Fiduciary Alliance LLC Portfolio Holdings

Fiduciary Alliance LLC

  • $1.49 Trillion
  • Q3 2025

Fiduciary Alliance LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.49 Trillion distributed in 501 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $62.6B, Microsoft Corp with a value of $61.7B, Spdr S&P 500 ETF Trust with a value of $55.2B, Jpmorgan Chase & CO with a value of $43.2B, and Nvidia Corp with a value of $38.2B.

Examining the 13F form we can see an increase of $152B in the current position value, from $1.34T to 1.49T.

Fiduciary Alliance LLC is based out at Greenville, SC

Below you can find more details about Fiduciary Alliance LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.49 Trillion
ETFs: $452 Billion
Technology: $313 Billion
Financial Services: $166 Billion
Consumer Cyclical: $133 Billion
Healthcare: $78.1 Billion
Industrials: $67.5 Billion
Communication Services: $58.9 Billion
Energy: $42.4 Billion
Other: $82.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$490B
$4.85 Billion 0.32% of portfolio
43,021
Q3 2025 Reduced 2.74%
$512B
$4.4 Billion 0.3% of portfolio
7,742
Q3 2025 Reduced 0.91%
$255B
$4.37 Billion 0.29% of portfolio
13,163
Q3 2025 Reduced 2.6%
$300B
$4.18 Billion 0.28% of portfolio
12,110
Q3 2025 Reduced 14.67%
$193B
$4.19 Billion 0.28% of portfolio
36,598
Q3 2025 Reduced 44.92%
$59.5B
$3.95 Billion 0.26% of portfolio
86,481
Q3 2025 Reduced 6.37%
$228B
$3.76 Billion 0.25% of portfolio
28,094
Q3 2025 Added 4.77%
$141B
$3.7 Billion 0.25% of portfolio
145,263
Q3 2025 Added 46.4%
$96.4B
$3.55 Billion 0.24% of portfolio
28,697
Q3 2025 Added 0.17%
$593B
$3.41 Billion 0.23% of portfolio
12,109
Q3 2025 Added 2.83%
$413B
$3.41 Billion 0.23% of portfolio
66,189
Q3 2025 Reduced 1.07%
-
$3.27 Billion 0.22% of portfolio
-
Q3 2025 Added 0.19%
$46.4B
$3.21 Billion 0.22% of portfolio
13,334
Q3 2025 Added 27.78%
$533B
$3.07 Billion 0.21% of portfolio
8,990
Q3 2025 Reduced 3.07%
$303B
$3.12 Billion 0.21% of portfolio
20,093
Q3 2025 Reduced 0.81%
$174B
$3.19 Billion 0.21% of portfolio
21,485
Q3 2025 Reduced 5.14%
$72.7B
$3.14 Billion 0.21% of portfolio
16,012
Q3 2025 Reduced 11.45%
$13.5B
$2.93 Billion 0.2% of portfolio
36,110
Q3 2025 Added 541.96%
$115B
$2.97 Billion 0.2% of portfolio
6,049
Q3 2025 Reduced 2.69%
$258B
$2.84 Billion 0.19% of portfolio
16,998
Q3 2025 Reduced 4.15%
$136B
$2.68 Billion 0.18% of portfolio
7,246
Q3 2025 Reduced 2.01%
$224B
$2.53 Billion 0.17% of portfolio
8,329
Q3 2025 Reduced 2.69%
$77.2B
$2.5 Billion 0.17% of portfolio
11,752
Q3 2025 Reduced 3.89%
$98.6B
$2.5 Billion 0.17% of portfolio
26,396
Q3 2025 Reduced 2.32%
$33.6B
$2.47 Billion 0.17% of portfolio
20,411
Q3 2025 Reduced 12.44%
$120B
$2.54 Billion 0.17% of portfolio
80,900
Q3 2025 Reduced 5.52%
$3.16B
$2.46 Billion 0.16% of portfolio
123,825
Q3 2025 New
$765M
$2.33 Billion 0.16% of portfolio
356,766
Q3 2025 New
$42.8B
$2.17 Billion 0.15% of portfolio
24,572
Q3 2025 Reduced 1.76%
$346B
$2.17 Billion 0.15% of portfolio
14,138
Q3 2025 Reduced 4.82%
$181B
$2.13 Billion 0.14% of portfolio
21,733
Q3 2025 Added 43.5%
$193B
$2.1 Billion 0.14% of portfolio
4,686
Q3 2025 Reduced 68.99%
$79.6B
$2.16 Billion 0.14% of portfolio
17,459
Q3 2025 Reduced 11.9%
$9.31B
$2.11 Billion 0.14% of portfolio
92,655
Q3 2025 Added 46.6%
$140B
$2 Billion 0.13% of portfolio
7,955
Q3 2025 Reduced 7.14%
$30.9B
$1.97 Billion 0.13% of portfolio
15,665
Q3 2025 Reduced 3.95%
$15.7B
$1.93 Billion 0.13% of portfolio
7,623
Q3 2025 Reduced 11.62%
$270B
$1.93 Billion 0.13% of portfolio
27,044
Q3 2025 Reduced 25.32%
$20.1B
$1.97 Billion 0.13% of portfolio
328,008
Q3 2025 New
$8.99B
$1.97 Billion 0.13% of portfolio
56,790
Q3 2025 New
$161B
$1.79 Billion 0.12% of portfolio
1,656
Q3 2025 Reduced 12.75%
$30B
$1.75 Billion 0.12% of portfolio
6,713
Q3 2025 Reduced 3.77%
$14B
$1.72 Billion 0.12% of portfolio
25,455
Q3 2025 Added 2.08%
$85.9B
$1.76 Billion 0.12% of portfolio
7,959
Q3 2025 Reduced 0.21%
$172B
$1.73 Billion 0.12% of portfolio
39,403
Q3 2025 Added 20.65%
$11.6B
$1.74 Billion 0.12% of portfolio
47,533
Q3 2025 Added 60.11%
$279B
$1.58 Billion 0.11% of portfolio
5,913
Q3 2025 Reduced 1.81%
$170B
$1.72 Billion 0.11% of portfolio
11,869
Q3 2025 Added 2.24%
$35B
$1.58 Billion 0.11% of portfolio
13,798
Q3 2025 Reduced 5.25%

Summary

  • Portfolio
  • No. of Stocks 501
  • Current Value $1.49 Trillion
  • Prior Value $1.34 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 34 stocks
  • Additional Purchases 231 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 212 stocks
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