Fiduciary Alliance LLC Portfolio Holdings

Fiduciary Alliance LLC

  • $1.49 Trillion
  • Q3 2025

Fiduciary Alliance LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.49 Trillion distributed in 501 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $62.6B, Microsoft Corp with a value of $61.7B, Spdr S&P 500 ETF Trust with a value of $55.2B, Jpmorgan Chase & CO with a value of $43.2B, and Nvidia Corp with a value of $38.2B.

Examining the 13F form we can see an increase of $152B in the current position value, from $1.34T to 1.49T.

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 $1.49 Trillion
ETFs: $452 Billion
Technology: $313 Billion
Financial Services: $166 Billion
Consumer Cyclical: $133 Billion
Healthcare: $78.1 Billion
Industrials: $67.5 Billion
Communication Services: $58.9 Billion
Energy: $42.4 Billion
Other: $82.1 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.21T
$62.6 Billion 4.2% of portfolio
246,042
Q3 2025 Added 0.0%
$3.85T
$61.7 Billion 4.14% of portfolio
119,188
Q3 2025 Reduced 1.53%
$887B
$43.2 Billion 2.9% of portfolio
137,046
Q3 2025 Reduced 6.4%
$455B
$38.2 Billion 2.56% of portfolio
204,546
Q3 2025 Reduced 1.56%
$2.21T
$33.3 Billion 2.23% of portfolio
151,653
Q3 2025 Added 1.83%
$646B
$28.2 Billion 1.89% of portfolio
56,082
Q3 2025 Reduced 0.91%
$459B
$26.6 Billion 1.79% of portfolio
149,096
Q3 2025 Added 6.98%
$357B
$22.1 Billion 1.48% of portfolio
121,083
Q3 2025 Reduced 16.35%
$1.5T
$20.3 Billion 1.36% of portfolio
83,614
Q3 2025 Added 3.16%
$398B
$18.3 Billion 1.23% of portfolio
45,178
Q3 2025 Reduced 0.53%
$274B
$15.1 Billion 1.01% of portfolio
94,803
Q3 2025 Reduced 3.74%
$1.41T
$12.7 Billion 0.85% of portfolio
28,665
Q3 2025 Added 8.96%
$506B
$11.6 Billion 0.78% of portfolio
62,624
Q3 2025 Reduced 0.61%
$291B
$10.8 Billion 0.72% of portfolio
104,421
Q3 2025 Added 12.29%
$414B
$8.49 Billion 0.57% of portfolio
9,175
Q3 2025 Reduced 6.72%
$769B
$8.07 Billion 0.54% of portfolio
10,571
Q3 2025 Added 3.1%
$254B
$7.33 Billion 0.49% of portfolio
25,980
Q3 2025 Added 40.99%
$1.56T
$7.21 Billion 0.48% of portfolio
29,607
Q3 2025 Reduced 5.27%
$1.54T
$6.94 Billion 0.46% of portfolio
24,831
Q3 2025 Added 60.38%
$551B
$6.46 Billion 0.43% of portfolio
5,390
Q3 2025 Added 3.32%
$410B
$4.86 Billion 0.33% of portfolio
20,976
Q3 2025 Reduced 0.32%
$414B
$4.81 Billion 0.32% of portfolio
4,965
Q3 2025 Added 103.4%
$470B
$4.85 Billion 0.32% of portfolio
43,021
Q3 2025 Reduced 2.74%
$540B
$4.4 Billion 0.3% of portfolio
7,742
Q3 2025 Reduced 0.91%
$261B
$4.37 Billion 0.29% of portfolio
13,163
Q3 2025 Reduced 2.6%
$341B
$4.18 Billion 0.28% of portfolio
12,110
Q3 2025 Reduced 14.67%
$204B
$4.19 Billion 0.28% of portfolio
36,598
Q3 2025 Reduced 44.92%
$227B
$3.76 Billion 0.25% of portfolio
28,094
Q3 2025 Added 4.77%
$747B
$3.41 Billion 0.23% of portfolio
12,109
Q3 2025 Added 2.83%
$418B
$3.41 Billion 0.23% of portfolio
66,189
Q3 2025 Reduced 1.07%
$563B
$3.07 Billion 0.21% of portfolio
8,990
Q3 2025 Reduced 3.07%
$302B
$3.12 Billion 0.21% of portfolio
20,093
Q3 2025 Reduced 0.81%
$236B
$2.84 Billion 0.19% of portfolio
16,998
Q3 2025 Reduced 4.15%
$226B
$2.53 Billion 0.17% of portfolio
8,329
Q3 2025 Reduced 2.69%
$360B
$2.17 Billion 0.15% of portfolio
14,138
Q3 2025 Reduced 4.82%
$254B
$1.93 Billion 0.13% of portfolio
27,044
Q3 2025 Reduced 25.32%
$325B
$1.58 Billion 0.11% of portfolio
5,913
Q3 2025 Reduced 1.81%
$212B
$1.67 Billion 0.11% of portfolio
11,909
Q3 2025 Reduced 4.91%
$290B
$1.47 Billion 0.1% of portfolio
21,459
Q3 2025 Reduced 3.2%
$219B
$1.36 Billion 0.09% of portfolio
16,192
Q3 2025 Reduced 7.67%
$388B
$1.35 Billion 0.09% of portfolio
8,336
Q3 2025 Added 3.03%
$296B
$1.38 Billion 0.09% of portfolio
20,784
Q3 2025 Reduced 1.26%
$286B
$1.22 Billion 0.08% of portfolio
5,104
Q3 2025 Added 0.83%
$331B
$1.15 Billion 0.08% of portfolio
3,827
Q3 2025 Added 0.53%
$280B
$1 Billion 0.07% of portfolio
2,095
Q3 2025 Reduced 2.29%
$261B
$1.09 Billion 0.07% of portfolio
1,366
Q3 2025 Added 2.17%
$245B
$825 Million 0.06% of portfolio
5,086
Q3 2025 Reduced 5.8%
$254B
$692 Million 0.05% of portfolio
2,918
Q3 2025 Added 16.3%
$326B
$583 Million 0.04% of portfolio
6,954
Q3 2025 Reduced 58.48%

Summary

  • Portfolio
  • No. of Stocks 501
  • Current Value $1.49 Trillion
  • Prior Value $1.34 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 34 stocks
  • Additional Purchases 231 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 212 stocks
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