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
$142B
$1.43 Billion 0.11% of portfolio
11,609
Q2 2025 Reduced 1.74%
$160B
$1.42 Billion 0.11% of portfolio
6,100
Q2 2025 Added 14.6%
$305B
$1.49 Billion 0.11% of portfolio
21,049
Q2 2025 Added 11.68%
$33.5B
$1.52 Billion 0.11% of portfolio
14,562
Q2 2025 Added 54.55%
$179B
$1.41 Billion 0.11% of portfolio
15,145
Q2 2025 Added 62.43%
$280B
$1.54 Billion 0.11% of portfolio
22,169
Q2 2025 Added 9.56%
$172B
$1.41 Billion 0.11% of portfolio
32,660
Q2 2025 Added 24.1%
$102B
$1.47 Billion 0.11% of portfolio
4,548
Q2 2025 New
$102B
$1.39 Billion 0.1% of portfolio
7,584
Q2 2025 Reduced 4.31%
$15.1B
$1.31 Billion 0.1% of portfolio
29,687
Q2 2025 New
$207B
$1.39 Billion 0.1% of portfolio
17,537
Q2 2025 Reduced 73.35%
$57.9B
$1.33 Billion 0.1% of portfolio
2,344
Q2 2025 Added 0.77%
$66B
$1.28 Billion 0.1% of portfolio
3,996
Q2 2025 Added 2.15%
$213B
$1.4 Billion 0.1% of portfolio
1,776
Q2 2025 Added 14.21%
$303B
$1.34 Billion 0.1% of portfolio
16,748
Q2 2025 Reduced 12.07%
$259B
$1.15 Billion 0.09% of portfolio
8,091
Q2 2025 Added 140.37%
$73.6B
$1.15 Billion 0.09% of portfolio
4,327
Q2 2025 Added 1.93%
$138B
$1.26 Billion 0.09% of portfolio
6,034
Q2 2025 Added 154.71%
$282B
$1.21 Billion 0.09% of portfolio
5,062
Q2 2025 Added 0.5%
$166B
$1.21 Billion 0.09% of portfolio
6,608
Q2 2025 Added 282.41%
$2.64B
$1.14 Billion 0.09% of portfolio
72,735
Q2 2025 Added 26.92%
$90.6B
$1.25 Billion 0.09% of portfolio
27,487
Q2 2025 Added 37.08%
$14.4B
$1.01 Billion 0.08% of portfolio
9,163
Q1 2025 Added 1.28%
$124B
$1.04 Billion 0.08% of portfolio
4,380
Q2 2025 Added 1.77%
$32B
$1.08 Billion 0.08% of portfolio
4,172
Q2 2025 New
$45.1B
$1.06 Billion 0.08% of portfolio
10,348
Q2 2025 Added 24.63%
$104B
$1.05 Billion 0.08% of portfolio
2,391
Q2 2025 Added 0.13%
$104B
$1.09 Billion 0.08% of portfolio
4,922
Q2 2025 Reduced 6.8%
$178B
$1.08 Billion 0.08% of portfolio
3,597
Q2 2025 Reduced 35.06%
$35B
$936 Million 0.07% of portfolio
3,588
Q2 2025 Added 1.96%
$171B
$998 Million 0.07% of portfolio
6,266
Q2 2025 Added 15.44%
$278B
$983 Million 0.07% of portfolio
5,399
Q2 2025 Added 125.81%
$38.9B
$965 Million 0.07% of portfolio
3,975
Q2 2025 Reduced 0.3%
$5.29B
$915 Million 0.07% of portfolio
31,012
Q2 2025 Added 5.65%
$151B
$981 Million 0.07% of portfolio
1,929
Q2 2025 Added 28.09%
$284B
$980 Million 0.07% of portfolio
3,807
Q2 2025 Added 51.37%
$104B
$981 Million 0.07% of portfolio
16,737
Q2 2025 Added 91.08%
$241B
$946 Million 0.07% of portfolio
1,337
Q2 2025 Added 9.05%
$45.8B
$964 Million 0.07% of portfolio
18,337
Q2 2025 Reduced 74.86%
$22.2B
$796 Million 0.06% of portfolio
5,043
Q2 2025 Reduced 0.81%
$0
$859 Million 0.06% of portfolio
70,845
Q2 2025 New
$221B
$832 Million 0.06% of portfolio
2,144
Q2 2025 Added 31.37%
$69.4B
$758 Million 0.06% of portfolio
6,334
Q2 2025 Added 1.73%
$26.3B
$739 Million 0.06% of portfolio
4,106
Q2 2025 Reduced 18.17%
$50.8B
$837 Million 0.06% of portfolio
4,804
Q2 2025 New
$79.2B
$824 Million 0.06% of portfolio
4,420
Q2 2025 Added 7.86%
$54.1B
$798 Million 0.06% of portfolio
44,004
Q2 2025 Added 22.45%
$14.8B
$757 Million 0.06% of portfolio
8,809
Q2 2025 Reduced 5.32%
$56.6B
$840 Million 0.06% of portfolio
1,115
Q2 2025 Reduced 18.32%

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
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