FA

Fiduciary Alliance LLC

13F
Fiduciary Alliance LLC
Last update 2025-04-09 385 Stocks (53 new)
Value $1.02 Bil Turnover 11 %
Countries:
Top Holdings: AAPL(5.10%)SPY(4.14%)MSFT(3.77%)JPM(3.45%)BRK.B(2.91%)
Summary Stock Picks Current Portfolio
Fiduciary Alliance 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
233,774
51,928.2
+3.39%
5.100
+0.17%
0.000
-17.22%
-18.74%
3,031,972.7
Hardware
SPY 		SPDR S&P 500 ETF Trust
75,365
42,158.4
+22.11%
4.140
+0.75%
0.010
-1.97%
+0.35%
597,870.2
 
MSFT 		Microsoft Corp
102,192
38,361.8
+1.94%
3.770
+0.07%
0.000
+11.47%
+8.18%
3,375,972.9
Software
JPM 		JPMorgan Chase & Co
142,894
35,051.9
+0.84%
3.450
+0.03%
0.010
-0.22%
+10.56%
728,261.7
Banks
BRK.B 		Berkshire Hathaway Inc
55,609
29,616.2
+3.65%
2.910
+0.10%
0.000
+5.89%
+11.84%
1,093,244.4
Insurance
AMZN 		Amazon.com Inc
137,198
26,103.4
+6.28%
2.570
+0.15%
0.000
-6.89%
-8.08%
2,140,931.8
Retail - Cyclical
NVDA 		NVIDIA Corp
181,319
19,651.4
+2.54%
1.930
+0.05%
0.000
-1.07%
-0.96%
3,243,179.3
Semiconductors
COP 		ConocoPhillips
179,699
18,872.0
-3.66%
1.850
-0.07%
0.010
-9.30%
-9.70%
111,193.1
Oil & Gas
SPDW 		SPDR Portfolio Developed World ex-US ETF
466,639
16,990.3
-0.41%
1.670
-0.01%
0.070
+7.81%
+15.62%
26,410.0
 
HD 		The Home Depot Inc
44,215
16,204.4
-8.17%
1.590
-0.15%
0.000
-3.38%
-4.30%
367,688.8
Retail - Cyclical

Fiduciary Alliance LLC's Historical Top Holdings Breakdowns

Fiduciary Alliance 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
FCX 		Freeport-McMoRan Inc2025-03-31Sold Out
-0.79%
●
34.5 ($38.26) 43.01
$38.06
-0.52%
Sold Out
0
-205,312
SPY 		SPDR S&P 500 ETF Trust2025-03-31Add
+0.75%
●
551.42 ($587.78) 612.93
$585.02
-0.47%
Add 22.11%
75,365
13,646
MDLZ 		Mondelez International Inc2025-03-31Reduce
-0.60%
●
56.12 ($61.63) 68.15
$65.28
5.93%
Reduce -93.34%
7,063
-98,991
ORCL 		Oracle Corp2025-03-31Reduce
-0.42%
●
139.81 ($162.81) 186.47
$158.30
-2.77%
Reduce -65.54%
13,105
-24,923
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2025-03-31Add
+0.38%
●
91.45 ($91.59) 91.75
$91.64
0.05%
Add 61.49%
111,612
42,498
TBIL 		US Treasury 3 Month Bill ETF2025-03-31Add
+0.36%
●
49.85 ($49.94) 50.04
$49.95
0.03%
Add 549.53%
85,400
72,252
T 		AT&T Inc2025-03-31Add
+0.34%
●
21.56 ($25.15) 28.28
$27.55
9.53%
Add 172.79%
195,495
123,829
NFLX 		Netflix Inc2025-03-31Add
+0.31%
●
828.4 ($951.01) 1058.6
$1,197.58
25.93%
Add 879.28%
3,829
3,438
AWK 		American Water Works Co Inc2025-03-31Sold Out
-0.30%
●
121.01 ($131.75) 149.31
$143.08
8.60%
Sold Out
0
-23,927
BLK 		BlackRock Inc2025-03-31New Buy
+0.27%
●
900.46 ($980.1) 1075.5
$981.20
0.11%
New holding
2,908
2,908

Fiduciary Alliance LLC Total Holding History ($B)

To

Fiduciary Alliance LLC's Asset Allocation

To

Fiduciary Alliance LLC Past Portfolios

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

Top Ranked Articles

  • 1

Fiduciary Alliance LLC's Hypothetical Growth since 2025-03-31

Fiduciary Alliance LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Fiduciary Alliance LLC's Holdings Heat Map

Size field:

Fiduciary Alliance LLC's Holdings Bubble Chart

Fiduciary Alliance LLC News

  • 1

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