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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$57B
$3.65 Billion 0.37% of portfolio
21,216
Q4 2024 New
$83.3B
$3.59 Billion 0.36% of portfolio
24,093
Q4 2024 Added 40.88%
$71.1B
$3.42 Billion 0.35% of portfolio
24,803
Q4 2024 New
$24B
$3.25 Billion 0.33% of portfolio
1,881
Q4 2024 Added 25.23%
$23B
$2.98 Billion 0.3% of portfolio
23,927
Q4 2024 Added 2.99%
$161B
$2.97 Billion 0.3% of portfolio
79,110
Q4 2024 Added 982.81%
$41.9B
$2.84 Billion 0.29% of portfolio
11,453
Q4 2024 Added 19.54%
$303B
$2.82 Billion 0.28% of portfolio
15,847
Q4 2024 Added 223.41%
$75.7B
$2.72 Billion 0.27% of portfolio
7,573
Q4 2024 New
$145B
$2.49 Billion 0.25% of portfolio
6,904
Q4 2024 New
$373B
$2.46 Billion 0.25% of portfolio
56,014
Q4 2024 Added 127.16%
$50.2B
$2.49 Billion 0.25% of portfolio
9,634
Q4 2024 New
$316B
$2.43 Billion 0.25% of portfolio
16,744
Q4 2024 Reduced 22.28%
$1.1T
$2.44 Billion 0.25% of portfolio
12,369
Q4 2024 Added 661.17%
$204B
$2.36 Billion 0.24% of portfolio
15,520
Q4 2024 Reduced 54.09%
$39.4B
$2.31 Billion 0.23% of portfolio
25,478
Q4 2024 Reduced 71.33%
$91.3B
$2.19 Billion 0.22% of portfolio
26,548
Q4 2024 Added 153.39%
$207B
$2.19 Billion 0.22% of portfolio
7,549
Q4 2024 Added 72.43%
$238B
$2.21 Billion 0.22% of portfolio
35,349
Q4 2024 New
$307B
$2.07 Billion 0.21% of portfolio
8,402
Q4 2024 New
$162B
$2.04 Billion 0.21% of portfolio
8,265
Q4 2024 Added 338.23%
$199B
$2.03 Billion 0.21% of portfolio
17,936
Q4 2024 Added 145.56%
$222B
$1.98 Billion 0.2% of portfolio
5,617
Q4 2024 Added 105.68%
$23.5B
$2.01 Billion 0.2% of portfolio
20,970
Q4 2024 New
$76.7B
$1.78 Billion 0.18% of portfolio
5,209
Q4 2024 Reduced 32.84%
$178B
$1.78 Billion 0.18% of portfolio
15,395
Q4 2024 Added 125.77%
$92.5B
$1.83 Billion 0.18% of portfolio
4,956
Q4 2024 Added 701.94%
$86.9B
$1.7 Billion 0.17% of portfolio
8,407
Q4 2024 Added 322.46%
$84.1B
$1.67 Billion 0.17% of portfolio
15,541
Q4 2024 Added 132.37%
$73.3B
$1.62 Billion 0.16% of portfolio
9,061
Q4 2024 New
$23.7B
$1.59 Billion 0.16% of portfolio
2,765
Q4 2024 New
$159B
$1.63 Billion 0.16% of portfolio
71,666
Q4 2024 Added 259.7%
$10.3B
$1.44 Billion 0.15% of portfolio
9,260
Q4 2024 Added 101.22%
$293B
$1.52 Billion 0.15% of portfolio
21,667
Q4 2024 New
$123B
$1.47 Billion 0.15% of portfolio
13,865
Q4 2024 Added 13.18%
$11.5B
$1.42 Billion 0.14% of portfolio
26,034
Q4 2024 New
$35.8B
$1.37 Billion 0.14% of portfolio
5,418
Q4 2024 New
$113B
$1.32 Billion 0.13% of portfolio
6,200
Q4 2024 New
$66.7B
$1.25 Billion 0.13% of portfolio
5,043
Q4 2024 New
$150B
$1.26 Billion 0.13% of portfolio
5,562
Q4 2024 Added 120.1%
$62B
$1.29 Billion 0.13% of portfolio
4,554
Q4 2024 New
$216B
$1.29 Billion 0.13% of portfolio
1,215
Q4 2024 Added 184.54%
$56.4B
$1.28 Billion 0.13% of portfolio
3,748
Q4 2024 New
$11.4B
$1.27 Billion 0.13% of portfolio
7,659
Q4 2024 New
$247B
$1.21 Billion 0.12% of portfolio
20,434
Q4 2024 Added 85.28%
$141B
$1.21 Billion 0.12% of portfolio
10,048
Q4 2024 Added 1.4%
$55.4B
$1.23 Billion 0.12% of portfolio
2,369
Q4 2024 New
$7.11B
$1.15 Billion 0.12% of portfolio
30,357
Q4 2024 New
$107B
$1.19 Billion 0.12% of portfolio
1,889
Q4 2024 New

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
Track This Portfolio

Track Fiduciary Alliance LLC Portfolio

Follow Fiduciary Alliance LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Alliance LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Alliance LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email