• 13F History

Fiduciary Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$997M
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 268 stock holdings with total value $997M as of Q4 2024. Top holdings included AAPL, VOO, MSFT, SHY, and GOOG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 268 $997M +$46.7M -$28.7M +$18M AAPL, VOO, MSFT, SHY, GOOG 13F-HR 2/11/2025, 09:12 AM
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 248 $783M +$11.4M -$14.2M -$2.75M SHY, AAPL, MSFT, VOO, IGSB Restatement 11/13/2023, 03:27 PM
Q2 2023 239 $814M +$5.73M -$3.69M +$2.04M AAPL, SHY, MSFT, VOO, IGSB 13F-HR 7/27/2023, 03:49 PM
Q1 2023 236 $769M +$11.6M -$22.7M -$11.1M SHY, AAPL, MSFT, VOO, IGSB Restatement 5/15/2023, 04:13 PM
Q4 2022 228 $751M +$32.5M -$37.3M -$4.77M SHY, AAPL, VOO, IGSB, MSFT 13F-HR 2/7/2023, 01:59 PM
Q3 2022 188 $654M +$25.9M -$15.9M +$10M AAPL, SHY, VOO, IGSB, MSFT 13F-HR 11/14/2022, 10:45 AM
Q2 2022 204 $681M +$35.1M -$28.1M +$7M MSFT, VOO, SHY, IGSB, BSV 13F-HR 8/12/2022, 11:49 AM
Q1 2022 204 $691M +$43.1M -$22.7M +$20.4M AAPL, BSV, MSFT, IGSB, VOO 13F-HR 5/13/2022, 08:35 AM
Q4 2021 234 $899M +$22M -$10.7M +$11.3M AAPL, BSV, MSFT, VOO, IGSB 13F-HR 2/14/2022, 01:58 PM
Q3 2021 235 $876M +$10.3M -$14.7M -$4.37M BSV, AAPL, MSFT, VOO, IGSB 13F-HR 10/27/2021, 10:53 AM
Q2 2021 239 $863M +$30M -$15.2M +$14.8M BSV, AAPL, IGSB, MSFT, VOO 13F-HR 8/5/2021, 04:11 PM
Q1 2021 232 $822M +$36.6M -$13.2M +$23.4M BSV, IGSB, AAPL, VOO, MSFT 13F-HR 5/3/2021, 01:06 PM
Q4 2020 212 $750M +$25M -$14.2M +$10.9M BSV, IGSB, AAPL, VOO, MSFT 13F-HR 2/12/2021, 02:46 PM
Q3 2020 205 $662M +$57M -$11.9M +$45M BSV, IGSB, AAPL, VOO, MSFT 13F-HR 11/12/2020, 02:35 PM
Q2 2020 198 $599M +$32.1M -$9.04M +$23.1M BSV, IGSB, AAPL, MSFT, VOO 13F-HR 8/14/2020, 01:26 PM
Q1 2020 177 $510M +$11M -$13.6M -$2.62M BSV, IGSB, MSFT, VOO, AAPL 13F-HR 5/11/2020, 11:14 AM
Q4 2019 197 $627M +$30.8M -$11.3M +$19.5M BSV, IGSB, VOO, AAPL, DIS 13F-HR 2/14/2020, 12:35 PM
Q3 2019 191 $572M +$22.7M -$13.1M +$9.58M BSV, IGSB, VOO, DIS, AAPL 13F-HR 11/13/2019, 12:38 PM
Q2 2019 190 $557M +$18.9M -$14.7M +$4.19M BSV, IGSB, VOO, DIS, AAPL 13F-HR 8/5/2019, 11:52 AM
Q1 2019 182 $537M +$24.5M -$6.88M +$17.6M BSV, IGSB, VOO, DIS, AAPL 13F-HR 5/8/2019, 02:51 PM
Q4 2018 173 $484M +$38.2M -$7.17M +$31M BSV, IGSB, VOO, VEA, AAPL 13F-HR 2/13/2019, 01:42 PM
Q3 2018 179 $510M +$17.5M -$8.64M +$8.9M BSV, VOO, AAPL, VEA, VXF 13F-HR 10/18/2018, 12:01 PM
Q2 2018 172 $473M +$22.4M -$9.17M +$13.2M BSV, VOO, VEA, AAPL, VXF 13F-HR 8/2/2018, 12:07 PM
Q1 2018 172 $461M +$27.4M -$18.7M +$8.65M BSV, VOO, VEA, BND, AAPL 13F-HR 5/14/2018, 03:43 PM
Q4 2017 174 $468M +$11.5M -$11.4M +$79.2K BND, BSV, VOO, VEA, AAPL 13F-HR 2/2/2018, 10:20 AM
Q3 2017 176 $444M +$20M -$14.8M +$5.18M BND, VOO, BSV, VEA, AAPL 13F-HR 11/13/2017, 07:46 AM
Q2 2017 178 $433M +$10.1M -$4.77M +$5.35M BND, VOO, BSV, AAPL, XOM 13F-HR 8/11/2017, 10:22 AM
Q1 2017 177 $422M +$31.2M -$8.41M +$22.8M BND, VOO, BSV, XOM, AAPL 13F-HR 5/12/2017, 10:55 AM
Q4 2016 180 $387M +$19M -$7.02M +$12M BND, VOO, XOM, BSV, AAPL 13F-HR 2/13/2017, 12:44 PM
Q3 2016 177 $369M +$10M -$5.74M +$4.27M BND, VOO, XOM, BSV, AAPL 13F-HR 10/25/2016, 03:29 PM
Q2 2016 181 $360M +$19.4M -$10.4M +$8.94M BND, VOO, XOM, BSV, JNJ 13F-HR 8/10/2016, 02:44 PM
Q1 2016 177 $345M +$17.5M -$7.61M +$9.88M BND, VOO, XOM, AAPL, BSV 13F-HR 5/13/2016, 03:07 PM
Q4 2015 176 $336M +$57.4M -$21.2M +$36.2M VOO, BND, XOM, AAPL, JNJ 13F-HR 2/12/2016, 03:06 PM
Q3 2015 187 $301M +$25.1M -$11.9M +$13.2M VOO, AAPL, XOM, KO, JNJ 13F-HR 11/12/2015, 12:35 PM
Q2 2015 194 $318M AAPL, XOM, JNJ, KO, ORCL 13F-HR 7/30/2015, 11:08 AM