Fiduciary Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$987M
Signature - Title
Joel P. Goodman - Chief Investment Officer
Location
Savannah, GA
Summary
This page shows a list of all the recent 13F filings made by Fiduciary Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fiduciary Group, LLC reported 273 stock holdings with total value $987M as of Q3 2024. Top holdings included AAPL, MSFT, VOO, SHY, and GOOG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 273 $987M +$26.9M -$28M -$1.04M AAPL, MSFT, VOO, SHY, GOOG 13F-HR 11/13/2024, 10:25 AM
Q2 2024 271 $930M +$25.8M -$23.7M +$2.15M AAPL, MSFT, SHY, VOO, GOOG 13F-HR 8/8/2024, 01:45 PM
Q1 2024 269 $918M +$29.9M -$7.33M +$22.6M SHY, MSFT, AAPL, VOO, GOOG 13F-HR 5/13/2024, 01:07 PM
Q4 2023 258 $854M +$37.3M -$38.8M -$1.4M SHY, AAPL, MSFT, VOO, GOOG 13F-HR 2/5/2024, 11:35 AM
Q3 2023 238 $783M +$11.6M -$14.2M -$2.57M SHY, AAPL, MSFT, VOO, IGSB Restatement 11/13/2023, 03:27 PM
Q2 2023 239 $814M +$10M -$8.61M +$1.39M AAPL, SHY, MSFT, VOO, IGSB 13F-HR 7/27/2023, 03:49 PM
Q1 2023 236 $769M +$11.6M -$23.7M -$12.1M SHY, AAPL, MSFT, VOO, IGSB Restatement 5/15/2023, 04:13 PM
Q4 2022 228 $751M +$27.9M -$37.2M -$9.28M SHY, AAPL, VOO, IGSB, MSFT 13F-HR 2/7/2023, 02:59 PM
Q3 2022 234 $654M +$25.3M -$15.2M +$10M AAPL, SHY, VOO, IGSB, MSFT 13F-HR 11/14/2022, 11:45 AM
Q2 2022 229 $681M +$32.5M -$27.7M +$4.76M MSFT, VOO, SHY, IGSB, BSV 13F-HR 8/12/2022, 11:49 AM
Q1 2022 227 $691M +$43.1M -$42.8M +$324K AAPL, BSV, MSFT, IGSB, VOO 13F-HR 5/13/2022, 08:35 AM
Q4 2021 234 $899M +$22M -$20.8M +$1.11M AAPL, BSV, MSFT, VOO, IGSB 13F-HR 2/14/2022, 02:58 PM
Q3 2021 236 $859M +$9.96M -$14.7M -$4.74M BSV, AAPL, MSFT, VOO, IGSB 13F-HR 10/27/2021, 10:53 AM
Q2 2021 241 $853M +$29.9M -$15.1M +$14.8M BSV, AAPL, IGSB, MSFT, VOO 13F-HR 8/5/2021, 04:11 PM
Q1 2021 233 $820M +$36.6M -$13.2M +$23.4M BSV, IGSB, AAPL, VOO, MSFT 13F-HR 5/3/2021, 01:06 PM
Q4 2020 221 $750M +$25M -$14.5M +$10.5M BSV, IGSB, AAPL, VOO, MSFT 13F-HR 2/12/2021, 03:46 PM
Q3 2020 205 $662M +$57M -$14.1M +$42.9M BSV, IGSB, AAPL, VOO, MSFT 13F-HR 11/12/2020, 03:35 PM
Q2 2020 199 $599M +$32.1M -$18M +$14.1M BSV, IGSB, AAPL, MSFT, VOO 13F-HR 8/14/2020, 01:26 PM
Q1 2020 178 $510M +$11M -$21.6M -$10.6M BSV, IGSB, MSFT, VOO, AAPL 13F-HR 5/11/2020, 11:14 AM
Q4 2019 197 $627M +$30.8M -$12.9M +$18M BSV, IGSB, VOO, AAPL, DIS 13F-HR 2/14/2020, 01:35 PM
Q3 2019 191 $572M +$22.7M -$15.3M +$7.4M BSV, IGSB, VOO, DIS, AAPL 13F-HR 11/13/2019, 01:38 PM
Q2 2019 190 $557M +$18.9M -$18.7M +$259K BSV, IGSB, VOO, DIS, AAPL 13F-HR 8/5/2019, 11:52 AM
Q1 2019 182 $537M +$24.5M -$18.2M +$6.34M BSV, IGSB, VOO, DIS, AAPL 13F-HR 5/8/2019, 02:51 PM
Q4 2018 173 $484M +$38.2M -$11.9M +$26.3M BSV, IGSB, VOO, VEA, AAPL 13F-HR 2/13/2019, 02:42 PM
Q3 2018 179 $510M +$17.5M -$8.68M +$8.86M BSV, VOO, AAPL, VEA, VXF 13F-HR 10/18/2018, 12:01 PM
Q2 2018 172 $473M +$22.4M -$22.4M -$17.1K BSV, VOO, VEA, AAPL, VXF 13F-HR 8/2/2018, 12:07 PM
Q1 2018 172 $461M +$27.4M -$21.4M +$5.93M BSV, VOO, VEA, BND, AAPL 13F-HR 5/14/2018, 03:43 PM
Q4 2017 174 $468M +$11.5M -$13.3M -$1.83M BND, BSV, VOO, VEA, AAPL 13F-HR 2/2/2018, 11:20 AM
Q3 2017 176 $444M +$20M -$21.7M -$1.67M BND, VOO, BSV, VEA, AAPL 13F-HR 11/13/2017, 08:46 AM
Q2 2017 178 $433M +$10.1M -$8.08M +$2.05M BND, VOO, BSV, AAPL, XOM 13F-HR 8/11/2017, 10:22 AM
Q1 2017 177 $422M +$31.2M -$10.7M +$20.4M BND, VOO, BSV, XOM, AAPL 13F-HR 5/12/2017, 10:55 AM
Q4 2016 179 $387M +$19M -$8.12M +$10.9M BND, VOO, XOM, BSV, AAPL 13F-HR 2/13/2017, 01:44 PM
Q3 2016 177 $369M +$10M -$7.88M +$2.13M BND, VOO, XOM, BSV, AAPL 13F-HR 10/25/2016, 03:29 PM
Q2 2016 182 $360M +$19.4M -$13.9M +$5.46M BND, VOO, XOM, BSV, JNJ 13F-HR 8/10/2016, 02:44 PM
Q1 2016 177 $345M +$17.5M -$10.6M +$6.91M BND, VOO, XOM, AAPL, BSV 13F-HR 5/13/2016, 03:07 PM
Q4 2015 176 $336M +$57.4M -$38.1M +$19.4M VOO, BND, XOM, AAPL, JNJ 13F-HR 2/12/2016, 04:06 PM
Q3 2015 187 $301M +$25.1M -$16.5M +$8.58M VOO, AAPL, XOM, KO, JNJ 13F-HR 11/12/2015, 01:35 PM
Q2 2015 194 $318M $0 $0 AAPL, XOM, JNJ, KO, ORCL 13F-HR 7/30/2015, 11:08 AM