Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Fiduciary Financial Group

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

Top 5 stock holdings are SCHO, AAPL, SGOV, DFAC, DFAI, and represent 27.89% of Fiduciary Financial Group's stock portfolio.
Added to shares of these 10 stocks: VTV (+$17M), SGOV (+$7.9M), SCHO, AAPL, DFIV, MUB, DFAC, DFAE, DFAI, GNR.
Started 38 new stock positions in ENOV, IJH, RY, ZS, TXRH, NLR, BWX, AEE, QCOM, OPCH.
Reduced shares in these 10 stocks: MOAT (-$17M), BIL, , , BAC, F, SPY, VZ, APD, .
Sold out of its positions in AES, A, APD, CSGS, CMCSA, DVN, EXEL, F, ITW, IEF. KALU, MCK, TROW, RMBS, SLB, SVC, SNV, TGT, TXN, VALE, VGSH, VZ, JAZZ.
Fiduciary Financial Group was a net buyer of stock by $36M.
Fiduciary Financial Group has $553M in assets under management (AUM), dropping by 20.40%.
Central Index Key (CIK): 0001925420

Tip: Access up to 7 years of quarterly data

Positions held by Fiduciary Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Fiduciary Financial Group

Fiduciary Financial Group holds 298 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	7.8	$43M	+9%	1.8M	24.28	View chart
Apple (AAPL)	7.0	$39M	+6%	185k	207.82	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	4.7	$26M	+43%	261k	100.37	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	4.4	$24M	+6%	677k	36.04	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.0	$22M	+4%	644k	34.53	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.0	$22M	+8%	513k	42.88	View chart
Vanguard Index Fds Value Etf (VTV)	3.8	$21M	+457%	118k	178.56	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.3	$18M	+6%	633k	29.02	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.0	$11M		145k	77.01	View chart
NVIDIA Corporation (NVDA)	2.0	$11M	+2%	72k	153.30	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.9	$10M	+3%	187k	55.25	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	1.7	$9.5M	+4%	114k	82.79	View chart
Ishares Tr National Mun Etf (MUB)	1.6	$8.8M	+22%	85k	104.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$8.4M		28k	303.93	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	1.5	$8.3M	+6%	270k	30.71	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.5	$8.3M	+4%	232k	35.77	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.4	$7.7M	+7%	71k	109.34	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.3	$7.1M	+5%	242k	29.48	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.2	$6.9M	+4%	220k	31.47	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	1.2	$6.5M	+15%	118k	54.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$6.4M	+3%	12k	546.99	View chart
Ishares Gold Tr Ishares New (IAU)	1.1	$6.2M		98k	62.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$6.1M		30k	206.07	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	1.0	$5.8M	-11%	63k	91.44	View chart
Microsoft Corporation (MSFT)	0.9	$4.9M		9.9k	492.03	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.8	$4.3M		64k	67.23	View chart
Charles Schwab Corporation (SCHW)	0.8	$4.3M	-5%	47k	91.17	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.8	$4.3M	+3%	101k	42.42	View chart
Ishares Tr Global Reit Etf (REET)	0.7	$3.9M	+4%	159k	24.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$3.9M	+2%	9.2k	420.11	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$3.9M	-2%	20k	196.03	View chart
Coinbase Global Com Cl A (COIN)	0.7	$3.8M		11k	335.33	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$3.6M		12k	307.55	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$3.3M	+3%	17k	198.57	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$3.2M	+26%	102k	31.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$3.0M		6.1k	489.61	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.5	$2.9M	+23%	99k	29.76	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$2.8M		8.3k	339.37	View chart
Ishares Msci Sth Kor Etf (EWY)	0.5	$2.8M	-3%	39k	71.64	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$2.8M	+6%	16k	176.91	View chart
Ishares Msci Germany Etf (EWG)	0.5	$2.7M		65k	42.01	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$2.7M	-9%	4.3k	617.59	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.5	$2.5M	-3%	80k	31.83	View chart
Amazon (AMZN)	0.5	$2.5M	+12%	11k	220.46	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$2.3M		25k	94.27	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.4	$2.2M		59k	37.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.8M	+4%	3.1k	567.77	View chart
Ishares Tr Core Msci Euro (IEUR)	0.3	$1.7M	+12%	25k	66.17	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.3	$1.7M	+6%	60k	27.68	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.3	$1.6M		56k	29.17	View chart
Ishares Msci Jpn Etf New (EWJ)	0.3	$1.6M	+34%	21k	74.42	View chart
McDonald's Corporation (MCD)	0.3	$1.6M		5.2k	297.46	View chart
Visa Com Cl A (V)	0.3	$1.6M	-3%	4.4k	355.47	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$1.5M	+21%	52k	29.39	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.3	$1.5M		38k	40.45	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$1.5M	-91%	16k	95.47	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.3	$1.5M	+9%	71k	20.93	View chart
Meta Platforms Cl A (META)	0.3	$1.5M	+3%	2.0k	719.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.5M	+2%	29k	49.66	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$1.4M	+56%	25k	55.62	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$1.4M		25k	55.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.3M		3.0k	433.91	View chart
Netflix (NFLX)	0.2	$1.3M		977.00	1293.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.3M	+9%	7.2k	175.84	View chart
Goldman Sachs (GS)	0.2	$1.2M	+56%	1.7k	706.64	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.2	$1.2M		40k	29.80	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.2	$1.2M	+9%	47k	25.33	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$1.2M	+24%	40k	29.22	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.2M	+4%	4.0k	290.41	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.2	$1.1M		30k	36.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.1M		19k	56.97	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.1M		8.5k	128.53	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$1.1M		18k	59.49	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$1.1M		35k	30.19	View chart
salesforce (CRM)	0.2	$1.1M	-9%	3.9k	271.91	View chart
Wells Fargo & Company (WFC)	0.2	$1.0M		13k	81.49	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$1.0M	+14%	26k	39.55	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$1.0M		9.4k	109.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.0M		9.2k	110.96	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$998k	+15%	15k	67.31	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.2	$985k	+3%	22k	44.53	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.2	$948k		12k	81.93	View chart
Arista Networks Com Shs (ANET)	0.2	$907k	-7%	9.2k	98.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$894k	+18%	3.2k	281.43	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.2	$894k		24k	36.84	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.2	$892k		26k	34.26	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$892k		13k	69.11	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.2	$891k		24k	37.60	View chart
MercadoLibre (MELI)	0.2	$891k		356.00	2501.40	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.2	$877k	-5%	40k	21.93	View chart
Johnson & Johnson (JNJ)	0.2	$872k	+2%	5.6k	155.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$857k		1.4k	620.67	View chart
Broadcom (AVGO)	0.2	$851k	+2%	3.2k	264.74	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$848k		19k	43.83	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$847k	-19%	10k	82.96	View chart
Oaktree Specialty Lending Corp (OCSL)	0.2	$831k	+12%	61k	13.75	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$823k	-13%	11k	77.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$816k	+7%	8.3k	98.79	View chart
Exxon Mobil Corporation (XOM)	0.1	$808k		7.4k	109.25	View chart
Amgen (AMGN)	0.1	$763k	+7%	2.6k	290.52	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$758k		24k	31.28	View chart
Caterpillar (CAT)	0.1	$748k	+81%	1.9k	390.92	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$709k		14k	49.29	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$706k		11k	67.14	View chart
Cisco Systems (CSCO)	0.1	$705k		10k	69.10	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$693k	+11%	6.3k	110.06	View chart
Home Depot (HD)	0.1	$692k	+3%	1.9k	373.16	View chart
Dimensional Etf Trust International (DFSI)	0.1	$687k	+15%	18k	39.34	View chart
Tesla Motors (TSLA)	0.1	$678k	-8%	2.3k	300.71	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$674k		19k	36.37	View chart
Chevron Corporation (CVX)	0.1	$673k	+8%	4.6k	145.58	View chart
Bank of America Corporation (BAC)	0.1	$670k	-33%	14k	48.15	View chart
Procter & Gamble Company (PG)	0.1	$661k		4.1k	161.24	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$661k		16k	42.21	View chart
Eli Lilly & Co. (LLY)	0.1	$659k	+7%	849.00	776.28	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$653k		7.7k	84.36	View chart
Micron Technology (MU)	0.1	$650k	+84%	5.4k	120.89	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$646k	+4%	4.0k	161.05	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$643k	+8%	11k	56.78	View chart
Advanced Micro Devices (AMD)	0.1	$631k	NEW	4.6k	136.11	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$628k	-2%	19k	32.73	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$622k		4.6k	134.94	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$618k	+60%	17k	37.33	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$616k		19k	32.77	View chart
At&t (T)	0.1	$611k	+13%	21k	28.88	View chart
International Business Machines (IBM)	0.1	$610k	+5%	2.1k	291.20	View chart
Merck & Co (MRK)	0.1	$595k	+7%	7.3k	81.81	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.1	$591k		13k	46.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$571k	+6%	2.4k	239.44	View chart
Medtronic SHS (MDT)	0.1	$560k	+6%	6.3k	88.75	View chart
Kimberly-Clark Corporation (KMB)	0.1	$539k	+15%	4.1k	131.61	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$527k	+3%	7.3k	72.65	View chart
Celestica (CLS)	0.1	$524k	NEW	3.5k	148.91	View chart
Newmont Mining Corporation (NEM)	0.1	$516k		8.8k	58.83	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$509k	+3%	3.1k	166.52	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$508k	+3%	8.2k	61.54	View chart
Walt Disney Company (DIS)	0.1	$504k		4.1k	123.49	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$499k	+21%	12k	40.42	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.1	$491k		17k	28.16	View chart
Intuitive Surgical Com New (ISRG)	0.1	$484k		899.00	537.99	View chart
Equitable Holdings (EQH)	0.1	$464k		8.3k	55.88	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$462k	NEW	5.2k	88.14	View chart
Innovator Etfs Trust International De (IDEC)	0.1	$460k		15k	30.01	View chart
Abbott Laboratories (ABT)	0.1	$458k	+2%	3.4k	136.26	View chart
Us Bancorp Del Com New (USB)	0.1	$454k	+5%	9.8k	46.49	View chart
Metropcs Communications (TMUS)	0.1	$450k	NEW	1.9k	241.51	View chart
Fortinet (FTNT)	0.1	$450k	+6%	4.4k	102.43	View chart
Novartis Sponsored Adr (NVS)	0.1	$448k		3.6k	123.10	View chart
Eaton Corp SHS (ETN)	0.1	$448k		1.3k	355.04	View chart
Emcor (EME)	0.1	$448k	+31%	843.00	530.88	View chart
Vistra Energy (VST)	0.1	$447k	-10%	2.4k	185.14	View chart
Amphenol Corp Cl A (APH)	0.1	$438k	+8%	4.5k	97.39	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$431k		3.4k	125.76	View chart
Cigna Corp (CI)	0.1	$430k	+6%	1.3k	334.39	View chart
Dell Technologies CL C (DELL)	0.1	$429k	+6%	3.5k	121.73	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$427k		11k	39.56	View chart
Kinder Morgan (KMI)	0.1	$426k		15k	28.33	View chart
Coca-Cola Company (KO)	0.1	$421k	+3%	5.9k	71.67	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$415k		5.4k	77.38	View chart
PNC Financial Services (PNC)	0.1	$414k	+14%	2.2k	192.52	View chart
Packaging Corporation of America (PKG)	0.1	$412k	+9%	2.0k	202.75	View chart
Texas Roadhouse (TXRH)	0.1	$411k	NEW	2.2k	189.22	View chart
EOG Resources (EOG)	0.1	$410k	NEW	3.4k	121.19	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$409k		23k	17.81	View chart
Ishares Msci Taiwan Etf (EWT)	0.1	$400k		7.0k	57.58	View chart
Uber Technologies (UBER)	0.1	$400k	+23%	4.3k	92.13	View chart
Lam Research Corp Com New (LRCX)	0.1	$394k	+3%	4.1k	96.81	View chart
First Solar (FSLR)	0.1	$393k	+35%	2.4k	162.96	View chart
Public Storage (PSA)	0.1	$391k	+6%	1.3k	298.09	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$390k		7.4k	52.66	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$385k		3.5k	109.47	View chart
Nike CL B (NKE)	0.1	$385k	+17%	5.2k	73.41	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$384k		2.6k	148.97	View chart
Automatic Data Processing (ADP)	0.1	$384k	+2%	1.2k	310.13	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$382k	+4%	4.9k	78.35	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$381k		4.2k	91.59	View chart
AvalonBay Communities (AVB)	0.1	$378k	NEW	1.9k	203.28	View chart
American Electric Power Company (AEP)	0.1	$376k	+2%	3.6k	104.39	View chart
Vaneck Etf Trust Vaneck Vietnam (VNM)	0.1	$372k	-2%	27k	13.72	View chart
Altria (MO)	0.1	$371k	+3%	6.4k	58.14	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$371k		1.3k	285.23	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.1	$371k	-2%	3.4k	108.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$371k		8.4k	43.95	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$370k		12k	30.07	View chart
Nucor Corporation (NUE)	0.1	$367k	+25%	2.7k	134.11	View chart
Darden Restaurants (DRI)	0.1	$365k	+3%	1.7k	219.60	View chart
Duke Energy Corp Com New (DUK)	0.1	$365k	+7%	3.1k	118.87	View chart
Innovator Etfs Trust Intl Developed P (IFEB)	0.1	$365k		13k	28.56	View chart
Bank of Marin Ban (BMRC)	0.1	$362k	-11%	15k	24.05	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$360k	+6%	1.6k	224.68	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$357k		8.4k	42.26	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$356k		800.00	444.89	View chart
Ishares Tr Msci China Etf (MCHI)	0.1	$354k		6.4k	55.27	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$353k		16k	22.07	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.1	$352k	NEW	8.7k	40.43	View chart
Barrick Mng Corp Com Shs (B)	0.1	$352k	NEW	17k	20.85	View chart
Palantir Technologies Cl A (PLTR)	0.1	$347k	NEW	2.7k	130.68	View chart
Honeywell International (HON)	0.1	$347k	+2%	1.5k	238.77	View chart
Royal Gold (RGLD)	0.1	$346k	+7%	1.9k	177.59	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$346k	+29%	9.1k	37.99	View chart
Genuine Parts Company (GPC)	0.1	$345k	+7%	2.8k	125.34	View chart
General Dynamics Corporation (GD)	0.1	$345k	+2%	1.2k	294.38	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$343k		1.8k	193.58	View chart
Travelers Companies (TRV)	0.1	$343k	+3%	1.3k	267.00	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$342k	+2%	3.8k	90.84	View chart
Bristol Myers Squibb (BMY)	0.1	$342k	+59%	7.2k	47.51	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$339k	-12%	9.0k	37.73	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$339k	-16%	1.5k	225.04	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.1	$337k		9.5k	35.59	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$337k	+6%	8.8k	38.09	View chart
Ishares Msci Singpor Etf (EWS)	0.1	$337k		13k	25.80	View chart
Moody's Corporation (MCO)	0.1	$337k	NEW	670.00	502.48	View chart
Eversource Energy (ES)	0.1	$331k	+13%	5.1k	64.55	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.1	$329k		12k	27.46	View chart
Hp (HPQ)	0.1	$324k	+3%	13k	25.50	View chart
Blackrock Res & Commodities SHS (BCX)	0.1	$324k		34k	9.55	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$323k	-37%	13k	25.11	View chart
Consolidated Edison (ED)	0.1	$319k	+10%	3.2k	100.78	View chart
Global X Fds Global X Uranium (URA)	0.1	$319k	NEW	8.5k	37.42	View chart
Option Care Health Com New (OPCH)	0.1	$315k	NEW	9.8k	31.95	View chart
Sanofi Sponsored Adr (SNY)	0.1	$311k		6.3k	49.05	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	0.1	$311k	NEW	5.7k	54.62	View chart
Granite Construction (GVA)	0.1	$311k	-46%	3.4k	92.61	View chart
Watsco, Incorporated (WSO)	0.1	$310k	-12%	680.00	455.59	View chart
Colfax Corp (ENOV)	0.1	$309k	NEW	9.4k	33.02	View chart
Amcor Ord (AMCR)	0.1	$307k	+33%	32k	9.47	View chart
Equinor Asa Sponsored Adr (EQNR)	0.1	$306k	NEW	12k	25.24	View chart
Zoetis Cl A (ZTS)	0.1	$306k	+18%	1.9k	159.19	View chart
Costco Wholesale Corporation (COST)	0.1	$304k		308.00	986.15	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$303k		3.1k	97.38	View chart
Waste Management (WM)	0.1	$302k	+2%	1.3k	228.73	View chart
Raytheon Technologies Corp (RTX)	0.1	$300k		2.1k	144.19	View chart
Fastenal Company (FAST)	0.1	$299k	+102%	7.0k	42.86	View chart
Union Pacific Corporation (UNP)	0.1	$293k	+6%	1.2k	235.57	View chart
Unilever Spon Adr New (UL)	0.1	$292k		4.8k	61.48	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$288k		4.4k	65.50	View chart
Abbvie (ABBV)	0.1	$287k	-8%	1.5k	189.99	View chart
Wal-Mart Stores (WMT)	0.1	$284k	+2%	2.9k	98.24	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$284k	NEW	2.6k	107.62	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$282k		4.8k	58.30	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$278k	+15%	8.1k	34.18	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$277k		5.3k	52.49	View chart
Innovator Etfs Trust Intl Developed P (IMAY)	0.0	$269k	NEW	9.5k	28.25	View chart
Oracle Corporation (ORCL)	0.0	$269k	NEW	1.2k	218.96	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.0	$266k		6.7k	39.85	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.0	$265k		2.4k	109.31	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$262k		3.6k	73.35	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$260k		5.1k	50.82	View chart
Globe Life (GL)	0.0	$257k		2.1k	124.90	View chart
Spdr Series Trust S&p Oilgas Exp (XOP)	0.0	$257k		2.0k	126.88	View chart
UnitedHealth (UNH)	0.0	$256k	-9%	785.00	326.14	View chart
Alliant Energy Corporation (LNT)	0.0	$255k	+3%	4.2k	61.36	View chart
Euronet Worldwide (EEFT)	0.0	$255k	+5%	2.5k	103.99	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$253k	-8%	950.00	265.87	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.0	$253k	NEW	11k	23.50	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$251k		3.0k	83.34	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.0	$250k		7.8k	32.21	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.0	$250k		7.4k	33.60	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$249k	+3%	3.6k	68.96	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$246k		1.3k	190.58	View chart
Brink's Company (BCO)	0.0	$246k	-5%	2.6k	92.84	View chart
Bank of New York Mellon Corporation (BK)	0.0	$246k	-13%	2.7k	90.65	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$245k		10k	24.46	View chart
Rbc Cad (RY)	0.0	$243k	NEW	1.8k	132.26	View chart
Wec Energy Group (WEC)	0.0	$242k	+3%	2.3k	104.75	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$234k		2.2k	106.17	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.0	$232k	-22%	7.6k	30.49	View chart
Bk Nova Cad (BNS)	0.0	$231k	NEW	4.2k	55.67	View chart
Cme (CME)	0.0	$231k	+5%	838.00	275.42	View chart
Invesco Currencyshares Cdn D CDN DLR SHS (FXC)	0.0	$230k		3.2k	71.67	View chart
Invesco Currencyshares Austr Australian Dol (FXA)	0.0	$228k		3.5k	65.11	View chart
Qualcomm (QCOM)	0.0	$227k	NEW	1.4k	159.40	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$226k		4.9k	45.99	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$225k		1.6k	136.70	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$225k	-10%	8.3k	27.05	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$225k	NEW	3.6k	62.79	View chart
Stryker Corporation (SYK)	0.0	$224k	NEW	565.00	396.74	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.0	$224k	+16%	12k	19.10	View chart
Blackrock (BLK)	0.0	$223k	NEW	212.00	1053.97	View chart
Pepsi (PEP)	0.0	$222k	-44%	1.6k	135.23	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$222k	NEW	4.4k	50.47	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$218k	NEW	600.00	364.06	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$216k	NEW	4.5k	48.33	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$216k	NEW	2.9k	74.11	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$216k	NEW	3.8k	56.32	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$215k		2.9k	73.34	View chart
Zscaler Incorporated (ZS)	0.0	$213k	NEW	694.00	307.32	View chart
Chubb (CB)	0.0	$213k		736.00	289.59	View chart
Intuit (INTU)	0.0	$209k	NEW	268.00	779.61	View chart
Hershey Company (HSY)	0.0	$207k	NEW	1.2k	175.81	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$205k	NEW	723.00	282.90	View chart
Entergy Corporation (ETR)	0.0	$204k	NEW	2.5k	82.53	View chart
Cintas Corporation (CTAS)	0.0	$202k	NEW	902.00	224.31	View chart
Ameren Corporation (AEE)	0.0	$202k	NEW	2.1k	96.39	View chart
Eastman Chemical Company (EMN)	0.0	$201k	-16%	2.6k	78.20	View chart
Banco Santander Adr (SAN)	0.0	$128k	-5%	16k	8.27	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$80k	-5%	14k	5.62	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$54k		13k	4.23	View chart

Past Filings by Fiduciary Financial Group

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

Fiduciary Financial Group 2025 Q2 filed July 3, 2025
Fiduciary Financial Group 2025 Q1 filed April 15, 2025
Fiduciary Financial Group 2024 Q4 filed Jan. 14, 2025
Fiduciary Financial Group 2024 Q3 filed Oct. 10, 2024
Fiduciary Financial Group 2024 Q2 filed July 18, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z