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
$725 Million 0.05% of portfolio
2,601
Q2 2025 New
$0
$713 Million 0.05% of portfolio
1,258
Q2 2025 Reduced 2.86%
$0
$674 Million 0.05% of portfolio
27,576
Q2 2025 Added 7.69%
$0
$719 Million 0.05% of portfolio
9,019
Q2 2025 Added 0.51%
$0
$606 Million 0.05% of portfolio
7,816
Q2 2025 Added 11.55%
$0
$596 Million 0.04% of portfolio
12,048
Q2 2025 Added 25.85%
$0
$578 Million 0.04% of portfolio
2,543
Q2 2025 Added 8.86%
$0
$590 Million 0.04% of portfolio
11,915
Q2 2025 New
$0
$568 Million 0.04% of portfolio
22,439
Q2 2025 Added 29.63%
$0
$545 Million 0.04% of portfolio
2,509
Q2 2025 New
$0
$498 Million 0.04% of portfolio
8,732
Q2 2025 Added 3.46%
$0
$596 Million 0.04% of portfolio
7,186
Q2 2025 Added 35.79%
$0
$494 Million 0.04% of portfolio
3,880
Q2 2025 New
$0
$510 Million 0.04% of portfolio
2,420
Q2 2025 New
$0
$599 Million 0.04% of portfolio
7,398
Q2 2025 Added 168.34%
$0
$572 Million 0.04% of portfolio
4,627
Q2 2025 Added 4.42%
$0
$492 Million 0.04% of portfolio
13,720
Q2 2025 Added 10.17%
$0
$480 Million 0.04% of portfolio
8,000
Q2 2025 Added 54.71%
$0
$382 Million 0.03% of portfolio
1,965
Q2 2025 Reduced 40.71%
$0
$411 Million 0.03% of portfolio
4,377
Q2 2025 Added 23.92%
$0
$393 Million 0.03% of portfolio
7,506
Q2 2025 New
$0
$387 Million 0.03% of portfolio
1,559
Q2 2025 Added 0.06%
$0
$377 Million 0.03% of portfolio
4,546
Q2 2025 Reduced 31.93%
$0
$419 Million 0.03% of portfolio
4,751
Q2 2025 Reduced 5.25%
$0
$445 Million 0.03% of portfolio
18,688
Q2 2025 Reduced 9.9%
$0
$454 Million 0.03% of portfolio
6,459
Q2 2025 Added 2.87%
$0
$456 Million 0.03% of portfolio
3,020
Q2 2025 Added 0.27%
$0
$413 Million 0.03% of portfolio
3,954
Q2 2025 Reduced 7.44%
$0
$349 Million 0.03% of portfolio
4,277
Q2 2025 Added 5.97%
$0
$356 Million 0.03% of portfolio
2,627
Q2 2025 Added 18.23%
$0
$344 Million 0.03% of portfolio
1,824
Q2 2025 Added 5.56%
$0
$346 Million 0.03% of portfolio
1,403
Q2 2025 Added 0.07%
$0
$405 Million 0.03% of portfolio
7,120
Q2 2025 Added 24.02%
$0
$353 Million 0.03% of portfolio
4,792
Q2 2025 New
$0
$362 Million 0.03% of portfolio
4,360
Q2 2025 Added 8.0%
$0
$317 Million 0.02% of portfolio
3,677
Q2 2025 Added 0.79%
$0
$271 Million 0.02% of portfolio
2,882
Q2 2025 Reduced 20.21%
$0
$239 Million 0.02% of portfolio
4,599
Q2 2025 New
$0
$202 Million 0.02% of portfolio
2,292
Q2 2025 New
$0
$253 Million 0.02% of portfolio
6,883
Q2 2025 Reduced 11.3%
$0
$260 Million 0.02% of portfolio
6,027
Q2 2025 Reduced 7.77%
$0
$241 Million 0.02% of portfolio
4,612
Q2 2025 New
$0
$287 Million 0.02% of portfolio
5,323
Q2 2025 New
$0
$210 Million 0.02% of portfolio
4,309
Q2 2025 New
$0
$323 Million 0.02% of portfolio
6,200
Q2 2025 Added 30.33%
$0
$261 Million 0.02% of portfolio
4,203
Q2 2025 Reduced 16.51%
$0
$302 Million 0.02% of portfolio
6,000
Q1 2025 New
$53.4B
$290 Million 0.02% of portfolio
4,649
Q2 2025 Added 0.28%
$0
$234 Million 0.02% of portfolio
7,128
Q2 2025 Added 0.35%

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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