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 ETFs Only
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