Fiduciary Alliance LLC Portfolio Holdings
Fiduciary Alliance LLC
- $989 Billion
- Q4 2024
Fiduciary Alliance LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $989 Billion distributed in 353 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $56.6B, Microsoft Corp with a value of $42.3B, Spdr S&P 500 ETF Trust with a value of $36.2B, Jpmorgan Chase & CO with a value of $34B, and Amazon Com Inc with a value of $28.3B.
Examining the 13F form we can see an increase of $235B in the current position value, from $754B to 989B.
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
$989 Billion
ETFs: $254 Billion
Technology: $195 Billion
Financial Services: $137 Billion
Consumer Cyclical: $85 Billion
Healthcare: $65.6 Billion
Industrials: $58.6 Billion
Communication Services: $40.1 Billion
Energy: $39.6 Billion
Other: $73.1 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 353
- Current Value $989 Billion
- Prior Value $754 Billion
- Filing
- Period Q4 2024
- Filing Date January 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 114 stocks
- Additional Purchases 188 stocks
- Sold out of 0 stocks
- Reduced holdings in 41 stocks