Fiduciary Financial Group, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $460 Billion distributed in 276 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $41.4B, Schwab Short Term Us Treasury with a value of $35.9B, Ishares Trishares 0 3 Mnth Tre with a value of $21B, Dimensional ETF Tr U S Core Eq with a value of $20.6B, and Vaneck Morningstar Wide Moat E with a value of $18.5B.

Examining the 13F form we can see an increase of $24.2B in the current position value, from $435B to 460B.

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.

Portfolio value $460 Billion
ETFs: $323 Billion
Technology: $64.1 Billion
Financial Services: $16.4 Billion
Communication Services: $6.94 Billion
Healthcare: $6.71 Billion
Consumer Cyclical: $6.7 Billion
Industrials: $5.42 Billion
Consumer Defensive: $4.35 Billion
Other: $8.01 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 276
  • Current Value $460 Billion
  • Prior Value $435 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 44 stocks
  • Additional Purchases 119 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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