Fiduciary Group, LLC
Q4 2024 13F Holdings
- Locationsavannah, GA
- Num holdings
268
- Value ($000)
$997,054
- Date Filed02/11/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $56.71M | 6 % | 226,443 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $40.89M | 4 % | 75,896 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $39.41M | 4 % | 93,500 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $32.65M | 3 % | 398,281 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $32.17M | 3 % | 168,947 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $24.91M | 3 % | 54,963 | ||
AMZN AMAZON COM INC | COM | 023135106 | $22.61M | 2 % | 103,047 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $22.22M | 2 % | 92,703 | ||
MCO MOODYS CORP | COM | 615369105 | $22.11M | 2 % | 46,716 | ||
IGSB ISHARES TR | ISHS 1-5YR INVS | 464288646 | $21.35M | 2 % | 412,886 |
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