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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$236B
$4.31 Billion 0.32% of portfolio
13,514
Q2 2025 Added 1.03%
$59.7B
$3.97 Billion 0.3% of portfolio
92,369
Q2 2025 Reduced 6.28%
-
$4.04 Billion 0.3% of portfolio
-
Q2 2025 Reduced 5.39%
$72.8B
$4.09 Billion 0.3% of portfolio
44,959
Q2 2025 Reduced 8.08%
$338B
$3.91 Billion 0.29% of portfolio
21,043
Q2 2025 Added 24.32%
$211B
$3.65 Billion 0.27% of portfolio
26,816
Q2 2025 Added 15.56%
$1.27T
$3.51 Billion 0.26% of portfolio
15,483
Q2 2025 Added 12.31%
$17.7B
$3.49 Billion 0.26% of portfolio
191,913
Q2 2025 Added 97.96%
$75.8B
$3.5 Billion 0.26% of portfolio
18,083
Q2 2025 Reduced 23.61%
$572B
$3.29 Billion 0.25% of portfolio
9,275
Q2 2025 Added 1.71%
$90.4B
$3.38 Billion 0.25% of portfolio
28,647
Q2 2025 Added 69.58%
$147B
$3.24 Billion 0.24% of portfolio
46,927
Q2 2025 Added 472.98%
$101B
$3.17 Billion 0.24% of portfolio
6,216
Q2 2025 Added 34.81%
-
$3.25 Billion 0.24% of portfolio
-
Q2 2025 New
$377B
$3.17 Billion 0.24% of portfolio
66,907
Q2 2025 Added 13.94%
$153B
$3.06 Billion 0.23% of portfolio
85,629
Q2 2025 Added 5.34%
$147B
$2.93 Billion 0.22% of portfolio
7,395
Q2 2025 Added 8.48%
$27.3B
$2.94 Billion 0.22% of portfolio
1,473
Q2 2025 Reduced 18.3%
$28B
$2.73 Billion 0.2% of portfolio
23,310
Q2 2025 Added 0.4%
$221B
$2.5 Billion 0.19% of portfolio
8,559
Q2 2025 Added 6.34%
$671B
$2.57 Billion 0.19% of portfolio
11,776
Q2 2025 Reduced 10.14%
$223B
$2.59 Billion 0.19% of portfolio
17,734
Q2 2025 Added 17.03%
$102B
$2.48 Billion 0.19% of portfolio
27,024
Q2 2025 Added 1.99%
$46.4B
$2.5 Billion 0.19% of portfolio
10,435
Q2 2025 Added 10.6%
$151B
$2.61 Billion 0.19% of portfolio
22,648
Q2 2025 Added 37.71%
$256B
$2.55 Billion 0.19% of portfolio
36,213
Q2 2025 Added 0.2%
$83.7B
$2.6 Billion 0.19% of portfolio
12,228
Q2 2025 Added 40.58%
$138B
$2.41 Billion 0.18% of portfolio
99,220
Q2 2025 Added 935.16%
$369B
$2.37 Billion 0.18% of portfolio
14,854
Q2 2025 Added 9.17%
$44.2B
$2.24 Billion 0.17% of portfolio
25,012
Q2 2025 Added 18.9%
$15.5B
$2.11 Billion 0.16% of portfolio
8,625
Q2 2025 Added 5.61%
$60.6B
$1.96 Billion 0.15% of portfolio
19,817
Q2 2025 Added 70.53%
$296B
$1.96 Billion 0.15% of portfolio
2,441
Q2 2025 New
$14.1B
$1.91 Billion 0.14% of portfolio
63,202
Q2 2025 New
$92.6B
$1.83 Billion 0.14% of portfolio
7,976
Q2 2025 Added 1.15%
$136B
$1.9 Billion 0.14% of portfolio
8,567
Q2 2025 Added 5.09%
$361B
$1.83 Billion 0.14% of portfolio
6,022
Q2 2025 Added 1.3%
$28.3B
$1.71 Billion 0.13% of portfolio
6,976
Q2 2025 Added 34.91%
$93.6B
$1.68 Billion 0.13% of portfolio
74,996
Q2 2025 Added 136.17%
$133B
$1.7 Billion 0.13% of portfolio
1,898
Q2 2025 Reduced 1.15%
$83.5B
$1.8 Billion 0.13% of portfolio
4,640
Q2 2025 Added 0.04%
$27.9B
$1.8 Billion 0.13% of portfolio
16,309
Q2 2025 Added 26.44%
$194B
$1.74 Billion 0.13% of portfolio
1,693
Q2 2025 Added 34.05%
$23.4B
$1.61 Billion 0.12% of portfolio
2,720
Q2 2025 Reduced 1.41%
$13.9B
$1.63 Billion 0.12% of portfolio
5,887
Q2 2025 New
$200B
$1.65 Billion 0.12% of portfolio
12,524
Q2 2025 Added 5.44%
$12.7B
$1.56 Billion 0.12% of portfolio
24,937
Q2 2025 Reduced 1.13%
$73.4B
$1.63 Billion 0.12% of portfolio
4,563
Q2 2025 Reduced 17.37%
$20B
$1.43 Billion 0.11% of portfolio
17,700
Q2 2025 Added 5.81%

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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