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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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