Fiduciary Financial Group, LLC Portfolio Holdings
Fiduciary Financial Group, LLC
- $459 Billion
- Q1 2025
Fiduciary Financial Group, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $459 Billion distributed in 283 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Short Term Us Treasury with a value of $39.3B, Apple Inc. with a value of $33B, Dimensional ETF Tr U S Core Eq with a value of $19.4B, Ishares Trishares 0 3 Mnth Tre with a value of $18.2B, and Dimensional ETF Tr with a value of $18.2B.
Examining the 13F form we can see an decrease of $265M in the current position value, from $460B to 459B.
Fiduciary Financial Group, LLC is based out at San Rafael, CA
Below you can find more details about Fiduciary Financial Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 283
- Current Value $459 Billion
- Prior Value $460 Billion
- Filing
- Period Q1 2025
- Filing Date April 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 47 stocks
- Additional Purchases 113 stocks
- Sold out of 0 stocks
- Reduced holdings in 96 stocks