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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.23 Billion 0.24% of portfolio
35,021
Q2 2025 New
$377B
$3.17 Billion 0.24% of portfolio
66,907
Q2 2025 Added 13.94%
$0
$3.22 Billion 0.24% of portfolio
23,855
Q2 2025 Added 5.16%
$153B
$3.06 Billion 0.23% of portfolio
85,629
Q2 2025 Added 5.34%
$0
$3.12 Billion 0.23% of portfolio
41,310
Q2 2025 Added 9.86%
$0
$2.95 Billion 0.22% of portfolio
55,264
Q2 2025 Added 1,093.35%
$296B
$2.9 Billion 0.22% of portfolio
20,258
Q2 2025 Added 24.6%
$147B
$2.93 Billion 0.22% of portfolio
7,395
Q2 2025 Added 8.48%
$27.3B
$2.94 Billion 0.22% of portfolio
1,473
Q2 2025 Reduced 18.3%
$0
$2.79 Billion 0.21% of portfolio
67,417
Q2 2025 Added 1.95%
Eagle Capital Select Equity ETF
-
$2.87 Billion 0.21% of portfolio
-
Q2 2025 Added 57.95%
$0
$2.82 Billion 0.21% of portfolio
28,047
Q2 2025 Added 13.1%
$0
$2.67 Billion 0.2% of portfolio
47,213
Q2 2025 Added 0.05%
$28B
$2.73 Billion 0.2% of portfolio
23,310
Q2 2025 Added 0.4%
$221B
$2.5 Billion 0.19% of portfolio
8,559
Q2 2025 Added 6.34%
$671B
$2.57 Billion 0.19% of portfolio
11,776
Q2 2025 Reduced 10.14%
$0
$2.55 Billion 0.19% of portfolio
5,795
Q2 2025 Reduced 0.69%
$102B
$2.48 Billion 0.19% of portfolio
27,024
Q2 2025 Added 1.99%
$46.4B
$2.5 Billion 0.19% of portfolio
10,435
Q2 2025 Added 10.6%
$151B
$2.61 Billion 0.19% of portfolio
22,648
Q2 2025 Added 37.71%
$0
$2.56 Billion 0.19% of portfolio
25,392
Q2 2025 Added 482.65%
$256B
$2.55 Billion 0.19% of portfolio
36,213
Q2 2025 Added 0.2%
$83.7B
$2.6 Billion 0.19% of portfolio
12,228
Q2 2025 Added 40.58%
$138B
$2.41 Billion 0.18% of portfolio
99,220
Q2 2025 Added 935.16%
$369B
$2.37 Billion 0.18% of portfolio
14,854
Q2 2025 Added 9.17%
Global X 1 3 Month T Bill ETF
-
$2.29 Billion 0.17% of portfolio
-
Q2 2025 New
$0
$2.32 Billion 0.17% of portfolio
63,025
Q2 2025 Added 23.48%
$0
$2.28 Billion 0.17% of portfolio
3,444
Q2 2025 Added 406.47%
$44.2B
$2.24 Billion 0.17% of portfolio
25,012
Q2 2025 Added 18.9%
$0
$2.32 Billion 0.17% of portfolio
27,788
Q2 2025 Added 285.89%
$15.5B
$2.11 Billion 0.16% of portfolio
8,625
Q2 2025 Added 5.61%
$0
$2.18 Billion 0.16% of portfolio
11,968
Q2 2025 Reduced 15.25%
$0
$2.12 Billion 0.16% of portfolio
36,519
Q2 2025 Reduced 28.62%
$0
$2.13 Billion 0.16% of portfolio
39,208
Q2 2025 Added 21.21%
$0
$1.96 Billion 0.15% of portfolio
103,095
Q2 2025 Added 18.55%
$60.6B
$1.96 Billion 0.15% of portfolio
19,817
Q2 2025 Added 70.53%
$0
$1.98 Billion 0.15% of portfolio
23,420
Q2 2025 Added 28.53%
$0
$1.98 Billion 0.15% of portfolio
27,759
Q2 2025 Added 12.06%
$0
$2.06 Billion 0.15% of portfolio
86,698
Q2 2025 Reduced 1.72%
$296B
$1.96 Billion 0.15% of portfolio
2,441
Q2 2025 New
$0
$1.91 Billion 0.14% of portfolio
9,337
Q2 2025 Added 95.95%
$14.1B
$1.91 Billion 0.14% of portfolio
63,202
Q2 2025 New
$92.6B
$1.83 Billion 0.14% of portfolio
7,976
Q2 2025 Added 1.15%
$0
$1.85 Billion 0.14% of portfolio
67,536
Q2 2025 New
$0
$1.83 Billion 0.14% of portfolio
87,694
Q2 2025 New
$136B
$1.9 Billion 0.14% of portfolio
8,567
Q2 2025 Added 5.09%
$0
$1.82 Billion 0.14% of portfolio
67,131
Q2 2025 New
$361B
$1.83 Billion 0.14% of portfolio
6,022
Q2 2025 Added 1.3%
$28.3B
$1.71 Billion 0.13% of portfolio
6,976
Q2 2025 Added 34.91%

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
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