Fiduciary Alliance LLC
Q1 2025 13F Holdings
- Locationgreenville, SC
- Num holdings
385
- Value ($000)
$1,017,426
- Date Filed04/09/2025
- Form type13F-HR
- CIK0001954805
- 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 | STOCK | 037833100 | $51.93M | 5 % | 233,774 | ||
SPY SPDR S&P 500 ETF TRUST | ETF | 78462F103 | $42.16M | 4 % | 75,365 | ||
MSFT Microsoft | STOCK | 594918104 | $38.36M | 4 % | 102,192 | ||
JPM JPMorgan Chase | STOCK | 46625H100 | $35.05M | 3 % | 142,894 | ||
BRK.B Berkshire Hathaway CL B | STOCK | 084670702 | $29.62M | 3 % | 55,609 | ||
AMZN Amazon | STOCK | 023135106 | $26.10M | 3 % | 137,198 | ||
NVDA NVIDIA CORPORATION COM | STOCK | 67066G104 | $19.65M | 2 % | 181,319 | ||
COP Conocophillips | STOCK | 20825C104 | $18.87M | 2 % | 179,699 | ||
SPDW SPDR S&P World ex-US | ETF | 78463X889 | $16.99M | 2 % | 466,639 | ||
HD Home Depot | STOCK | 437076102 | $16.20M | 2 % | 44,215 |
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