• 13F History

Fiduciary Alliance LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$1.02B
Signature - Title
Victoria Latham - Chief Compliance Officer
Location
Greenville, SC
Summary
This page shows a list of all the recent 13F filings made by Fiduciary Alliance LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fiduciary Alliance LLC reported 384 stock holdings with total value $1.02B as of Q1 2025. Top holdings included AAPL, SPY, MSFT, JPM, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 384 $1.02B +$109M -$55.3M +$53.5M AAPL, SPY, MSFT, JPM, BRKB 13F-HR 4/9/2025, 11:48 AM
Q4 2024 352 $989M +$280M -$33.6M +$247M AAPL, MSFT, SPY, JPM, AMZN 13F-HR 1/13/2025, 09:56 AM
Q3 2024 252 $753M +$141M -$32.8M +$108M AAPL, MSFT, SPY, JPM, BRKB 13F-HR 10/11/2024, 04:27 PM
Q2 2024 215 $616M +$76.3M -$24.9M +$51.4M MSFT, AAPL, SPY, JPM, COP 13F-HR 7/9/2024, 05:47 PM
Q1 2024 196 $567M +$57.7M -$39.7M +$18.1M MSFT, AAPL, SPY, JPM, COP 13F-HR 4/17/2024, 04:57 PM
Q4 2023 184 $508M +$49.8M -$93.2M -$43.4M AAPL, MSFT, SPY, COP, JPM 13F-HR 1/17/2024, 10:24 AM
Q3 2023 165 $425M +$30.4M -$10.9M +$19.5M AAPL, MSFT, SPY, COP, JPM 13F-HR 10/18/2023, 02:23 PM
Q2 2023 1,004 $466M +$100M -$52.3M +$47.8M AAPL, MSFT, SPY, BRKB, COP 13F-HR 7/18/2023, 04:05 PM
Q1 2023 135 $396M +$33M -$3.03M +$29.9M AAPL, MSFT, SPY, BRKB, SPDW 13F-HR 4/18/2023, 12:25 PM
Q4 2022 930 $387M AAPL, MSFT, SPY, COP, JNJ 13F-HR 1/19/2023, 10:43 AM