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CIK: 0001645890
Total reported value
$1.3B
$1.3B
272 檔
14.6%
As reported in its official Q1 2025 Form 13F filing, Fiduciary Group, LLC's tracked investment portfolio stood at $1.3B with 272 total positions.
In Q1 2025, Fiduciary Group, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 272 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.04% | +0.33% | +0.01% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.04% | +0.40% | +3.38% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.51% | -0.27% | -0.08% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.12% | -0.31% | -5.40% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.92% | -0.11% | -0.37% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.64% | +0.44% | -0.24% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.29% | -0.11% | +20.96% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.26% | +0.02% | -0.68% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.18% | -0.16% | +0.44% | |
| 10 | MCO | Moody's CORP | Stock-Financials | 2.17% | -0.10% | -0.31% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.02% | +0.07% | +0.15% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | +0.09% | +0.79% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.71% | -0.33% | -0.74% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.55% | +0.04% | +0.22% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.43% | -0.09% | -0.16% | |
| 16 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.42% | +1.07% | -0.06% | |
| 17 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 1.31% | -0.09% | +10.69% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.31% | -0.02% | -0.49% | |
| 19 | UNP | Union Pacific CORP | Stock-Industrials | 1.30% | +0.02% | -0.21% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.13% | -0.15% | -0.02% | |
| 21 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.12% | -0.18% | -0.66% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.08% | -0.18% | -1.88% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.03% | +0.05% | -1.99% | |
| 24 | XLE | Ss Energy Select Sector | ETF-Other | 1.02% | -0.23% | +1.01% | |
| 25 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.01% | +0.08% | -1.39% | |
| 26 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.01% | -0.09% | +15.90% | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.01% | -0.12% | -0.58% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.99% | -0.06% | +0.08% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.97% | -0.05% | -0.30% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | +0.18% | -0.52% | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.89% | -0.10% | -2.53% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | +0.07% | +95.11% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.07% | -0.18% | |
| 34 | AON | Aon plc | Stock-Financials | 0.88% | -0.04% | -0.56% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.82% | -0.02% | -0.37% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | -0.04% | -0.33% | |
| 37 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.74% | -0.01% | -0.20% | |
| 38 | AMT | American Tower CORP | Stock-Real Estate | 0.73% | -0.07% | -0.18% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.09% | -1.28% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.68% | — | -1.75% | |
| 41 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.67% | — | +6.91% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.65% | +0.01% | +3.05% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.65% | -0.57% | EXIT | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.64% | -0.05% | -1.27% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.19% | -0.24% | |
| 46 | BX | Blackstone Inc | Stock-Financials | 0.63% | -0.03% | +1.30% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.11% | -0.04% | |
| 48 | EA | Electronic Arts Inc | Stock-Comm Services | 0.60% | -0.05% | -3.00% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.59% | -0.12% | +0.15% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.58% | +0.01% | -0.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 6 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 7 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | New buy |
| 10 | MCO | Moody's CORP | — | NEW | New buy |
| 11 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 13 | WMT | Walmart Inc | — | NEW | New buy |
| 14 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 15 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 16 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 17 | PAAA | Pgim Aaa Clo ETF | — | NEW | New buy |
| 18 | HD | Home Depot Inc | — | NEW | New buy |
| 19 | UNP | Union Pacific CORP | — | NEW | New buy |
| 20 | RTX | Rtx CORP | — | NEW | New buy |
| 21 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 22 | PEP | Pepsico Inc | — | NEW | New buy |
| 23 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 24 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 25 | VXF | Vanguard Extended Market ETF | — | NEW | New buy |
| 26 | SPTS | Ss Spdr P St Term Tsy ETF | — | NEW | New buy |
| 27 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 28 | AMGN | Amgen Inc | — | NEW | New buy |
| 29 | MA | Mastercard Inc - A | — | NEW | New buy |
| 30 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 31 | SO | Southern Co/the | — | NEW | New buy |
| 32 | NVDA | Nvidia CORP | — | NEW | New buy |
| 33 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 34 | AON | Aon plc | — | NEW | New buy |
| 35 | KO | Coca-cola Co/the | — | NEW | New buy |
| 36 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 37 | SBUX | Starbucks CORP | — | NEW | New buy |
| 38 | AMT | American Tower CORP | — | NEW | New buy |
| 39 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 40 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 41 | DGRW | Wisdomtree U.s. Quality Divi | — | NEW | New buy |
| 42 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 43 | HON | Honeywell International Inc | — | NEW | New buy |
| 44 | ORCL | Oracle CORP | — | NEW | New buy |
| 45 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 46 | BX | Blackstone Inc | — | NEW | New buy |
| 47 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 48 | EA | Electronic Arts Inc | — | NEW | New buy |
| 49 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 50 | AXP | American Express Co | — | NEW | New buy |
According to official SEC Form 13F filings, Fiduciary Group, LLC reported a total U.S. public equity portfolio value of $1.3B across 272 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, VOO, MSFT) accounted for 14.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $50.3M
During Q1 2025, Fiduciary Group, LLC's top holdings by market value included AAPL (5.0%)、VOO (4.0%)、MSFT (3.5%). The largest single position, AAPL, represented 5.0% of total portfolio value.
In Q1 2025, Fiduciary Group, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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