Fiduciary Financial Group, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $435 Billion distributed in 258 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.5B, Schwab Short Term Us Treasury with a value of $35.5B, Dimensional ETF Tr U S Core Eq with a value of $19.9B, Vaneck Morningstar Wide Moat E with a value of $18.8B, and Dimensional ETF Tr with a value of $18.3B.
Examining the 13F form we can see an increase of $21.3B in the current position value, from $414B to 435B.
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
$435 Billion
ETFs: $306 Billion
Technology: $61.5 Billion
Financial Services: $16.7 Billion
Healthcare: $7.01 Billion
Communication Services: $6.42 Billion
Consumer Cyclical: $5.61 Billion
Industrials: $5.23 Billion
Consumer Defensive: $5.12 Billion
Other: $9.07 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
