Fiduciary Group LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.11 Billion distributed in 289 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $57M, Vanguard Index Fds S&P 500 ETF with a value of $51.3M, Microsoft Corp with a value of $47.2M, Alphabet Inc. with a value of $40.5M, and Ishares Core U.S. Aggregate Bo with a value of $30.3M.
Examining the 13F form we can see an increase of $74.6M in the current position value, from $1.04B to 1.11B.
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
$1.11 Billion
ETFs: $346 Million
Technology: $184 Million
Financial Services: $162 Million
Communication Services: $100 Million
Industrials: $75.8 Million
Healthcare: $72 Million
Consumer Cyclical: $62.3 Million
Consumer Defensive: $59.2 Million
Other: $49 Million
Stock Holdings Table Market Cap. of $200 Billions or more