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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
-
$569 Million 0.04% of portfolio
-
Q2 2025 Reduced 3.7%
$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%
$145B
$561 Million 0.04% of portfolio
2,102
Q2 2025 Added 0.53%
$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
$542 Million 0.04% of portfolio
26,118
Q2 2025 Added 11.29%
$82.7B
$523 Million 0.04% of portfolio
4,946
Q2 2025 New
$39.5B
$513 Million 0.04% of portfolio
6,775
Q2 2025 Added 145.12%
$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%
$8.17B
$511 Million 0.04% of portfolio
8,568
Q2 2025 Reduced 12.43%
$95.7B
$551 Million 0.04% of portfolio
8,163
Q2 2025 Added 15.57%
Blackrock
-
$601 Million 0.04% of portfolio
-
Q2 2025 Reduced 80.3%
$50.8B
$550 Million 0.04% of portfolio
2,192
Q2 2025 Reduced 4.32%
$88B
$592 Million 0.04% of portfolio
1,921
Q2 2025 Added 73.53%
Annaly Capital Management Inc Com New
-
$536 Million 0.04% of portfolio
-
Q2 2025 New
$0
$597 Million 0.04% of portfolio
1,700
Q2 2025 New
$18.1B
$599 Million 0.04% of portfolio
8,158
Q2 2025 Reduced 0.06%
$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%
$29.8B
$599 Million 0.04% of portfolio
11,566
Q2 2025 Reduced 24.51%
$23B
$484 Million 0.04% of portfolio
6,046
Q4 2024 New
$5.42B
$515 Million 0.04% of portfolio
18,615
Q2 2025 New
$0
$382 Million 0.03% of portfolio
1,965
Q2 2025 Reduced 40.71%
$8.87B
$353 Million 0.03% of portfolio
5,625
Q2 2025 New
$169B
$459 Million 0.03% of portfolio
5,032
Q2 2025 Added 24.52%
$42.1B
$393 Million 0.03% of portfolio
2,649
Q2 2025 Added 10.1%
Gsk PLC Sponsored Adr
-
$455 Million 0.03% of portfolio
-
Q2 2025 Added 3.56%
$4.83B
$404 Million 0.03% of portfolio
7,769
Q2 2025 Reduced 24.46%
$91B
$421 Million 0.03% of portfolio
1,273
Q2 2025 Added 37.92%
$140B
$428 Million 0.03% of portfolio
1,860
Q2 2025 Reduced 51.13%
$0
$411 Million 0.03% of portfolio
4,377
Q2 2025 Added 23.92%
$1.7B
$440 Million 0.03% of portfolio
9,975
Q2 2025 New
$38.4B
$389 Million 0.03% of portfolio
3,623
Q2 2025 Reduced 4.23%
$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
$379 Million 0.03% of portfolio
17,236
Q2 2025 Added 3.09%
$26.1B
$375 Million 0.03% of portfolio
2,831
Q2 2025 Reduced 20.41%
$0
$377 Million 0.03% of portfolio
4,546
Q2 2025 Reduced 31.93%
$4.51B
$382 Million 0.03% of portfolio
8,769
Q2 2025 New
$0
$419 Million 0.03% of portfolio
4,751
Q2 2025 Reduced 5.25%
$48B
$380 Million 0.03% of portfolio
6,723
Q2 2025 Added 32.24%
$68B
$350 Million 0.03% of portfolio
11,292
Q2 2025 Added 1.78%

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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