Fiduciary Group LLC Sells in Q2 2024

Fiduciary Group LLC

  • $918 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-47.2K
- 8.85%
$81.05 - $81.66 $3.83M - $3.86M
487K $39.7M
DIS
Walt Disney CO

Communication Services
-1.59K
- 1.47%
$99.29 - $122.82 $158K - $195K
107K $10.6M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-49.5K
- 10.34%
$50.64 - $51.3 $2.51M - $2.54M
429K $22M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-11.3K
- 28.61%
$159.21 - $168.37 $1.79M - $1.89M
28.1K $4.61M
HD
Home Depot, Inc.

Consumer Cyclical
-1.38K
- 3.67%
$325.1 - $368.03 $449K - $509K
36.3K $12.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-20.6K
- 26.52%
$75.81 - $76.76 $1.56M - $1.58M
57.2K $4.38M
AON
Aon PLC

Financial Services
-1.44K
- 5.85%
$275.82 - $329.64 $396K - $473K
23.1K $6.79M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-28.5K
- 17.32%
$46.84 - $47.46 $1.33M - $1.35M
136K $6.44M
CMCSA
Comcast Corp

Communication Services
-6.65K
- 2.57%
$36.9 - $42.28 $245K - $281K
253K $9.89M
UNP
Union Pacific Corp

Industrials
-800
- 1.4%
$221.38 - $247.4 $177K - $198K
56.5K $12.8M
SBUX
Starbucks Corp

Consumer Cyclical
-1.31K
- 1.57%
$72.5 - $91.53 $94.8K - $120K
81.8K $6.37M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-455
- 0.81%
$396.73 - $420.24 $181K - $191K
55.9K $22.7M
VEA
Vanguard Ftse Developed Market

ETFs
-11.8K
- 2.74%
$47.83 - $51.21 $564K - $604K
418K $20.7M
PEP
Pepsico Inc

Consumer Defensive
-548
- 0.71%
$163.33 - $183.11 $89.5K - $100K
77.2K $12.7M
MA
Mastercard Inc

Financial Services
-193
- 1.07%
$441.1 - $479.43 $85.1K - $92.5K
17.9K $7.9M
V
Visa Inc.

Financial Services
-195
- 0.43%
$262.47 - $281.5 $51.2K - $54.9K
45K $11.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-7.71K
- 12.37%
$76.35 - $77.35 $589K - $596K
54.6K $4.22M
VXF
Vanguard Extended Market ETF

ETFs
-1.07K
- 1.67%
$161.82 - $174.44 $173K - $187K
63.2K $10.7M
DOW
Dow Inc.

Basic Materials
-3.74K
- 5.4%
$52.96 - $59.99 $198K - $224K
65.5K $3.47M
BMY
Bristol Myers Squibb CO

Healthcare
-2.8K
- 9.98%
$40.25 - $52.99 $113K - $148K
25.2K $1.05M
BDX
Becton Dickinson & CO

Healthcare
-456
- 1.74%
$225.07 - $246.17 $103K - $112K
25.7K $6M
CRM
Salesforce, Inc.

Technology
-90
- 1.06%
$218.01 - $304.74 $19.6K - $27.4K
8.43K $2.17M
ITW
Illinois Tool Works Inc

Industrials
-42
- 0.34%
$235.01 - $265.23 $9.87K - $11.1K
12.3K $2.91M
NSC
Norfolk Southern Corp

Industrials
-56
- 0.59%
$209.9 - $253.39 $11.8K - $14.2K
9.44K $2.03M
XLE
Energy Sector Spdr

ETFs
-319
- 0.29%
$88.04 - $98.08 $28.1K - $31.3K
110K $10M
INTC
Intel Corp

Technology
-53
- 0.18%
$29.85 - $44.52 $1.58K - $2.36K
28.9K $893K
BX
Blackstone Inc.

Financial Services
-174
- 0.37%
$116.13 - $132.0 $20.2K - $23K
46.9K $5.81M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.34K
- 1.05%
$56.43 - $60.79 $75.4K - $81.2K
125K $7.33M
MAR
Marriott International Inc

Consumer Cyclical
-556
- 3.27%
$228.38 - $258.55 $127K - $144K
16.4K $3.98M
ABBV
Abb Vie Inc.

Healthcare
-286
- 1.17%
$154.79 - $180.76 $44.3K - $51.7K
24.2K $4.15M
ADP
Automatic Data Processing Inc

Industrials
-537
- 3.62%
$237.3 - $254.02 $127K - $136K
14.3K $3.41M
MRK
Merck & Co., Inc.

Healthcare
-714
- 2.95%
$123.8 - $132.96 $88.4K - $94.9K
23.5K $2.91M
EQIX
Equinix Inc

Real Estate
-41
- 1.15%
$692.71 - $809.68 $28.4K - $33.2K
3.51K $2.66M
CSCO
Cisco Systems, Inc.

Technology
-1.45K
- 1.83%
$45.52 - $50.04 $66K - $72.6K
77.8K $3.7M
FAST
Fastenal CO

Industrials
-539
- 3.43%
$62.84 - $76.63 $33.9K - $41.3K
15.2K $953K
VZ
Verizon Communications Inc

Communication Services
-3.47K
- 2.52%
$38.6 - $42.84 $134K - $149K
134K $5.54M
ACN
Accenture PLC

Technology
-4
- 0.08%
$281.76 - $339.17 $1.13K - $1.36K
5.28K $1.6M
BAX
Baxter International Inc

Healthcare
-3.02K
- 22.6%
$32.87 - $43.55 $99.2K - $131K
10.3K $345K
SPG
Simon Property Group Inc

Real Estate
-585
- 2.26%
$140.18 - $153.78 $82K - $90K
25.3K $3.84M
CVS
Cvs Health Corp

Healthcare
-985
- 14.02%
$53.63 - $79.56 $52.8K - $78.4K
6.04K $356K
IBM
International Business Machines Corp

Technology
-279
- 3.24%
$164.43 - $190.9 $45.9K - $53.3K
8.32K $1.44M
PSX
Phillips 66

Energy
-93
- 1.15%
$135.85 - $172.71 $12.6K - $16.1K
7.96K $1.12M
USB
Us Bancorp \De\

Financial Services
-910
- 2.93%
$38.45 - $43.95 $35K - $40K
30.1K $1.2M
ABT
Abbott Laboratories

Healthcare
-268
- 1.61%
$100.73 - $112.44 $27K - $30.1K
16.4K $1.71M
PFE
Pfizer Inc

Healthcare
-7.47K
- 7.39%
$25.26 - $29.6 $189K - $221K
93.6K $2.62M
AMT
American Tower Corp

Real Estate
-291
- 0.77%
$171.0 - $200.41 $49.8K - $58.3K
37.7K $7.33M
AYI
Acuity Brands Inc

Industrials
-33
- 0.57%
$237.53 - $271.89 $7.84K - $8.97K
5.73K $1.38M
CSX
Csx Corp

Industrials
-251
- 0.6%
$32.18 - $36.78 $8.08K - $9.23K
41.6K $1.39M
GWW
W.W. Grainger, Inc.

Industrials
-54
- 6.44%
$879.03 - $1014.83 $47.5K - $54.8K
785 $708K
Activity Summary
Buys All Purchases 73 New Holdings 7 Increased Positions 66 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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