FIDUCIARY ALLIANCE LLC Top 13F Holdings - WhaleWisdom.com

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 …

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Fiduciary Alliance LLC 13F Filings

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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 Q3 2024 13F Holdings …

13f.info

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

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Fiduciary Alliance LLC Q1 2024 13F Top Portfolio Holdings

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Fiduciary Alliance LLC reported 196 holdings with total value $567 M as of Q1 2024. Top holdings included MSFT, AAPL, SPY, JPM, and COP. Fiduciary Alliance LLC Q1 2024 13F Holdings …

13f.info

Fiduciary Alliance LLC Makes New $2.01 Million Investment

2 weeks from now

2 days ago  · Fiduciary Alliance LLC purchased a new position in shares of AerCap Holdings (NYSE:AER - Free Report) in the 4th quarter, according to the company in its most recent …

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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 …

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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

FIDUCIARY GROUP, LLC Top 13F Holdings - WhaleWisdom.com

2 weeks from now

Fiduciary Group is based out of Savannah. Fiduciary Group is a large advisory firm with 654 clients and discretionary assets under management (AUM) of $1,589,219,940 (Form ADV …

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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 …

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Fiduciary Alliance LLC Q2 2024 13F Top Portfolio Holdings

2 weeks from now

Fiduciary Alliance LLC reported 213 holdings with total value $616 M as of Q2 2024. Top holdings included MSFT, AAPL, SPY, JPM, and COP. Fiduciary Alliance LLC Q2 2024 13F Holdings …

13f.info

Waste Management, Inc. (NYSE:WM) Shares Bought By Fiduciary …

2 weeks from now

2 days ago  · Fiduciary Alliance LLC lifted its holdings in Waste Management, Inc. (NYSE:WM - Free Report) by 322.5% during the 4th quarter, according to its most recent 13F filing with the …

marketbeat.com

FLORIDA FINANCIAL ADVISORS, LLC Top 13F Holdings

2 weeks from now

Their last reported 13F filing for Q3 2024 included $193,975,485 in managed 13F securities and a top 10 holdings concentration of 43.86%. Florida Financial Advisors's largest holding is …

whalewisdom.com

ALLIANCE WEALTH ADVISORS, LLC Top 13F Holdings

2 weeks from now

Alliance Wealth Advisors is based out of Scranton. Alliance Wealth Advisors is a large advisory firm with 601 clients and discretionary assets under management (AUM) of $363,348,705 …

whalewisdom.com