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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.25B
$4.79 Billion 0.64% of portfolio
240,100
Q3 2024 Added 18.85%
$4.43B
$2.68 Billion 0.35% of portfolio
15,871
Q3 2024 Added 1,128.41%
$4.54B
$677 Million 0.09% of portfolio
17,955
Q2 2024 Reduced 9.39%
$8.89B
$506 Million 0.07% of portfolio
8,445
Q3 2024 New
$2.1B
$357 Million 0.05% of portfolio
11,384
Q3 2024 Added 17.69%
$3.14B
$253 Million 0.03% of portfolio
11,043
Q2 2024 New
$3.35B
$66.7 Million 0.01% of portfolio
10,000
Q1 2023 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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