Fiduciary Alliance LLC

Q2 2025 13F Holdings

  • Location
    greenville, SC
  • Num holdings

    479

  • Value ($000)

    $1,340,850

  • Date Filed
    07/09/2025
  • Form type
    13F-HR
  • CIK
    0001954805
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

Microsoft

STOCK
594918104
$60.21M
5 %

121,045

AAPL
AAPL

Apple

STOCK
037833100
$50.48M
4 %

246,036

SPY
SPY

SPDR S&P 500 ETF TRUST

ETF
78462F103
$49.97M
4 %

80,883

JPM
JPM

JPMorgan Chase

STOCK
46625H100
$42.45M
3 %

146,410

NVDA
NVDA

NVIDIA CORPORATION COM

STOCK
67066G104
$32.83M
2 %

207,782

AMZN
AMZN

Amazon

STOCK
023135106
$32.67M
2 %

148,931

BRK.B
BRK.B

Berkshire Hathaway CL B

STOCK
084670702
$27.49M
2 %

56,599

SCHG
SCHG

Schwab U.S. Large-Cap Growth

ETF
808524300
$20.16M
2 %

690,128

PLTR
PLTR

PALANTIR TECHNOLOGIES INC CL A

STOCK
69608A108
$19.73M
2 %

144,750

IBIT
IBIT

ISHARES BITCOIN TRUST ETF

ETF
46438F101
$19.17M
1 %

313,198

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