Fiduciary Group LLC Portfolio Holdings
Fiduciary Group LLC
- $975 Million
- Q4 2024
Fiduciary Group LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $975 Million distributed in 268 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $56.7M, Vanguard Index Fds S&P 500 ETF with a value of $40.9M, Microsoft Corp with a value of $39.4M, Ishares Barclays 1 3 Year Trea with a value of $32.7M, and Alphabet Inc. with a value of $32.2M.
Examining the 13F form we can see an increase of $4.02M in the current position value, from $971M to 975M.
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 Under $50 Millions
Summary
- Portfolio
- No. of Stocks 268
- Current Value $975 Million
- Prior Value $971 Million
- Filing
- Period Q4 2024
- Filing Date February 11, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 6 stocks
- Additional Purchases 78 stocks
- Sold out of 0 stocks
- Reduced holdings in 132 stocks