Fiduciary Group, LLC
Q2 2025 13F Holdings
- Locationsavannah, GA
- Num holdings
285
- Value ($000)
$1,062,530
- Date Filed08/13/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $46.32M | 4 % | 93,120 | ||
AAPL APPLE INC | COM | 037833100 | $46.27M | 4 % | 225,501 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $44.95M | 4 % | 79,134 | ||
SHY ISHARES TR | 1 3 YR TREAS BD | 464287457 | $30.03M | 3 % | 362,380 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $29.71M | 3 % | 167,476 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $26.57M | 3 % | 91,665 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $26.48M | 3 % | 54,502 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $25.51M | 2 % | 257,135 | ||
MCO MOODYS CORP | COM | 615369105 | $23.30M | 2 % | 46,452 | ||
AMZN AMAZON COM INC | COM | 023135106 | $22.81M | 2 % | 103,959 |
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