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
$218B
$1.19 Billion 0.12% of portfolio
5,400
Q4 2024 Added 104.31%
$98.4B
$1.22 Billion 0.12% of portfolio
60,688
Q4 2024 Added 34.75%
$66.1B
$1.11 Billion 0.11% of portfolio
8,973
Q4 2024 New
$320B
$1.12 Billion 0.11% of portfolio
5,077
Q4 2024 New
$12.1B
$1.12 Billion 0.11% of portfolio
8,868
Q4 2024 New
$28.3B
$1.05 Billion 0.11% of portfolio
5,295
Q4 2024 New
$14.7B
$1.11 Billion 0.11% of portfolio
9,047
Q3 2024 New
$301B
$1.13 Billion 0.11% of portfolio
18,189
Q4 2024 Added 87.71%
$37.8B
$1.01 Billion 0.1% of portfolio
13,124
Q4 2024 New
$34.6B
$979 Million 0.1% of portfolio
15,358
Q4 2024 Added 44.21%
$43.7B
$1 Billion 0.1% of portfolio
1,420
Q4 2024 Added 196.45%
$184B
$1.02 Billion 0.1% of portfolio
25,583
Q4 2024 Added 31.03%
$99.8B
$908 Million 0.09% of portfolio
4,950
Q4 2024 Added 188.29%
$62B
$861 Million 0.09% of portfolio
7,559
Q4 2024 New
$181B
$882 Million 0.09% of portfolio
1,984
Q4 2024 Added 240.31%
$173B
$913 Million 0.09% of portfolio
7,558
Q4 2024 Added 264.94%
$10.6B
$846 Million 0.09% of portfolio
3,674
Q4 2024 New
$144B
$909 Million 0.09% of portfolio
3,987
Q4 2024 Added 147.49%
$89.6B
$836 Million 0.08% of portfolio
19,711
Q4 2024 Added 179.51%
$203B
$811 Million 0.08% of portfolio
1,558
Q4 2024 New
$14B
$839 Million 0.08% of portfolio
9,950
Q4 2024 Added 0.03%
$80.9B
$838 Million 0.08% of portfolio
2,270
Q4 2024 New
$70.1B
$785 Million 0.08% of portfolio
4,072
Q4 2024 New
$177B
$818 Million 0.08% of portfolio
5,322
Q4 2024 Added 26.23%
$13.3B
$655 Million 0.07% of portfolio
6,135
Q4 2024 New
$72.8B
$699 Million 0.07% of portfolio
5,706
Q4 2024 New
$39.7B
$727 Million 0.07% of portfolio
1,900
Q4 2024 New
$76.4B
$663 Million 0.07% of portfolio
4,071
Q4 2024 New
$192B
$727 Million 0.07% of portfolio
1,269
Q4 2024 Added 53.26%
$178B
$697 Million 0.07% of portfolio
8,107
Q4 2024 Added 11.39%
-
$656 Million 0.07% of portfolio
-
Q4 2024 New
$4.1B
$673 Million 0.07% of portfolio
17,955
Q2 2024 Reduced 9.39%
$27B
$678 Million 0.07% of portfolio
6,046
Q4 2024 New
$18.4B
$736 Million 0.07% of portfolio
5,106
Q4 2024 New
$79.5B
$691 Million 0.07% of portfolio
2,477
Q4 2024 New
$41.2B
$694 Million 0.07% of portfolio
14,614
Q4 2024 New
$34.9B
$734 Million 0.07% of portfolio
3,990
Q4 2024 New
$31.7B
$612 Million 0.06% of portfolio
2,378
Q4 2024 New
$106B
$544 Million 0.06% of portfolio
18,417
Q4 2024 Reduced 1.42%
$223B
$588 Million 0.06% of portfolio
3,528
Q4 2024 Added 176.71%
$178B
$633 Million 0.06% of portfolio
1,745
Q4 2024 Added 47.01%
-
$553 Million 0.06% of portfolio
-
Q4 2024 New
$7.73B
$587 Million 0.06% of portfolio
9,486
Q4 2024 Added 12.33%
$144B
$613 Million 0.06% of portfolio
1,447
Q4 2024 New
$147B
$547 Million 0.06% of portfolio
9,068
Q4 2024 Added 5.86%
$55.1B
$566 Million 0.06% of portfolio
3,109
Q4 2024 Added 96.52%
$48B
$585 Million 0.06% of portfolio
4,325
Q4 2024 New
$24B
$450 Million 0.05% of portfolio
4,130
Q4 2024 New
$39.5B
$476 Million 0.05% of portfolio
48,037
Q4 2024 Added 0.56%

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
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