Fiduciary Group LLC Portfolio Holdings
Fiduciary Group LLC
- $918 Million
- Q2 2024
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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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