Fiduciary Group LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $918 Million distributed in 271 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $46.8M, Microsoft Corp with a value of $42.8M, Ishares Barclays 1 3 Year Trea with a value of $39.7M, Vanguard Index Fds S&P 500 ETF with a value of $38.8M, and Alphabet Inc. with a value of $31.3M.

Examining the 13F form we can see an increase of $8.49M in the current position value, from $910M to 918M.

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 $918 Million
ETFs: $263 Million
Technology: $141 Million
Financial Services: $131 Million
Communication Services: $86.1 Million
Healthcare: $75.2 Million
Industrials: $62.4 Million
Consumer Defensive: $55.5 Million
Consumer Cyclical: $55.2 Million
Other: $49.5 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 271
  • Current Value $918 Million
  • Prior Value $910 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 144 stocks
Track This Portfolio

Track Fiduciary Group LLC Portfolio

Follow Fiduciary Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Group LLC with notifications on news.