Fiduciary Alliance LLC Portfolio Holdings

Fiduciary Alliance LLC

  • $754 Billion
  • Q3 2024

Fiduciary Alliance LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $754 Billion distributed in 256 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $45.1B, Microsoft Corp with a value of $37.9B, Spdr S&P 500 ETF Trust with a value of $32.4B, Jpmorgan Chase & CO with a value of $23.5B, and Berkshire Hathaway Inc Class B with a value of $22.7B.

Examining the 13F form we can see an increase of $138B in the current position value, from $616B to 754B.

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 $754 Billion
ETFs: $232 Billion
Technology: $131 Billion
Financial Services: $94.7 Billion
Consumer Cyclical: $61.2 Billion
Healthcare: $51.3 Billion
Industrials: $40.2 Billion
Energy: $32.7 Billion
Consumer Defensive: $27.7 Billion
Other: $58.6 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$165B
$438 Million 0.06% of portfolio
19,924
Q3 2024 Added 66.78%
$97.5B
$422 Million 0.06% of portfolio
4,771
Q3 2024 Added 74.0%
$47.5B
$472 Million 0.06% of portfolio
1,985
Q3 2024 New
$39B
$481 Million 0.06% of portfolio
7,362
Q3 2024 Reduced 11.38%
$16.6B
$384 Million 0.05% of portfolio
6,765
Q3 2024 Added 50.0%
$58.9B
$388 Million 0.05% of portfolio
479
Q3 2024 New
$95.1B
$399 Million 0.05% of portfolio
1,717
Q3 2024 Added 33.93%
$54.3B
$360 Million 0.05% of portfolio
2,668
Q3 2024 Added 0.04%
$92.1B
$413 Million 0.05% of portfolio
1,990
Q3 2024 New
$149B
$397 Million 0.05% of portfolio
1,611
Q3 2024 Added 32.59%
$87.6B
$286 Million 0.04% of portfolio
7,052
Q3 2024 New
$150B
$313 Million 0.04% of portfolio
1,547
Q3 2024 Added 63.36%
$191B
$305 Million 0.04% of portfolio
7,306
Q3 2024 Reduced 8.83%
$38.5B
$336 Million 0.04% of portfolio
2,406
Q2 2024 Added 8.97%
$24.4B
$296 Million 0.04% of portfolio
8,500
Q3 2024 New
$148B
$272 Million 0.04% of portfolio
4,198
Q3 2024 Reduced 2.42%
$46.7B
$283 Million 0.04% of portfolio
1,987
Q3 2024 New
$96.6B
$321 Million 0.04% of portfolio
618
Q3 2024 Added 0.82%
$69.9B
$256 Million 0.03% of portfolio
1,001
Q3 2024 Reduced 0.2%
$47.6B
$236 Million 0.03% of portfolio
1,949
Q3 2024 New
$20.9B
$240 Million 0.03% of portfolio
1,475
Q3 2024 New
$33.6B
$234 Million 0.03% of portfolio
873
Q3 2024 New
$180B
$258 Million 0.03% of portfolio
416
Q3 2024 New
$144B
$246 Million 0.03% of portfolio
8,484
Q3 2024 Added 15.52%
$107B
$208 Million 0.03% of portfolio
1,649
Q3 2024 New
$44B
$214 Million 0.03% of portfolio
3,641
Q3 2024 New
$198B
$240 Million 0.03% of portfolio
1,275
Q3 2024 New
$38.4B
$232 Million 0.03% of portfolio
2,972
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 256
  • Current Value $754 Billion
  • Prior Value $616 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 54 stocks
  • Additional Purchases 140 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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