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Fiduciary

Latest statistics and disclosures from Fiduciary Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, VOO, MSFT, SHY, GOOG, and represent 20.24% of Fiduciary Group's stock portfolio.
Added to shares of these 10 stocks: AGG (+$8.6M), PANW (+$7.4M), PAAA, SPTS, BLK, ASML, XLK, BND, SCHB, AAPL.
Started 6 new stock positions in CAH, JEPI, BND, BLK, SPMD, LAND.
Reduced shares in these 10 stocks: SHY, , CMCSA, DOW, BDX, NKE, JNJ, IJR, AMT, IJH.
Sold out of its positions in BlackRock, BIT, CVS, CE, CSGP, IR, IUSV, PPG, CSHI, XYL. LYB.
Fiduciary Group was a net buyer of stock by $18M.
Fiduciary Group has $997M in assets under management (AUM), dropping by 0.98%.
Central Index Key (CIK): 0001645890

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Portfolio Holdings for Fiduciary Group

Fiduciary Group holds 268 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.7	$57M		226k	250.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.1	$41M		76k	538.81	View chart
Microsoft Corporation (MSFT)	4.0	$39M		94k	421.50	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	3.3	$33M	-8%	398k	81.98	View chart
Alphabet Cap Stk Cl C (GOOG)	3.2	$32M		169k	190.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.5	$25M		55k	453.28	View chart
Amazon (AMZN)	2.3	$23M		103k	219.39	View chart
JPMorgan Chase & Co. (JPM)	2.2	$22M	-2%	93k	239.71	View chart
Moody's Corporation (MCO)	2.2	$22M		47k	473.37	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	2.1	$21M		413k	51.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$19M		397k	47.82	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.9	$19M	+86%	191k	96.90	View chart
Wal-Mart Stores (WMT)	1.8	$18M		196k	90.35	View chart
Palo Alto Networks (PANW)	1.5	$15M	+97%	83k	181.96	View chart
Home Depot (HD)	1.4	$14M		36k	388.99	View chart
Visa Com Cl A (V)	1.4	$14M		44k	316.04	View chart
Union Pacific Corporation (UNP)	1.3	$13M		55k	228.04	View chart
Johnson & Johnson (JNJ)	1.3	$13M	-5%	86k	144.62	View chart
Intuitive Surgical Com New (ISRG)	1.2	$12M		23k	521.96	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	1.2	$12M	+57%	230k	51.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$12M	-5%	101k	115.22	View chart
Walt Disney Company (DIS)	1.1	$11M	-2%	103k	111.35	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.1	$11M		59k	189.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$11M		59k	189.30	View chart
Pepsi (PEP)	1.1	$11M	-4%	73k	152.06	View chart
Raytheon Technologies Corp (RTX)	1.0	$9.8M		85k	115.72	View chart
Mastercard Incorporated Cl A (MA)	0.9	$9.3M		18k	526.56	View chart
Select Sector Spdr Tr Energy (XLE)	0.9	$9.3M	-2%	108k	85.66	View chart
Meta Platforms Cl A (META)	0.9	$9.0M	-2%	15k	585.51	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.9	$8.6M	+85%	297k	29.01	View chart
Amgen (AMGN)	0.8	$8.2M		32k	260.64	View chart
Southern Company (SO)	0.8	$8.2M	-2%	100k	82.32	View chart
Aon Shs Cl A (AON)	0.8	$7.9M		22k	359.17	View chart
Oracle Corporation (ORCL)	0.8	$7.7M		46k	166.64	View chart
Blackstone Group Inc Com Cl A (BX)	0.8	$7.7M	-4%	44k	172.42	View chart
Procter & Gamble Company (PG)	0.7	$7.4M		44k	167.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$7.4M	-7%	119k	62.31	View chart
Coca-Cola Company (KO)	0.7	$7.2M		115k	62.26	View chart
Costco Wholesale Corporation (COST)	0.7	$7.0M		7.7k	916.30	View chart
Starbucks Corporation (SBUX)	0.7	$6.9M	-6%	76k	91.25	View chart
Honeywell International (HON)	0.7	$6.7M		30k	225.89	View chart
American Express Company (AXP)	0.6	$6.4M		21k	296.79	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$6.3M		78k	80.93	View chart
Electronic Arts (EA)	0.6	$6.2M	-3%	42k	146.30	View chart
American Tower Reit (AMT)	0.6	$6.2M	-8%	34k	183.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$6.1M	+2%	139k	44.04	View chart
Comcast Corp Cl A (CMCSA)	0.6	$6.1M	-25%	162k	37.53	View chart
Exxon Mobil Corporation (XOM)	0.6	$5.7M		53k	107.57	View chart
Eli Lilly & Co. (LLY)	0.6	$5.7M	+2%	7.4k	772.00	View chart
NVIDIA Corporation (NVDA)	0.6	$5.6M		42k	134.29	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$5.5M	+32%	24k	232.52	View chart
Texas Instruments Incorporated (TXN)	0.5	$5.2M	-2%	28k	187.51	View chart
Verizon Communications (VZ)	0.5	$5.2M	-2%	129k	39.99	View chart
Danaher Corporation (DHR)	0.5	$5.1M	+7%	22k	229.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$5.0M	-4%	8.4k	588.71	View chart
Bank of America Corporation (BAC)	0.5	$4.6M		105k	43.95	View chart
Marriott Intl Cl A (MAR)	0.5	$4.5M		16k	278.94	View chart
Cisco Systems (CSCO)	0.4	$4.5M		76k	59.20	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$4.3M	+8%	31k	137.57	View chart
Abbvie (ABBV)	0.4	$4.2M		24k	177.70	View chart
Simon Property (SPG)	0.4	$4.2M		24k	172.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$4.1M		59k	70.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$4.1M	+8%	32k	127.59	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.4	$4.1M	-10%	86k	47.77	View chart
Becton, Dickinson and (BDX)	0.4	$4.0M	-28%	18k	226.87	View chart
Automatic Data Processing (ADP)	0.4	$4.0M		14k	292.73	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$3.9M		51k	78.01	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$3.9M	+6%	17k	235.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$3.9M		13k	289.81	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$3.8M		65k	58.93	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.4	$3.5M	-2%	46k	75.69	View chart
Markel Corporation (MKL)	0.3	$3.4M		2.0k	1726.23	View chart
Astrazeneca Sponsored Adr (AZN)	0.3	$3.3M	+8%	51k	65.52	View chart
Clorox Company (CLX)	0.3	$3.3M	+4%	20k	162.41	View chart
Equinix (EQIX)	0.3	$3.3M		3.5k	942.89	View chart
Charles Schwab Corporation (SCHW)	0.3	$3.3M	-8%	44k	74.01	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$3.2M	+31%	15k	224.35	View chart
Air Products & Chemicals (APD)	0.3	$3.2M		11k	290.04	View chart
Pfizer (PFE)	0.3	$3.1M	+36%	118k	26.53	View chart
At&t (T)	0.3	$3.1M		135k	22.77	View chart
Illinois Tool Works (ITW)	0.3	$3.1M		12k	253.56	View chart
Blackrock (BLK)	0.3	$2.9M	NEW	2.8k	1025.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$2.9M	-9%	16k	175.23	View chart
Nike CL B (NKE)	0.3	$2.8M	-22%	38k	75.67	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$2.8M	+11%	42k	67.88	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$2.8M	+26%	21k	131.76	View chart
Eaton Corp SHS (ETN)	0.3	$2.8M		8.3k	331.87	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$2.6M	-12%	34k	77.27	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	0.3	$2.6M	+12%	100k	25.85	View chart
AFLAC Incorporated (AFL)	0.2	$2.5M		24k	103.44	View chart
McDonald's Corporation (MCD)	0.2	$2.5M		8.6k	289.89	View chart
Roper Industries (ROP)	0.2	$2.4M	+52%	4.5k	519.85	View chart
Chevron Corporation (CVX)	0.2	$2.3M		16k	144.84	View chart
Adobe Systems Incorporated (ADBE)	0.2	$2.3M	+15%	5.1k	444.68	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$2.3M	+516%	3.3k	693.08	View chart
Lowe's Companies (LOW)	0.2	$2.2M	+2%	8.9k	246.80	View chart
Merck & Co (MRK)	0.2	$2.2M	-3%	22k	99.48	View chart
Norfolk Southern (NSC)	0.2	$2.1M	-4%	8.9k	234.70	View chart
salesforce (CRM)	0.2	$2.1M	-9%	6.1k	334.33	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$2.0M	+21%	21k	96.81	View chart
TJX Companies (TJX)	0.2	$1.9M		16k	120.81	View chart
Kenvue (KVUE)	0.2	$1.9M	-6%	87k	21.35	View chart
UnitedHealth (UNH)	0.2	$1.8M		3.6k	505.86	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$1.8M		5.2k	351.79	View chart
General Dynamics Corporation (GD)	0.2	$1.8M		6.9k	263.49	View chart
International Business Machines (IBM)	0.2	$1.8M		8.2k	219.83	View chart
Abbott Laboratories (ABT)	0.2	$1.8M		16k	113.11	View chart
Cummins (CMI)	0.2	$1.8M	-6%	5.1k	348.60	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.8M	-2%	34k	52.22	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$1.7M	+33%	15k	112.26	View chart
Deere & Company (DE)	0.2	$1.7M	+9%	4.0k	423.70	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$1.7M	+72%	37k	44.92	View chart
Wells Fargo & Company (WFC)	0.2	$1.7M	-7%	24k	70.24	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$1.7M	+20%	34k	48.33	View chart
Acuity Brands (AYI)	0.2	$1.6M		5.6k	292.13	View chart
Broadcom (AVGO)	0.2	$1.6M	+2%	7.0k	231.84	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$1.6M	+197%	71k	22.70	View chart
Domino's Pizza (DPZ)	0.2	$1.6M	+49%	3.8k	419.76	View chart
Metropcs Communications (TMUS)	0.2	$1.6M		7.1k	220.72	View chart
Qualcomm (QCOM)	0.1	$1.5M		9.7k	153.62	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.5M	-3%	24k	61.34	View chart
Stryker Corporation (SYK)	0.1	$1.5M	+4%	4.1k	360.05	View chart
FedEx Corporation (FDX)	0.1	$1.5M		5.2k	281.33	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$1.4M	+12%	16k	84.14	View chart
CSX Corporation (CSX)	0.1	$1.4M	+2%	43k	32.27	View chart
Us Bancorp Del Com New (USB)	0.1	$1.4M	-2%	29k	47.83	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.4M		2.00	680920.00	View chart
Philip Morris International (PM)	0.1	$1.3M		11k	120.35	View chart
United Parcel Service CL B (UPS)	0.1	$1.3M	-5%	11k	126.10	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$1.3M		2.2k	586.12	View chart
Kkr & Co (KKR)	0.1	$1.3M		8.7k	147.91	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.2M		2.5k	485.94	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$1.2M		37k	32.31	View chart
Heico Corp Cl A (HEI.A)	0.1	$1.2M	-3%	6.4k	186.08	View chart
Bristol Myers Squibb (BMY)	0.1	$1.2M	-12%	21k	56.56	View chart
Chubb (CB)	0.1	$1.2M		4.2k	276.30	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$1.1M	+12%	15k	78.61	View chart
Analog Devices (ADI)	0.1	$1.1M	+30%	5.4k	212.46	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.1M		2.2k	511.25	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.1M	-9%	3.9k	288.83	View chart
Emerson Electric (EMR)	0.1	$1.1M		9.0k	123.93	View chart
Colgate-Palmolive Company (CL)	0.1	$1.1M	+38%	12k	90.91	View chart
Fastenal Company (FAST)	0.1	$1.1M		15k	71.91	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.1M	NEW	15k	71.91	View chart
McKesson Corporation (MCK)	0.1	$1.1M		1.9k	569.91	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$1.1M		58k	18.22	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.1M	+14%	8.7k	121.31	View chart
Ge Aerospace Com New (GE)	0.1	$1.0M		6.3k	166.79	View chart
Apollo Global Mgmt (APO)	0.1	$1.0M	-11%	6.3k	165.16	View chart
Amphenol Corp Cl A (APH)	0.1	$1.0M	+10%	15k	69.45	View chart
Cigna Corp (CI)	0.1	$1.0M		3.6k	276.14	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$962k	-2%	4.9k	195.83	View chart
Northern Trust Corporation (NTRS)	0.1	$946k	-2%	9.2k	102.50	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$945k	+17%	23k	40.67	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$930k		16k	59.73	View chart
Servicenow (NOW)	0.1	$908k		856.00	1060.12	View chart
Equifax (EFX)	0.1	$891k		3.5k	254.85	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.1	$887k		51k	17.41	View chart
Phillips 66 (PSX)	0.1	$849k	-4%	7.5k	113.93	View chart
Boeing Company (BA)	0.1	$827k	-5%	4.7k	177.00	View chart
Caterpillar (CAT)	0.1	$826k	+3%	2.3k	362.68	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$823k	+12%	10k	78.93	View chart
W.W. Grainger (GWW)	0.1	$816k		774.00	1054.63	View chart
Duke Energy Corp Com New (DUK)	0.1	$813k		7.5k	107.74	View chart
Dow (DOW)	0.1	$806k	-68%	20k	40.13	View chart
Kimberly-Clark Corporation (KMB)	0.1	$799k	+162%	6.1k	131.04	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$789k		40k	19.59	View chart
Enterprise Products Partners (EPD)	0.1	$763k	+12%	24k	31.36	View chart
Medtronic SHS (MDT)	0.1	$763k	-4%	9.6k	79.88	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$762k		8.6k	88.79	View chart
Genuine Parts Company (GPC)	0.1	$741k		6.3k	116.76	View chart
Iron Mountain (IRM)	0.1	$736k	-3%	7.0k	105.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$721k	+2%	1.8k	410.37	View chart
Altria (MO)	0.1	$721k		14k	52.29	View chart
Progressive Corporation (PGR)	0.1	$667k	-2%	2.8k	239.61	View chart
Paychex (PAYX)	0.1	$662k		4.7k	140.22	View chart
Carrier Global Corporation (CARR)	0.1	$654k		9.6k	68.26	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$649k	NEW	12k	54.69	View chart
Equity Residential Sh Ben Int (EQR)	0.1	$602k		8.4k	71.76	View chart
Truist Financial Corp equities (TFC)	0.1	$595k		14k	43.38	View chart
Nextera Energy (NEE)	0.1	$592k		8.3k	71.69	View chart
Dupont De Nemours (DD)	0.1	$588k		7.7k	76.25	View chart
Trane Technologies SHS (TT)	0.1	$564k		1.5k	369.35	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$560k		4.3k	131.28	View chart
General Mills (GIS)	0.1	$538k		8.4k	63.77	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.1	$537k		11k	48.15	View chart
ConocoPhillips (COP)	0.1	$535k		5.4k	99.17	View chart
Regions Financial Corporation (RF)	0.1	$516k		22k	23.52	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$514k		6.6k	77.80	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$513k	+2%	11k	48.16	View chart
Ge Vernova (GEV)	0.1	$509k		1.5k	328.93	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$501k		18k	27.53	View chart
3M Company (MMM)	0.0	$496k	-3%	3.8k	129.09	View chart
Public Service Enterprise (PEG)	0.0	$487k		5.8k	84.49	View chart
Ares Capital Corporation (ARCC)	0.0	$478k	+2%	22k	21.89	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$472k		2.8k	169.29	View chart
Henry Schein (HSIC)	0.0	$465k	-12%	6.7k	69.20	View chart
S&p Global (SPGI)	0.0	$463k		929.00	498.03	View chart
Booking Holdings (BKNG)	0.0	$457k		92.00	4968.42	View chart
Dominion Resources (D)	0.0	$446k	-5%	8.3k	53.86	View chart
Carlyle Group (CG)	0.0	$444k	+3%	8.8k	50.49	View chart
Starwood Property Trust (STWD)	0.0	$442k	+13%	23k	18.95	View chart
Kinder Morgan (KMI)	0.0	$438k	+2%	16k	27.40	View chart
Prologis (PLD)	0.0	$433k	+5%	4.1k	105.70	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$431k		1.6k	269.70	View chart
Floor & Decor Hldgs Cl A (FND)	0.0	$425k		4.3k	99.70	View chart
Oneok (OKE)	0.0	$422k		4.2k	100.40	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$397k	-12%	15k	27.38	View chart
Travelers Companies (TRV)	0.0	$393k		1.6k	240.89	View chart
International Paper Company (IP)	0.0	$391k		7.3k	53.82	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$386k	+2%	13k	29.86	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$380k		4.4k	86.31	View chart
Otis Worldwide Corp (OTIS)	0.0	$378k		4.1k	92.61	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$371k	-14%	7.3k	51.14	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$371k	-6%	1.7k	220.94	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$370k	-11%	4.2k	87.90	View chart
Northrop Grumman Corporation (NOC)	0.0	$361k		769.00	469.29	View chart
Enbridge (ENB)	0.0	$360k		8.5k	42.43	View chart
Diageo Spon Adr New (DEO)	0.0	$346k	-5%	2.7k	127.13	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$340k	+12%	23k	15.12	View chart
American Intl Group Com New (AIG)	0.0	$340k	-9%	4.7k	72.80	View chart
Goldman Sachs (GS)	0.0	$340k		593.00	572.62	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.0	$338k		3.0k	111.95	View chart
Bank of New York Mellon Corporation (BK)	0.0	$328k		4.3k	76.83	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$327k		2.8k	117.48	View chart
Intel Corporation (INTC)	0.0	$324k	-32%	16k	20.05	View chart
PNC Financial Services (PNC)	0.0	$317k	-9%	1.6k	192.85	View chart
Monroe Cap (MRCC)	0.0	$315k	+5%	37k	8.50	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.0	$314k		1.8k	177.03	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$313k	-22%	4.1k	75.61	View chart
Allstate Corporation (ALL)	0.0	$312k		1.6k	192.79	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$308k	NEW	5.4k	57.53	View chart
Extra Space Storage (EXR)	0.0	$305k	-2%	2.0k	149.60	View chart
Micron Technology (MU)	0.0	$302k	-20%	3.6k	84.16	View chart
Main Street Capital Corporation (MAIN)	0.0	$299k		5.1k	58.58	View chart
Linde SHS (LIN)	0.0	$296k	-2%	706.00	418.67	View chart
Black Stone Minerals Com Unit (BSM)	0.0	$289k	+16%	20k	14.60	View chart
Advanced Micro Devices (AMD)	0.0	$287k	-2%	2.4k	120.79	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$284k	+94%	15k	18.50	View chart
Baxter International (BAX)	0.0	$279k	-6%	9.6k	29.16	View chart
Prudential Financial (PRU)	0.0	$276k		2.3k	118.53	View chart
Corning Incorporated (GLW)	0.0	$270k		5.7k	47.52	View chart
Garmin SHS (GRMN)	0.0	$268k		1.3k	206.26	View chart
Rbc Cad (RY)	0.0	$260k		2.2k	120.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$257k		641.00	401.58	View chart
L3harris Technologies (LHX)	0.0	$252k		1.2k	210.28	View chart
Sherwin-Williams Company (SHW)	0.0	$248k		728.00	339.93	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$247k		4.6k	53.24	View chart
Digital Realty Trust (DLR)	0.0	$244k		1.4k	177.33	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.0	$240k		6.5k	37.09	View chart
Corteva (CTVA)	0.0	$235k		4.1k	56.96	View chart
Unilever Spon Adr New (UL)	0.0	$234k	-15%	4.1k	56.70	View chart
Fiserv (FI)	0.0	$232k	-4%	1.1k	205.42	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$232k		6.7k	34.35	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$231k		1.2k	190.89	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$230k		1.7k	132.10	View chart
American Electric Power Company (AEP)	0.0	$220k		2.4k	92.23	View chart
Yum! Brands (YUM)	0.0	$213k		1.6k	134.16	View chart
Waste Management (WM)	0.0	$211k		1.0k	201.79	View chart
Marathon Petroleum Corp (MPC)	0.0	$210k		1.5k	139.50	View chart
Cardinal Health (CAH)	0.0	$210k	NEW	1.8k	118.27	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$208k		6.3k	32.93	View chart
Shell Spon Ads (SHEL)	0.0	$206k		3.3k	62.65	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$201k	-48%	2.3k	88.40	View chart
Gladstone Ld (LAND)	0.0	$123k	NEW	11k	10.85	View chart
Rivernorth Doubleline Strate (OPP)	0.0	$108k		13k	8.34	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.0	$74k	-6%	13k	5.69	View chart
Cbre Clarion Global Real Estat re (IGR)	0.0	$72k		15k	4.81	View chart

Past Filings by Fiduciary Group

SEC 13F filings are viewable for Fiduciary Group going back to 2015

Fiduciary Group 2024 Q4 filed Feb. 11, 2025
Fiduciary Group 2024 Q3 filed Nov. 13, 2024
Fiduciary Group 2024 Q2 filed Aug. 8, 2024
Fiduciary Group 2024 Q1 filed May 13, 2024
Fiduciary Group 2023 Q4 filed Feb. 5, 2024
Fiduciary Group 2023 Q3 filed Nov. 13, 2023
Fiduciary Group 2023 Q3 restated filed Nov. 13, 2023
Fiduciary Group 2023 Q2 filed July 27, 2023
Fiduciary Group 2023 Q1 filed May 15, 2023
Fiduciary Group 2023 Q1 restated filed May 15, 2023
Fiduciary Group 2022 Q4 filed Feb. 7, 2023
Fiduciary Group 2022 Q3 filed Nov. 14, 2022
Fiduciary Group 2022 Q2 filed Aug. 12, 2022
Fiduciary Group 2022 Q1 filed May 13, 2022
Fiduciary Group 2021 Q4 filed Feb. 14, 2022
Fiduciary Group 2021 Q3 filed Oct. 27, 2021

View all past filings

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