Fiduciary Group LLC Portfolio Holdings
Fiduciary Group LLC
- $910 Million
- Q1 2024
Fiduciary Group LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $910 Million distributed in 269 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 1 3 Year Trea with a value of $43.7M, Microsoft Corp with a value of $40.6M, Apple Inc. with a value of $38.5M, Vanguard Index Fds S&P 500 ETF with a value of $36.6M, and Alphabet Inc. with a value of $26.2M.
Examining the 13F form we can see an increase of $63.8M in the current position value, from $846M to 910M.
Fiduciary Group LLC is based out at Savannah, GA
Below you can find more details about Fiduciary Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$910 Million
ETFs: $264 Million
Financial Services: $134 Million
Technology: $124 Million
Communication Services: $82.8 Million
Healthcare: $76.2 Million
Industrials: $65.1 Million
Consumer Cyclical: $58.7 Million
Consumer Defensive: $54.4 Million
Other: $50.3 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 269
- Current Value $910 Million
- Prior Value $846 Million
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 13 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 105 stocks