Fiduciary Alliance LLC Portfolio Holdings

Fiduciary Alliance LLC

  • $1.49 Trillion
  • Q3 2025

Fiduciary Alliance LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.49 Trillion distributed in 501 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $62.6B, Microsoft Corp with a value of $61.7B, Spdr S&P 500 ETF Trust with a value of $55.2B, Jpmorgan Chase & CO with a value of $43.2B, and Nvidia Corp with a value of $38.2B.

Examining the 13F form we can see an increase of $152B in the current position value, from $1.34T to 1.49T.

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 $1.49 Trillion
ETFs: $452 Billion
Technology: $313 Billion
Financial Services: $166 Billion
Consumer Cyclical: $133 Billion
Healthcare: $78.1 Billion
Industrials: $67.5 Billion
Communication Services: $58.9 Billion
Energy: $42.4 Billion
Other: $82.1 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$532 Million 0.04% of portfolio
9,548
Q3 2025 Added 107.61%
$0
$594 Million 0.04% of portfolio
21,307
Q3 2025 Reduced 5.04%
$0
$668 Million 0.04% of portfolio
3,437
Q3 2025 Added 2.75%
$0
$574 Million 0.04% of portfolio
8,708
Q3 2025 Added 8.85%
$0
$629 Million 0.04% of portfolio
11,864
Q3 2025 Reduced 5.44%
$0
$644 Million 0.04% of portfolio
1,700
Q2 2025 New
$0
$601 Million 0.04% of portfolio
4,634
Q3 2025 Added 0.15%
$0
$560 Million 0.04% of portfolio
2,385
Q3 2025 Reduced 1.45%
$0
$550 Million 0.04% of portfolio
6,375
Q3 2025 Reduced 1.3%
$0
$625 Million 0.04% of portfolio
6,693
Q3 2025 Reduced 51.82%
$0
$603 Million 0.04% of portfolio
12,191
Q3 2025 Added 1.19%
$0
$616 Million 0.04% of portfolio
34,217
Q3 2025 Reduced 22.96%
$0
$595 Million 0.04% of portfolio
39,543
Q3 2025 New
$0
$646 Million 0.04% of portfolio
2,696
Q3 2025 Added 7.45%
$0
$615 Million 0.04% of portfolio
7,712
Q3 2025 Reduced 1.33%
$0
$633 Million 0.04% of portfolio
7,530
Q3 2025 Added 4.79%
$0
$526 Million 0.04% of portfolio
13,643
Q3 2025 Reduced 0.56%
$0
$433 Million 0.03% of portfolio
16,827
Q3 2025 Reduced 9.96%
$0
$492 Million 0.03% of portfolio
6,278
Q3 2025 Reduced 15.14%
$0
$499 Million 0.03% of portfolio
3,805
Q3 2025 Reduced 1.93%
$0
$448 Million 0.03% of portfolio
6,028
Q3 2025 Added 25.79%
$0
$374 Million 0.03% of portfolio
4,284
Q3 2025 Added 0.16%
$0
$397 Million 0.03% of portfolio
7,375
Q3 2025 Reduced 1.75%
$0
$379 Million 0.03% of portfolio
6,625
Q3 2025 Added 44.02%
$0
$497 Million 0.03% of portfolio
8,699
Q3 2025 Added 22.18%
$0
$448 Million 0.03% of portfolio
8,829
Q3 2025 Reduced 51.3%
$0
$386 Million 0.03% of portfolio
1,843
Q3 2025 Added 1.04%
$0
$385 Million 0.03% of portfolio
6,385
Q3 2025 Added 12.87%
$0
$384 Million 0.03% of portfolio
1,403
Q2 2025 Added 0.07%
$0
$486 Million 0.03% of portfolio
5,440
Q3 2025 Added 14.5%
$0
$399 Million 0.03% of portfolio
15,907
Q3 2025 Reduced 48.78%
$0
$492 Million 0.03% of portfolio
3,027
Q3 2025 Added 0.23%
$0
$431 Million 0.03% of portfolio
1,743
Q3 2025 Reduced 31.46%
$0
$444 Million 0.03% of portfolio
4,001
Q3 2025 Added 1.19%
$0
$517 Million 0.03% of portfolio
1,908
Q3 2025 New
$0
$332 Million 0.02% of portfolio
5,778
Q3 2025 Reduced 6.81%
$0
$230 Million 0.02% of portfolio
4,514
Q3 2025 Added 4.76%
$0
$235 Million 0.02% of portfolio
1,984
Q3 2025 Added 0.1%
$0
$326 Million 0.02% of portfolio
7,434
Q3 2025 Reduced 0.8%
$0
$311 Million 0.02% of portfolio
2,424
Q3 2025 New
$0
$272 Million 0.02% of portfolio
6,406
Q3 2025 Reduced 22.45%
$0
$246 Million 0.02% of portfolio
3,224
Q3 2025 New
$0
$232 Million 0.02% of portfolio
4,300
Q3 2025 New
$0
$357 Million 0.02% of portfolio
1,376
Q3 2025 Reduced 11.74%
$0
$325 Million 0.02% of portfolio
3,919
Q3 2025 Reduced 13.79%
$0
$369 Million 0.02% of portfolio
3,874
Q3 2025 Reduced 11.49%
$0
$257 Million 0.02% of portfolio
6,027
Q2 2025 Reduced 7.77%
$0
$254 Million 0.02% of portfolio
2,003
Q3 2025 Added 0.3%
$0
$249 Million 0.02% of portfolio
2,775
Q3 2025 Added 1.83%

Summary

  • Portfolio
  • No. of Stocks 501
  • Current Value $1.49 Trillion
  • Prior Value $1.34 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 34 stocks
  • Additional Purchases 231 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 212 stocks
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