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Fiduciary Financial Group

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

Top 5 stock holdings are AAPL, SCHO, DFAC, MOAT, DFAI, and represent 30.31% of Fiduciary Financial Group's stock portfolio.
Added to shares of these 10 stocks: SCHO, DFAC, UAUG, DFIV, DFAE, DFAI, AAPL, DUHP, BIV, DFLV.
Started 17 new stock positions in SWK, COST, ADBE, Grayscale Bitcoin Mini Trust BTC, AEE, RMR, OC, DFSB, CL, PM. RMD, CME, EQAL, VCR, ABBV, SVC, TD.
Reduced shares in these 10 stocks: AAXJ, DFAU, , IEUR, , EWY, UPS, DE, VOO, EWJ.
Sold out of its positions in AGCO, ALV, DE, HAL, IART, IBKR, KVUE, NVO, UPS, VOOV. VOO, WM, RNR, ASML.
Fiduciary Financial Group was a net buyer of stock by $18M.
Fiduciary Financial Group has $436M in assets under management (AUM), dropping by 5.15%.
Central Index Key (CIK): 0001925420

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Portfolio Holdings for Fiduciary Financial Group

Fiduciary Financial Group holds 258 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	9.1	$40M	+3%	175k	225.77	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	8.2	$36M	+10%	731k	48.59	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	4.6	$20M	+10%	582k	34.19	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	4.3	$19M		196k	95.56	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.2	$18M	+7%	586k	31.21	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.8	$17M	+10%	445k	37.61	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.6	$16M	+9%	573k	27.46	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.3	$9.8M	+8%	127k	77.12	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.2	$9.6M	+7%	176k	54.66	View chart
NVIDIA Corporation (NVDA)	2.0	$8.8M	-2%	66k	132.89	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.0	$8.7M	+6%	87k	100.40	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	1.8	$7.9M	-8%	100k	79.26	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$7.4M		26k	282.52	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	1.6	$6.9M	+2%	226k	30.72	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.6	$6.8M	+13%	198k	34.15	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.4	$6.3M	+9%	57k	111.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$6.0M		31k	196.82	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$5.7M	+9%	12k	489.30	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.3	$5.5M	+15%	181k	30.71	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$5.3M	-2%	49k	107.93	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.2	$5.3M	+11%	194k	27.23	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.1	$4.8M	+3%	53k	91.53	View chart
Ishares Gold Tr Ishares New (IAU)	1.1	$4.8M		96k	49.54	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	1.0	$4.4M	+4%	78k	57.06	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.9	$4.1M	-2%	22k	188.54	View chart
Microsoft Corporation (MSFT)	0.9	$3.7M	+2%	8.9k	414.70	View chart
Charles Schwab Corporation (SCHW)	0.8	$3.6M		55k	64.90	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$3.1M	-2%	13k	242.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.7	$3.1M	+4%	16k	197.90	View chart
Ishares Tr Global Reit Etf (REET)	0.7	$3.1M		120k	25.82	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$3.1M		50k	62.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$2.6M	+38%	5.8k	453.80	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$2.6M		8.4k	313.91	View chart
Ishares Msci Sth Kor Etf (EWY)	0.6	$2.6M	-12%	41k	63.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$2.6M		4.5k	573.15	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$2.5M		6.6k	376.70	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$2.5M	+5%	15k	165.70	View chart
Ishares Msci Germany Etf (EWG)	0.5	$2.4M	-9%	73k	32.91	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$2.3M		25k	90.84	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.5	$2.1M	-10%	84k	25.04	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.5	$2.0M	+497%	59k	34.97	View chart
Coinbase Global Com Cl A (COIN)	0.4	$1.9M		11k	167.69	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.4	$1.8M	-11%	60k	29.17	View chart
Ishares Tr Core Msci Euro (IEUR)	0.3	$1.5M	-23%	25k	59.33	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.3	$1.5M		56k	25.73	View chart
Ishares Tr Msci India Etf (INDA)	0.3	$1.4M	-3%	25k	57.08	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.3	$1.4M		38k	37.79	View chart
Amazon (AMZN)	0.3	$1.4M	-6%	7.7k	182.72	View chart
Visa Com Cl A (V)	0.3	$1.4M		5.1k	274.96	View chart
salesforce (CRM)	0.3	$1.3M		4.6k	291.57	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$1.3M	+36%	36k	37.13	View chart
Ishares Msci Jpn Etf New (EWJ)	0.3	$1.3M	-19%	18k	71.26	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.2M		3.2k	385.16	View chart
Meta Platforms Cl A (META)	0.3	$1.2M	+4%	2.0k	592.89	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$1.2M	-5%	20k	59.49	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$1.1M	-31%	29k	39.59	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$1.1M	-10%	10k	109.45	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.3	$1.1M		49k	23.01	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.1M	+28%	23k	48.04	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.3	$1.1M	-9%	24k	46.03	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$1.1M	+4%	40k	26.64	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.1M	+17%	6.1k	173.50	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.2	$1.0M		30k	33.91	View chart
Arista Networks (ANET)	0.2	$983k		2.5k	400.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$980k		8.6k	114.55	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.2	$974k		28k	34.88	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$955k	+2%	15k	63.87	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.2	$929k	+6%	12k	77.44	View chart
UnitedHealth (UNH)	0.2	$913k		1.6k	581.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$911k	-7%	5.5k	164.38	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.2	$841k	+137%	24k	34.66	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$823k		29k	27.96	View chart
Netflix (NFLX)	0.2	$822k	+5%	1.1k	721.76	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$780k		19k	40.33	View chart
Bank of America Corporation (BAC)	0.2	$777k		20k	39.93	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.2	$775k		24k	32.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$756k	+11%	1.3k	575.93	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$751k	-14%	11k	69.19	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.2	$731k		24k	30.17	View chart
Caterpillar (CAT)	0.2	$721k	+2%	1.9k	387.96	View chart
Merck & Co (MRK)	0.2	$714k	+4%	6.6k	108.53	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$712k		25k	28.10	View chart
Wells Fargo & Company (WFC)	0.2	$710k		12k	57.30	View chart
Home Depot (HD)	0.2	$699k		1.7k	414.18	View chart
Chevron Corporation (CVX)	0.2	$693k	+70%	4.7k	148.73	View chart
Tesla Motors (TSLA)	0.2	$668k		2.7k	244.50	View chart
Johnson & Johnson (JNJ)	0.2	$660k	+19%	4.1k	159.69	View chart
JPMorgan Chase & Co. (JPM)	0.1	$645k	+2%	3.1k	210.75	View chart
Exxon Mobil Corporation (XOM)	0.1	$624k		5.1k	122.03	View chart
Cisco Systems (CSCO)	0.1	$622k	+7%	12k	52.73	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$621k	-15%	3.8k	163.41	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$613k		12k	49.52	View chart
Procter & Gamble Company (PG)	0.1	$608k	+2%	3.6k	168.16	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$597k	+2%	5.0k	118.99	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$589k	+3%	21k	28.01	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$585k	+4%	7.7k	75.55	View chart
Intuit (INTU)	0.1	$553k		902.00	613.37	View chart
Allstate Corporation (ALL)	0.1	$550k		3.0k	182.87	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$536k	-14%	3.2k	165.68	View chart
McDonald's Corporation (MCD)	0.1	$535k	+4%	1.8k	301.90	View chart
Goldman Sachs (GS)	0.1	$534k	-3%	1.1k	496.47	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$525k		13k	39.20	View chart
Walt Disney Company (DIS)	0.1	$508k		5.5k	92.51	View chart
International Business Machines (IBM)	0.1	$501k	+10%	2.2k	228.62	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$499k		2.5k	201.34	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$499k	+75%	7.9k	63.09	View chart
Bank of New York Mellon Corporation (BK)	0.1	$494k		6.8k	73.20	View chart
Dimensional Etf Trust International (DFSI)	0.1	$490k	+55%	14k	34.90	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$480k	-8%	4.4k	110.26	View chart
Consolidated Edison (ED)	0.1	$475k	+5%	4.7k	102.11	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.1	$472k		10k	46.80	View chart
Union Pacific Corporation (UNP)	0.1	$471k	+2%	2.0k	237.56	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$471k		7.0k	67.40	View chart
Coca-Cola Company (KO)	0.1	$459k	+4%	6.6k	69.18	View chart
Ishares Tr Msci China Etf (MCHI)	0.1	$454k	+5%	8.5k	53.22	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$451k		3.0k	149.44	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$451k		13k	34.93	View chart
Blackrock Res & Commodities SHS (BCX)	0.1	$449k	-26%	48k	9.40	View chart
Adobe Systems Incorporated (ADBE)	0.1	$448k	NEW	902.00	496.24	View chart
Prudential Financial (PRU)	0.1	$447k	+5%	3.7k	120.88	View chart
Novartis Sponsored Adr (NVS)	0.1	$444k	+3%	3.9k	113.77	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$442k		7.5k	58.53	View chart
Newmont Mining Corporation (NEM)	0.1	$440k	-2%	8.4k	52.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$437k		8.4k	51.80	View chart
Nortonlifelock (GEN)	0.1	$435k	+5%	16k	27.41	View chart
Southern Company (SO)	0.1	$434k	+4%	4.9k	89.29	View chart
Packaging Corporation of America (PKG)	0.1	$433k	+3%	2.0k	215.33	View chart
Intuitive Surgical Com New (ISRG)	0.1	$433k		900.00	480.79	View chart
Lamar Advertising Cl A (LAMR)	0.1	$426k	+6%	3.2k	132.93	View chart
MercadoLibre (MELI)	0.1	$423k		210.00	2014.23	View chart
AutoNation (AN)	0.1	$420k	+5%	2.6k	164.75	View chart
Arch Cap Group Ord (ACGL)	0.1	$415k	+2%	3.8k	109.91	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$413k	+2%	5.8k	71.61	View chart
Equitable Holdings (EQH)	0.1	$413k	+6%	9.6k	42.83	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.1	$413k		4.1k	101.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$412k	-37%	4.1k	99.79	View chart
Watsco, Incorporated (WSO)	0.1	$410k		827.00	495.37	View chart
Us Bancorp Del Com New (USB)	0.1	$409k	+6%	9.2k	44.26	View chart
FedEx Corporation (FDX)	0.1	$409k	+5%	1.6k	261.40	View chart
Dow (DOW)	0.1	$408k	+20%	7.7k	53.21	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$407k		3.3k	122.03	View chart
Public Storage (PSA)	0.1	$405k	+5%	1.2k	347.94	View chart
Alliant Energy Corporation (LNT)	0.1	$403k	+10%	6.8k	59.59	View chart
Paychex (PAYX)	0.1	$401k	+7%	2.9k	138.16	View chart
Cigna Corp (CI)	0.1	$396k	+8%	1.2k	343.93	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$394k	+7%	24k	16.17	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$394k		14k	27.62	View chart
Air Products & Chemicals (APD)	0.1	$392k	+40%	1.3k	310.36	View chart
Kinder Morgan (KMI)	0.1	$390k	+13%	17k	23.32	View chart
Hewlett Packard Enterprise (HPE)	0.1	$386k	+36%	18k	20.97	View chart
Ishares Msci Taiwan Etf (EWT)	0.1	$383k	+4%	7.1k	54.34	View chart
Shell Spon Ads (SHEL)	0.1	$382k	+7%	5.6k	68.27	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$380k		4.2k	91.55	View chart
Eli Lilly & Co. (LLY)	0.1	$380k		416.00	914.28	View chart
AutoZone (AZO)	0.1	$375k	+8%	121.00	3102.09	View chart
Progressive Corporation (PGR)	0.1	$373k	+3%	1.5k	249.02	View chart
Amgen (AMGN)	0.1	$372k		1.2k	317.67	View chart
Sanofi Sponsored Adr (SNY)	0.1	$372k	+3%	6.8k	54.85	View chart
Vaneck Etf Trust Vaneck Vietnam (VNM)	0.1	$367k	-13%	30k	12.45	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$366k		1.3k	281.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$362k		9.8k	36.95	View chart
Markel Corporation (MKL)	0.1	$362k	+12%	232.00	1559.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$361k		10k	35.18	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$359k	-18%	8.4k	42.75	View chart
Eaton Corp SHS (ETN)	0.1	$358k	-41%	1.1k	335.58	View chart
General Dynamics Corporation (GD)	0.1	$358k	+3%	1.2k	296.90	View chart
Bank of Marin Ban (BMRC)	0.1	$354k		18k	20.00	View chart
Bunge Global Sa Com Shs (BG)	0.1	$354k	+9%	3.6k	98.24	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$351k		12k	28.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$348k		8.4k	41.27	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$347k	+9%	3.7k	94.10	View chart
Kraft Heinz (KHC)	0.1	$345k	+10%	9.9k	34.66	View chart
Crown Castle Intl (CCI)	0.1	$343k		3.1k	112.10	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$342k	+8%	3.9k	86.69	View chart
Hormel Foods Corporation (HRL)	0.1	$341k	+8%	11k	31.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$341k		1.3k	262.58	View chart
Ishares Msci Singpor Etf (EWS)	0.1	$339k		16k	21.83	View chart
Altria (MO)	0.1	$337k	+7%	6.8k	49.55	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$337k		800.00	420.80	View chart
Genuine Parts Company (GPC)	0.1	$336k	+9%	2.5k	133.67	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.1	$335k		13k	26.60	View chart
Illinois Tool Works (ITW)	0.1	$335k	+4%	1.3k	255.72	View chart
Timken Company (TKR)	0.1	$333k	+8%	4.1k	81.33	View chart
Travelers Companies (TRV)	0.1	$332k	+3%	1.4k	230.34	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$332k		4.7k	71.11	View chart
Centene Corporation (CNC)	0.1	$330k	+12%	4.6k	71.34	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$330k	+3%	4.9k	66.66	View chart
Owens Corning (OC)	0.1	$329k	NEW	1.8k	182.08	View chart
General Mills (GIS)	0.1	$328k	+10%	4.5k	72.49	View chart
Vistra Energy (VST)	0.1	$326k	-5%	2.5k	127.96	View chart
Broadcom (AVGO)	0.1	$325k		1.8k	180.73	View chart
AES Corporation (AES)	0.1	$324k	+32%	18k	18.15	View chart
Philip Morris International (PM)	0.1	$320k	NEW	2.7k	118.80	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$318k	-9%	2.9k	109.40	View chart
Kimberly-Clark Corporation (KMB)	0.1	$316k		2.2k	142.01	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.1	$315k		9.5k	33.18	View chart
Mosaic (MOS)	0.1	$314k	+20%	12k	25.81	View chart
Advanced Micro Devices (AMD)	0.1	$312k		1.8k	172.80	View chart
Medtronic SHS (MDT)	0.1	$312k		3.5k	88.14	View chart
Graphic Packaging Holding Company (GPK)	0.1	$308k	+11%	11k	28.72	View chart
Unilever Spon Adr New (UL)	0.1	$307k	+4%	4.9k	62.89	View chart
Verizon Communications (VZ)	0.1	$304k	+8%	6.9k	44.01	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$304k		6.0k	50.90	View chart
Hp (HPQ)	0.1	$304k	+16%	8.4k	36.00	View chart
Spartannash (SPTN)	0.1	$303k	+9%	14k	21.13	View chart
Stanley Black & Decker (SWK)	0.1	$301k	NEW	2.8k	106.54	View chart
Charles River Laboratories (CRL)	0.1	$299k	+41%	1.6k	186.83	View chart
Pepsi (PEP)	0.1	$299k		1.8k	170.38	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$298k	+32%	8.4k	35.67	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$297k		8.3k	35.88	View chart
Abbott Laboratories (ABT)	0.1	$296k		2.6k	114.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$289k	-36%	1.2k	235.13	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$288k	-8%	1.5k	186.05	View chart
Nuveen Equity Premium Income Fund (BXMX)	0.1	$287k	-23%	21k	13.66	View chart
Abbvie (ABBV)	0.1	$283k	NEW	1.5k	193.05	View chart
Texas Instruments Incorporated (TXN)	0.1	$283k		1.4k	202.21	View chart
Automatic Data Processing (ADP)	0.1	$283k	+4%	990.00	285.42	View chart
Jazz Pharmaceuticals Shs Usd (JAZZ)	0.1	$275k	+12%	2.6k	107.62	View chart
Fastenal Company (FAST)	0.1	$272k	+2%	3.9k	70.17	View chart
Euronet Worldwide (EEFT)	0.1	$271k	+20%	2.8k	96.03	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$270k		5.3k	50.60	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.1	$268k		1.9k	137.77	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$267k	NEW	5.1k	52.76	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$266k		4.4k	60.70	View chart
Bristol Myers Squibb (BMY)	0.1	$266k	+3%	5.1k	52.48	View chart
ResMed (RMD)	0.1	$266k	NEW	1.1k	236.06	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$260k	+5%	3.7k	70.85	View chart
Bk Nova Cad (BNS)	0.1	$255k	+7%	4.9k	52.37	View chart
Wec Energy Group (WEC)	0.1	$253k	+2%	2.7k	94.35	View chart
Rbc Cad (RY)	0.1	$253k	+7%	2.1k	121.81	View chart
Costco Wholesale Corporation (COST)	0.1	$249k	NEW	280.00	890.04	View chart
Honeywell International (HON)	0.1	$246k	+4%	1.2k	207.00	View chart
Garmin SHS (GRMN)	0.1	$241k	+6%	1.5k	164.63	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$241k	+4%	5.2k	46.19	View chart
Invesco Currencyshares Austr Australian Dol (FXA)	0.1	$238k	-4%	3.6k	66.83	View chart
Invesco Currencyshares Cdn D CDN DLR SHS (FXC)	0.1	$235k		3.3k	71.64	View chart
Ameren Corporation (AEE)	0.1	$234k	NEW	2.7k	86.75	View chart
Qualcomm (QCOM)	0.1	$231k		1.4k	166.34	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.1	$230k		6.3k	36.44	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$230k	+12%	5.2k	44.46	View chart
Wal-Mart Stores (WMT)	0.1	$228k		2.9k	79.71	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$228k		3.9k	58.99	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$224k		3.3k	67.80	View chart
Comcast Corp Cl A (CMCSA)	0.1	$223k		5.5k	40.95	View chart
Rmr Group Cl A (RMR)	0.1	$218k	NEW	8.6k	25.30	View chart
Cme (CME)	0.0	$217k	NEW	980.00	221.68	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$216k		2.8k	77.94	View chart
Hershey Company (HSY)	0.0	$215k	+7%	1.1k	187.58	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$211k	NEW	3.3k	63.41	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$207k		1.4k	151.74	View chart
Colgate-Palmolive Company (CL)	0.0	$206k	NEW	2.0k	100.58	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.0	$202k	NEW	4.2k	48.27	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$200k	NEW	600.00	333.81	View chart
Service Pptys Tr Com Sh Ben Int (SVC)	0.0	$179k	NEW	38k	4.72	View chart
Banco Santander Adr (SAN)	0.0	$82k		16k	5.01	View chart
Grayscale Bitcoin Mini Tr Bt SHS	0.0	$69k	NEW	13k	5.52	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$62k		15k	4.17	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$39k		13k	3.04	View chart

Past Filings by Fiduciary Financial Group

SEC 13F filings are viewable for Fiduciary Financial Group going back to 2024

Fiduciary Financial Group 2024 Q3 filed Oct. 10, 2024
Fiduciary Financial Group 2024 Q2 filed July 18, 2024

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