Fiduciary Alliance LLC Portfolio Holdings

Fiduciary Alliance LLC

  • $1.02 Trillion
  • Q1 2025

Fiduciary Alliance LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.02 Trillion distributed in 385 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $51.9B, Spdr S&P 500 ETF Trust with a value of $42.2B, Microsoft Corp with a value of $38.4B, Jpmorgan Chase & CO with a value of $35.1B, and Berkshire Hathaway Inc Class B with a value of $29.6B.

Examining the 13F form we can see an increase of $28.3B in the current position value, from $989B to 1.02T.

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 $1.02 Trillion
ETFs: $281 Billion
Technology: $180 Billion
Financial Services: $148 Billion
Consumer Cyclical: $86.9 Billion
Healthcare: $71.3 Billion
Industrials: $52.8 Billion
Communication Services: $43.6 Billion
Energy: $42.3 Billion
Other: $63.3 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$699 Million 0.07% of portfolio
44,875
Q1 2025 New
$0
$492 Million 0.05% of portfolio
23,468
Q1 2025 New
$0
$371 Million 0.04% of portfolio
16,720
Q1 2025 Reduced 8.06%
$0
$321 Million 0.03% of portfolio
7,454
Q1 2025 New
$0
$266 Million 0.03% of portfolio
13,025
Q4 2024 New
$0
$176 Million 0.02% of portfolio
17,077
Q1 2025 Reduced 7.28%
$0
$165 Million 0.02% of portfolio
14,210
Q4 2024 New
$0
$99.6 Million 0.01% of portfolio
15,203
Q1 2025 New
$5.63M
$16.6 Million 0.0% of portfolio
40,000
Q4 2024 New
$0
$0 0.0% of portfolio
10,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 385
  • Current Value $1.02 Trillion
  • Prior Value $989 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 53 stocks
  • Additional Purchases 187 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 127 stocks
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