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
$99.4B
$1.68 Billion 0.13% of portfolio
74,996
Q2 2025 Added 136.17%
$0
$1.79 Billion 0.13% of portfolio
16,259
Q2 2025 Reduced 1.05%
$120B
$1.7 Billion 0.13% of portfolio
1,898
Q2 2025 Reduced 1.15%
$0
$1.77 Billion 0.13% of portfolio
40,463
Q2 2025 New
Yieldmax Mstr Option Income Strategy ETF
-
$1.68 Billion 0.13% of portfolio
-
Q2 2025 Added 99.42%
$0
$1.74 Billion 0.13% of portfolio
4,105
Q2 2025 Reduced 10.95%
$77.4B
$1.8 Billion 0.13% of portfolio
4,640
Q2 2025 Added 0.04%
$0
$1.72 Billion 0.13% of portfolio
12,385
Q2 2025 New
$33.8B
$1.8 Billion 0.13% of portfolio
16,309
Q2 2025 Added 26.44%
$0
$1.73 Billion 0.13% of portfolio
64,684
Q2 2025 New
$184B
$1.74 Billion 0.13% of portfolio
1,693
Q2 2025 Added 34.05%
$23B
$1.61 Billion 0.12% of portfolio
2,720
Q2 2025 Reduced 1.41%
$11.6B
$1.63 Billion 0.12% of portfolio
5,887
Q2 2025 New
$0
$1.56 Billion 0.12% of portfolio
69,337
Q2 2025 New
$0
$1.61 Billion 0.12% of portfolio
46,898
Q2 2025 Added 54.88%
$0
$1.57 Billion 0.12% of portfolio
33,363
Q2 2025 New
Range Nuclear Renaissance Index ETF
-
$1.57 Billion 0.12% of portfolio
-
Q2 2025 New
$13.7B
$1.56 Billion 0.12% of portfolio
24,937
Q2 2025 Reduced 1.13%
$0
$1.57 Billion 0.12% of portfolio
37,201
Q2 2025 New
$76.9B
$1.63 Billion 0.12% of portfolio
4,563
Q2 2025 Reduced 17.37%
$0
$1.6 Billion 0.12% of portfolio
39,432
Q2 2025 New
$21B
$1.43 Billion 0.11% of portfolio
17,700
Q2 2025 Added 5.81%
$161B
$1.43 Billion 0.11% of portfolio
11,609
Q2 2025 Reduced 1.74%
$146B
$1.42 Billion 0.11% of portfolio
6,100
Q2 2025 Added 14.6%
$0
$1.49 Billion 0.11% of portfolio
15,665
Q2 2025 Added 15.75%
$299B
$1.49 Billion 0.11% of portfolio
21,049
Q2 2025 Added 11.68%
$33.4B
$1.52 Billion 0.11% of portfolio
14,562
Q2 2025 Added 54.55%
$184B
$1.41 Billion 0.11% of portfolio
15,145
Q2 2025 Added 62.43%
$0
$1.42 Billion 0.11% of portfolio
2,290
Q2 2025 Added 65.22%
$278B
$1.54 Billion 0.11% of portfolio
22,169
Q2 2025 Added 9.56%
$184B
$1.41 Billion 0.11% of portfolio
32,660
Q2 2025 Added 24.1%
$100B
$1.47 Billion 0.11% of portfolio
4,548
Q2 2025 New
$19.5B
$1.41 Billion 0.11% of portfolio
43,124
Q2 2025 Added 162.87%
$0
$1.33 Billion 0.1% of portfolio
10,931
Q2 2025 Added 9.49%
$97.8B
$1.39 Billion 0.1% of portfolio
7,584
Q2 2025 Reduced 4.31%
$14.2B
$1.31 Billion 0.1% of portfolio
29,687
Q2 2025 New
$217B
$1.39 Billion 0.1% of portfolio
17,537
Q2 2025 Reduced 73.35%
$55B
$1.33 Billion 0.1% of portfolio
2,344
Q2 2025 Added 0.77%
Ge Vernova Inc Com
-
$1.37 Billion 0.1% of portfolio
-
Q2 2025 Reduced 29.05%
$63.6B
$1.28 Billion 0.1% of portfolio
3,996
Q2 2025 Added 2.15%
$187B
$1.4 Billion 0.1% of portfolio
1,776
Q2 2025 Added 14.21%
$310B
$1.34 Billion 0.1% of portfolio
16,748
Q2 2025 Reduced 12.07%
$0
$1.25 Billion 0.09% of portfolio
31,604
Q2 2025 New
$262B
$1.15 Billion 0.09% of portfolio
8,091
Q2 2025 Added 140.37%
$0
$1.24 Billion 0.09% of portfolio
6,368
Q2 2025 Added 28.08%
$77.7B
$1.2 Billion 0.09% of portfolio
9,025
Q2 2025 Reduced 0.98%
$0
$1.22 Billion 0.09% of portfolio
4,391
Q2 2025 New
$74.6B
$1.15 Billion 0.09% of portfolio
4,327
Q2 2025 Added 1.93%
$141B
$1.26 Billion 0.09% of portfolio
6,034
Q2 2025 Added 154.71%

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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