Fiduciary Alliance LLC Portfolio Holdings

Fiduciary Alliance LLC

  • $1.34 Trillion
  • Q2 2025

Fiduciary Alliance LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.34 Trillion distributed in 479 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $60.2B, Apple Inc. with a value of $50.5B, Spdr S&P 500 ETF Trust with a value of $50B, Jpmorgan Chase & CO with a value of $42.4B, and Nvidia Corp with a value of $32.8B.

Examining the 13F form we can see an increase of $323B in the current position value, from $1.02T to 1.34T.

Fiduciary Alliance LLC is based out at Greenville, SC

Below you can find more details about Fiduciary Alliance LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.34 Trillion
ETFs: $403 Billion
Technology: $266 Billion
Financial Services: $169 Billion
Consumer Cyclical: $103 Billion
Healthcare: $81.8 Billion
Industrials: $67.4 Billion
Communication Services: $56.7 Billion
Energy: $43 Billion
Other: $75.6 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$50 Billion 3.73% of portfolio
80,883
Q2 2025 Added 7.32%
$0
$20.2 Billion 1.5% of portfolio
690,128
Q2 2025 Added 50.56%
$0
$19.2 Billion 1.43% of portfolio
473,195
Q2 2025 Added 1.4%
$0
$14.3 Billion 1.07% of portfolio
130,707
Q2 2025 Added 5.03%
$0
$12.7 Billion 0.95% of portfolio
138,363
Q2 2025 Added 23.97%
$0
$11.7 Billion 0.87% of portfolio
340,464
Q2 2025 Added 1.74%
$0
$10.2 Billion 0.76% of portfolio
407,125
Q2 2025 Reduced 2.62%
$0
$9.26 Billion 0.69% of portfolio
334,791
Q2 2025 New
$0
$8.81 Billion 0.66% of portfolio
332,619
Q2 2025 Reduced 34.51%
$0
$7.8 Billion 0.58% of portfolio
14,133
Q2 2025 Added 22.37%
$4.61B
$6.83 Billion 0.51% of portfolio
216,523
Q2 2025 Reduced 4.83%
$0
$6.86 Billion 0.51% of portfolio
52,294
Q2 2025 New
$0
$6.77 Billion 0.5% of portfolio
11,920
Q2 2025 Added 541.2%
$0
$6.72 Billion 0.5% of portfolio
105,157
Q2 2025 New
$0
$6.6 Billion 0.49% of portfolio
135,820
Q2 2025 Reduced 0.47%
$0
$6.38 Billion 0.48% of portfolio
149,300
Q2 2025 Reduced 2.47%
$0
$5.34 Billion 0.4% of portfolio
78,500
Q2 2025 Added 19.88%
$0
$4.83 Billion 0.36% of portfolio
13,177
Q2 2025 New
$0
$4.66 Billion 0.35% of portfolio
16,669
Q2 2025 Added 426.67%
$0
$4.56 Billion 0.34% of portfolio
72,275
Q2 2025 Added 7.62%
$0
$4.14 Billion 0.31% of portfolio
9,438
Q2 2025 Added 613.92%
$0
$3.85 Billion 0.29% of portfolio
181,777
Q2 2025 Reduced 2.9%
$0
$3.93 Billion 0.29% of portfolio
12,919
Q2 2025 Added 52.94%
$0
$3.74 Billion 0.28% of portfolio
114,428
Q2 2025 Added 12.71%
$0
$3.7 Billion 0.28% of portfolio
79,964
Q2 2025 Added 67.93%
$0
$3.61 Billion 0.27% of portfolio
65,437
Q2 2025 Reduced 39.81%
$0
$3.55 Billion 0.26% of portfolio
59,110
Q2 2025 Added 7.49%
$0
$3.31 Billion 0.25% of portfolio
72,454
Q2 2025 New
$0
$3.21 Billion 0.24% of portfolio
29,046
Q2 2025 Reduced 1.64%
$0
$3.23 Billion 0.24% of portfolio
35,021
Q2 2025 New
$0
$3.22 Billion 0.24% of portfolio
23,855
Q2 2025 Added 5.16%
$0
$3.12 Billion 0.23% of portfolio
41,310
Q2 2025 Added 9.86%
$0
$2.95 Billion 0.22% of portfolio
55,264
Q2 2025 Added 1,093.35%
$0
$2.79 Billion 0.21% of portfolio
67,417
Q2 2025 Added 1.95%
$0
$2.82 Billion 0.21% of portfolio
28,047
Q2 2025 Added 13.1%
$0
$2.67 Billion 0.2% of portfolio
47,213
Q2 2025 Added 0.05%
$0
$2.55 Billion 0.19% of portfolio
5,795
Q2 2025 Reduced 0.69%
$0
$2.56 Billion 0.19% of portfolio
25,392
Q2 2025 Added 482.65%
$0
$2.32 Billion 0.17% of portfolio
63,025
Q2 2025 Added 23.48%
$0
$2.28 Billion 0.17% of portfolio
3,444
Q2 2025 Added 406.47%
$0
$2.32 Billion 0.17% of portfolio
27,788
Q2 2025 Added 285.89%
$0
$2.18 Billion 0.16% of portfolio
11,968
Q2 2025 Reduced 15.25%
$0
$2.12 Billion 0.16% of portfolio
36,519
Q2 2025 Reduced 28.62%
$0
$2.13 Billion 0.16% of portfolio
39,208
Q2 2025 Added 21.21%
$0
$1.96 Billion 0.15% of portfolio
103,095
Q2 2025 Added 18.55%
$0
$1.98 Billion 0.15% of portfolio
23,420
Q2 2025 Added 28.53%
$0
$1.98 Billion 0.15% of portfolio
27,759
Q2 2025 Added 12.06%
$0
$2.06 Billion 0.15% of portfolio
86,698
Q2 2025 Reduced 1.72%
$0
$1.91 Billion 0.14% of portfolio
9,337
Q2 2025 Added 95.95%

Summary

  • Portfolio
  • No. of Stocks 479
  • Current Value $1.34 Trillion
  • Prior Value $1.02 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 102 stocks
  • Additional Purchases 248 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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