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

Fiduciary Group is a large advisory firm with 654 clients and discretionary assets under management (AUM) of $1,589,219,940 (Form ADV from 2024-08-27). Their last reported 13F …

$1589219940
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FIDUCIARY GROUP, LLC Top 13F Holdings - WhaleWisdom.com

2 weeks from now

Fiduciary Group is a large advisory firm with 654 clients and discretionary assets under management (AUM) of $1,589,219,940 (Form ADV from 2024-08-27). Their last reported 13F …

whalewisdom.com

$542197536
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FIDUCIARY FINANCIAL GROUP, LLC Top 13F Holdings

2 weeks from now

Fiduciary Financial Group is a large advisory firm with 322 clients and discretionary assets under management (AUM) of $542,197,536 (Form ADV from 2024-07-25). Their last reported 13F …

whalewisdom.com

$987
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Fiduciary Group, LLC Q3 2024 13F Top Portfolio Holdings

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Aug 8, 2024 · Fiduciary Group, LLC reported 273 holdings with total value $987 M as of Q3 2024. Top holdings included AAPL, MSFT, VOO, SHY, and GOOG. Fiduciary Group, LLC ... Num …

13f.info

$930
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Fiduciary Group, LLC Q2 2024 13F Top Portfolio Holdings

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May 13, 2024 · Fiduciary Group, LLC reported 271 holdings with total value $930 M as of Q2 2024. Top holdings included AAPL, MSFT, SHY, VOO, and GOOG. Fiduciary Group, LLC ...

13f.info

6%
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Accurate Wealth Management LLC Raises Position In Arch Capital …

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1 day ago · Accurate Wealth Management LLC increased its holdings in shares of Arch Capital Group Ltd. (NASDAQ:ACGL - Free Report) by 55.6% during the fourth quarter, according to its …

marketbeat.com

$918
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Fiduciary Group LLC Q1 2024 13F Top Portfolio Holdings

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Fiduciary Group LLC reported 269 holdings with total value $918 M as of Q1 2024. Top holdings included SHY, MSFT, AAPL, VOO, and GOOG. Fiduciary Group LLC Q1 2024 13F Holdings …

13f.info

$772
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Fiduciary Group LLC Q3 2022 13F Top Portfolio Holdings

2 weeks from now

Fiduciary Group LLC reported 234 holdings with total value $772 M as of Q3 2022. Top holdings included AAPL, SHY, VOO, IGSB, and MSFT. Fiduciary Group LLC Q3 2022 13F Holdings ...

13f.info

$235000000
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M3 ADVISORY GROUP, LLC Top 13F Holdings - WhaleWisdom.com

2 weeks from now

M3 Advisory Group is based out of Needham Heights. M3 Advisory Group is a large advisory firm with 300 clients and discretionary assets under management (AUM) of $235,000,000 (Form …

whalewisdom.com

$435
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FIDUCIARY FINANCIAL GROUP, LLC - 13F

2 weeks from now

Fiduciary Financial Group, LLC reported 258 holdings with total value $435 M as of Q3 2024. Top holdings included AAPL, SCHO, DFAC, MOAT, and DFAI. FIDUCIARY FINANCIAL GROUP, …

13f.info

$179335290
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WORTH FINANCIAL ADVISORY GROUP, LLC Top 13F Holdings

2 weeks from now

Worth Financial Advisory Group is a large advisory firm with 420 clients and discretionary assets under management (AUM) of $179,335,290 (Form ADV from 2024-08-20). Their last reported …

whalewisdom.com

$570674254
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UNITED ADVISOR GROUP, LLC Top 13F Holdings

2 weeks from now

United Advisor Group is based out of Cincinnati. United Advisor Group is a large advisory firm with 2889 clients and discretionary assets under management (AUM) of $570,674,254 (Form …

whalewisdom.com

$106081639
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R.H. INVESTMENT GROUP, LLC Top 13F Holdings

2 weeks from now

Dec 31, 2024 · R.h. Investment Group is based out of Scottsdale. Their last reported 13F filing for Q4 2024 included $106,081,639 in managed 13F securities and a top 10 holdings …

whalewisdom.com

$166025787
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KIECKHEFER GROUP LLC Top 13F Holdings - WhaleWisdom.com

2 weeks from now

Dec 31, 2024 · Kieckhefer Group is based out of Mequon. Their last reported 13F filing for Q4 2024 included $166,025,787 in managed 13F securities and a top 10 holdings concentration …

whalewisdom.com