Fiduciary Group, LLC
Q3 2025 13F Holdings
- Locationsavannah, GA
- Num holdings
289
- Value ($000)
$1,138,570
- Date Filed11/12/2025
- Form type13F-HR
- CIK0001645890
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $57.03 M | 5 % | 223,964 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $51.30 M | 5 % | 83,777 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $47.19 M | 4 % | 91,102 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $40.55 M | 4 % | 166,476 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $30.29 M | 3 % | 302,182 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $29.06 M | 3 % | 350,246 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $28.72 M | 3 % | 91,061 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $27.23 M | 2 % | 54,169 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $24.19 M | 2 % | 403,711 | ||
AMZN AMAZON COM INC | COM | 023135106 | $23.06 M | 2 % | 105,002 |
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