Fiduciary Group, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$1.1T
Holdings
289
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (289 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 223,964 | $57.0B | 5.01% | |
| 2 | VOOVANGUARD INDEX FDS | 83,777 | $51.3B | 4.51% | |
| 3 | MSFTMICROSOFT CORP | 91,102 | $47.2B | 4.14% | |
| 4 | GOOGALPHABET INC | 166,476 | $40.5B | 3.56% | |
| 5 | AGGISHARES TR | 302,182 | $30.3B | 2.66% | |
| 6 | SHYISHARES TR | 350,246 | $29.1B | 2.55% | |
| 7 | JPMJPMORGAN CHASE & CO. | 91,061 | $28.7B | 2.52% | |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 54,169 | $27.2B | 2.39% | |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 403,711 | $24.2B | 2.12% | |
| 10 | AMZNAMAZON COM INC | 105,002 | $23.1B | 2.02% | |
| 11 | IGSBISHARES TR | 414,305 | $22.0B | 1.93% | |
| 12 | MCOMOODYS CORP | 45,951 | $21.9B | 1.92% | |
| 13 | WMTWALMART INC | 189,520 | $19.5B | 1.72% | |
| 14 | PANWPALO ALTO NETWORKS INC | 83,210 | $16.9B | 1.49% | |
| 15 | NVDANVIDIA CORPORATION | 85,137 | $15.9B | 1.40% | |
| 16 | JNJJOHNSON & JOHNSON | 85,062 | $15.8B | 1.39% | |
| 17 | VVISA INC | 44,222 | $15.1B | 1.33% | |
| 18 | GOOGLALPHABET INC | 59,572 | $14.5B | 1.27% | |
| 19 | PAAAPGIM ETF TR | 280,109 | $14.4B | 1.27% | |
| 20 | HDHOME DEPOT INC | 35,465 | $14.4B | 1.26% | |
| 21 | RTXRTX CORPORATION | 83,580 | $14.0B | 1.23% | |
| 22 | SPTSSPDR SERIES TRUST | 441,102 | $12.9B | 1.14% | |
| 23 | UNPUNION PAC CORP | 54,026 | $12.8B | 1.12% | |
| 24 | ORCLORACLE CORP | 44,385 | $12.5B | 1.10% | |
| 25 | VXFVANGUARD INDEX FDS | 57,311 | $12.0B | 1.05% | |
| 26 | METAMETA PLATFORMS INC | 15,664 | $11.5B | 1.01% | |
| 27 | DISDISNEY WALT CO | 100,103 | $11.5B | 1.01% | |
| 28 | IJRISHARES TR | 91,915 | $10.9B | 0.96% | |
| 29 | ISRGINTUITIVE SURGICAL INC | 22,823 | $10.2B | 0.90% | |
| 30 | MAMASTERCARD INCORPORATED | 17,843 | $10.1B | 0.89% | |
| 31 | XLESELECT SECTOR SPDR TR | 113,597 | $10.1B | 0.89% | |
| 32 | PEPPEPSICO INC | 70,051 | $9.8B | 0.86% | |
| 33 | SOSOUTHERN CO | 95,797 | $9.1B | 0.80% | |
| 34 | AMGNAMGEN INC | 31,726 | $9.0B | 0.79% | |
| 35 | XLKSELECT SECTOR SPDR TR | 30,260 | $8.5B | 0.75% | |
| 36 | VWOVANGUARD INTL EQUITY INDEX F | 153,829 | $8.3B | 0.73% | |
| 37 | DGRWWISDOMTREE TR | 91,701 | $8.2B | 0.72% | |
| 38 | AONAON PLC | 21,629 | $7.7B | 0.68% | |
| 39 | BXBLACKSTONE INC | 44,870 | $7.7B | 0.67% | |
| 40 | KOCOCA COLA CO | 112,511 | $7.5B | 0.66% | |
| 41 | IJHISHARES TR | 113,395 | $7.4B | 0.65% | |
| 42 | AXPAMERICAN EXPRESS CO | 21,523 | $7.1B | 0.63% | |
| 43 | COSTCOSTCO WHSL CORP NEW | 7,431 | $6.9B | 0.60% | |
| 44 | EAELECTRONIC ARTS INC | 33,950 | $6.8B | 0.60% | |
| 45 | PGPROCTER AND GAMBLE CO | 42,880 | $6.6B | 0.58% | |
| 46 | AMTAMERICAN TOWER CORP NEW | 33,490 | $6.4B | 0.57% | |
| 47 | HONHONEYWELL INTL INC | 30,508 | $6.4B | 0.56% | |
| 48 | IWYISHARES TR | 23,094 | $6.3B | 0.56% | |
| 49 | SBUXSTARBUCKS CORP | 71,805 | $6.1B | 0.53% | |
| 50 | XOMEXXON MOBIL CORP | 53,341 | $6.0B | 0.53% | |
| 51 | VYMVANGUARD WHITEHALL FDS | 41,961 | $5.9B | 0.52% | |
| 52 | BACVERIZON COMMUNICATIONS INC | 131,701 | $5.8B | 0.51% | |
| 53 | ABBVABBVIE INC | 24,320 | $5.6B | 0.49% | |
| 54 | LLYELI LILLY & CO | 7,348 | $5.6B | 0.49% | |
| 55 | BACBANK AMERICA CORP | 106,510 | $5.5B | 0.48% | |
| 56 | IVVISHARES TR | 8,153 | $5.5B | 0.48% | |
| 57 | AQLTISHARES TR | 60,775 | $5.3B | 0.47% | |
| 58 | XLVSELECT SECTOR SPDR TR | 35,085 | $4.9B | 0.43% | |
| 59 | ASMLASML HOLDING N V | 4,814 | $4.7B | 0.41% | |
| 60 | VXUSVANGUARD STAR FDS | 62,502 | $4.6B | 0.40% | |
| 61 | TXNTEXAS INSTRS INC | 24,820 | $4.6B | 0.40% | |
| 62 | DHRDANAHER CORPORATION | 22,823 | $4.5B | 0.40% | |
| 63 | SPSMSPDR SERIES TRUST | 97,547 | $4.5B | 0.40% | |
| 64 | SPGSIMON PPTY GROUP INC NEW | 23,866 | $4.5B | 0.39% | |
| 65 | VYMIVANGUARD WHITEHALL FDS | 52,627 | $4.5B | 0.39% | |
| 66 | APHAMPHENOL CORP NEW | 35,022 | $4.3B | 0.38% | |
| 67 | XLYSELECT SECTOR SPDR TR | 17,907 | $4.3B | 0.38% | |
| 68 | MARMARRIOTT INTL INC NEW | 16,074 | $4.2B | 0.37% | |
| 69 | VTIVANGUARD INDEX FDS | 12,286 | $4.0B | 0.35% | |
| 70 | AZNASTRAZENECA PLC | 51,809 | $4.0B | 0.35% | |
| 71 | SCHWSCHWAB CHARLES CORP | 41,595 | $4.0B | 0.35% | |
| 72 | VCSHVANGUARD SCOTTSDALE FDS | 48,801 | $3.9B | 0.34% | |
| 73 | OSEAHARBOR ETF TRUST | 131,164 | $3.9B | 0.34% | |
| 74 | ADPAUTOMATIC DATA PROCESSING IN | 12,995 | $3.8B | 0.33% | |
| 75 | XLISELECT SECTOR SPDR TR | 24,595 | $3.8B | 0.33% | |
| 76 | TAT&T INC | 132,872 | $3.8B | 0.33% | |
| 77 | ISTBISHARES TR | 76,731 | $3.7B | 0.33% | |
| 78 | XLUSELECT SECTOR SPDR TR | 42,858 | $3.7B | 0.33% | |
| 79 | MKLMARKEL GROUP INC | 1,906 | $3.6B | 0.32% | |
| 80 | PFEPFIZER INC | 132,826 | $3.4B | 0.30% | |
| 81 | CMCSACOMCAST CORP NEW | 107,555 | $3.4B | 0.30% | |
| 82 | BLKBLACKROCK INC | 2,835 | $3.3B | 0.29% | |
| 83 | NKENIKE INC | 46,798 | $3.3B | 0.29% | |
| 84 | APDAIR PRODS & CHEMS INC | 11,656 | $3.2B | 0.28% | |
| 85 | ETNEATON CORP PLC | 8,298 | $3.1B | 0.27% | |
| 86 | XLCSELECT SECTOR SPDR TR | 25,937 | $3.1B | 0.27% | |
| 87 | ITWILLINOIS TOOL WKS INC | 11,696 | $3.0B | 0.27% | |
| 88 | ROPROPER TECHNOLOGIES INC | 5,400 | $2.7B | 0.24% | |
| 89 | CLXCLOROX CO DEL | 21,456 | $2.6B | 0.23% | |
| 90 | EQIXEQUINIX INC | 3,352 | $2.6B | 0.23% | |
| 91 | MCDMCDONALDS CORP | 8,494 | $2.6B | 0.23% | |
| 92 | NSCNORFOLK SOUTHN CORP | 8,590 | $2.6B | 0.23% | |
| 93 | XLFSELECT SECTOR SPDR TR | 47,326 | $2.5B | 0.22% | |
| 94 | RSPINVESCO EXCHANGE TRADED FD T | 13,185 | $2.5B | 0.22% | |
| 95 | ADBEADOBE INC | 7,066 | $2.5B | 0.22% | |
| 96 | CVXCHEVRON CORP NEW | 15,964 | $2.5B | 0.22% | |
| 97 | IBMINTERNATIONAL BUSINESS MACHS | 8,443 | $2.4B | 0.21% | |
| 98 | BDXBECTON DICKINSON & CO | 12,548 | $2.3B | 0.21% | |
| 99 | GDGENERAL DYNAMICS CORP | 6,812 | $2.3B | 0.20% | |
| 100 | AVGOBROADCOM INC | 7,035 | $2.3B | 0.20% |
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