FIDUCIARY FINANCIAL GROUP, LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 10, 2024
Value $: $435M
Signature - Title: Aryn Sands - Agent
Location: San Rafael, CA
Summary: This page shows a list of all the recent 13F filings made by FIDUCIARY FINANCIAL GROUP, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FIDUCIARY FINANCIAL GROUP, LLC reported 258 stock holdings with total value $435M as of Q3 2024. Top holdings included AAPL, SCHO, DFAC, MOAT, and DFAI.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	258	$435M	+$28.4M	-$10.4M	+$18M	AAPL, SCHO, DFAC, MOAT, DFAI	13F-HR	10/9/2024, 06:22 PM
Q2 2024	255	$413M	$0	$0		AAPL, SCHO, DFAC, MOAT, DFAI	13F-HR	7/17/2024, 06:59 PM