Fiduciary Group LLC Portfolio Holdings
Fiduciary Group LLC
- $971 Million
- Q3 2024
Fiduciary Group LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $971 Million distributed in 273 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $51.8M, Microsoft Corp with a value of $40.7M, Vanguard Index Fds S&P 500 ETF with a value of $39.6M, Ishares Barclays 1 3 Year Trea with a value of $36.1M, and Alphabet Inc. with a value of $28.3M.
Examining the 13F form we can see an increase of $52.9M in the current position value, from $918M to 971M.
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 |
|---|
Summary
- Portfolio
- No. of Stocks 273
- Current Value $971 Million
- Prior Value $918 Million
- Filing
- Period Q3 2024
- Filing Date November 13, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 6 stocks
- Additional Purchases 82 stocks
- Sold out of 0 stocks
- Reduced holdings in 130 stocks