Fiduciary Group LLC Sells in Q4 2024

Fiduciary Group LLC

  • $975 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IRM
Iron Mountain Inc

Real Estate
-250
- 3.45%
$101.62 - $128.14 $25.4K - $32K
7K $735K
APD
Air Products & Chemicals, Inc.

Basic Materials
-111
- 0.99%
$285.5 - $335.62 $31.7K - $37.3K
11.2K $3.23M
TXN
Texas Instruments Inc

Technology
-602
- 2.11%
N/A
27.9K $5.43M
NEE
Nextera Energy Inc

Utilities
-130
- 1.55%
$69.77 - $85.43 $9.07K - $11.1K
8.26K $592K
AMD
Advanced Micro Devices Inc

Technology
-69
- 2.83%
$118.88 - $172.8 $8.2K - $11.9K
2.37K $286K
OEF
Ishares S&P 100 ETF

ETFs
-420
- 9.8%
N/A
3.87K $1.03M
BAX
Baxter International Inc

Healthcare
-660
- 6.45%
$28.63 - $37.84 $18.9K - $25K
9.57K $279K
DD
Du Pont De Nemours, Inc.

Basic Materials
-106
- 1.36%
$75.95 - $88.05 $8.05K - $9.33K
7.72K $588K
IDV
Ishares Tr

ETFs
-2.01K
- 12.16%
$27.03 - $29.92 $54.2K - $60K
14.5K $396K
HSIC
Henry Schein Inc

Healthcare
-1K
- 12.97%
$66.54 - $77.66 $66.5K - $77.7K
6.71K $464K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-186
- 0.37%
$77.86 - $79.27 $14.5K - $14.7K
50.5K $3.94M
DGRO
Ishares Core Dividend Growth E

ETFs
-815
- 3.27%
$60.73 - $64.94 $49.5K - $52.9K
24.1K $1.48M
UL
Unilever PLC

Consumer Defensive
-750
- 15.36%
$56.7 - $64.64 $42.5K - $48.5K
4.13K $234K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.23K
- 14.49%
$51.09 - $55.27 $62.9K - $68K
7.26K $371K
CVX
Chevron Corp

Energy
-228
- 1.41%
$141.15 - $162.53 $32.2K - $37.1K
15.9K $2.31M
EA
Electronic Arts Inc.

Communication Services
-1.35K
- 3.08%
$140.69 - $167.97 $189K - $226K
42.4K $6.2M
EXR
Extra Space Storage Inc.

Real Estate
-46
- 2.21%
$142.35 - $178.32 $6.55K - $8.2K
2.04K $304K
DEO
Diageo PLC

Consumer Defensive
-170
- 5.88%
$118.0 - $139.88 $20.1K - $23.8K
2.72K $345K
PGR
Progressive Corp

Financial Services
-80
- 2.79%
$239.6 - $268.88 $19.2K - $21.5K
2.78K $667K
D
Dominion Energy, Inc

Utilities
-441
- 5.05%
$52.63 - $60.92 $23.2K - $26.9K
8.29K $446K
MMM
3 M CO

Industrials
-144
- 3.62%
$124.74 - $137.12 $18K - $19.7K
3.84K $495K
ABT
Abbott Laboratories

Healthcare
-300
- 1.86%
$111.93 - $119.39 $33.6K - $35.8K
15.8K $1.79M
BMY
Bristol Myers Squibb CO

Healthcare
-2.87K
- 12.1%
$51.92 - $59.94 $149K - $172K
20.9K $1.18M
TT
Trane Technologies PLC

Industrials
-25
- 1.61%
$369.35 - $419.14 $9.23K - $10.5K
1.53K $564K
IEMG
Ishares Inc

ETFs
-695
- 2.01%
N/A
33.8K $1.81M
AIG
American International Group, Inc.

Financial Services
-468
- 9.11%
$70.0 - $79.22 $32.8K - $37.1K
4.67K $340K
PEG
Public Service Enterprise Group Inc

Utilities
-14
- 0.24%
$81.87 - $94.51 $1.15K - $1.32K
5.77K $487K
SPYG
Spdr Portfolio

ETFs
-572
- 11.97%
$81.74 - $91.38 $46.8K - $52.3K
4.21K $369K
IWM
Ishares Russell 2000 ETF

ETFs
-119
- 6.63%
$216.13 - $242.4 $25.7K - $28.8K
1.68K $370K
AEP
American Electric Power CO Inc

Utilities
-10
- 0.42%
$90.91 - $102.21 $909 - $1.02K
2.39K $220K
EQR
Equity Residential

Real Estate
-56
- 0.66%
$69.12 - $77.48 $3.87K - $4.34K
8.39K $602K
VIG
Vanguard Dividend Appreciation

ETFs
-135
- 2.68%
N/A
4.91K $894K
ACN
Accenture PLC

Technology
-40
- 0.76%
$343.9 - $376.86 $13.8K - $15.1K
5.21K $1.83M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-177
- 9.73%
$178.39 - $215.0 $31.6K - $38.1K
1.64K $316K
FRT
Federal Realty Investment Trust

Real Estate
-52
- 1.69%
$109.55 - $117.53 $5.7K - $6.11K
3.02K $338K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-950
- 6.83%
$5.64 - $5.93 $5.36K - $5.63K
13K $73K
FISV
Fiserv Inc

Technology
-50
- 4.24%
N/A
1.13K $141K
Linde PLC
-18
- 2.49%
N/A
706 $0
HEIA
Heico Crp Cl A
-248
- 3.73%
N/A
6.41K $0
Fidelity Covington Trust
-125
- 1.94%
N/A
6.33K $0
Kenvue Inc
-6.35K
- 6.83%
N/A
86.7K $0
GWW
W.W. Grainger, Inc.

Industrials
-11
- 1.4%
$1023.06 - $1220.93 $11.3K - $13.4K
774 $815K
SPG
Simon Property Group Inc

Real Estate
-441
- 1.78%
$167.23 - $183.84 $73.7K - $81.1K
24.3K $4.18M
TFC
Truist Financial Corp

Financial Services
-131
- 0.95%
$41.51 - $48.1 $5.44K - $6.3K
13.7K $595K
CMI
Cummins Inc

Industrials
-358
- 6.59%
$324.93 - $383.42 $116K - $137K
5.07K $1.77M
PAYX
Paychex Inc

Industrials
-40
- 0.84%
$135.86 - $148.73 $5.43K - $5.95K
4.72K $662K
USB
Us Bancorp \De\

Financial Services
-613
- 2.11%
$43.98 - $53.66 $27K - $32.9K
28.5K $1.36M
META
Meta Platforms, Inc.

Communication Services
-400
- 2.54%
$554.08 - $632.68 $222K - $253K
15.4K $9.06M
TJX
Tjx Companies Inc

Consumer Cyclical
-9
- 0.06%
$112.15 - $127.2 $1.01K - $1.14K
15.7K $1.9M
Activity Summary
Buys All Purchases 84 New Holdings 6 Increased Positions 78 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Fiduciary Group LLC Portfolio

Follow Fiduciary Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email