FIDUCIARY FINANCIAL GROUP, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    san rafael, CA
  • CIK
    0001925420
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

276

$459.73M
AAPL, SCHO, SGOV, DFAC
13F-HR
Jan 13, 2025
000175496025000008

258

$435.48M
AAPL, SCHO, DFAC, MOAT
13F-HR
Oct 10, 2024
000175496024000482

255

$414.14M
AAPL, SCHO, DFAC, MOAT
13F-HR
Jul 18, 2024
000175496024000274
Fiduciary Financial Group, Llc 13F Filings