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
$61.6B
$807 Million 0.06% of portfolio
1,973
Q2 2025 Reduced 0.15%
$60.2B
$791 Million 0.06% of portfolio
6,634
Q2 2025 Reduced 20.2%
$23.1B
$769 Million 0.06% of portfolio
4,464
Q2 2025 Added 30.34%
$43.2B
$790 Million 0.06% of portfolio
6,128
Q2 2025 Added 83.31%
$171B
$616 Million 0.05% of portfolio
1,168
Q2 2025 Added 7.65%
$15.9B
$722 Million 0.05% of portfolio
6,395
Q2 2025 Added 4.65%
$102B
$609 Million 0.05% of portfolio
13,159
Q2 2025 Added 209.84%
$17.1B
$615 Million 0.05% of portfolio
10,685
Q2 2025 New
$12.4B
$703 Million 0.05% of portfolio
3,043
Q2 2025 Reduced 8.45%
$7.42B
$604 Million 0.05% of portfolio
13,010
Q2 2025 New
$82.4B
$657 Million 0.05% of portfolio
2,251
Q2 2025 Added 51.07%
$260B
$684 Million 0.05% of portfolio
2,509
Q2 2025 New
$87.9B
$628 Million 0.05% of portfolio
4,127
Q2 2025 Added 9.3%
$70.2B
$642 Million 0.05% of portfolio
4,114
Q2 2025 Added 1.28%
$88.1B
$676 Million 0.05% of portfolio
2,474
Q2 2025 Reduced 0.08%
$119B
$708 Million 0.05% of portfolio
8,121
Q2 2025 Added 34.16%
$39.1B
$624 Million 0.05% of portfolio
8,002
Q2 2025 Reduced 2.15%
$0
$645 Million 0.05% of portfolio
43,312
Q2 2025 Reduced 3.48%
$98.3B
$645 Million 0.05% of portfolio
21,536
Q2 2025 Added 17.19%
$4.09B
$694 Million 0.05% of portfolio
19,816
Q1 2025 Added 10.36%
$58.7B
$682 Million 0.05% of portfolio
3,332
Q2 2025 Added 6.42%
$6.31B
$616 Million 0.05% of portfolio
11,669
Q2 2025 Added 21.82%
$44B
$507 Million 0.04% of portfolio
46,767
Q2 2025 Added 0.32%
$38.1B
$512 Million 0.04% of portfolio
7,514
Q2 2025 Added 0.44%
$54.4B
$536 Million 0.04% of portfolio
5,163
Q2 2025 New
-
$569 Million 0.04% of portfolio
-
Q2 2025 Reduced 3.7%
$145B
$561 Million 0.04% of portfolio
2,102
Q2 2025 Added 0.53%
$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%
$13.3B
$580 Million 0.04% of portfolio
5,894
Q2 2025 Added 15.96%
$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%
$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%
$18.1B
$599 Million 0.04% of portfolio
8,158
Q2 2025 Reduced 0.06%
$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
$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%
$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%
$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
$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%

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