Fiduciary Alliance LLC

Q4 2024 13F Holdings

  • Location
    greenville, SC
  • Num holdings

    353

  • Value ($000)

    $989,141

  • Date Filed
    01/13/2025
  • Form type
    13F-HR
  • CIK
    0001954805
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

Apple

STOCK
037833100
$56.62M
6 %

226,116

MSFT
MSFT

Microsoft

STOCK
594918104
$42.26M
4 %

100,252

SPY
SPY

SPDR S&P 500 ETF TRUST

ETF
78462F103
$36.17M
4 %

61,719

JPM
JPM

JPMorgan Chase

STOCK
46625H100
$33.97M
3 %

141,701

AMZN
AMZN

Amazon

STOCK
023135106
$28.32M
3 %

129,090

BRK.B
BRK.B

Berkshire Hathaway CL B

STOCK
084670702
$24.32M
3 %

53,651

NVDA
NVDA

NVIDIA CORPORATION COM

STOCK
67066G104
$23.75M
2 %

176,826

HD
HD

Home Depot

STOCK
437076102
$18.73M
2 %

48,151

COP
COP

Conocophillips

STOCK
20825C104
$18.50M
2 %

186,535

SPDW
SPDW

SPDR S&P World ex-US

ETF
78463X889
$15.99M
2 %

468,554

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