Fiduciary Group LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationsavannah, GA
- CIK0001645890
- Alternate namesFiduciary Group, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
268 | $997.05M | AAPL, VOO, MSFT, SHY | 13F-HR | Feb 11, 2025 | 000164589025000001 | ||
273 | $987.35M | AAPL, MSFT, VOO, SHY | 13F-HR | Nov 13, 2024 | 000164589024000006 | ||
271 | $929.94M | AAPL, MSFT, SHY, VOO | 13F-HR | Aug 8, 2024 | 000164589024000004 | ||
269 | $917.90M | SHY, MSFT, AAPL, VOO | 13F-HR | May 13, 2024 | 000164589024000002 | ||
258 | $853.61M | SHY, AAPL, MSFT, VOO | 13F-HR | Feb 5, 2024 | 000164589024000001 | ||
238 | $783.44M | SHY, AAPL, MSFT, VOO | RESTATEMENT | Nov 13, 2023 | 000164589023000007 | ||
239 | $814.03M | AAPL, SHY, MSFT, VOO | 13F-HR | Jul 27, 2023 | 000164589023000005 | ||
236 | $769.20M | SHY, AAPL, MSFT, VOO | RESTATEMENT | May 15, 2023 | 000164589023000004 | ||
228 | $750.74M | SHY, AAPL, VOO, IGSB | 13F-HR | Feb 7, 2023 | 000164589023000001 | ||
234 | $771.92M | AAPL, SHY, VOO, IGSB | 13F-HR | Nov 14, 2022 | 000164589022000004 | ||
229 | $800.58M | AAPL, MSFT, VOO, SHY | 13F-HR | Aug 12, 2022 | 000164589022000003 | ||
227 | $757.53M | AAPL, BSV, MSFT, IGSB | 13F-HR | May 13, 2022 | 000164589022000002 | ||
234 | $899.03M | AAPL, BSV, MSFT, VOO | 13F-HR | Feb 14, 2022 | 000164589022000001 | ||
236 | $881.22M | BSV, AAPL, MSFT, VOO | 13F-HR | Oct 27, 2021 | 000164589021000004 | ||
241 | $864.26M | BSV, AAPL, IGSB, MSFT | 13F-HR | Aug 5, 2021 | 000164589021000003 | ||
233 | $822.01M | BSV, IGSB, AAPL, VOO | 13F-HR | May 3, 2021 | 000164589021000002 | ||
221 | $757.86M | BSV, IGSB, AAPL, VOO | 13F-HR | Feb 12, 2021 | 000164589021000001 | ||
206 | $661.94M | BSV, IGSB, AAPL, VOO | 13F-HR | Nov 12, 2020 | 000164589020000004 | ||
199 | $599.26M | BSV, IGSB, AAPL, MSFT | 13F-HR | Aug 14, 2020 | 000164589020000003 | ||
178 | $509.62M | BSV, IGSB, MSFT, VOO | 13F-HR | May 11, 2020 | 000164589020000002 | ||
197 | $627.08M | BSV, IGSB, VOO, AAPL | 13F-HR | Feb 14, 2020 | 000164589020000001 | ||
191 | $571.67M | BSV, IGSB, VOO, DIS | 13F-HR | Nov 13, 2019 | 000164589019000004 | ||
190 | $556.78M | BSV, IGSB, VOO, DIS | 13F-HR | Aug 5, 2019 | 000164589019000003 | ||
182 | $537.20M | BSV, IGSB, VOO, DIS | 13F-HR | May 8, 2019 | 000164589019000002 | ||
174 | $483.71M | BSV, IGSB, VOO, VEA | 13F-HR | Feb 13, 2019 | 000164589019000001 | ||
179 | $510.29M | BSV, VOO, AAPL, VEA | 13F-HR | Oct 18, 2018 | 000164589018000004 | ||
172 | $473.08M | BSV, VOO, VEA, AAPL | 13F-HR | Aug 2, 2018 | 000164589018000003 | ||
172 | $461.40M | BSV, VOO, VEA, BND | 13F-HR | May 14, 2018 | 000164589018000002 | ||
174 | $468.46M | BND, BSV, VOO, VEA | 13F-HR | Feb 2, 2018 | 000164589018000001 | ||
176 | $444.26M | BND, VOO, BSV, VEA | 13F-HR | Nov 13, 2017 | 000164589017000005 | ||
178 | $433.40M | BND, VOO, BSV, AAPL | 13F-HR | Aug 11, 2017 | 000164589017000004 | ||
177 | $421.96M | BND, VOO, BSV, XOM | 13F-HR | May 12, 2017 | 000164589017000003 | ||
180 | $386.69M | BND, VOO, XOM, BSV | 13F-HR | Feb 13, 2017 | 000164589017000002 | ||
177 | $369.00M | BND, VOO, XOM, BSV | 13F-HR | Oct 25, 2016 | 000164589016000009 | ||
182 | $360.08M | BND, VOO, XOM, BSV | 13F-HR | Aug 10, 2016 | 000164589016000008 | ||
177 | $345.39M | BND, VOO, XOM, AAPL | 13F-HR | May 13, 2016 | 000164589016000004 | ||
176 | $335.54M | VOO, BND, XOM, AAPL | 13F-HR | Feb 12, 2016 | 000164589016000003 | ||
187 | $300.64M | VOO, AAPL, XOM, KO | 13F-HR | Nov 12, 2015 | 000164589015000002 | ||
194 | $317.77M | AAPL, XOM, JNJ, KO | 13F-HR | Jul 30, 2015 | 000164589015000001 |