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
AMATApplied Materials
$1.2M
TMUST-MOBILE US INC COM
$1.2M
EMREMERSON ELEC CO COM
$1.2M
HLTHILTON WORLDWIDE HLDGS INC COM
$1.2M
AMDADVANCED MICRO DEVICES INC COM
$1.1M
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
$1.1M
MARAMARA HOLDINGS INC COM
$1.1M
DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
$1.1M
JJACOBS SOLUTIONS INC COM
$1.1M
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
$1.1M
XLEENERGY SELECT SECTOR SPDR FUND
$1.1M
AMTAmerican Tower
$1.1M
EFXEQUIFAX INC COM
$1.1M
ACNAccenture
$1.1M
IJKiShares S&P Mid-Cap Growth ETF
$1.1M
8CWCrown Castle Int.
$1.1M
TTTRANE TECHNOLOGIES PLC SHS
$1.0M
ADIANALOG DEVICES INC COM
$1.0M
FLBLFRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND
$1.0M
FLOTISHARES FLOATING RATE BOND ETF
$1.0M
RPMRPM INTL INC COM
$1.0M
QCOMQualcomm
$997K
QQHHCM DEFENDER 100 INDEX ETF
$989K
4I1Philip Morris
$983K
MOAltria Group
$981K
DEDeere & Co
$980K
GEGE Aerospace
$979K
TTWOTake-Two Interactive
$965K
GLWCORNING INC COM
$964K
GSGOLDMAN SACHS GROUP INC COM
$945K
VMCVULCAN MATLS CO COM
$935K
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$918K
DFSVDIMENSIONAL US SMALL CAP VALUE ETF
$917K
AAALCOA CORP COM
$915K
VDEVANGUARD ENERGY ETF
$905K
LGHHCM DEFENDER 500 INDEX ETF
$903K
QXOQXO INC COM NEW
$892K
KLMNINVESCO S&P 500 MOMENTUM ETF
$886K
VBVanguard Small Cap
$875K
XEFRXEATON VANCE SR FLTNG RTE TR COM
$858K
MDYVSPDR S&P 400 MID CAP VALUE ETF
$857K
URIUNITED RENTALS INC COM
$840K
TELTE CONNECTIVITY PLC ORD SHS
$839K
FQIDIGITAL RLTY TR INC COM
$837K
CATCaterpillar
$832K
PNCPNC Financial Services
$823K
SVOLSIMPLIFY VOLATILITY PREMIUM ETF
$816K
IEFISHARES 7-10 YEAR TREASURY BOND ETF
$810K
GQ9SPDR GOLD SHARES
$807K
CHTRCharter Communications
$806K
CORZZCORE SCIENTIFIC INC NEW WT EXP 012329
$806K
PAAAPGIM AAA CLO ETF
$806K
ETENERGY TRANSFER L P COM UT LTD PTN
$797K
LDOSLEIDOS HOLDINGS INC COM
$795K
PSXPHILLIPS 66 COM
$791K
KMBKIMBERLY-CLARK CORP COM
$790K
IWOISHARES RUSSELL 2000 GROWTH ETF
$785K
IWMISHARES RUSSELL 2000 ETF
$782K
VRIGINVESCO VARIABLE RATE INVESTMENT GRADE ETF
$777K
PTCPTC INC COM
$769K
EOGEOG Resources
$757K
GGGGRACO INC COM
$757K
GVLUGOTHAM 1000 VALUE ETF
$750K
IWRISHARES RUSSELL MIDCAP ETF
$747K
GDDYGODADDY INC CL A
$739K
SMHSemiconductor ETF
$725K
ACMAECOM COM
$721K
SPDSIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF
$721K
SLYVS&P Small Cap Value ETF
$719K
MDYSPDR S&P MIDCAP 400 ETF TRUST
$712K
IEIISHARES 3-7 YEAR TREASURY BOND ETF
$712K
MDTMedtronic
$707K
CLHCLEAN HARBORS INC COM
$703K
PECOPHILLIPS EDISON & CO INC COMMON STOCK
$694K
CRMSALESFORCE INC COM
$684K
LINLINDE PLC SHS
$682K
PANWPalo Alto Networks
$681K
MARMARRIOTT INTL INC NEW CL A
$676K
SCHXSchwab U.S. Large-Cap ETF
$673K
IGSBiShares 1-3 Year Credit Bond ETF
$661K
SPYMSPDR PORTFOLIO S&P 500 ETF
$659K
GDGENERAL DYNAMICS CORP COM
$656K
BPBP PLC SPONSORED ADR
$644K
GOFGUGGENHEIM STRATEGIC OPPORTUN COM SBI
$644K
ZTSZoetis
$641K
PEOEXELON CORP COM
$639K
MMM3M Company
$628K
CORZWCORE SCIENTIFIC INC NEW WT EXP 012327
$624K
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
$624K
PSTGPURE STORAGE INC CL A
$615K
TSCOTRACTOR SUPPLY CO COM
$615K
SPGIS&P GLOBAL INC COM
$615K
BTCGRAYSCALE BITCOIN MINI TRUST ETF
$615K
QUALiShares Edge MSCI USA Quality Factor
$611K
BMYBristol Myers Squibb
$609K
VGKVANGUARD FTSE EUROPE ETF
$605K
KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW
$604K
BLKBlackrock
$601K
WRBBERKLEY W R CORP COM
$599K
GISGENERAL MLS INC COM
$599K
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