Fiduciary Group LLC Portfolio Holdings
Fiduciary Group LLC
- $1.04 Billion
- Q2 2025
Fiduciary Group LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.04 Billion distributed in 285 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $46.3M, Apple Inc. with a value of $46.3M, Vanguard Index Fds S&P 500 ETF with a value of $45M, Ishares Barclays 1 3 Year Trea with a value of $30M, and Alphabet Inc. with a value of $29.7M.
Examining the 13F form we can see an increase of $61.8M in the current position value, from $975M to 1.04B.
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
$1.04 Billion
ETFs: $316 Million
Technology: $164 Million
Financial Services: $158 Million
Communication Services: $86.8 Million
Industrials: $72.2 Million
Healthcare: $70.2 Million
Consumer Cyclical: $61 Million
Consumer Defensive: $60 Million
Other: $48.5 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 285
- Current Value $1.04 Billion
- Prior Value $975 Million
- Filing
- Period Q2 2025
- Filing Date August 13, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 15 stocks
- Additional Purchases 90 stocks
- Sold out of 0 stocks
- Reduced holdings in 124 stocks