Fiduciary Financial Group, LLC Portfolio Holdings
Fiduciary Financial Group, LLC
- $414 Billion
- Q2 2024
Fiduciary Financial Group, LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $414 Billion distributed in 255 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.9B, Schwab Short Term Us Treasury with a value of $32B, Dimensional ETF Tr U S Core Eq with a value of $17.8B, Vaneck Morningstar Wide Moat E with a value of $17.3B, and Dimensional ETF Tr with a value of $16.7B.
Examining the 13F form we can see an increase of $414B in the current position value.
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 $200 Billions or more
Summary
- Portfolio
- No. of Stocks 255
- Current Value $414 Billion
- Filing
- Period Q2 2024
- Filing Date July 17, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 255 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks