Fiduciary Financial Group, LLC

Investment Portfolio & 13F Holdings Analysis

About
CIK: 0001925420
Type: FundHoldings: 283Value: $459.5MLatest: 2025Q1

FIDUCIARY FINANCIAL GROUP, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 283 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-15
Total Holdings
283
Total Value
459461016
Accession Number
0001754960-25-000185
Form Type
13F-HR
Manager Name
Fiduciary-Financial-Group
Data Enrichment
66% identified
186 identified97 unidentified

Holdings

283 positions • $459.5M total value
Manager:
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Page 1 of 15
808524862
Shares:1.6M
Value:$39.3M
% of Portfolio:8.5% ($39.3M/$459.5M)
Apple Inc.
Shares:173.5K
Value:$33.0M
% of Portfolio:7.2% ($33.0M/$459.5M)
25434V708
Shares:634.8K
Value:$19.4M
% of Portfolio:4.2% ($19.4M/$459.5M)
46436E718
Shares:181.6K
Value:$18.2M
% of Portfolio:4.0% ($18.2M/$459.5M)
25434V203
Shares:616.3K
Value:$18.2M
% of Portfolio:4.0% ($18.2M/$459.5M)
25434V807
Shares:473.7K
Value:$17.2M
% of Portfolio:3.7% ($17.2M/$459.5M)
92189F643
Shares:198.4K
Value:$15.9M
% of Portfolio:3.5% ($15.9M/$459.5M)
25434V302
Shares:595.0K
Value:$14.3M
% of Portfolio:3.1% ($14.3M/$459.5M)
921937819
Shares:142.6K
Value:$10.7M
% of Portfolio:2.3% ($10.7M/$459.5M)
25434V609
Shares:181.3K
Value:$8.4M
% of Portfolio:1.8% ($8.4M/$459.5M)
78468R200
Shares:254.4K
Value:$7.7M
% of Portfolio:1.7% ($7.7M/$459.5M)
NVIDIA CORP
Shares:70.3K
Value:$7.6M
% of Portfolio:1.6% ($7.6M/$459.5M)
464288182
Shares:109.0K
Value:$7.4M
% of Portfolio:1.6% ($7.4M/$459.5M)
922908769
Shares:27.8K
Value:$7.2M
% of Portfolio:1.6% ($7.2M/$459.5M)
464288414
Shares:69.1K
Value:$7.1M
% of Portfolio:1.5% ($7.1M/$459.5M)
464287242
Shares:65.9K
Value:$6.9M
% of Portfolio:1.5% ($6.9M/$459.5M)
25434V831
Shares:222.2K
Value:$6.8M
% of Portfolio:1.5% ($6.8M/$459.5M)
78468R663
Shares:71.4K
Value:$6.5M
% of Portfolio:1.4% ($6.5M/$459.5M)
25434V666
Shares:210.8K
Value:$5.9M
% of Portfolio:1.3% ($5.9M/$459.5M)
464285204
Shares:98.1K
Value:$5.9M
% of Portfolio:1.3% ($5.9M/$459.5M)