Fiduciary Advisors, Inc. Portfolio Holdings

Fiduciary Advisors, Inc.

  • $101 Billion
  • Q1 2025

Fiduciary Advisors, Inc. has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $101 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $10.2B, Vanguard Small Cap ETF with a value of $8.55B, Ihares Core 1 5 Years Usd Bond with a value of $8.45B, Vanguard Star Fd Vanguard Tota with a value of $8.01B, and Vanguard Mid Cap ETF with a value of $6.88B.

Examining the 13F form we can see an increase of $1.94B in the current position value, from $99.4B to 101B.

Fiduciary Advisors, Inc. is based out at St. Louis, MO

Below you can find more details about Fiduciary Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $101 Billion
ETFs: $99 Billion
Financial Services: $992 Million
Healthcare: $315 Million
Technology: $311 Million
Utilities: $227 Million
Consumer Defensive: $221 Million
Industrials: $80.8 Million
Communication Services: $73.6 Million
Other: $53.3 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25.6B
$152 Million 0.15% of portfolio
1,515
Q4 2024 New
$54.8B
$75.1 Million 0.07% of portfolio
687
Q4 2024 New
$17.8B
$59.2 Million 0.06% of portfolio
928
Q4 2024 New
$124B
$65.7 Million 0.06% of portfolio
2,593
Q1 2025 Reduced 2.22%
$112B
$40.7 Million 0.04% of portfolio
453
Q4 2024 New
$110B
$25.9 Million 0.03% of portfolio
247
Q4 2024 New
$59.7B
$30.8 Million 0.03% of portfolio
281
Q4 2024 New
$94.9B
$26.6 Million 0.03% of portfolio
156
Q4 2024 New
$141B
$23.3 Million 0.02% of portfolio
50
Q4 2024 New
$186B
$16.2 Million 0.02% of portfolio
357
Q4 2024 New
$120B
$15.1 Million 0.01% of portfolio
50
Q4 2024 New
$176B
$1.49 Million 0.0% of portfolio
3
Q4 2024 New
$149B
$556,000 0.0% of portfolio
8
Q4 2024 New
$56.8B
$228,000 0.0% of portfolio
1
Q4 2024 New
$47.1B
$4.32 Million 0.0% of portfolio
35
Q4 2024 New
$157B
$4.67 Million 0.0% of portfolio
15
Q4 2024 New
$82.5B
$859,000 0.0% of portfolio
25
Q4 2024 New
$154B
$3.5 Million 0.0% of portfolio
35
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $101 Billion
  • Prior Value $99.4 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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