FG

Fiduciary Group, LLC

13F
Fiduciary Group, LLC
Last update 2025-04-28 272 Stocks (8 new)
Value $998.00 Mil Turnover 3 %
Countries:
Top Holdings: AAPL(5.04%)VOO(4.04%)MSFT(3.51%)SHY(3.12%)BRK.B(2.92%)
Summary Stock Picks Current Portfolio
Fiduciary Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
226,458
50,303.1
+0.01%
5.040
0%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
VOO
Vanguard S&P 500 ETF
78,458
40,320.1
+3.38%
4.040
+0.13%
0.010
+16.76%
+7.46%
616,819.8
 
MSFT
Microsoft Corp
93,428
35,071.8
-0.08%
3.510
0%
0.000
+33.94%
+18.80%
3,707,650.2
Software
SHY
iShares 1-3 Year Treasury Bond ETF
376,789
31,171.8
-5.40%
3.120
-0.18%
0.130
+0.58%
+2.49%
23,965.2
 
BRK.B
Berkshire Hathaway Inc
54,760
29,164.0
-0.37%
2.920
-0.01%
0.000
-8.52%
+7.00%
1,046,283.1
Insurance
GOOG
Alphabet Inc
168,533
26,329.9
-0.25%
2.640
-0.01%
0.000
+18.43%
-4.97%
2,184,120.1
Interactive Media
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
231,128
22,863.2
+20.96%
2.290
+0.40%
0.020
+0.07%
+3.61%
128,257.8
 
JPM
JPMorgan Chase & Co
92,070
22,584.8
-0.68%
2.260
-0.02%
0.000
+30.86%
+25.49%
822,612.0
Banks
IGSB
iShares 1-3 Year Credit Bond ETF
414,709
21,718.3
+0.44%
2.180
+0.01%
0.100
+1.31%
+3.76%
21,509.5
 
MCO
Moodys Corp
46,572
21,688.1
-0.31%
2.170
-0.01%
0.030
+14.39%
+7.10%
90,879.4
Capital Markets

Fiduciary Group, LLC's Historical Top Holdings Breakdowns

Fiduciary Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.43%
●
106.98 ($126.74) 149.43
$159.34
25.72%
Add 95.11%
81,995
39,971
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.40%
●
95.85 ($97.76) 99.25
$98.47
0.73%
Add 20.96%
231,128
40,057
CSCO
Cisco Systems Inc
2025-03-31
Reduce
Reduce
-0.29%
●
58.74 ($61.57) 64.87
$69.37
12.67%
Reduce -63.81%
27,406
-48,318
SHY
iShares 1-3 Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.18%
●
81.83 ($82.24) 82.73
$82.41
0.21%
Reduce -5.4%
376,789
-21,492
BRK.A
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.16%
●
663000 ($729331) 801950
$727,455.00
-0.26%
Add 100%
4
2
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
2025-03-31
Add
Add
+0.14%
●
28.92 ($29.07) 29.24
$29.14
0.24%
Add 15.9%
344,637
47,278
PAAA
PGIM AAA CLO ETF
2025-03-31
Add
Add
+0.13%
●
51.15 ($51.33) 51.52
$51.29
-0.08%
Add 10.69%
254,856
24,613
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.13%
●
507.05 ($540.58) 563.67
$575.22
6.41%
Add 3.38%
78,458
2,562
CMCSA
Comcast Corp
2025-03-31
Reduce
Reduce
-0.12%
●
33.19 ($36.08) 38.23
$35.99
-0.25%
Reduce -19.6%
130,480
-31,814
APH
Amphenol Corp
2025-03-31
Add
Add
+0.11%
●
61.62 ($68.22) 78.55
$99.46
45.79%
Add 113.37%
31,984
16,994

Fiduciary Group, LLC Total Holding History ($B)

To

Fiduciary Group, LLC's Asset Allocation

To

Fiduciary Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Fiduciary Group, LLC's Hypothetical Growth since 2025-03-31

Fiduciary Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Fiduciary Group, LLC's Holdings Heat Map

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Fiduciary Group, LLC's Holdings Bubble Chart

Fiduciary Group, LLC News

  • 1

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