Fiduciary Group, LLC

Q2 2025 13F Holdings

  • Location
    savannah, GA
  • Num holdings

    285

  • Value ($000)

    $1,062,530

  • Date Filed
    08/13/2025
  • Form type
    13F-HR
  • CIK
    0001645890
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$46.32 M
4 %

93,120

AAPL
AAPL

APPLE INC

COM
037833100
$46.27 M
4 %

225,501

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$44.95 M
4 %

79,134

SHY
SHY

ISHARES TR

1 3 YR TREAS BD
464287457
$30.03 M
3 %

362,380

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$29.71 M
3 %

167,476

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$26.57 M
3 %

91,665

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$26.48 M
3 %

54,502

AGG
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$25.51 M
2 %

257,135

MCO
MCO

MOODYS CORP

COM
615369105
$23.30 M
2 %

46,452

AMZN
AMZN

AMAZON COM INC

COM
023135106
$22.81 M
2 %

103,959

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