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CIK: 0001954805
Total reported value
$1.5B
$1.5B
385 檔
13.3%
As reported in its official Q1 2025 Form 13F filing, Fiduciary Alliance LLC's tracked investment portfolio stood at $1.5B with 385 total positions.
In Q1 2025, Fiduciary Alliance LLC displayed an active expansion posture, initiating 8 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 385 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.10% | -0.31% | +3.39% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.14% | -0.48% | +22.11% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.77% | -0.65% | +1.94% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.45% | +0.03% | +0.84% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.91% | -0.21% | +3.65% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.57% | -0.49% | +6.28% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | -0.32% | +2.54% | |
| 8 | COP | Conocophillips | Stock-Energy | 1.85% | -0.07% | -3.66% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.67% | +0.15% | -0.41% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.59% | +0.01% | -8.17% | |
| 11 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.53% | -0.88% | +18.28% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.40% | -0.03% | +17.99% | |
| 13 | MS | Morgan Stanley | Stock-Financials | 1.33% | +0.14% | +19.23% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.30% | +0.16% | +1.29% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.28% | +0.39% | +6.08% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.27% | -0.30% | -4.26% | |
| 17 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.25% | -0.56% | +11.35% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.13% | -0.08% | +7.80% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | -0.34% | +6.32% | |
| 20 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.02% | +0.09% | +6.89% | |
| 21 | WWJD | Inspire International ETF | ETF-Other | 1.01% | +0.09% | +3.53% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.01% | -0.13% | +61.49% | |
| 23 | MSTR | Strategy Inc | Stock-Tech | 0.99% | -0.39% | +12.79% | |
| 24 | RSG | Republic Services Inc | Stock-Industrials | 0.98% | -0.04% | -0.92% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.94% | -0.01% | +23.92% | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 0.89% | +0.01% | +0.91% | |
| 27 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.88% | +0.03% | +4.91% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.84% | +0.11% | +7.07% | |
| 29 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.75% | -0.33% | +20.79% | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 0.74% | +0.05% | -7.15% | |
| 31 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.71% | -0.51% | EXIT | |
| 32 | DHR | Danaher CORP | Stock-Healthcare | 0.70% | +0.02% | +3.31% | |
| 33 | PWR | Quanta Services Inc | Stock-Industrials | 0.70% | -0.19% | +3.85% | |
| 34 | MCO | Moody's CORP | Stock-Financials | 0.68% | — | +3.75% | |
| 35 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.68% | -0.01% | +11.28% | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.68% | -0.08% | -10.49% | |
| 37 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.67% | -0.20% | +1.57% | |
| 38 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.64% | +0.08% | +69.91% | |
| 39 | CPS | Cooper-standard Holding | Stock-Other | 0.63% | -0.37% | +22.32% | |
| 40 | CME | Cme Group Inc | Stock-Financials | 0.62% | -0.26% | +1.58% | |
| 41 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.60% | +0.10% | +1.08% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.36% | +17.97% | |
| 43 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.59% | +0.01% | +0.68% | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.59% | +0.13% | +1.37% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | +0.02% | -9.64% | |
| 46 | TXN | Texas Instruments Inc | Stock-Tech | 0.58% | +0.24% | -11.08% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.56% | -0.23% | +11.27% | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.54% | -0.15% | +172.79% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | -0.05% | -19.47% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.21% | +2.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +0.7% | +18.28% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +22.11% | Add |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +3.65% | Add |
| 4 | T | At&t Inc | +0.4% | +172.79% | Add |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.4% | +61.49% | Add |
| 6 | TBIL | F/m US Treasury 3 Month Bill | +0.4% | +549.53% | Add |
| 7 | NFLX | Netflix Inc | +0.3% | +879.28% | Add |
| 8 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 9 | JPIB | Jpmorgan Intl Bnd ETF | +0.3% | +69.91% | Add |
| 10 | GLW | Corning Inc | +0.3% | +399.08% | Add |
| 11 | ALL | Allstate CORP | +0.2% | +490.63% | Add |
| 12 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +17.99% | Add |
| 13 | HOOD | Robinhood Markets Inc - A | +0.2% | NEW | New buy |
| 14 | XSMO | Invesco S&p Smallcap Momentu | +0.2% | +104.98% | Add |
| 15 | COST | Costco Wholesale CORP | +0.2% | +23.92% | Add |
| 16 | CPS | Cooper-standard Holding | +0.2% | +22.32% | Add |
| 17 | IWF | Ishares Russell 1000 Growth | +0.2% | NEW | New buy |
| 18 | JNJ | Johnson & Johnson | +0.2% | +1.29% | Add |
| 19 | LEN | Lennar Corp-a | +0.2% | NEW | New buy |
| 20 | RSG | Republic Services Inc | +0.1% | -0.92% | Trim |
| 21 | HIMS | Hims & Hers Health Inc | +0.1% | NEW | New buy |
| 22 | EFA | Ishares Msci Eafe ETF | +0.1% | NEW | New buy |
| 23 | AMGN | Amgen Inc | +0.1% | +0.91% | Add |
| 24 | LLY | Eli Lilly & Co | +0.1% | +17.97% | Add |
| 25 | SOFI | Sofi Technologies Inc | +0.1% | NEW | New buy |
| 26 | EL | Estee Lauder Companies-cl A | +0.1% | NEW | New buy |
| 27 | MS | Morgan Stanley | +0.1% | +19.23% | Add |
| 28 | SGOL | Abrdn Physical Gold Shares | +0.1% | +1.57% | Add |
| 29 | SPG | Simon Property Group Inc | +0.1% | +36.05% | Add |
| 30 | GNRC | Generac Holdings Inc | -0.1% | -76.57% | Trim |
| 31 | CCI | Crown Castle Inc | -0.1% | -67.41% | Trim |
| 32 | AVGO | Broadcom Inc | -0.1% | +12.12% | Add |
| 33 | MRK | Merck & Co. Inc. | -0.2% | -9.64% | Trim |
| 34 | LMT | Lockheed Martin CORP | -0.2% | -10.49% | Trim |
| 35 | PWR | Quanta Services Inc | -0.2% | +3.85% | Add |
| 36 | TSLA | Tesla Inc | -0.2% | +15.32% | Add |
| 37 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -19.47% | Trim |
| 38 | GOOGL | Alphabet Inc-cl A | -0.2% | +6.32% | Add |
| 39 | ICE | Intercontinental Exchange In | -0.2% | -67.10% | Trim |
| 40 | ETN | Eaton Corporation plc | -0.3% | -7.15% | Trim |
| 41 | BNDX | Vanguard Total Intl Bond ETF | -0.3% | -84.67% | Trim |
| 42 | AMZN | Amazon.com Inc | -0.3% | +6.28% | Add |
| 43 | AWK | American Water Works Co Inc | -0.3% | EXIT | Sold out |
| 44 | HD | Home Depot Inc | -0.3% | -8.17% | Trim |
| 45 | ORCL | Oracle CORP | -0.5% | -65.54% | Trim |
| 46 | NVDA | Nvidia CORP | -0.5% | +2.54% | Add |
| 47 | MSFT | Microsoft CORP | -0.5% | +1.94% | Add |
| 48 | MDLZ | Mondelez International Inc-a | -0.6% | -93.34% | Trim |
| 49 | AAPL | Apple Inc | -0.6% | +3.39% | Add |
| 50 | FCX | Freeport-mcmoran Inc | -0.8% | EXIT | Sold out |
According to official SEC Form 13F filings, Fiduciary Alliance LLC reported a total U.S. public equity portfolio value of $1.5B across 385 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPY, MSFT) accounted for 13.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
BLK
市值: $2.8M
Top Position Liquidated / Trimmed
FCX
前期市值: $7.8M
During Q1 2025, Fiduciary Alliance LLC's top holdings by market value included AAPL (5.1%)、SPY (4.1%)、MSFT (3.8%). The largest single position, AAPL, represented 5.1% of total portfolio value.
In Q1 2025, Fiduciary Alliance LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 28 positions, trimming 12 holdings, and fully liquidating 2 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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