Fiduciary Alliance LLC Incresed Positions in Q4 2024

Fiduciary Alliance LLC

  • $989 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
32.7K
+ 16.92%
$221.69 - $259.02 $7.25M - $8.48M
226K $56.6B
AMZN
Amazon Com Inc

Consumer Cyclical
34.3K
+ 36.16%
$180.88 - $232.93 $6.2M - $7.99M
129K $28.3B
JPM
Jpmorgan Chase & CO

Financial Services
30.3K
+ 27.19%
$205.18 - $250.29 $6.22M - $7.58M
142K $34B
PLTR
Palantir Technologies Inc.

Technology
44.1K
+ 38.22%
$36.46 - $82.38 $1.61M - $3.63M
159K $12.1B
MSTR
Microstrategy Inc

Technology
15.1K
+ 95.41%
$162.69 - $473.83 $2.46M - $7.18M
31K $8.98B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
61.4K
+ 800.63%
$91.29 - $91.8 $5.61M - $5.64M
69.1K $6.32B
AVGO
Broadcom Inc.

Technology
22.3K
+ 422.38%
$159.67 - $250.0 $3.57M - $5.59M
27.6K $6.41B
TSLA
Tesla, Inc.

Consumer Cyclical
11.4K
+ 202.41%
$213.65 - $479.86 $2.44M - $5.49M
17.1K $6.9B
KMI
Kinder Morgan, Inc.

Energy
153K
+ 105.75%
$22.59 - $28.54 $3.46M - $4.37M
298K $8.16B
Ishares Bitcoin Trust ETF
23.1K
+ 10.51%
N/A
243K $12.9B
MSFT
Microsoft Corp

Technology
12.3K
+ 13.95%
$406.35 - $454.46 $4.99M - $5.58M
100K $42.3B
META
Meta Platforms, Inc.

Communication Services
7.06K
+ 305.32%
$554.08 - $632.68 $3.91M - $4.46M
9.37K $5.48B
GOOGL
Alphabet Inc.

Communication Services
14.6K
+ 27.42%
$161.86 - $196.66 $2.36M - $2.87M
67.7K $12.8B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
27.1K
+ 35.32%
$47.29 - $84.74 $1.28M - $2.3M
104K $7.68B
SPY
Spdr S&P 500 ETF Trust

ETFs
5.27K
+ 9.33%
$567.81 - $607.81 $2.99M - $3.2M
61.7K $36.2B
WMT
Walmart Inc.

Consumer Defensive
38.9K
+ 217.87%
$79.1 - $95.7 $3.07M - $3.72M
56.7K $5.12B
ORCL
Oracle Corp

Technology
22.2K
+ 140.84%
$165.41 - $192.43 $3.68M - $4.28M
38K $6.34B
GOOG
Alphabet Inc.

Communication Services
16.5K
+ 101.82%
$163.08 - $198.16 $2.69M - $3.27M
32.7K $6.23B
UNH
Unitedhealth Group Inc

Healthcare
7.15K
+ 260.66%
$485.52 - $625.25 $3.47M - $4.47M
9.89K $5B
V
Visa Inc.

Financial Services
8.28K
+ 180.73%
$273.87 - $320.91 $2.27M - $2.66M
12.9K $4.07B
HD
Home Depot, Inc.

Consumer Cyclical
8.63K
+ 21.84%
$385.02 - $431.37 $3.32M - $3.72M
48.2K $18.7B
CMCSA
Comcast Corp

Communication Services
71.8K
+ 982.81%
$37.39 - $45.14 $2.68M - $3.24M
79.1K $2.97B
MS
Morgan Stanley

Financial Services
3.74K
+ 4.0%
$104.42 - $134.99 $390K - $504K
97K $12.2B
MA
Mastercard Inc

Financial Services
4.43K
+ 141.23%
$491.3 - $536.15 $2.18M - $2.37M
7.57K $3.98B
SCHG
Schwab Strategic Tr Us Large C

ETFs
334K
+ 366.52%
$25.93 - $105.3 $8.66M - $35.2M
425K $11.9B
PWR
Quanta Services, Inc.

Industrials
5.64K
+ 26.58%
$296.05 - $346.6 $1.67M - $1.96M
26.9K $8.49B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
10.7K
+ 661.17%
$172.07 - $207.36 $1.85M - $2.23M
12.4K $2.44B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
316K
+ 277.58%
$26.93 - $84.95 $8.52M - $26.9M
430K $11.8B
ISRG
Intuitive Surgical Inc

Healthcare
3.15K
+ 33.71%
$471.27 - $550.62 $1.48M - $1.74M
12.5K $6.52B
ABBV
Abb Vie Inc.

Healthcare
10.9K
+ 223.41%
$164.99 - $203.87 $1.81M - $2.23M
15.8K $2.82B
MLPX
Global X Mlp & Energy Infrastr

ETFs
20.1K
+ 27.21%
$54.89 - $64.32 $1.11M - $1.3M
94.2K $5.7B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.41K
+ 8.96%
$442.29 - $483.08 $1.95M - $2.13M
53.7K $24.3B
MCO
Moodys Corp

Financial Services
3.51K
+ 32.48%
$454.04 - $500.88 $1.59M - $1.76M
14.3K $6.78B
Ishares Ethereum Trust ETF
55.1K
+ 210.19%
N/A
81.3K $2.06B
LOW
Lowes Companies Inc

Consumer Cyclical
6.38K
+ 338.23%
$244.52 - $284.07 $1.56M - $1.81M
8.27K $2.04B
ELV
Elevance Health, Inc.

Healthcare
4.34K
+ 701.94%
$365.96 - $514.62 $1.59M - $2.23M
4.96K $1.83B
BAC
Bank Of America Corp

Financial Services
31.4K
+ 127.16%
$39.22 - $47.77 $1.23M - $1.5M
56K $2.46B
LLY
Eli Lilly & CO

Healthcare
2.46K
+ 66.0%
$727.2 - $932.06 $1.79M - $2.29M
6.19K $4.78B
PYPL
Pay Pal Holdings, Inc.

Financial Services
8.78K
+ 9.92%
$77.25 - $91.3 $678K - $802K
97.3K $8.31B
PG
Procter & Gamble CO

Consumer Defensive
8.07K
+ 169.12%
$161.05 - $179.7 $1.3M - $1.45M
12.8K $2.15B
WM
Waste Management Inc

Industrials
6.42K
+ 322.46%
$201.79 - $228.46 $1.29M - $1.47M
8.41K $1.7B
Fidelity Wise Origin Bitcoin Fund
902
+ 1.96%
N/A
46.9K $3.83B
SO
Southern CO

Utilities
16.1K
+ 153.39%
$81.5 - $94.15 $1.31M - $1.51M
26.5K $2.19B
COP
Conocophillips

Energy
22.4K
+ 13.63%
$95.12 - $114.72 $2.13M - $2.57M
187K $18.5B
ABT
Abbott Laboratories

Healthcare
10.6K
+ 145.56%
$111.93 - $119.39 $1.19M - $1.27M
17.9K $2.03B
T
At&T Inc.

Communication Services
51.7K
+ 259.7%
$21.22 - $23.88 $1.1M - $1.24M
71.7K $1.63B
COIN
Coinbase Global, Inc.

Technology
1.87K
+ 19.54%
$163.17 - $343.62 $305K - $643K
11.5K $2.84B
CME
Cme Group Inc.

Financial Services
3.57K
+ 17.93%
$221.17 - $246.02 $790K - $879K
23.5K $5.45B
ACN
Accenture PLC

Technology
2.89K
+ 105.68%
$343.9 - $376.86 $992K - $1.09M
5.62K $1.98B
Activity Summary
Buys All Purchases 302 New Holdings 114 Increased Positions 188 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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