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 SGOV, SCHO, AAPL, DFIV, DFAC, and represent 30.25% of Fiduciary Financial Group's stock portfolio.
Added to shares of these 10 stocks: XME (+$6.4M), SGOV (+$6.0M), COPX (+$5.8M), SCHO (+$5.5M), VGLT, DFAC, DFAE, BIV, VTV, FIG.
Started 35 new stock positions in AMCR, CMC, IEMG, XME, STRA, IGOV, TTE, MQY, CNI, HYMB.
Reduced shares in these 10 stocks: QQQ, DFAI, GVA, BIL, EWY, GLD, DUHP, SCHW, , RWO.
Sold out of its positions in ADBE, AMP, MYD, BAH, EXPE, FDN, HSY, KJUL, FXA, MA. MCO, OVV, PYPL, QCOM, UPBD, SCHB, FNDX, SYK, Amcor.
Fiduciary Financial Group was a net buyer of stock by $47M.
Fiduciary Financial Group has $754M in assets under management (AUM), dropping by 6.52%.
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 345 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV)	8.4	$63M	+10%	629k	100.66	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	7.0	$53M	+11%	2.2M	24.27	View chart
Apple (AAPL)	6.5	$49M		193k	253.79	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.3	$32M	+3%	607k	52.78	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	4.1	$31M	+6%	798k	38.86	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.6	$27M	-6%	688k	38.96	View chart
Vanguard Index Fds Value Etf (VTV)	3.5	$26M	+6%	133k	196.20	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.4	$26M	+7%	766k	33.86	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.9	$14M	+12%	187k	77.18	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.7	$13M	+4%	211k	62.45	View chart
NVIDIA Corporation (NVDA)	1.7	$13M	+10%	74k	174.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$12M	+3%	37k	320.81	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	1.6	$12M		123k	96.29	View chart
Spdr Index Shs Fds State Street Spd (GNR)	1.5	$12M	+11%	154k	74.67	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.3	$10M	+12%	315k	32.22	View chart
Ishares Tr National Mun Etf (MUB)	1.3	$9.8M	+10%	93k	106.15	View chart
Spdr Series Trust State Street Spd (FLRN)	1.3	$9.7M	+6%	315k	30.78	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.3	$9.5M	+14%	87k	108.99	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$9.2M	+2%	104k	88.16	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.2	$8.9M	+6%	249k	35.71	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.1	$8.3M	-6%	225k	36.76	View chart
Spdr Series Trust State Street Spd (BIL)	0.9	$6.5M	-11%	71k	91.64	View chart
Spdr Series Trust State Street Spd (XME)	0.8	$6.4M	NEW	59k	108.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$6.0M	-2%	28k	215.06	View chart
Global X Fds Global X Copper (COPX)	0.8	$5.8M	NEW	76k	76.35	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$5.4M	+23%	19k	286.85	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.7	$5.4M	+16%	152k	35.53	View chart
Ishares Tr Global Reit Etf (REET)	0.7	$5.3M	+14%	211k	25.15	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$5.2M	+5%	70k	75.10	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.7	$5.2M	+6%	60k	86.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$4.6M	-33%	8.0k	577.17	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.6	$4.5M		99k	45.12	View chart
Microsoft Corporation (MSFT)	0.6	$4.4M	+12%	12k	370.18	View chart
Amazon (AMZN)	0.5	$4.1M	-8%	20k	208.27	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$4.1M	+3%	19k	217.25	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$4.0M	-12%	9.4k	430.29	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.5	$4.0M	+11%	115k	34.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$3.9M	+11%	8.2k	479.20	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$3.7M		8.8k	426.40	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$3.7M	-8%	17k	213.67	View chart
Ishares Msci Sth Kor Etf (EWY)	0.5	$3.7M	-17%	30k	123.01	View chart
Charles Schwab Corporation (SCHW)	0.5	$3.7M	-12%	39k	93.98	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.4	$3.2M	-5%	71k	44.62	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.4	$3.0M	+253%	55k	55.35	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$3.0M	+2%	8.3k	356.56	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.4	$2.9M	+11%	142k	20.41	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$2.8M	-2%	4.3k	650.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.6M	+19%	9.2k	287.57	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.3	$2.3M		59k	39.34	View chart
Spdr Series Trust State Street Spd (SJNK)	0.3	$2.3M	+14%	92k	24.98	View chart
Ishares Msci Germany Etf (EWG)	0.3	$2.1M	-15%	54k	39.67	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.3	$2.1M	+38%	47k	44.87	View chart
Palantir Technologies Cl A (PLTR)	0.3	$2.1M	-2%	14k	146.28	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$2.1M	-4%	23k	92.74	View chart
Innovator Etfs Trust Us Small Cap Pwr (KNOV)	0.3	$2.1M		72k	28.66	View chart
Coinbase Global Com Cl A (COIN)	0.3	$2.0M		11k	174.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.9M	+17%	3.1k	597.55	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$1.9M	+5%	17k	110.39	View chart
Micron Technology (MU)	0.2	$1.8M		5.3k	337.84	View chart
Innovator Etfs Trust Innovator Intl D (IJUN)	0.2	$1.8M		60k	29.42	View chart
Oaktree Specialty Lending Corp (OCSL)	0.2	$1.7M	+25%	154k	11.30	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$1.7M		20k	84.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.7M		31k	54.05	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$1.6M	+13%	47k	35.04	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$1.6M	-6%	22k	73.78	View chart
McDonald's Corporation (MCD)	0.2	$1.6M	-7%	5.1k	310.80	View chart
Figma Class A Com Stk (FIG)	0.2	$1.6M	NEW	75k	21.14	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$1.6M	+5%	46k	33.97	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.6M	+13%	20k	77.11	View chart
Ishares Tr Core Msci Euro (IEUR)	0.2	$1.5M	-13%	22k	70.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.5M	+7%	24k	64.08	View chart
Meta Platforms Cl A (META)	0.2	$1.5M	+6%	2.6k	572.21	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$1.5M	-3%	26k	56.86	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.5M	+20%	8.6k	169.67	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$1.5M	-7%	34k	42.72	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.2	$1.4M	+303%	58k	25.11	View chart
Goldman Sachs (GS)	0.2	$1.4M	-4%	1.7k	846.04	View chart
Spdr Series Trust State Street Spd (SPTS)	0.2	$1.4M		48k	29.18	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$1.4M	+13%	30k	46.84	View chart
Johnson & Johnson (JNJ)	0.2	$1.4M	-2%	5.6k	244.45	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.3M		14k	99.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.3M		3.1k	436.73	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$1.3M		19k	68.14	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.2	$1.3M	+2%	41k	31.33	View chart
Dimensional Etf Trust International (DFSI)	0.2	$1.3M	+4%	30k	42.40	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$1.3M	+6%	31k	41.09	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$1.2M		39k	31.67	View chart
Toast Cl A (TOST)	0.2	$1.2M		47k	26.51	View chart
Eli Lilly & Co. (LLY)	0.2	$1.2M	+63%	1.3k	919.48	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.2	$1.2M	+21%	13k	97.73	View chart
Visa Com Cl A (V)	0.2	$1.2M	-5%	4.1k	302.24	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.2	$1.2M		42k	28.95	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.2M		8.6k	138.32	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.2M	-8%	4.0k	294.16	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.2	$1.2M		30k	38.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.1M		9.0k	124.31	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.1M	-10%	12k	96.70	View chart
Netflix (NFLX)	0.1	$1.1M	+12%	12k	96.15	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.1M		19k	56.68	View chart
Wells Fargo & Company (WFC)	0.1	$1.1M	-2%	13k	79.61	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$1.1M	+12%	29k	36.30	View chart
Innovator Etfs Trust International Dv (IOCT)	0.1	$1.0M		29k	35.05	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$997k	+5%	13k	76.54	View chart
Broadcom (AVGO)	0.1	$996k	+15%	3.2k	309.51	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$995k		26k	38.84	View chart
Metropcs Communications (TMUS)	0.1	$990k		4.7k	210.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$989k	+6%	1.5k	653.21	View chart
Chevron Corporation (CVX)	0.1	$988k	+3%	4.8k	206.88	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$981k	+15%	23k	42.44	View chart
Arista Networks Com Shs (ANET)	0.1	$968k		7.9k	122.78	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$943k	+9%	18k	52.64	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$938k		24k	38.67	View chart
Cisco Systems (CSCO)	0.1	$935k	+15%	12k	77.59	View chart
Advanced Micro Devices (AMD)	0.1	$933k	+12%	4.6k	203.43	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$905k	-3%	23k	39.74	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$889k		19k	45.97	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$884k	-21%	15k	59.55	View chart
Amgen (AMGN)	0.1	$860k	-8%	2.4k	351.85	View chart
salesforce (CRM)	0.1	$842k	+32%	4.5k	186.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$841k	NEW	11k	73.64	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$827k	+47%	2.4k	337.95	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$817k	+61%	8.7k	94.24	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$812k		2.8k	287.18	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$809k		24k	33.37	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$808k	+4%	11k	72.08	View chart
Caterpillar (CAT)	0.1	$795k		1.1k	708.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$776k	+3%	3.0k	261.95	View chart
Eaton Corp SHS (ETN)	0.1	$750k	-2%	2.1k	357.67	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$736k	-26%	6.7k	110.36	View chart
Tesla Motors (TSLA)	0.1	$732k	-10%	2.0k	371.75	View chart
Newmont Mining Corporation (NEM)	0.1	$720k	-17%	6.7k	108.25	View chart
Zillow Group Cl C Cap Stk (Z)	0.1	$719k		17k	41.38	View chart
Costco Wholesale Corporation (COST)	0.1	$711k	+3%	713.00	996.64	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$708k		7.7k	91.37	View chart
At&t (T)	0.1	$707k		24k	28.99	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$706k	-16%	2.8k	250.54	View chart
Bank of America Corporation (BAC)	0.1	$703k	-3%	14k	48.75	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	0.1	$699k	+66%	11k	64.86	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$679k		15k	44.62	View chart
Innovator Etfs Trust International De (IDEC)	0.1	$668k		21k	32.56	View chart
Home Depot (HD)	0.1	$664k	+6%	2.0k	328.89	View chart
Spdr Index Shs Fds State Street Spd (RWO)	0.1	$663k	-38%	15k	45.77	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$661k		3.5k	189.59	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$656k		4.6k	141.42	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.1	$655k	+29%	23k	29.03	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$644k	NEW	13k	49.89	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$635k		16k	39.80	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$635k	-2%	7.7k	82.43	View chart
Granite Construction (GVA)	0.1	$632k	-66%	5.3k	119.87	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.1	$607k	+30%	28k	21.95	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$606k		3.3k	184.28	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$605k	NEW	13k	48.05	View chart
Medtronic SHS (MDT)	0.1	$597k		6.9k	86.65	View chart
Procter & Gamble Company (PG)	0.1	$597k	-3%	4.1k	144.43	View chart
Novartis Sponsored Adr (NVS)	0.1	$595k	+5%	3.9k	152.75	View chart
Lam Research Corp Com New (LRCX)	0.1	$594k	-15%	2.8k	213.66	View chart
Marvell Technology (MRVL)	0.1	$593k	+7%	6.0k	99.05	View chart
Emcor (EME)	0.1	$581k	-4%	787.00	738.31	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$561k	+2%	8.7k	64.35	View chart
Ishares Msci Taiwan Etf (EWT)	0.1	$560k	+9%	7.9k	70.92	View chart
Technipfmc (FTI)	0.1	$553k	-23%	8.0k	69.13	View chart
Merck & Co (MRK)	0.1	$545k	-38%	4.5k	120.28	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$535k		28k	19.30	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.1	$534k		9.7k	55.16	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$532k		11k	46.53	View chart
Kinder Morgan (KMI)	0.1	$521k	-4%	16k	33.53	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.1	$518k		10k	49.85	View chart
International Business Machines (IBM)	0.1	$518k		2.1k	242.39	View chart
Petroleo Brasileiro S A Sponsored Adr (PBR)	0.1	$513k	NEW	25k	20.75	View chart
Dell Technologies CL C (DELL)	0.1	$510k	-11%	3.1k	164.13	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$510k	+9%	7.6k	67.53	View chart
Celestica (CLS)	0.1	$508k	-34%	1.8k	281.68	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$508k		5.9k	86.64	View chart
Thermo Fisher Scientific (TMO)	0.1	$507k	+135%	1.0k	491.53	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$497k	-6%	9.4k	52.76	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.1	$489k	NEW	12k	41.06	View chart
EOG Resources (EOG)	0.1	$485k	-8%	3.4k	144.57	View chart
Vaneck Etf Trust Vaneck Vietnam (VNM)	0.1	$484k	+11%	28k	17.31	View chart
Amphenol Corp Cl A (APH)	0.1	$484k	-8%	3.8k	126.35	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.1	$484k	-17%	10k	46.49	View chart
Us Bancorp Com New (USB)	0.1	$475k	-4%	9.1k	52.01	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.1	$471k	+6%	9.1k	51.74	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$469k	+5%	11k	42.37	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$466k	+2%	3.5k	132.50	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$465k		14k	33.93	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$464k		4.7k	99.08	View chart
Bristol Myers Squibb (BMY)	0.1	$463k	-4%	7.6k	60.65	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$462k	+28%	350.00	1320.83	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$462k		4.9k	93.29	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$461k		14k	32.43	View chart
Wal-Mart Stores (WMT)	0.1	$459k	+2%	3.7k	124.28	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$457k		19k	24.75	View chart
Coca-Cola Company (KO)	0.1	$454k		6.0k	76.05	View chart
American Electric Power Company (AEP)	0.1	$452k	-4%	3.4k	131.08	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$447k		4.4k	100.62	View chart
Innovator Etfs Trust Us Small Cap Pow (KSEP)	0.1	$446k		16k	28.21	View chart
Enterprise Products Partners (EPD)	0.1	$445k		12k	37.84	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$444k	+16%	2.9k	155.11	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$444k	-3%	7.8k	57.07	View chart
Raytheon Technologies Corp (RTX)	0.1	$443k	+3%	2.3k	192.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$441k		11k	40.86	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$440k		11k	41.17	View chart
Walt Disney Company (DIS)	0.1	$437k	+6%	4.5k	96.38	View chart
PNC Financial Services (PNC)	0.1	$437k	-4%	2.1k	208.09	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$435k	+71%	7.7k	56.79	View chart
MercadoLibre (MELI)	0.1	$434k	-34%	251.00	1729.02	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$433k		12k	35.78	View chart
Archrock (AROC)	0.1	$432k	NEW	12k	34.80	View chart
Packaging Corporation of America (PKG)	0.1	$432k	-3%	2.0k	212.22	View chart
Anglogold Ashanti Com Shs (AU)	0.1	$431k	-17%	4.4k	97.36	View chart
Royal Gold (RGLD)	0.1	$428k	-18%	1.7k	254.49	View chart
Blackrock Res & Commodities SHS (BCX)	0.1	$428k	+5%	36k	12.05	View chart
Trinity Industries (TRN)	0.1	$428k	-5%	13k	32.18	View chart
Intuitive Surgical Com New (ISRG)	0.1	$422k		916.00	460.99	View chart
Altria (MO)	0.1	$422k	-3%	6.4k	65.99	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$421k	+3%	1.3k	313.81	View chart
Duke Energy Corp Com New (DUK)	0.1	$415k	-2%	3.2k	130.94	View chart
Invesco Currencyshares Euro Euro Shs (FXE)	0.1	$415k		3.9k	106.69	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$414k		5.3k	78.41	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$411k		2.0k	205.80	View chart
Innovator Etfs Trust Intl Developed P (IFEB)	0.1	$410k	+7%	14k	29.81	View chart
Eversource Energy (ES)	0.1	$406k		5.9k	69.28	View chart
CVS Caremark Corporation (CVS)	0.1	$403k	-3%	5.6k	71.82	View chart
Travelers Companies (TRV)	0.1	$402k		1.4k	291.68	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$396k		3.5k	112.27	View chart
First Solar (FSLR)	0.1	$391k	-2%	2.0k	197.26	View chart
Public Storage (PSA)	0.1	$390k		1.4k	270.88	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$389k		8.4k	46.13	View chart
Freeport Mcmoran CL B (FCX)	0.1	$389k	-16%	6.6k	58.78	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$382k		15k	25.48	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.0	$376k		8.2k	45.56	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$375k		1.6k	237.55	View chart
Ishares Msci Singpor Etf (EWS)	0.0	$374k	-2%	13k	28.22	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.0	$373k	-6%	13k	28.65	View chart
Abbott Laboratories (ABT)	0.0	$372k	+3%	3.6k	102.67	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$371k	+16%	5.2k	71.73	View chart
Oneok (OKE)	0.0	$371k	NEW	4.1k	90.39	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$369k		9.2k	40.10	View chart
Bank of Marin Ban (BMRC)	0.0	$361k		14k	25.63	View chart
Darden Restaurants (DRI)	0.0	$360k	-4%	1.8k	196.04	View chart
Consolidated Edison (ED)	0.0	$360k	+2%	3.2k	113.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$359k		9.0k	39.94	View chart
Honeywell International (HON)	0.0	$357k		1.6k	226.03	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$357k	-2%	7.2k	49.37	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.0	$353k		9.5k	37.24	View chart
Corning Incorporated (GLW)	0.0	$349k	-3%	2.6k	135.97	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$349k	-5%	8.3k	42.22	View chart
Zillow Group Cl A (ZG)	0.0	$347k		8.4k	41.39	View chart
Fastenal Company (FAST)	0.0	$347k		7.5k	46.40	View chart
Vistra Energy (VST)	0.0	$343k		2.3k	150.32	View chart
Science App Int'l (SAIC)	0.0	$338k	NEW	3.6k	94.92	View chart
Blackrock (BLK)	0.0	$334k	+68%	348.00	960.50	View chart
Bk Nova Cad (BNS)	0.0	$333k	-3%	4.8k	69.31	View chart
General Dynamics Corporation (GD)	0.0	$332k	-18%	968.00	343.22	View chart
Spdr Series Trust Bloomberg Short (BWZ)	0.0	$331k	-12%	12k	26.92	View chart
Spdr Series Trust State Street Spd (XOP)	0.0	$329k		1.8k	181.83	View chart
Circle Internet Group Com Cl A (CRCL)	0.0	$325k	NEW	3.4k	95.41	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$324k	-12%	700.00	463.19	View chart
Union Pacific Corporation (UNP)	0.0	$324k		1.3k	242.62	View chart
Intel Corporation (INTC)	0.0	$318k	+2%	7.2k	44.13	View chart
Rbc Cad (RY)	0.0	$317k	+4%	2.0k	161.78	View chart
Genuine Parts Company (GPC)	0.0	$316k	+4%	3.0k	105.75	View chart
Primerica (PRI)	0.0	$314k		1.3k	250.48	View chart
Ishares Tr Msci China Etf (MCHI)	0.0	$313k		5.6k	56.18	View chart
Automatic Data Processing (ADP)	0.0	$312k	+11%	1.5k	203.18	View chart
Old Republic International Corporation (ORI)	0.0	$311k	-3%	7.8k	39.90	View chart
Bank of New York Mellon Corporation (BK)	0.0	$309k		2.6k	118.63	View chart
Global X Fds Global X Uranium (URA)	0.0	$307k		6.3k	48.43	View chart
Nrg Energy Com New (NRG)	0.0	$305k	+10%	2.1k	146.14	View chart
Sanofi Sa Sponsored Adr (SNY)	0.0	$303k		6.3k	48.18	View chart
Rocket Lab Corp (RKLB)	0.0	$299k	-11%	4.7k	64.22	View chart
Harmonic (HLIT)	0.0	$298k	-4%	33k	8.98	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$289k	+3%	3.1k	93.31	View chart
Amcor Com New (AMCR)	0.0	$288k	NEW	7.3k	39.75	View chart
Waste Management (WM)	0.0	$288k	+6%	1.3k	229.79	View chart
Strategic Education (STRA)	0.0	$288k	NEW	3.5k	82.96	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.0	$288k		8.5k	33.75	View chart
Innovator Etfs Trust Intl Developed P (IMAY)	0.0	$287k		9.5k	30.13	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.0	$283k	-12%	12k	24.28	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$282k	+9%	11k	25.64	View chart
Sanmina (SANM)	0.0	$275k	NEW	2.1k	129.64	View chart
Oracle Corporation (ORCL)	0.0	$272k	+18%	1.9k	147.11	View chart
Cme (CME)	0.0	$268k		908.00	295.35	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$268k		3.0k	88.49	View chart
Chubb (CB)	0.0	$267k		820.00	325.93	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.0	$267k		2.4k	109.71	View chart
Philip Morris International (PM)	0.0	$266k		1.6k	165.34	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$265k		2.0k	133.18	View chart
BorgWarner (BWA)	0.0	$265k		4.9k	54.26	View chart
Innovator Etfs Trust Us Small Cap Pow (KMAY)	0.0	$265k		9.2k	28.73	View chart
Commercial Metals Company (CMC)	0.0	$264k	NEW	4.3k	61.43	View chart
Pepsi (PEP)	0.0	$263k	+2%	1.7k	155.30	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$262k		3.6k	73.15	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$260k		5.5k	47.55	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$258k		3.9k	67.07	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$258k	+2%	1.8k	146.63	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$255k	+8%	8.3k	30.68	View chart
Spdr Series Trust State Street Spd (HYMB)	0.0	$254k	NEW	10k	24.80	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$254k		4.1k	62.56	View chart
Franklin Templeton Etf Tr Ftse South Korea (FLKR)	0.0	$253k		6.4k	39.87	View chart
Invesco Currencyshares Cdn D CDN DLR SHS (FXC)	0.0	$252k	+2%	3.6k	70.24	View chart
Dimensional Etf Trust Dimensional Intl (DXIV)	0.0	$251k	NEW	3.7k	67.54	View chart
Domino's Pizza (DPZ)	0.0	$249k	NEW	694.00	358.79	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$247k	+12%	1.8k	135.34	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$245k	NEW	4.0k	61.26	View chart
Unilever Spon Adr New (UL)	0.0	$245k	+6%	4.3k	56.97	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.0	$245k		9.5k	25.70	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$244k		5.2k	47.37	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.0	$244k		7.6k	32.04	View chart
Cibc Cad (CM)	0.0	$244k	+15%	2.6k	94.75	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	0.0	$243k		9.1k	26.81	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$243k	-12%	4.8k	50.63	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$240k	+2%	730.00	328.54	View chart
Spdr Series Trust State Street Spd (XTL)	0.0	$239k	NEW	1.3k	188.06	View chart
Totalenergies Se Act (TTE)	0.0	$238k	NEW	2.6k	90.98	View chart
GSK Sponsored Adr (GSK)	0.0	$238k	+3%	4.3k	55.19	View chart
Applied Materials (AMAT)	0.0	$235k	NEW	688.00	341.79	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$235k	NEW	3.4k	69.75	View chart
Herc Hldgs (HRI)	0.0	$234k	+3%	2.4k	99.55	View chart
Intuit (INTU)	0.0	$232k	NEW	537.00	432.38	View chart
Penumbra (PEN)	0.0	$230k		700.00	328.37	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.0	$230k		5.1k	45.05	View chart
PPL Corporation (PPL)	0.0	$229k	+3%	6.0k	38.20	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.0	$228k		7.0k	32.79	View chart
Deere & Company (DE)	0.0	$224k	NEW	398.00	563.30	View chart
Banco Santander Sa Adr (SAN)	0.0	$224k	+8%	20k	11.28	View chart
Fortinet (FTNT)	0.0	$223k	NEW	2.7k	81.72	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.0	$220k	+2%	4.0k	55.10	View chart
Abbvie (ABBV)	0.0	$219k	NEW	1.0k	217.56	View chart
Canadian Natl Ry (CNI)	0.0	$218k	NEW	2.1k	102.77	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$217k		2.2k	97.13	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$215k		600.00	359.03	View chart
Innovator Etfs Trust Us Small Cap Pwr (KMAR)	0.0	$215k	NEW	7.4k	29.09	View chart
McKesson Corporation (MCK)	0.0	$214k		247.00	865.36	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.0	$213k	NEW	5.0k	42.51	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.0	$210k	-28%	6.1k	34.69	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.0	$210k	-20%	5.9k	35.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$203k	+3%	290.00	698.21	View chart
Global X Fds Global X Silver (SIL)	0.0	$202k	NEW	2.2k	90.08	View chart
Kinross Gold Corp (KGC)	0.0	$202k	NEW	6.6k	30.52	View chart
Blackrock Muniyield Quality Fund (MQY)	0.0	$124k	NEW	11k	10.98	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$118k		10k	11.50	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$115k	+3%	15k	7.94	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$81k	+6%	16k	5.03	View chart
Snap Cl A (SNAP)	0.0	$71k	NEW	16k	4.60	View chart

Past Filings by Fiduciary Financial Group

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

Fiduciary Financial Group 2026 Q1 filed April 13, 2026
Fiduciary Financial Group 2025 Q4 filed Jan. 12, 2026
Fiduciary Financial Group 2025 Q3 filed Oct. 10, 2025
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