Notify me when Fiduciary Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 296 | $1,190,606,775 | +$73,444,682 | -$32,735,352 | +$40,709,330 | VOO, AAPL, GOOG, MSFT, AGG | 13F-HR | 12 Feb 2026, 16:56 |
| Q3 2025 | 289 | $1,138,570,257 | +$25,888,589 | -$11,251,127 | +$14,637,462 | AAPL, VOO, MSFT, GOOG, AGG | 13F-HR | 12 Nov 2025, 14:45 |
| Q2 2025 | 285 | $1,062,530,106 | +$18,944,118 | -$10,892,459 | +$8,051,659 | MSFT, AAPL, VOO, SHY, GOOG | 13F-HR | 13 Aug 2025, 15:56 |
| Q1 2025 | 272 | $998,018,488 | +$28,641,906 | -$13,280,327 | +$15,361,579 | AAPL, VOO, MSFT, SHY, BRKB | 13F-HR | 28 Apr 2025, 13:46 |
| Q4 2024 | 268 | $997,054,410 | +$46,690,675 | -$28,663,666 | +$18,027,009 | AAPL, VOO, MSFT, SHY, GOOG | 13F-HR | 11 Feb 2025, 09:12 |
| Q3 2024 | 273 | $987,346,760 | +$26,923,452 | -$27,961,969 | -$1,038,517 | AAPL, MSFT, VOO, SHY, GOOG | 13F-HR | 13 Nov 2024, 10:25 |
| Q2 2024 | 271 | $929,937,382 | +$25,809,958 | -$23,663,752 | +$2,146,206 | AAPL, MSFT, SHY, VOO, GOOG | 13F-HR | 08 Aug 2024, 13:45 |
| Q1 2024 | 269 | $917,901,275 | +$29,898,538 | -$7,325,529 | +$22,573,009 | SHY, MSFT, AAPL, VOO, GOOG | 13F-HR | 13 May 2024, 13:07 |
| Q4 2023 | 258 | $853,608,757 | +$37,348,773 | -$38,750,340 | -$1,401,567 | SHY, AAPL, MSFT, VOO, GOOG | 13F-HR | 05 Feb 2024, 11:35 |
| Q3 2023 | 238 | $783,440,377 | +$11,584,062 | -$14,152,925 | -$2,568,863 | SHY, AAPL, MSFT, VOO, IGSB | Restatement | 13 Nov 2023, 15:27 |
| Q2 2023 | 239 | $814,026,431 | +$9,996,190 | -$8,608,080 | +$1,388,110 | AAPL, SHY, MSFT, VOO, IGSB | 13F-HR | 27 Jul 2023, 15:49 |
| Q1 2023 | 236 | $769,201,137 | +$11,607,423 | -$23,697,698 | -$12,090,275 | SHY, AAPL, MSFT, VOO, IGSB | Restatement | 15 May 2023, 16:13 |
| Q4 2022 | 228 | $750,742,992 | +$27,939,293 | -$37,214,353 | -$9,275,060 | SHY, AAPL, VOO, IGSB, MSFT | 13F-HR | 07 Feb 2023, 14:59 |
| Q3 2022 | 234 | $653,655,000 | +$25,250,508 | -$15,243,695 | +$10,006,813 | AAPL, SHY, VOO, IGSB, MSFT | 13F-HR | 14 Nov 2022, 11:45 |
| Q2 2022 | 229 | $681,363,000 | +$32,470,331 | -$27,715,330 | +$4,755,001 | MSFT, VOO, SHY, IGSB, BSV | 13F-HR | 12 Aug 2022, 11:49 |
| Q1 2022 | 227 | $691,340,000 | +$43,080,203 | -$42,756,348 | +$323,855 | AAPL, BSV, MSFT, IGSB, VOO | 13F-HR | 13 May 2022, 08:35 |
| Q4 2021 | 234 | $899,029,000 | +$21,952,477 | -$20,845,934 | +$1,106,543 | AAPL, BSV, MSFT, VOO, IGSB | 13F-HR | 14 Feb 2022, 14:58 |
| Q3 2021 | 236 | $858,623,000 | +$9,960,574 | -$14,697,659 | -$4,737,085 | BSV, AAPL, MSFT, VOO, IGSB | 13F-HR | 27 Oct 2021, 10:53 |
| Q2 2021 | 241 | $853,414,000 | +$29,894,681 | -$15,076,946 | +$14,817,735 | BSV, AAPL, IGSB, MSFT, VOO | 13F-HR | 05 Aug 2021, 16:11 |
| Q1 2021 | 233 | $820,041,000 | +$36,556,635 | -$13,150,271 | +$23,406,364 | BSV, IGSB, AAPL, VOO, MSFT | 13F-HR | 03 May 2021, 13:06 |
| Q4 2020 | 221 | $750,203,000 | +$25,015,161 | -$14,506,446 | +$10,508,715 | BSV, IGSB, AAPL, VOO, MSFT | 13F-HR | 12 Feb 2021, 15:46 |
| Q3 2020 | 205 | $661,943,000 | +$56,980,592 | -$14,103,367 | +$42,877,225 | BSV, IGSB, AAPL, VOO, MSFT | 13F-HR | 12 Nov 2020, 15:35 |
| Q2 2020 | 199 | $599,256,000 | +$32,134,690 | -$18,029,535 | +$14,105,155 | BSV, IGSB, AAPL, MSFT, VOO | 13F-HR | 14 Aug 2020, 13:26 |
| Q1 2020 | 178 | $509,620,000 | +$11,015,913 | -$21,633,693 | -$10,617,780 | BSV, IGSB, MSFT, VOO, AAPL | 13F-HR | 11 May 2020, 11:14 |
| Q4 2019 | 197 | $627,078,000 | +$30,845,787 | -$12,851,604 | +$17,994,183 | BSV, IGSB, VOO, AAPL, DIS | 13F-HR | 14 Feb 2020, 13:35 |
| Q3 2019 | 191 | $571,675,000 | +$22,716,004 | -$15,320,415 | +$7,395,589 | BSV, IGSB, VOO, DIS, AAPL | 13F-HR | 13 Nov 2019, 13:38 |
| Q2 2019 | 190 | $556,785,000 | +$18,911,621 | -$18,652,723 | +$258,898 | BSV, IGSB, VOO, DIS, AAPL | 13F-HR | 05 Aug 2019, 11:52 |
| Q1 2019 | 182 | $537,202,000 | +$24,494,784 | -$18,153,536 | +$6,341,248 | BSV, IGSB, VOO, DIS, AAPL | 13F-HR | 08 May 2019, 14:51 |
| Q4 2018 | 173 | $483,693,000 | +$38,214,040 | -$11,885,322 | +$26,328,718 | BSV, IGSB, VOO, VEA, AAPL | 13F-HR | 13 Feb 2019, 14:42 |
| Q3 2018 | 179 | $510,288,000 | +$17,541,512 | -$8,682,625 | +$8,858,887 | BSV, VOO, AAPL, VEA, VXF | 13F-HR | 18 Oct 2018, 12:01 |
| Q2 2018 | 172 | $473,085,000 | +$22,412,059 | -$22,429,174 | -$17,115 | BSV, VOO, VEA, AAPL, VXF | 13F-HR | 02 Aug 2018, 12:07 |
| Q1 2018 | 172 | $461,401,000 | +$27,376,050 | -$21,446,738 | +$5,929,312 | BSV, VOO, VEA, BND, AAPL | 13F-HR | 14 May 2018, 15:43 |
| Q4 2017 | 174 | $468,457,000 | +$11,488,309 | -$13,321,105 | -$1,832,796 | BND, BSV, VOO, VEA, AAPL | 13F-HR | 02 Feb 2018, 11:20 |
| Q3 2017 | 176 | $444,265,000 | +$20,024,851 | -$21,692,768 | -$1,667,917 | BND, VOO, BSV, VEA, AAPL | 13F-HR | 13 Nov 2017, 08:46 |
| Q2 2017 | 178 | $433,398,000 | +$10,125,539 | -$8,077,972 | +$2,047,567 | BND, VOO, BSV, AAPL, XOM | 13F-HR | 11 Aug 2017, 10:22 |
| Q1 2017 | 177 | $421,962,000 | +$31,163,971 | -$10,743,610 | +$20,420,361 | BND, VOO, BSV, XOM, AAPL | 13F-HR | 12 May 2017, 10:55 |
| Q4 2016 | 179 | $386,674,000 | +$19,003,647 | -$8,117,521 | +$10,886,126 | BND, VOO, XOM, BSV, AAPL | 13F-HR | 13 Feb 2017, 13:44 |
| Q3 2016 | 177 | $369,005,000 | +$10,007,772 | -$7,878,658 | +$2,129,114 | BND, VOO, XOM, BSV, AAPL | 13F-HR | 25 Oct 2016, 15:29 |
| Q2 2016 | 182 | $360,082,000 | +$19,382,871 | -$13,919,845 | +$5,463,026 | BND, VOO, XOM, BSV, JNJ | 13F-HR | 10 Aug 2016, 14:44 |
| Q1 2016 | 177 | $345,393,000 | +$17,489,319 | -$10,578,935 | +$6,910,384 | BND, VOO, XOM, AAPL, BSV | 13F-HR | 13 May 2016, 15:07 |
| Q4 2015 | 176 | $335,539,000 | +$57,442,573 | -$38,063,288 | +$19,379,285 | VOO, BND, XOM, AAPL, JNJ | 13F-HR | 12 Feb 2016, 16:06 |
| Q3 2015 | 187 | $300,636,000 | +$25,077,365 | -$16,498,315 | +$8,579,050 | VOO, AAPL, XOM, KO, JNJ | 13F-HR | 12 Nov 2015, 13:35 |
| Q2 2015 | 194 | $317,768,000 | $0 | $0 | $0 | AAPL, XOM, JNJ, KO, ORCL | 13F-HR | 30 Jul 2015, 11:08 |