28.7M
ORCL
Oracle Corp

Technology
-812
- 1.8%
$218.96 - $328.33 $178K - $267K
44.4K $12.5M
JNJ
Johnson & Johnson

Healthcare
-750
- 0.87%
$155.17 - $185.42 $116K - $139K
85.1K $15.8M
AAPL
Apple Inc.

Technology
-1.54K
- 0.68%
$202.38 - $256.87 $311K - $395K
224K $57M
GOOG
Alphabet Inc.

Communication Services
-1K
- 0.6%
$175.16 - $255.24 $175K - $255K
166K $40.5M
Activity Summary
Buys All Purchases 126 New Holdings 8 Increased Positions 118 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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