Fiduciary Group, LLC
Q1 2025 13F Holdings
- Locationsavannah, GA
- Num holdings
272
- Value ($000)
$998,018
- Date Filed04/28/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $50.30M | 5 % | 226,458 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $40.32M | 4 % | 78,458 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $35.07M | 4 % | 93,428 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $31.17M | 3 % | 376,789 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $29.16M | 3 % | 54,760 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $26.33M | 3 % | 168,533 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $22.86M | 2 % | 231,128 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $22.58M | 2 % | 92,070 | ||
IGSB ISHARES TR | ISHS 1-5YR INVS | 464288646 | $21.72M | 2 % | 414,709 | ||
MCO MOODYS CORP | COM | 615369105 | $21.69M | 2 % | 46,572 |
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