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

Page 6 of 15

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PROCTER & GAMBLE Co

PG|742718109

Shares:4.1K

Value:$675.7K

% of Portfolio:0.1% ($675.7K/$459.5M)

922908629

VO|922908629

Shares:2.7K

Value:$640.9K

% of Portfolio:0.1% ($640.9K/$459.5M)

HOME DEPOT, INC.

HD|437076102

Shares:1.8K

Value:$633.0K

% of Portfolio:0.1% ($633.0K/$459.5M)

464288679

Shares:5.7K

Value:$623.7K

% of Portfolio:0.1% ($623.7K/$459.5M)

Tesla, Inc.

TSLA|88160R101

Shares:2.5K

Value:$621.4K

% of Portfolio:0.1% ($621.4K/$459.5M)

45782C532

Shares:18.5K

Value:$618.0K

% of Portfolio:0.1% ($618.0K/$459.5M)

45782C383

Shares:15.7K

Value:$599.5K

% of Portfolio:0.1% ($599.5K/$459.5M)

25434V625

Shares:10.5K

Value:$598.8K

% of Portfolio:0.1% ($598.8K/$459.5M)

46429B689

EFAV|46429B689

Shares:7.7K

Value:$590.1K

% of Portfolio:0.1% ($590.1K/$459.5M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:10.2K

Value:$576.4K

% of Portfolio:0.1% ($576.4K/$459.5M)

CHEVRON CORP

CVX|166764100

Shares:4.3K

Value:$574.3K

% of Portfolio:0.1% ($574.3K/$459.5M)

ELI LILLY & Co

LLY|532457108

Shares:788

Value:$568.3K

% of Portfolio:0.1% ($568.3K/$459.5M)

46435U473

Shares:12.6K

Value:$568.3K

% of Portfolio:0.1% ($568.3K/$459.5M)

46641Q332

Shares:10.5K

Value:$559.1K

% of Portfolio:0.1% ($559.1K/$459.5M)

46428Q109

Shares:19.6K

Value:$554.0K

% of Portfolio:0.1% ($554.0K/$459.5M)

45782C631

Shares:18.6K

Value:$550.8K

% of Portfolio:0.1% ($550.8K/$459.5M)

Broadcom Inc.

AVGO|11135F101

Shares:3.1K

Value:$541.2K

% of Portfolio:0.1% ($541.2K/$459.5M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.1K

Value:$538.8K

% of Portfolio:0.1% ($538.8K/$459.5M)

46435G425

ESGU|46435G425

Shares:4.6K

Value:$523.9K

% of Portfolio:0.1% ($523.9K/$459.5M)

464287630

IWN|464287630

Shares:3.9K

Value:$523.8K

% of Portfolio:0.1% ($523.8K/$459.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PROCTER & GAMBLE Co(PGcusip742718109)	4.1K	QoQ +11.82% (+437) YoY-	All Managers (Combined)	$675.7K	0.1% ($675.7K/$459.5M)	QoQ +15.37% (+$90.1K) YoY-
(VOcusip922908629)	2.7K	QoQ +106.24% (+1.4K) YoY-	All Managers (Combined)	$640.9K	0.1% ($640.9K/$459.5M)	QoQ +88.02% (+$300.1K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	1.8K	QoQ +6.35% (-107) YoY-	All Managers (Combined)	$633.0K	0.1% ($633.0K/$459.5M)	QoQ -3.53% (-$23.2K) YoY-
(cusip464288679)✕	5.7K	QoQ +29.28% (+1.3K) YoY-	All Managers (Combined)	$623.7K	0.1% ($623.7K/$459.5M)	QoQ +29.24% (+$141.1K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	2.5K	QoQ -8.98% (-243) YoY-	All Managers (Combined)	$621.4K	0.1% ($621.4K/$459.5M)	QoQ -41.80% (-$446.4K) YoY-
(cusip45782C532)✕	18.5K	QoQ NEW(+18.5K) YoY-	All Managers (Combined)	$618.0K	0.1% ($618.0K/$459.5M)	QoQ NEW(+$618.0K) YoY-
(cusip45782C383)✕	15.7K	QoQ +17.84% (+2.4K) YoY-	All Managers (Combined)	$599.5K	0.1% ($599.5K/$459.5M)	QoQ +12.63% (+$67.2K) YoY-
(cusip25434V625)✕	10.5K	QoQ +0.25% (-27) YoY-	All Managers (Combined)	$598.8K	0.1% ($598.8K/$459.5M)	QoQ -9.90% (-$65.8K) YoY-
(EFAVcusip46429B689)	7.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$590.1K	0.1% ($590.1K/$459.5M)	QoQ +9.15% (+$49.5K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	10.2K	QoQ -12.76% (-1.5K) YoY-	All Managers (Combined)	$576.4K	0.1% ($576.4K/$459.5M)	QoQ -15.95% (-$109.4K) YoY-
CHEVRON CORP(CVXcusip166764100)	4.3K	QoQ -11.06% (-529) YoY-	All Managers (Combined)	$574.3K	0.1% ($574.3K/$459.5M)	QoQ -21.60% (-$158.3K) YoY-
ELI LILLY & Co(LLYcusip532457108)	788	QoQ +0.12% (-1) YoY-	All Managers (Combined)	$568.3K	0.1% ($568.3K/$459.5M)	QoQ -9.75% (-$61.4K) YoY-
(cusip46435U473)✕	12.6K	QoQ +6.04% (+720) YoY-	All Managers (Combined)	$568.3K	0.1% ($568.3K/$459.5M)	QoQ +3.89% (+$21.3K) YoY-
(cusip46641Q332)✕	10.5K	QoQ +170.67% (+6.6K) YoY-	All Managers (Combined)	$559.1K	0.1% ($559.1K/$459.5M)	QoQ +153.60% (+$338.7K) YoY-
(cusip46428Q109)✕	19.6K	QoQ -6.39% (-1.3K) YoY-	All Managers (Combined)	$554.0K	0.1% ($554.0K/$459.5M)	QoQ -4.12% (-$23.8K) YoY-
(cusip45782C631)✕	18.6K	QoQ +155.48% (+11.3K) YoY-	All Managers (Combined)	$550.8K	0.1% ($550.8K/$459.5M)	QoQ +158.71% (+$337.9K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	3.1K	QoQ -4.81% (-159) YoY-	All Managers (Combined)	$541.2K	0.1% ($541.2K/$459.5M)	QoQ -26.88% (-$199.0K) YoY-
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.1K	QoQ +1.94% (-21) YoY-	All Managers (Combined)	$538.8K	0.1% ($538.8K/$459.5M)	QoQ -10.86% (-$65.7K) YoY-
(ESGUcusip46435G425)	4.6K	QoQ NEW(+4.6K) YoY-	All Managers (Combined)	$523.9K	0.1% ($523.9K/$459.5M)	QoQ NEW(+$523.9K) YoY-
(IWNcusip464287630)	3.9K	QoQ +1.71% (-65) YoY-	All Managers (Combined)	$523.8K	0.1% ($523.8K/$459.5M)	QoQ -13.52% (-$81.9K) YoY-