FIDUCIARY FINANCIAL GROUP, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationsan rafael, CA
- CIK0001925420
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
283 | $459.46M | SCHO, AAPL, DFAC, SGOV | 13F-HR | Apr 15, 2025 | 000175496025000185 | ||
276 | $459.73M | AAPL, SCHO, SGOV, DFAC | 13F-HR | Jan 13, 2025 | 000175496025000008 | ||
258 | $435.48M | AAPL, SCHO, DFAC, MOAT | 13F-HR | Oct 10, 2024 | 000175496024000482 | ||
255 | $414.14M | AAPL, SCHO, DFAC, MOAT | 13F-HR | Jul 18, 2024 | 000175496024000274 |