Fiduciary Alliance LLC Q3 2024 Filing
Filed October 11, 2024
Portfolio Value
$753.9M
Holdings
252
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (252 positions)
| Stock | Value |
|---|---|
AAPLApple | $45K |
MSFTMicrosoft | $38K |
SPYSPDR S&P 500 ETF TRUST | $32K |
JPMJPMorgan Chase | $23K |
BRK/BBerkshire Hathaway CL B | $23K |
NVDANVIDIA CORPORATION COM | $19K |
AMZNAmazon | $18K |
COPConocophillips | $17K |
SPDWSPDR S&P World ex-US | $17K |
HDHome Depot | $16K |
IJRiShares S&P Small Cap ETF | $13K |
JNJJohnson & Johnson | $12K |
8CWCrown Castle Int. | $11K |
WWJDINSPIRE INTERNATIONAL ETF | $10K |
MDLZMONDELEZ INTL INC CL A | $10K |
FCXFreeport-McMoran | $10K |
DHRDanaher | $10K |
ETNEaton Corp | $10K |
DWDMorgan Stanley | $10K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $10K |
SCHGSchwab U.S. Large-Cap Growth | $9K |
LMTLockheed Martin | $9K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $9K |
GOOGLAlphabet CL A | $9K |
NEENextera Energy | $9K |
SCHRSchwab Intermediate-Term US Treasury | $9K |
BOTZGlobal Robotics and AI ETF | $9K |
AMGNAmgen | $9K |
RSGRepublic Services | $8K |
IBITISHARES BITCOIN TRUST ETF | $8K |
MRKMerck | $8K |
XOMExxon Mobil | $8K |
PYPLPaypal | $7K |
COSTCostco | $7K |
NDQINVESCO QQQ TRUST SERIES I | $6K |
PWRQuanta Services | $6K |
COWZPacer US Cash Cows 100 ETF | $6K |
TXNTexas Instruments | $6K |
SPEMSPDR S&P Emerging Markets | $6K |
PEPPepsi | $6K |
SGOLGold ETF | $6K |
MCOMOODYS CORP COM | $5K |
DISDisney | $5K |
VFCV F CORP COM | $5K |
EMXCiShares Emerging Markets ex China ETF | $5K |
ISRGIntuitive Surgical | $5K |
CMECME Group | $4K |
CPSCOOPER STD HLDGS INC COM | $4K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $4K |
MTBM & T BK CORP COM | $4K |
HELOJPMorgan Hedged Equity Laddered Overlay ETF | $4K |
MLPXGlobal X MLP & Energy Infrastructure ETF | $4K |
SCHHSchwab REIT | $4K |
GBTCGRAYSCALE BITCOIN TRUST | $4K |
TFCTruist Financial | $4K |
JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF | $4K |
PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $4K |
AWCAmerican Water Works | $3K |
LLYELI LILLY & CO COM | $3K |
SHViShares Short-Term Treasury ETF | $3K |
KMIKinder Morgan Inc | $3K |
CVXChevron | $3K |
AXPAmerican Express | $3K |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $3K |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $3K |
SECTMAIN SECTOR ROTATION ETF | $3K |
ICEINTERCONTINENTAL EXCHANGE INC COM | $3K |
MIGAMICROSTRATEGY INC CL A NEW | $3K |
GOOGAlphabet CL C | $3K |
ITOTiShares Core S&P Total U.S. Stock Market ETF | $3K |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $3K |
ORCLORACLE CORP COM | $3K |
IGSBiShares 1-3 Year Credit Bond ETF | $3K |
MLB1MercadoLibre | $3K |
SHYISHARES 1-3 YEAR TREASURY BOND ETF | $3K |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $3K |
BIBLINSPIRE 100 ETF | $3K |
VRIGINVESCO VARIABLE RATE INVESTMENT GRADE ETF | $3K |
XBIBiotech ETF | $2K |
VTIVanguard Total Stock Market | $2K |
MKLMarkel | $2K |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $2K |
NANRSPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF | $2K |
CIBRFirst Trust Cybersecurity ETF | $2K |
CRWDCrowdstrike | $2K |
JPIEJPMorgan Income ETF | $2K |
SPHYSPDR Portfolio High Yield Bond ETF | $2K |
COINCOINBASE GLOBAL INC COM CL A | $2K |
UNHUnitedhealth Group | $2K |
IVWISHARES S&P 500 GROWTH ETF | $2K |
SGOVISHARES 0-3 MONTH TREASURY BOND ETF | $2K |
SPHQPowershares S&P 500 Quality | $2K |
MAMASTERCARD INCORPORATED CL A | $2K |
TSLATesla | $2K |
QQHHCM DEFENDER 100 INDEX ETF | $1K |
WMTWALMART INC COM | $1K |
PREFPRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF | $1K |
LGHHCM DEFENDER 500 INDEX ETF | $1K |
EPIWISDOMTREE INDIA EARNINGS FUND | $1K |
MCDMcDonalds | $1K |
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