Fiduciary Alliance LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationgreenville, SC
- CIK0001954805
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
385 | $1.02 B | AAPL, SPY, MSFT, JPM | 13F-HR | Apr 9, 2025 | 000195480525000003 | ||
353 | $989.14 M | AAPL, MSFT, SPY, JPM | 13F-HR | Jan 13, 2025 | 000195480525000002 | ||
255 | $753.95 M | AAPL, MSFT, SPY, JPM | 13F-HR | Oct 11, 2024 | 000195480524000006 | ||
213 | $616.26 M | MSFT, AAPL, SPY, JPM | 13F-HR | Jul 10, 2024 | 000195480524000004 | ||
196 | $566.64 M | MSFT, AAPL, SPY, JPM | 13F-HR | Apr 17, 2024 | 000195480524000003 | ||
184 | $507.80 M | AAPL, MSFT, SPY, COP | 13F-HR | Jan 17, 2024 | 000195480524000001 | ||
167 | $432.87 M | AAPL, MSFT, SPY, COP | 13F-HR | Oct 18, 2023 | 000195480523000004 | ||
1,014 | $465.73 M | AAPL, MSFT, SPY, BRK.B | 13F-HR | Jul 18, 2023 | 000195480523000003 | ||
136 | $398.46 M | AAPL, MSFT, SPY, BRK.B | 13F-HR | Apr 18, 2023 | 000195480523000002 | ||
938 | $386.66 M | AAPL, MSFT, SPY, COP | 13F-HR | Jan 19, 2023 | 000195480523000001 |