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CIK: 0001954805
Total reported value
$1.5B
$1.5B
353 檔
13.3%
According to the latest 13F quarterly dataset, Fiduciary Alliance LLC managed an equity portfolio of $1.5B at the end of Q4 2024, spanning 353 distinct U.S. exchange-listed positions.
In Q4 2024, Fiduciary Alliance LLC displayed an active expansion posture, initiating 11 new positions and adding to 30 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, SPY) accounted for 13.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
CL
市值: $4.1M
Top Position Liquidated / Trimmed
MELI
前期市值: $2.6M
Showing top 200 holdings (of 353 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.72% | -0.31% | +16.92% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.27% | -0.65% | +13.95% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.66% | -0.48% | +9.33% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.43% | +0.03% | +27.19% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.86% | -0.49% | +36.16% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.46% | -0.21% | +8.96% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.40% | -0.32% | +12.08% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 1.89% | +0.01% | +21.84% | |
| 9 | COP | Conocophillips | Stock-Energy | 1.87% | -0.07% | +13.63% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.62% | +0.15% | +2.13% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.37% | +0.39% | +5.55% | |
| 12 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.30% | -0.56% | +10.51% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | -0.34% | +27.42% | |
| 14 | MS | Morgan Stanley | Stock-Financials | 1.23% | +0.14% | +4.00% | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.22% | -0.30% | +38.22% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.20% | -0.08% | +366.52% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.19% | -0.03% | +277.58% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | +0.16% | +7.14% | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 0.99% | +0.05% | +0.68% | |
| 20 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.96% | +0.09% | +126.62% | |
| 21 | WWJD | Inspire International ETF | ETF-Other | 0.95% | +0.09% | +1.66% | |
| 22 | MSTR | Strategy Inc | Stock-Tech | 0.91% | -0.39% | +91.79% | |
| 23 | PWR | Quanta Services Inc | Stock-Industrials | 0.86% | -0.19% | +26.58% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.85% | -0.88% | +11.89% | |
| 25 | RSG | Republic Services Inc | Stock-Industrials | 0.85% | -0.04% | +0.77% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.84% | -0.08% | +6.18% | |
| 27 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.84% | -0.33% | +9.92% | |
| 28 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.82% | +0.03% | +105.75% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.82% | +0.11% | +8.72% | |
| 30 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.79% | +0.07% | +1.10% | |
| 31 | DHR | Danaher CORP | Stock-Healthcare | 0.79% | +0.02% | -5.27% | |
| 32 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.78% | -0.51% | EXIT | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.76% | +0.01% | +8.33% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.01% | +9.48% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.74% | -0.05% | +9.57% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | +0.02% | +5.24% | |
| 37 | TXN | Texas Instruments Inc | Stock-Tech | 0.70% | +0.24% | +25.27% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | -0.47% | +192.07% | |
| 39 | MCO | Moody's CORP | Stock-Financials | 0.69% | — | +32.48% | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.66% | -0.01% | +33.72% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | -0.28% | +422.38% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.64% | +0.01% | +140.84% | |
| 43 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.64% | +0.01% | -23.28% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.64% | -0.13% | +800.63% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.07% | +101.82% | |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.61% | +0.13% | +1.09% | |
| 47 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.59% | +0.01% | +5.14% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.59% | -0.23% | +1.25% | |
| 49 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.58% | +0.10% | +27.21% | |
| 50 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.57% | -0.20% | +1.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +0.7% | +38.22% | Add |
| 2 | MSTR | Strategy Inc | +0.6% | +91.79% | Add |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.6% | +800.63% | Add |
| 4 | AVGO | Broadcom Inc | +0.5% | +422.38% | Add |
| 5 | AMZN | Amazon.com Inc | +0.5% | +36.16% | Add |
| 6 | TSLA | Tesla Inc | +0.5% | +192.07% | Add |
| 7 | CL | Colgate-palmolive Co | +0.4% | NEW | New buy |
| 8 | KMI | Kinder Morgan, Inc. | +0.4% | +105.75% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.4% | +305.32% | Add |
| 10 | SPG | Simon Property Group Inc | +0.4% | NEW | New buy |
| 11 | VST | Vistra CORP | +0.4% | NEW | New buy |
| 12 | WMT | Walmart Inc | +0.3% | +217.87% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.3% | +27.19% | Add |
| 14 | UNH | Unitedhealth Group Inc | +0.3% | +260.66% | Add |
| 15 | ORCL | Oracle CORP | +0.3% | +140.84% | Add |
| 16 | JQUA | Jpmorgan US Quality Factor | +0.3% | NEW | New buy |
| 17 | AON | Aon plc | +0.3% | NEW | New buy |
| 18 | GBTC | Grayscale Bitcoin Trust ETF | +0.3% | +35.32% | Add |
| 19 | GOOG | Alphabet Inc-cl C | +0.3% | +101.82% | Add |
| 20 | CMCSA | Comcast Corp-class A | +0.3% | +982.81% | Add |
| 21 | WDAY | Workday Inc-class A | +0.3% | NEW | New buy |
| 22 | SYK | Stryker CORP | +0.3% | NEW | New buy |
| 23 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +10.51% | Add |
| 24 | V | Visa Inc-class A Shares | +0.2% | +180.73% | Add |
| 25 | SHEL | Shell Plc-adr | +0.2% | NEW | New buy |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +661.17% | Add |
| 27 | XSMO | Invesco S&p Smallcap Momentu | +0.2% | NEW | New buy |
| 28 | SAP | Sap Se-sponsored Adr | +0.2% | NEW | New buy |
| 29 | AER | AerCap Holdings N.V. | +0.2% | NEW | New buy |
| 30 | MA | Mastercard Inc - A | +0.2% | +141.23% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | +0.1% | +27.42% | Add |
| 32 | PWR | Quanta Services Inc | 0% | +26.58% | Add |
| 33 | MS | Morgan Stanley | -0.1% | +4.00% | Add |
| 34 | SCHG | Schwab US Large-cap Growth | -0.1% | +366.52% | Add |
| 35 | SCHD | Schwab US Dvd Equity ETF | -0.1% | +277.58% | Add |
| 36 | NVDA | Nvidia CORP | -0.1% | +12.08% | Add |
| 37 | HD | Home Depot Inc | -0.2% | +21.84% | Add |
| 38 | AAPL | Apple Inc | -0.3% | +16.92% | Add |
| 39 | XBI | Ss Spdr S&p Biotech ETF | -0.3% | -81.14% | Trim |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | -0.3% | -77.29% | Trim |
| 41 | MELI | Mercadolibre Inc | -0.3% | EXIT | Sold out |
| 42 | PEP | Pepsico Inc | -0.5% | -54.09% | Trim |
| 43 | DHR | Danaher CORP | -0.5% | -5.27% | Trim |
| 44 | XOM | Exxon Mobil CORP | -0.5% | -30.80% | Trim |
| 45 | FCX | Freeport-mcmoran Inc | -0.6% | +1.10% | Add |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.6% | +9.33% | Add |
| 47 | MDLZ | Mondelez International Inc-a | -0.7% | -23.28% | Trim |
| 48 | MSFT | Microsoft CORP | -0.8% | +13.95% | Add |
| 49 | BOTZ | Global X Robotics & Artifici | -0.9% | -64.66% | Trim |
| 50 | CCI | Crown Castle Inc | -1.2% | -71.33% | Trim |
According to official SEC Form 13F filings, Fiduciary Alliance LLC reported a total U.S. public equity portfolio value of $1.5B across 353 disclosed positions in Q4 2024.
During Q4 2024, Fiduciary Alliance LLC's top holdings by market value included AAPL (5.7%)、MSFT (4.3%)、SPY (3.7%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q4 2024, Fiduciary Alliance LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 30 positions, trimming 8 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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