Fiduciary Group LLC Portfolio Holdings
Fiduciary Group LLC
- $1.11 Billion
- Q3 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 289
- Current Value $1.11 Billion
- Prior Value $1.04 Billion
- Filing
- Period Q3 2025
- Filing Date November 12, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 8 stocks
- Additional Purchases 118 stocks
- Sold out of 0 stocks
- Reduced holdings in 96 stocks