Notify me when Fiduciary Alliance LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 509 | $1,530,142,737 | +$110,690,958 | -$52,368,734 | +$58,322,224 | AAPL, SPY, MSFT, JPM, NVDA | 13F-HR | 22 Jan 2026, 10:55 |
| Q3 2025 | 492 | $1,492,408,748 | +$107,512,314 | -$63,754,028 | +$43,758,286 | AAPL, MSFT, SPY, JPM, NVDA | 13F-HR | 08 Oct 2025, 12:39 |
| Q2 2025 | 479 | $1,340,778,172 | +$275,176,063 | -$53,445,119 | +$221,730,944 | MSFT, AAPL, SPY, JPM, NVDA | 13F-HR | 09 Jul 2025, 13:17 |
| Q1 2025 | 384 | $1,017,351,426 | +$108,859,882 | -$55,310,844 | +$53,549,038 | AAPL, SPY, MSFT, JPM, BRKB | 13F-HR | 09 Apr 2025, 11:48 |
| Q4 2024 | 352 | $989,070,850 | +$280,137,398 | -$33,600,791 | +$246,536,607 | AAPL, MSFT, SPY, JPM, AMZN | 13F-HR | 13 Jan 2025, 09:56 |
| Q3 2024 | 252 | $753,468,773 | +$140,869,884 | -$32,849,598 | +$108,020,286 | AAPL, MSFT, SPY, JPM, BRKB | 13F-HR | 11 Oct 2024, 16:27 |
| Q2 2024 | 215 | $616,186,573 | +$76,319,096 | -$24,872,101 | +$51,446,995 | MSFT, AAPL, SPY, JPM, COP | 13F-HR | 09 Jul 2024, 17:47 |
| Q1 2024 | 196 | $566,639,827 | +$57,712,711 | -$39,654,567 | +$18,058,144 | MSFT, AAPL, SPY, JPM, COP | 13F-HR | 17 Apr 2024, 16:57 |
| Q4 2023 | 182 | $507,794,233 | +$49,019,724 | -$16,964,232 | +$32,055,492 | AAPL, MSFT, SPY, COP, JPM | 13F-HR | 17 Jan 2024, 10:24 |
| Q3 2023 | 167 | $424,767,671 | +$30,382,680 | -$40,193,713 | -$9,811,033 | AAPL, MSFT, SPY, COP, JPM | 13F-HR | 18 Oct 2023, 14:23 |
| Q2 2023 | 1,007 | $465,730,804 | +$100,128,981 | -$55,432,644 | +$44,696,337 | AAPL, MSFT, SPY, BRKB, COP | 13F-HR | 18 Jul 2023, 16:05 |
| Q1 2023 | 136 | $398,463,029 | +$33,135,342 | -$32,469,811 | +$665,531 | AAPL, MSFT, SPY, BRKB, SPDW | 13F-HR | 18 Apr 2023, 12:25 |
| Q4 2022 | 933 | $386,663,749 | $0 | $0 | $0 | AAPL, MSFT, SPY, COP, JNJ | 13F-HR | 19 Jan 2023, 11:43 |