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CIK: 0001645890
Total reported value
$1.3B
$1.3B
289 檔
17.8%
According to the latest 13F quarterly dataset, Fiduciary Group, LLC managed an equity portfolio of $1.3B at the end of Q3 2025, spanning 289 distinct U.S. exchange-listed positions.
During Q3 2025, Fiduciary Group, LLC performed routine portfolio adjustments (0 new buys, 28 additions, 22 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 289 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.01% | +0.33% | -0.68% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.51% | +0.40% | +5.87% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.14% | -0.27% | -2.17% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.56% | +0.44% | -0.60% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.66% | -0.11% | +17.52% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.55% | -0.31% | -3.35% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.52% | +0.02% | -0.66% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.39% | -0.11% | -0.61% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.12% | +0.07% | +1.04% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.02% | +0.09% | +1.00% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.93% | -0.16% | +0.18% | |
| 12 | MCO | Moody's CORP | Stock-Financials | 1.92% | -0.10% | -1.08% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.72% | -0.33% | -1.38% | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.49% | +1.07% | +0.36% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.40% | +0.07% | +1.15% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.39% | -0.09% | -0.87% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | +0.04% | +0.83% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | +0.18% | +1.47% | |
| 19 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 1.27% | -0.09% | +9.20% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.26% | -0.02% | +0.22% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 1.23% | -0.15% | -0.62% | |
| 22 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.14% | -0.09% | +17.05% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.12% | +0.02% | -0.89% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 1.10% | -0.05% | -1.80% | |
| 25 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.05% | +0.08% | -0.64% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.07% | +0.06% | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.01% | -0.12% | -1.42% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.96% | +0.05% | -1.41% | |
| 29 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.90% | -0.18% | +0.88% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.89% | -0.05% | +1.09% | |
| 31 | XLE | Ss Energy Select Sector | ETF-Other | 0.89% | -0.23% | +0.66% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.86% | -0.18% | -1.56% | |
| 33 | SO | Southern Co/the | Stock-Utilities | 0.80% | -0.10% | -0.36% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.79% | -0.06% | +0.65% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.75% | +0.26% | +5.31% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.73% | +0.01% | +4.43% | |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.72% | — | +8.63% | |
| 38 | AON | Aon plc | Stock-Financials | 0.68% | -0.04% | -1.27% | |
| 39 | BX | Blackstone Inc | Stock-Financials | 0.67% | -0.03% | -0.91% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.66% | -0.02% | -1.86% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.65% | — | -0.75% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.63% | +0.01% | +0.84% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.09% | -0.91% | |
| 44 | EA | Electronic Arts Inc | Stock-Comm Services | 0.60% | -0.05% | -15.55% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.04% | -1.68% | |
| 46 | AMT | American Tower CORP | Stock-Real Estate | 0.57% | -0.07% | +0.04% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.56% | -0.57% | EXIT | |
| 48 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.56% | +0.06% | +12.02% | |
| 49 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.53% | -0.01% | -3.39% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.19% | +1.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.9% | -0.60% | Trim |
| 2 | MSFT | Microsoft CORP | +0.6% | -2.17% | Trim |
| 3 | NVDA | Nvidia CORP | +0.5% | +1.15% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.5% | +5.87% | Add |
| 5 | ORCL | Oracle CORP | +0.5% | -1.80% | Trim |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.4% | +17.52% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.47% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -0.66% | Trim |
| 9 | XLK | Ss Technology Select Sector | +0.2% | +5.31% | Add |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.2% | +21.18% | Add |
| 11 | APH | Amphenol Corp-cl A | +0.2% | +0.25% | Add |
| 12 | IWY | Ishares Russell Top 200 Grow | +0.2% | +12.02% | Add |
| 13 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | +17.05% | Add |
| 14 | ASML | ASML Holding N.V. | +0.1% | +7.70% | Add |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +0.06% | Add |
| 16 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.04% | Add |
| 17 | RTX | Rtx CORP | +0.1% | -0.62% | Trim |
| 18 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +33.08% | Add |
| 19 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +4.43% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | +0.93% | Add |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | +0.36% | Add |
| 22 | XLY | Ss Consumer Disc Select Sect | +0.1% | +4.98% | Add |
| 23 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +13.36% | Add |
| 24 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +8.63% | Add |
| 25 | AXP | American Express Co | +0.1% | +0.84% | Add |
| 26 | BAC | Bank Of America CORP | +0.1% | +1.97% | Add |
| 27 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +6.36% | Add |
| 28 | AMZN | Amazon.com Inc | 0% | +1.00% | Add |
| 29 | VXF | Vanguard Extended Market ETF | 0% | -0.64% | Trim |
| 30 | BX | Blackstone Inc | 0% | -0.91% | Trim |
| 31 | OSEA | Harbor Intl Compounders ETF | 0% | +10.00% | Add |
| 32 | IEFA | Ishares Core Msci Eafe ETF | 0% | +3.29% | Add |
| 33 | WMT | Walmart Inc | 0% | -1.38% | Trim |
| 34 | DIS | Walt Disney Co/the | — | -1.42% | Trim |
| 35 | EA | Electronic Arts Inc | — | -15.55% | Trim |
| 36 | AAPL | Apple Inc | 0% | -0.68% | Trim |
| 37 | JNJ | Johnson & Johnson | 0% | -0.87% | Trim |
| 38 | PAAA | Pgim Aaa Clo ETF | 0% | +9.20% | Add |
| 39 | HD | Home Depot Inc | -0.1% | +0.22% | Trim |
| 40 | BDX | Becton Dickinson And Co | -0.2% | -11.10% | Trim |
| 41 | PG | Procter & Gamble Co/the | -0.2% | -1.68% | Trim |
| 42 | CMCSA | Comcast Corp-class A | -0.2% | -11.06% | Trim |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | — | Trim |
| 44 | AON | Aon plc | -0.2% | -1.27% | Trim |
| 45 | AMGN | Amgen Inc | -0.2% | +0.65% | Add |
| 46 | SBUX | Starbucks CORP | -0.2% | -3.39% | Trim |
| 47 | ISRG | Intuitive Surgical Inc | -0.2% | +0.88% | Add |
| 48 | PEP | Pepsico Inc | -0.2% | -1.56% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -0.61% | Trim |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | -0.6% | -3.35% | Trim |
According to official SEC Form 13F filings, Fiduciary Group, LLC reported a total U.S. public equity portfolio value of $1.3B across 289 disclosed positions in Q3 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 17.8% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
AAPL
前期市值: $50.3M
During Q3 2025, Fiduciary Group, LLC's top holdings by market value included AAPL (5.0%)、VOO (4.5%)、MSFT (4.1%). The largest single position, AAPL, represented 5.0% of total portfolio value.
In Q3 2025, Fiduciary Group, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 28 positions, trimming 22 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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