Fiduciary Alliance LLC Portfolio Holdings

Fiduciary Alliance LLC

  • $989 Billion
  • Q4 2024

Fiduciary Alliance LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $989 Billion distributed in 353 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $56.6B, Microsoft Corp with a value of $42.3B, Spdr S&P 500 ETF Trust with a value of $36.2B, Jpmorgan Chase & CO with a value of $34B, and Amazon Com Inc with a value of $28.3B.

Examining the 13F form we can see an increase of $235B in the current position value, from $754B to 989B.

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 $989 Billion
ETFs: $254 Billion
Technology: $195 Billion
Financial Services: $137 Billion
Consumer Cyclical: $85 Billion
Healthcare: $65.6 Billion
Industrials: $58.6 Billion
Communication Services: $40.1 Billion
Energy: $39.6 Billion
Other: $73.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$84.7B
$476 Million 0.05% of portfolio
3,688
Q4 2024 Added 0.93%
$55.4B
$451 Million 0.05% of portfolio
2,338
Q4 2024 New
$26.2B
$450 Million 0.05% of portfolio
2,417
Q4 2024 New
$38.4B
$499 Million 0.05% of portfolio
7,392
Q4 2024 Added 0.41%
$47.1B
$451 Million 0.05% of portfolio
3,443
Q4 2024 Added 73.28%
$122B
$470 Million 0.05% of portfolio
5,884
Q4 2024 New
$5.86B
$506 Million 0.05% of portfolio
9,541
Q4 2024 Added 400.05%
$26.4B
$453 Million 0.05% of portfolio
3,754
Q4 2024 Reduced 9.43%
$40.8B
$517 Million 0.05% of portfolio
2,458
Q4 2024 Added 23.83%
$103B
$482 Million 0.05% of portfolio
2,725
Q4 2024 New
$44.3B
$506 Million 0.05% of portfolio
2,920
Q4 2024 New
$15.7B
$479 Million 0.05% of portfolio
6,266
Q4 2024 New
$64.3B
$353 Million 0.04% of portfolio
1,256
Q4 2024 Added 5.1%
$2.64B
$397 Million 0.04% of portfolio
23,646
Q4 2024 New
$16.9B
$435 Million 0.04% of portfolio
7,430
Q4 2024 Added 9.83%
$8.96B
$398 Million 0.04% of portfolio
8,322
Q4 2024 New
$279B
$385 Million 0.04% of portfolio
1,153
Q4 2024 Reduced 8.64%
$4.73B
$363 Million 0.04% of portfolio
11,879
Q4 2024 Added 7.57%
$73.6B
$430 Million 0.04% of portfolio
1,631
Q4 2024 New
$17.9B
$395 Million 0.04% of portfolio
2,432
Q4 2024 Added 64.88%
$0
$398 Million 0.04% of portfolio
18,186
Q4 2024 Added 0.64%
$10.8B
$376 Million 0.04% of portfolio
5,027
Q4 2024 New
$51.6B
$373 Million 0.04% of portfolio
3,044
Q4 2024 Added 14.09%
$161B
$392 Million 0.04% of portfolio
787
Q4 2024 New
$427B
$349 Million 0.04% of portfolio
391
Q4 2024 New
$128B
$253 Million 0.03% of portfolio
4,475
Q4 2024 New
$143B
$308 Million 0.03% of portfolio
4,168
Q4 2024 Reduced 0.71%
$239B
$303 Million 0.03% of portfolio
2,514
Q4 2024 Added 33.3%
$133B
$301 Million 0.03% of portfolio
1,850
Q4 2024 Added 19.59%
$85.7B
$325 Million 0.03% of portfolio
2,580
Q4 2024 New
$45.7B
$282 Million 0.03% of portfolio
5,230
Q4 2024 New
$104B
$270 Million 0.03% of portfolio
5,165
Q4 2024 New
$147B
$260 Million 0.03% of portfolio
9,803
Q4 2024 Added 15.55%
$44.8B
$323 Million 0.03% of portfolio
2,406
Q2 2024 Added 8.97%
$170B
$340 Million 0.03% of portfolio
541
Q4 2024 Added 30.05%
-
$261 Million 0.03% of portfolio
-
Q4 2024 Reduced 9.19%
$12.8B
$267 Million 0.03% of portfolio
4,644
Q4 2024 New
$30B
$249 Million 0.03% of portfolio
873
Q3 2024 New
$91.9B
$276 Million 0.03% of portfolio
3,649
Q4 2024 Reduced 23.52%
$46.9B
$281 Million 0.03% of portfolio
4,590
Q4 2024 New
$16.3B
$285 Million 0.03% of portfolio
5,169
Q4 2024 New
$54.3B
$281 Million 0.03% of portfolio
1,196
Q4 2024 New
$12.2B
$330 Million 0.03% of portfolio
4,111
Q4 2024 New
$0
$274 Million 0.03% of portfolio
13,025
Q4 2024 New
$97.9B
$252 Million 0.03% of portfolio
914
Q4 2024 New
$38.9B
$249 Million 0.03% of portfolio
3,263
Q4 2024 New
$544M
$282 Million 0.03% of portfolio
2,125
Q3 2024 New
$63.4B
$296 Million 0.03% of portfolio
6,186
Q4 2024 New
$9.31B
$262 Million 0.03% of portfolio
3,040
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 353
  • Current Value $989 Billion
  • Prior Value $754 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 114 stocks
  • Additional Purchases 188 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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