Fiduciary-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  null,
  "JAZZ",
  null,
  null,
  "TROW",
  "AES",
  "MCHI",
  "AAXJ",
  "MU",
  null,
  "SVC",
  "ABT",
  "ABBV",
  "A",
  "APD",
  "GOOGL",
  "T",
  "CAT",
  "AVGO",
  "SAN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DUK",
  "PAGP",
  "EQH",
  "GD",
  "HON",
  "HD",
  "HPQ",
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  "ISRG",
  "ITW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  "LRCX",
  null,
  null,
  "EXEL",
  "MDT",
  null,
  null,
  "MSFT",
  "MFG",
  "MDLZ",
  "GPC",
  "NVS",
  null,
  "EMN",
  "FAST",
  "IJR",
  "ANET",
  "IWD",
  null,
  null,
  "VGIT",
  null,
  null,
  "IWF",
  null,
  "PEP",
  "PNC",
  "VGSH",
  "IJK",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "NVDA",
  "GS",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PKG",
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  "SLB",
  "RIO",
  "RTX",
  "GLD",
  null,
  "SPLG",
  null,
  null,
  "IBM",
  null,
  "CI",
  "TXN",
  "TGT",
  "TRV",
  "UBER",
  "UL",
  "BIV",
  "VO",
  "NEM",
  "VXF",
  "SNV",
  "VOE",
  "SCHW",
  "BMRC",
  null,
  "PNW",
  "VWO",
  null,
  null,
  null,
  null,
  null,
  null,
  "EME",
  "VIG",
  null,
  "LYG",
  null,
  null,
  null,
  "IWO",
  "IWN",
  "SNY",
  "IEF",
  "GL",
  "TSM",
  null,
  "GVA",
  "RGLD",
  "AMCR",
  "APH",
  "DRI",
  "WSO",
  "F",
  "WEC",
  "WM",
  "FSLR",
  "FTNT",
  "AEP",
  "SGOL",
  "ES",
  null,
  "KALU",
  "EEFT",
  "AMZN",
  null,
  null,
  "RMBS",
  null,
  null,
  null,
  "VEU",
  "VPL",
  "USB",
  "ESGV",
  "VUG",
  "VEA",
  "VGK",
  "VALE",
  "VOOV",
  "VXUS",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VST",
  "WMT",
  "WFC",
  "IUSG",
  null,
  null,
  null,
  "LNT",
  null,
  "SCHD",
  "ET",
  null,
  "SCHF",
  null,
  "CRM",
  "DIA",
  null,
  "IXUS",
  "MELI",
  "MCK",
  null,
  "ESGU",
  "PSA",
  "NUE",
  "KMB",
  "ADP",
  "BAC",
  "BK",
  "BRK-B",
  "BCX",
  "BMY",
  "BCO",
  "CVX",
  "CB",
  "CSCO",
  "CME",
  "KO",
  "COIN",
  "CMCSA",
  "ED",
  "COST",
  "CSGS",
  "DELL",
  "DVN",
  null,
  "DFAX",
  "DFAC",
  "EWJ",
  "IJJ",
  "USMV",
  "IWB",
  "NKE",
  "QQQ",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "MO",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 283
Total Value: 459461016
Accession Number: 0001754960-25-000185
Form Type: 13F-HR
CIK: fiduciary-financial-group
Manager Name: Fiduciary-Financial-Group

Data Enrichment

66% identified

186 identified97 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

283 positions • $459.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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LAM RESEARCH CORP

LRCX|512807306

Shares:3.9K

Value:$260.6K

% of Portfolio:0.1% ($260.6K/$459.5M)

25434V682

Shares:8.3K

Value:$259.4K

% of Portfolio:0.1% ($259.4K/$459.5M)

46429B655

Shares:5.1K

Value:$257.2K

% of Portfolio:0.1% ($257.2K/$459.5M)

Walmart Inc.

WMT|931142103

Shares:2.8K

Value:$256.8K

% of Portfolio:0.1% ($256.8K/$459.5M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.2K

Value:$256.4K

% of Portfolio:0.1% ($256.4K/$459.5M)

92206C102

VGSH|92206C102

Shares:4.4K

Value:$255.8K

% of Portfolio:0.1% ($255.8K/$459.5M)

RAMBUS INC

RMBS|750917106

Shares:5.5K

Value:$254.2K

% of Portfolio:0.1% ($254.2K/$459.5M)

EVERSOURCE ENERGY

ES|30040W108

Shares:4.5K

Value:$252.0K

% of Portfolio:0.1% ($252.0K/$459.5M)

46138E354

Shares:3.6K

Value:$251.7K

% of Portfolio:0.1% ($251.7K/$459.5M)

Uber Technologies, Inc

UBER|90353T100

Shares:3.5K

Value:$249.7K

% of Portfolio:0.1% ($249.7K/$459.5M)

464287440

IEF|464287440

Shares:2.6K

Value:$249.2K

% of Portfolio:0.1% ($249.2K/$459.5M)

Jazz Pharmaceuticals plc

JAZZ|G50871105

Shares:2.4K

Value:$248.2K

% of Portfolio:0.1% ($248.2K/$459.5M)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:8.9K

Value:$247.2K

% of Portfolio:0.1% ($247.2K/$459.5M)

AES CORP

AES|00130H105

Shares:23.9K

Value:$246.6K

% of Portfolio:0.1% ($246.6K/$459.5M)

921910725

VSGX|921910725

Shares:4.5K

Value:$246.5K

% of Portfolio:0.1% ($246.5K/$459.5M)

NIKE, Inc.

NKE|654106103

Shares:4.5K

Value:$243.5K

% of Portfolio:0.1% ($243.5K/$459.5M)

45782C417

Shares:7.0K

Value:$242.1K

% of Portfolio:0.1% ($242.1K/$459.5M)

ALLIANT ENERGY CORP

LNT|018802108

Shares:4.0K

Value:$241.3K

% of Portfolio:0.1% ($241.3K/$459.5M)

GLOBE LIFE INC.

GL|37959E102

Shares:2.0K

Value:$241.1K

% of Portfolio:0.1% ($241.1K/$459.5M)

EMCOR Group, Inc.

EME|29084Q100

Shares:639

Value:$239.8K

% of Portfolio:0.1% ($239.8K/$459.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LAM RESEARCH CORP(LRCXcusip512807306)	3.9K	QoQ -5.99% (-250) YoY-	All Managers (Combined)	$260.6K	0.1% ($260.6K/$459.5M)	QoQ -16.34% (-$50.9K) YoY-
(cusip25434V682)✕	8.3K	QoQ -18.45% (-1.9K) YoY-	All Managers (Combined)	$259.4K	0.1% ($259.4K/$459.5M)	QoQ -20.81% (-$68.2K) YoY-
(cusip46429B655)✕	5.1K	QoQ -12.44% (-727) YoY-	All Managers (Combined)	$257.2K	0.1% ($257.2K/$459.5M)	QoQ -13.54% (-$40.3K) YoY-
Walmart Inc.(WMTcusip931142103)	2.8K	QoQ +2.45% (-68) YoY-	All Managers (Combined)	$256.8K	0.1% ($256.8K/$459.5M)	QoQ -0.17% (-$449) YoY-
UNION PACIFIC CORP(UNPcusip907818108)	1.2K	QoQ -41.63% (-834) YoY-	All Managers (Combined)	$256.4K	0.1% ($256.4K/$459.5M)	QoQ -43.16% (-$194.7K) YoY-
(VGSHcusip92206C102)	4.4K	QoQ NEW(+4.4K) YoY-	All Managers (Combined)	$255.8K	0.1% ($255.8K/$459.5M)	QoQ NEW(+$255.8K) YoY-
RAMBUS INC(RMBScusip750917106)	5.5K	QoQ NEW(+5.5K) YoY-	All Managers (Combined)	$254.2K	0.1% ($254.2K/$459.5M)	QoQ NEW(+$254.2K) YoY-
EVERSOURCE ENERGY(EScusip30040W108)	4.5K	QoQ NEW(+4.5K) YoY-	All Managers (Combined)	$252.0K	0.1% ($252.0K/$459.5M)	QoQ NEW(+$252.0K) YoY-
(cusip46138E354)✕	3.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$251.7K	0.1% ($251.7K/$459.5M)	QoQ +3.05% (+$7.5K) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	3.5K	QoQ NEW(+3.5K) YoY-	All Managers (Combined)	$249.7K	0.1% ($249.7K/$459.5M)	QoQ NEW(+$249.7K) YoY-
(IEFcusip464287440)	2.6K	QoQ NEW(+2.6K) YoY-	All Managers (Combined)	$249.2K	0.1% ($249.2K/$459.5M)	QoQ NEW(+$249.2K) YoY-
Jazz Pharmaceuticals plc(JAZZcusipG50871105)	2.4K	QoQ -5.51% (-142) YoY-	All Managers (Combined)	$248.2K	0.1% ($248.2K/$459.5M)	QoQ -20.58% (-$64.3K) YoY-
DEVON ENERGY CORP/DE(DVNcusip25179M103)	8.9K	QoQ NEW(+8.9K) YoY-	All Managers (Combined)	$247.2K	0.1% ($247.2K/$459.5M)	QoQ NEW(+$247.2K) YoY-
AES CORP(AEScusip00130H105)	23.9K	QoQ +7.53% (-1.7K) YoY-	All Managers (Combined)	$246.6K	0.1% ($246.6K/$459.5M)	QoQ -7.85% (-$21.0K) YoY-
(VSGXcusip921910725)	4.5K	QoQ -0.40% (-18) YoY-	All Managers (Combined)	$246.5K	0.1% ($246.5K/$459.5M)	QoQ -1.17% (-$2.9K) YoY-
NIKE, Inc.(NKEcusip654106103)	4.5K	QoQ +9.08% (-373) YoY-	All Managers (Combined)	$243.5K	0.1% ($243.5K/$459.5M)	QoQ -16.65% (-$48.7K) YoY-
(cusip45782C417)✕	7.0K	QoQ NEW(+7.0K) YoY-	All Managers (Combined)	$242.1K	0.1% ($242.1K/$459.5M)	QoQ NEW(+$242.1K) YoY-
ALLIANT ENERGY CORP(LNTcusip018802108)	4.0K	QoQ -11.40% (-516) YoY-	All Managers (Combined)	$241.3K	0.1% ($241.3K/$459.5M)	QoQ -5.85% (-$15.0K) YoY-
GLOBE LIFE INC.(GLcusip37959E102)	2.0K	QoQ NEW(+2.0K) YoY-	All Managers (Combined)	$241.1K	0.1% ($241.1K/$459.5M)	QoQ NEW(+$241.1K) YoY-
EMCOR Group, Inc.(EMEcusip29084Q100)	639	QoQ NEW(+639) YoY-	All Managers (Combined)	$239.8K	0.1% ($239.8K/$459.5M)	QoQ NEW(+$239.8K) YoY-