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