Fiduciary Alliance LLC Q2 2025 Filing

Filed July 9, 2025

Portfolio Value

$1.3T

Holdings

479

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (479 positions)

StockValue
SHViShares Short-Term Treasury ETF
$3.2M
BACBank of America
$3.2M
CRWDCrowdstrike
$3.2M
CIBRFirst Trust Cybersecurity ETF
$3.1M
CMCSAComcast
$3.1M
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$2.9M
MKLMarkel
$2.9M
SYKSTRYKER CORPORATION COM
$2.9M
CVXChevron
$2.9M
EAGLEAGLE CAPITAL SELECT EQUITY ETF
$2.9M
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
$2.8M
BIBLINSPIRE 100 ETF
$2.8M
AERAERCAP HOLDINGS NV SHS
$2.7M
NANRSPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF
$2.7M
SHOPShopify
$2.6M
COFCAPITAL ONE FINL CORP COM
$2.6M
RTXUnited Technologies
$2.6M
ORCLORACLE CORP COM
$2.6M
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
$2.6M
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
$2.6M
SHELRoyal Dutch Shell ADR
$2.5M
WDAYWORKDAY INC CL A
$2.5M
MCDMcDonalds
$2.5M
SOSOUTHERN CO COM
$2.5M
PFEPfizer
$2.4M
PGPROCTER AND GAMBLE CO COM
$2.4M
AQLTISHARES CORE MSCI EAFE ETF
$2.3M
FXIiShares China Large Cap
$2.3M
CLIPGlobal X 1-3 Month T-Bill ETF
$2.3M
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$2.3M
NDAQNasdaq Inc
$2.2M
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$2.2M
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
$2.1M
SECTMAIN SECTOR ROTATION ETF
$2.1M
WWDWOODWARD INC COM
$2.1M
SPHYSPDR Portfolio High Yield Bond ETF
$2.1M
ARGTGLOBAL X MSCI ARGENTINA ETF
$2.0M
SPHQPowershares S&P 500 Quality
$2.0M
ASMLASML Holdings
$2.0M
APHAMPHENOL CORP NEW CL A
$2.0M
PREFPRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF
$2.0M
BAXBaxter International
$1.9M
VIGVanguard Dividend Appreciation ETF
$1.9M
LOWLowes
$1.9M
SCHYSchwab International Dividend Equity ETF
$1.8M
BKLNINVESCO SENIOR LOAN ETF
$1.8M
SAPSAP SE SPON ADR
$1.8M
WMWASTE MGMT INC DEL COM
$1.8M
CGXUCAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
$1.8M
ELVELEVANCE HEALTH INC COM
$1.8M
LENLennar
$1.8M
IVWISHARES S&P 500 GROWTH ETF
$1.8M
AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
$1.8M
IWFiShares Russell 1000 Growth ETF
$1.7M
NOWSERVICENOW INC COM
$1.7M
CTASIMPLIFY MANAGED FUTURES STRATEGY ETF
$1.7M
GRIDFirst Trust Clean Edge Smart Grid ETF
$1.7M
HUMHUMANA INC COM
$1.7M
KLACKLA CORP COM NEW
$1.7M
BUYIELDMAX MSTR OPTION INCOME STRATEGY ETF
$1.7M
INTCIntel
$1.7M
PEPPepsi
$1.7M
AONAON PLC SHS CL A
$1.6M
CRSCARPENTER TECHNOLOGY CORP COM
$1.6M
TYLTYLER TECHNOLOGIES INC COM
$1.6M
KWEBKRANESHARES CSI CHINA INTERNET ETF
$1.6M
CGGRCAPITAL GROUP GROWTH ETF
$1.6M
DFCFDIMENSIONAL CORE FIXED INCOME ETF
$1.6M
NUKZRANGE NUCLEAR RENAISSANCE INDEX ETF
$1.6M
JCPBJPMORGAN CORE PLUS BOND ETF
$1.6M
CGCPCAPITAL GROUP CORE PLUS INCOME ETF
$1.6M
WPCWP CAREY INC COM
$1.6M
CSCOCisco
$1.5M
WECWEC ENERGY GROUP INC COM
$1.5M
SPYGS&P Growth ETF
$1.5M
KOCoca Cola
$1.5M
CEGCONSTELLATION ENERGY CORP COM
$1.5M
TJXTJX COS INC NEW COM
$1.4M
ELLAUDER ESTEE COS INC CL A
$1.4M
IVViShares Core S&P 500 ETF
$1.4M
HONHoneywell
$1.4M
SLVISHARES SILVER TRUST
$1.4M
BACVerizon
$1.4M
UBERUBER TECHNOLOGIES INC COM
$1.4M
INTUINTUIT COM
$1.4M
ICEINTERCONTINENTAL EXCHANGE INC COM
$1.4M
MRKMerck
$1.4M
GEVGE VERNOVA INC COM
$1.4M
WFCWells Fargo
$1.3M
ROPROPER TECHNOLOGIES INC COM
$1.3M
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF
$1.3M
TOSTTOAST INC CL A
$1.3M
AJGGALLAGHER ARTHUR J & CO COM
$1.3M
BABoeing
$1.3M
VTVVANGUARD VALUE ETF
$1.3M
CGDGCAPITAL GROUP DIVIDEND VALUE ETF
$1.2M
ENBEnbridge
$1.2M
IVEISHARES S&P 500 VALUE ETF
$1.2M
EFAISHARES MSCI EAFE ETF
$1.2M
VBKVANGUARD SMALL-CAP GROWTH ETF
$1.2M
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