Fiduciary Alliance Current Portfolio, 13F Holdings (2024-10-11)

Fiduciary Alliance Current Portfolio, 13F Holdings (2024-10-11)

2 weeks from now

Past Performances and the history of Asset Under Management Fiduciary Alliance LLC. Current Holdings: 254Stocks(54 new) Top holdings: AAPL(5.98%) MSFT(5.02%) SPY(4.30%) …

gurufocus.com

Fiduciary Alliance LLC 13F Filings

2 weeks from now

Fiduciary Alliance LLC reported 255 holdings with total value $754 M as of Q3 2024. Top holdings included AAPL, MSFT, SPY, JPM, and BRK-B. Fiduciary Alliance LLC 13F Portfolio Filings …

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Fiduciary Alliance LLC Q3 2024 13F Top Portfolio Holdings

2 weeks from now

Fiduciary Alliance LLC reported 255 holdings with total value $754 M as of Q3 2024. Top holdings included AAPL, MSFT, SPY, JPM, and BRK-B. Fiduciary Alliance LLC ... Greenville, SC …

13f.info

$753Million Fiduciary Alliance LLC Q3 2024 13F Holdings Report, …

2 weeks from now

Fiduciary Alliance LLC reported 252 stock holdings with total value $753M as of Q3 2024. Top holdings included AAPL, MSFT, SPY, JPM, and BRKB. Open main menu. PortfolioSavvy …

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FIDUCIARY ALLIANCE LLC Top 13F Holdings - WhaleWisdom.com

2 weeks from now

Fiduciary Alliance is based out of Greenville. Fiduciary Alliance is a large advisory firm with 2291 clients and discretionary assets under management (AUM) of $788,161,649 (Form ADV from …

whalewisdom.com

Fiduciary Alliance Llc 13F Filings - Sensamarket.com

2 weeks from now

Fiduciary Alliance Llc reported 255 holdings with total value $753.95M as of Q3 2024. Top holdings included AAPL, MSFT, SPY, JPM ... Fiduciary Alliance LLC 13F Portfolio Filings. …

sensamarket.com

Fiduciary Alliance 13F Filings And Top Holdings And Stakes - Stockzoa

2 weeks from now

Latest statistics and disclosures from Fiduciary Alliance's latest quarterly 13F-HR filing: . Top 5 stock holdings are MSFT, AAPL, SPY, JPM, COP, and represent 21.56% of Fiduciary …

stockzoa.com

Fiduciary Alliance LLC Increases Stock Position In ... - MarketBeat

2 weeks from now

1 day ago  · Fiduciary Alliance LLC increased its position in shares of Enbridge Inc. (NYSE:ENB - Free Report) TSE: ENB by 179.5% during the 4th quarter, according to the company in its …

marketbeat.com

Fiduciary Alliance LLC Has $857,000 Stock Position In Prudential ...

2 weeks from now

1 day ago  · Fiduciary Alliance LLC boosted its stake in shares of Prudential Financial, Inc. (NYSE:PRU - Free Report) by 270.8% in the 4th quarter, according to its most recent Form …

marketbeat.com

Alphabet Inc. (NASDAQ:GOOGL) Shares Purchased By Fiduciary …

2 weeks from now

3 days ago  · Fiduciary Alliance LLC lifted its position in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 27.4% in the fourth quarter, according to the company in its most recent 13F filing …

marketbeat.com

FIDUCIARY TRUST CO Current Portfolio, 13F Holdings (2024-11 …

2 weeks from now

Current Holdings: 654Stocks(42 new) Top holdings: IVV(12.47%) AAPL(5.21%) IEFA(4.59%) CPNG(4.52%) TJX(4.51%) Last update: 2024-11-14 ... 20% Dividend Kings 2023 Dividend …

gurufocus.com

Fiduciary Alliance LLC Raises Stock Holdings In MicroStrategy ...

2 weeks from now

3 days ago  · The fund owned 31,014 shares of the software maker's stock after buying an additional 14,843 shares during the period. MicroStrategy comprises 0.9% of Fiduciary …

marketbeat.com

Fiduciary Alliance LLC Makes New $506,000 Investment In

2 weeks from now

1 day ago  · Fiduciary Alliance LLC acquired a new stake in Discover Financial Services (NYSE:DFS) in the fourth quarter, according to the company in its most recent 13F filing with …

marketbeat.com

Fiduciary Alliance LLC Grows Stock Holdings In ServiceNow

2 weeks from now

2 days ago  · Fiduciary Alliance LLC grew its position in shares of ServiceNow, Inc. (NYSE:NOW - Free Report) by 184.5% during the 4th quarter, according to its most recent 13F filing with the …

marketbeat.com