Fiduciary-Alliance

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-09
Total Holdings
385
Total Value
1017426244
Accession Number
0001954805-25-000003
Form Type
13F-HR
Manager Name
Fiduciary-Alliance
Data Enrichment
77% identified
296 identified89 unidentified

Holdings

385 positions
Manager:
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Page 1 of 20
Apple Inc.
Shares:233.8K
Value:$51.9M
SPDR S&P 500 ETF TRUST
Shares:75.4K
Value:$42.2M
MICROSOFT CORP
Shares:102.2K
Value:$38.4M
JPMORGAN CHASE & CO
Shares:142.9K
Value:$35.1M
BERKSHIRE HATHAWAY INC
Shares:55.6K
Value:$29.6M
AMAZON COM INC
Shares:137.2K
Value:$26.1M
NVIDIA CORP
Shares:181.3K
Value:$19.7M
CONOCOPHILLIPS
Shares:179.7K
Value:$18.9M
78463X889
Shares:466.6K
Value:$17.0M
HOME DEPOT, INC.
Shares:44.2K
Value:$16.2M
Alibaba Group Holding Ltd
Shares:117.9K
Value:$15.6M
808524797
Shares:507.9K
Value:$14.2M
MORGAN STANLEY
Shares:115.7K
Value:$13.5M
JOHNSON & JOHNSON
Shares:79.8K
Value:$13.2M
464287804
Shares:124.4K
Value:$13.0M
Palantir Technologies Inc.
Shares:152.7K
Value:$12.9M
46438F101
Shares:270.9K
Value:$12.7M
808524300
Shares:458.4K
Value:$11.5M
Alphabet Inc.
Shares:72.0K
Value:$11.1M
808524854
Shares:418.1K
Value:$10.4M