Fiduciary

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

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Portfolio Holdings for Fiduciary Group

Fiduciary Group holds 271 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.0 $47M 222k 210.62
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Microsoft Corporation (MSFT) 4.6 $43M 96k 446.95
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Ishares Tr 1 3 Yr Treas Bd (SHY) 4.3 $40M -8% 487k 81.65
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.2 $39M 78k 500.13
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Alphabet Cap Stk Cl C (GOOG) 3.4 $31M 171k 183.42
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.4 $23M 56k 406.80
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Ishares Tr Ishs 1-5yr Invs (IGSB) 2.4 $22M -10% 429k 51.24
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $21M -2% 418k 49.42
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Moody's Corporation (MCO) 2.2 $20M 48k 420.93
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Amazon (AMZN) 2.1 $20M 103k 193.25
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JPMorgan Chase & Co. (JPM) 2.1 $19M 95k 202.26
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Palo Alto Networks (PANW) 1.6 $15M 43k 339.01
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Johnson & Johnson (JNJ) 1.5 $14M 93k 146.16
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Wal-Mart Stores (WMT) 1.4 $13M 199k 67.71
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Union Pacific Corporation (UNP) 1.4 $13M 57k 226.26
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Pepsi (PEP) 1.4 $13M 77k 164.93
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Home Depot (HD) 1.3 $13M -3% 36k 344.24
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Visa Com Cl A (V) 1.3 $12M 45k 262.47
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Ishares Tr Core S&p Scp Etf (IJR) 1.2 $11M 104k 106.66
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Alphabet Cap Stk Cl A (GOOGL) 1.2 $11M 60k 182.15
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Vanguard Index Fds Extend Mkt Etf (VXF) 1.1 $11M 63k 168.79
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Walt Disney Company (DIS) 1.1 $11M 107k 99.29
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Intuitive Surgical Com New (ISRG) 1.1 $10M 23k 444.85
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Amgen (AMGN) 1.1 $10M 32k 312.45
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Select Sector Spdr Tr Energy (XLE) 1.1 $10M 110k 91.15
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Comcast Corp Cl A (CMCSA) 1.1 $9.9M -2% 253k 39.16
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Raytheon Technologies Corp (RTX) 0.9 $8.8M 87k 100.39
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Southern Company (SO) 0.9 $8.2M -3% 106k 77.57
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Meta Platforms Cl A (META) 0.9 $8.1M 16k 504.22
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Mastercard Incorporated Cl A (MA) 0.8 $7.9M 18k 441.15
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Coca-Cola Company (KO) 0.8 $7.4M 117k 63.65
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Procter & Gamble Company (PG) 0.8 $7.4M 45k 164.92
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Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $7.3M 125k 58.52
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American Tower Reit (AMT) 0.8 $7.3M 38k 194.38
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Aon Shs Cl A (AON) 0.7 $6.8M -5% 23k 293.58
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Costco Wholesale Corporation (COST) 0.7 $6.7M 7.9k 850.02
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Oracle Corporation (ORCL) 0.7 $6.6M 47k 141.20
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Eli Lilly & Co. (LLY) 0.7 $6.5M -2% 7.2k 905.38
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.7 $6.4M -17% 136k 47.37
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Starbucks Corporation (SBUX) 0.7 $6.4M 82k 77.85
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Honeywell International (HON) 0.7 $6.3M 30k 213.54
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Electronic Arts (EA) 0.7 $6.1M -2% 44k 139.33
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Exxon Mobil Corporation (XOM) 0.7 $6.1M 53k 115.12
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Becton, Dickinson and (BDX) 0.6 $6.0M 26k 233.71
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Blackstone Group Inc Com Cl A (BX) 0.6 $5.8M 47k 123.80
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $5.7M 130k 43.76
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Texas Instruments Incorporated (TXN) 0.6 $5.6M -2% 29k 194.53
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.6 $5.6M +22% 71k 78.05
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Verizon Communications (VZ) 0.6 $5.5M -2% 134k 41.24
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NVIDIA Corporation (NVDA) 0.6 $5.2M +920% 42k 123.54
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American Express Company (AXP) 0.5 $5.0M 22k 231.55
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Danaher Corporation (DHR) 0.5 $5.0M 20k 249.85
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Ishares Tr Core S&p500 Etf (IVV) 0.5 $4.9M 8.9k 547.24
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $4.6M -28% 28k 164.28
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Ishares Tr Core Us Aggbd Et (AGG) 0.5 $4.4M NEW 45k 97.07
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $4.4M -26% 57k 76.70
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Ishares Tr Core Msci Eafe (IEFA) 0.5 $4.4M 60k 72.64
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Bank of America Corporation (BAC) 0.5 $4.4M 109k 39.77
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $4.2M -12% 55k 77.28
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Abbvie (ABBV) 0.4 $4.1M 24k 171.52
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Marriott Intl Cl A (MAR) 0.4 $4.0M -3% 16k 241.77
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $4.0M 66k 60.30
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Simon Property (SPG) 0.4 $3.8M -2% 25k 151.80
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Charles Schwab Corporation (SCHW) 0.4 $3.8M -4% 52k 73.69
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $3.8M +5% 26k 145.75
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Cisco Systems (CSCO) 0.4 $3.7M 78k 47.51
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Astrazeneca Sponsored Adr (AZN) 0.4 $3.6M 47k 77.99
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Pgim Etf Tr Aaa Clo Etf (PAAA) 0.4 $3.6M NEW 71k 51.10
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Select Sector Spdr Tr Technology (XLK) 0.4 $3.6M +14% 16k 226.23
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $3.6M 13k 267.50
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Dow (DOW) 0.4 $3.5M -5% 66k 53.05
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Nike CL B (NKE) 0.4 $3.5M +6% 46k 75.37
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Automatic Data Processing (ADP) 0.4 $3.4M -3% 14k 238.68
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $3.3M 48k 68.14
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Markel Corporation (MKL) 0.3 $3.1M -3% 2.0k 1575.66
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Air Products & Chemicals (APD) 0.3 $2.9M -2% 11k 258.05
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Illinois Tool Works (ITW) 0.3 $2.9M 12k 236.96
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Merck & Co (MRK) 0.3 $2.9M -2% 24k 123.80
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Equinix (EQIX) 0.3 $2.7M 3.5k 756.60
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Pfizer (PFE) 0.3 $2.6M -7% 94k 27.98
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Eaton Corp SHS (ETN) 0.3 $2.6M 8.3k 313.55
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Clorox Company (CLX) 0.3 $2.6M 19k 136.47
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Chevron Corporation (CVX) 0.3 $2.5M -3% 16k 156.42
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At&t (T) 0.3 $2.5M 129k 19.11
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $2.3M 37k 62.87
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BlackRock (BLK) 0.2 $2.3M 2.9k 787.32
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McDonald's Corporation (MCD) 0.2 $2.2M 8.7k 254.84
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salesforce (CRM) 0.2 $2.2M 8.4k 257.10
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AFLAC Incorporated (AFL) 0.2 $2.1M -2% 24k 89.31
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General Dynamics Corporation (GD) 0.2 $2.1M 7.1k 290.14
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Norfolk Southern (NSC) 0.2 $2.0M 9.4k 214.69
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.2 $2.0M +275% 70k 28.87
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Ishares Tr Core Div Grwth (DGRO) 0.2 $2.0M -2% 35k 57.61
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Select Sector Spdr Tr Indl (XLI) 0.2 $2.0M +6% 16k 121.87
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Adobe Systems Incorporated (ADBE) 0.2 $1.9M +37% 3.5k 555.54
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Qualcomm (QCOM) 0.2 $1.9M 9.8k 199.18
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $1.9M +26% 11k 182.40
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Kenvue (KVUE) 0.2 $1.9M -10% 107k 18.18
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $1.9M +30% 28k 68.53
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Lowe's Companies (LOW) 0.2 $1.9M 8.7k 220.46
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Ishares Core Msci Emkt (IEMG) 0.2 $1.9M 35k 53.53
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UnitedHealth (UNH) 0.2 $1.9M 3.7k 509.26
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Spotify Usa Note 3/1 (Principal) 0.2 $1.8M 1.9M 0.95
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.8M +237% 15k 118.60
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TJX Companies (TJX) 0.2 $1.8M -5% 16k 110.10
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Harbor Etf Trust Internatnal Comp (OSEA) 0.2 $1.8M +36% 63k 27.66
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Abbott Laboratories (ABT) 0.2 $1.7M 16k 103.91
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.6M 5.3k 303.41
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Wells Fargo & Company (WFC) 0.2 $1.6M 27k 59.39
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FedEx Corporation (FDX) 0.2 $1.6M 5.2k 299.84
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Cummins (CMI) 0.2 $1.5M 5.4k 276.93
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $1.4M NEW 6.7k 214.52
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International Business Machines (IBM) 0.2 $1.4M -3% 8.3k 172.95
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CSX Corporation (CSX) 0.1 $1.4M 42k 33.45
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Acuity Brands (AYI) 0.1 $1.4M 5.7k 241.44
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Deere & Company (DE) 0.1 $1.4M 3.7k 373.63
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Stryker Corporation (SYK) 0.1 $1.4M 4.0k 340.25
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Roper Industries (ROP) 0.1 $1.3M +41% 2.3k 563.66
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Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $1.3M +2% 15k 88.31
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Ishares Tr Core High Dv Etf (HDV) 0.1 $1.3M -2% 12k 108.70
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Metropcs Communications (TMUS) 0.1 $1.3M 7.2k 176.17
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United Parcel Service CL B (UPS) 0.1 $1.2M +26% 9.1k 136.85
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Select Sector Spdr Tr Communication (XLC) 0.1 $1.2M +8% 14k 85.66
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Cigna Corp (CI) 0.1 $1.2M 3.6k 330.57
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.2M 2.2k 544.25
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Lockheed Martin Corporation (LMT) 0.1 $1.2M 2.6k 467.10
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Heico Corp Cl A (HEI.A) 0.1 $1.2M 6.7k 177.52
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Us Bancorp Del Com New (USB) 0.1 $1.2M -2% 30k 39.70
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Select Sector Spdr Tr Financial (XLF) 0.1 $1.2M +19% 28k 41.11
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Ishares Tr S&p 100 Etf (OEF) 0.1 $1.1M 4.3k 264.27
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Philip Morris International (PM) 0.1 $1.1M -2% 11k 101.33
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.1M 2.00 571333.50
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Phillips 66 (PSX) 0.1 $1.1M 8.0k 141.16
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McKesson Corporation (MCK) 0.1 $1.1M 1.9k 584.04
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Broadcom (AVGO) 0.1 $1.1M 677.00 1605.53
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.1M 2.2k 479.13
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Bristol Myers Squibb (BMY) 0.1 $1.0M -9% 25k 41.53
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Chubb (CB) 0.1 $1.0M 4.1k 255.08
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Mondelez Intl Cl A (MDLZ) 0.1 $1.0M 16k 65.44
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Vanguard World Energy Etf (VDE) 0.1 $1.0M 7.9k 127.57
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Emerson Electric (EMR) 0.1 $987k 9.0k 110.16
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Ge Aerospace Com New (GE) 0.1 $986k 6.2k 158.96
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $961k +12% 13k 76.58
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Fastenal Company (FAST) 0.1 $953k -3% 15k 62.84
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Boeing Company (BA) 0.1 $934k 5.1k 182.01
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $921k 5.0k 182.55
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Kkr & Co (KKR) 0.1 $916k 8.7k 105.24
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Intel Corporation (INTC) 0.1 $894k 29k 30.97
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Genuine Parts Company (GPC) 0.1 $893k 6.5k 138.32
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Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $888k +6% 50k 17.67
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Medtronic SHS (MDT) 0.1 $886k 11k 78.71
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Amphenol Corp Cl A (APH) 0.1 $884k +87% 13k 67.37
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Equifax (EFX) 0.1 $872k 3.6k 242.46
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $872k -3% 21k 41.53
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Blackstone Secd Lending Common Stock (BXSL) 0.1 $857k +24% 28k 30.62
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Northern Trust Corporation (NTRS) 0.1 $857k -9% 10k 83.98
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Colgate-Palmolive Company (CL) 0.1 $855k 8.8k 97.04
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Apollo Global Mgmt (APO) 0.1 $850k 7.2k 118.07
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Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $835k +18% 48k 17.42
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Domino's Pizza (DPZ) 0.1 $792k 1.5k 516.33
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Duke Energy Corp Com New (DUK) 0.1 $771k -4% 7.7k 100.23
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $756k +2% 20k 38.41
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Caterpillar (CAT) 0.1 $722k 2.2k 333.03
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $720k 8.6k 83.96
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W.W. Grainger (GWW) 0.1 $709k -6% 785.00 902.73
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Iron Mountain (IRM) 0.1 $650k 7.3k 89.62
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Analog Devices (ADI) 0.1 $646k +32% 2.8k 228.26
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Vanguard Index Fds Growth Etf (VUG) 0.1 $643k 1.7k 374.07
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Altria (MO) 0.1 $633k 14k 45.55
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Dupont De Nemours (DD) 0.1 $630k 7.8k 80.49
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Progressive Corporation (PGR) 0.1 $619k -3% 3.0k 207.71
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Carrier Global Corporation (CARR) 0.1 $604k 9.6k 63.08
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Servicenow (NOW) 0.1 $601k NEW 764.00 786.67
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ConocoPhillips (COP) 0.1 $598k 5.2k 114.37
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Micron Technology (MU) 0.1 $596k -2% 4.5k 131.53
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Nextera Energy (NEE) 0.1 $596k -2% 8.4k 70.81
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Equity Residential Sh Ben Int (EQR) 0.1 $586k 8.4k 69.34
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Johnson Ctls Intl SHS (JCI) 0.1 $578k +4% 8.7k 66.47
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $569k +14% 35k 16.22
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Paychex (PAYX) 0.1 $568k 4.8k 118.56
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $558k 15k 38.42
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Truist Financial Corp equities (TFC) 0.1 $557k -4% 14k 38.85
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General Mills (GIS) 0.1 $552k 8.7k 63.26
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Enterprise Products Partners (EPD) 0.1 $529k 18k 28.98
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Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $518k 18k 28.34
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Ishares Tr Select Divid Etf (DVY) 0.1 $516k 4.3k 120.97
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Trane Technologies SHS (TT) 0.1 $508k 1.5k 328.93
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Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $497k 11k 44.60
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Henry Schein (HSIC) 0.1 $494k 7.7k 64.10
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $487k +103% 10k 47.98
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $481k 6.6k 72.76
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $456k 17k 27.67
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $454k 4.4k 103.27
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Dominion Resources (D) 0.0 $450k 9.2k 49.00
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Vanguard Index Fds Value Etf (VTV) 0.0 $445k 2.8k 160.40
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Floor & Decor Hldgs Cl A (FND) 0.0 $445k 4.5k 99.41
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Prologis (PLD) 0.0 $433k +7% 3.9k 112.31
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Regions Financial Corporation (RF) 0.0 $429k -5% 21k 20.04
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $428k 5.5k 78.33
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3M Company (MMM) 0.0 $426k -10% 4.2k 102.19
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Public Service Enterprise (PEG) 0.0 $425k 5.8k 73.70
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S&p Global (SPGI) 0.0 $422k 945.00 446.00
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $417k -7% 8.6k 48.74
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Advanced Micro Devices (AMD) 0.0 $414k 2.6k 162.21
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Booking Holdings (BKNG) 0.0 $404k 102.00 3961.31
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $399k 1.6k 249.62
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Otis Worldwide Corp (OTIS) 0.0 $393k 4.1k 96.26
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Linde SHS (LIN) 0.0 $388k 884.00 438.81
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $388k -6% 4.8k 80.12
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $386k 377.00 1022.73
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American Intl Group Com New (AIG) 0.0 $382k 5.1k 74.24
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Spdr Ser Tr Portfolio Short (SPSB) 0.0 $374k 13k 29.70
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Diageo Spon Adr New (DEO) 0.0 $370k 2.9k 126.08
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $364k -6% 1.8k 202.91
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Starwood Property Trust (STWD) 0.0 $362k +10% 19k 18.94
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CVS Caremark Corporation (CVS) 0.0 $357k -14% 6.0k 59.06
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $355k 4.4k 81.08
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Baxter International (BAX) 0.0 $346k -22% 10k 33.45
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Oneok (OKE) 0.0 $343k +2% 4.2k 81.55
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Carlyle Group (CG) 0.0 $341k 8.5k 40.15
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Ameris Ban (ABCB) 0.0 $337k 6.7k 50.35
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Northrop Grumman Corporation (NOC) 0.0 $333k +7% 763.00 435.95
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Travelers Companies (TRV) 0.0 $332k 1.6k 203.34
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Extra Space Storage (EXR) 0.0 $325k 2.1k 155.41
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Ares Capital Corporation (ARCC) 0.0 $324k +12% 16k 20.84
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Kimberly-Clark Corporation (KMB) 0.0 $321k -11% 2.3k 138.20
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International Paper Company (IP) 0.0 $314k 7.3k 43.15
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $313k 2.8k 112.63
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Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.0 $311k 3.1k 100.97
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Kinder Morgan (KMI) 0.0 $308k +29% 16k 19.87
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Enbridge (ENB) 0.0 $302k +7% 8.5k 35.59
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CoStar (CSGP) 0.0 $299k -2% 4.0k 74.14
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Unilever Spon Adr New (UL) 0.0 $289k -10% 5.3k 54.99
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Ingersoll Rand (IR) 0.0 $282k -3% 3.1k 90.84
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PNC Financial Services (PNC) 0.0 $281k -11% 1.8k 155.48
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Blackrock Multi-sector Incom other (BIT) 0.0 $280k 19k 14.58
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Prudential Financial (PRU) 0.0 $273k 2.3k 117.19
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Goldman Sachs (GS) 0.0 $268k 593.00 452.32
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L3harris Technologies (LHX) 0.0 $263k 1.2k 224.58
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Ge Vernova (GEV) 0.0 $263k NEW 1.5k 171.51
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Allstate Corporation (ALL) 0.0 $258k 1.6k 159.66
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Toronto Dominion Bk Ont Com New (TD) 0.0 $255k 4.6k 54.96
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Monroe Cap (MRCC) 0.0 $255k -24% 34k 7.61
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Bank of New York Mellon Corporation (BK) 0.0 $249k 4.2k 59.89
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PPG Industries (PPG) 0.0 $245k -5% 1.9k 125.89
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Marathon Petroleum Corp (MPC) 0.0 $242k +3% 1.4k 173.48
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Shell Spon Ads (SHEL) 0.0 $237k 3.3k 72.18
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Corteva (CTVA) 0.0 $236k 4.4k 53.94
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Ares Management Corporation Cl A Com Stk (ARES) 0.0 $235k 1.8k 133.28
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Owl Rock Capital Corporation (OBDC) 0.0 $234k +42% 15k 15.36
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $234k 641.00 364.51
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Rbc Cad (RY) 0.0 $230k 2.2k 106.36
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Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.0 $227k -4% 4.6k 49.76
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Waste Management (WM) 0.0 $222k 1.0k 213.27
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $221k 1.7k 127.18
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Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $219k 6.5k 33.79
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $218k 1.2k 182.02
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Sherwin-Williams Company (SHW) 0.0 $217k -11% 728.00 298.43
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Celanese Corporation (CE) 0.0 $216k 1.6k 134.89
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $213k 4.5k 47.45
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Garmin SHS (GRMN) 0.0 $212k NEW 1.3k 162.92
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Lyondellbasell Industries N Shs - A - (LYB) 0.0 $211k +6% 2.2k 95.64
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Microchip Technology (MCHP) 0.0 $211k 2.3k 91.50
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Xylem (XYL) 0.0 $210k 1.5k 135.63
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Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $210k 6.7k 31.15
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Yum! Brands (YUM) 0.0 $210k +2% 1.6k 132.46
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American Electric Power Company (AEP) 0.0 $210k 2.4k 87.74
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Digital Realty Trust (DLR) 0.0 $209k NEW 1.4k 152.05
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Rivernorth Doubleline Strate (OPP) 0.0 $113k 13k 8.65
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Nuveen Cr Strategies Income Com Shs (JQC) 0.0 $77k 14k 5.55
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Cbre Clarion Global Real Estat re (IGR) 0.0 $76k +22% 15k 5.04
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Past Filings by Fiduciary Group

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

View all past filings