Fiduciary Alliance LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $754 Billion distributed in 256 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $45.1B, Microsoft Corp with a value of $37.9B, Spdr S&P 500 ETF Trust with a value of $32.4B, Jpmorgan Chase & CO with a value of $23.5B, and Berkshire Hathaway Inc Class B with a value of $22.7B.
Examining the 13F form we can see an increase of $138B in the current position value, from $616B to 754B.
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
$754 Billion
ETFs: $232 Billion
Technology: $131 Billion
Financial Services: $94.7 Billion
Consumer Cyclical: $61.2 Billion
Healthcare: $51.3 Billion
Industrials: $40.2 Billion
Energy: $32.7 Billion
Consumer Defensive: $27.7 Billion
Other: $58.6 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
