Fiduciary Alliance LLC
CIK
1954805
City
GREENVILLE
State / Country
SC
Top Portfolio Positions
317 positions ·
$986,856,558 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
231,623 | $58,783,601 | 5.96% |
| MSFT |
Microsoft Corp
Technology
|
115,569 | $42,780,176 | 4.33% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
119,379 | $35,116,526 | 3.56% |
| NVDA |
Nvidia Corp
Technology
|
200,590 | $34,982,896 | 3.54% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
153,680 | $32,006,933 | 3.24% |
| SPY |
Spdr S&P 500 ETF Trust
|
41,454 | $26,959,194 | 2.73% |
| GOOGL |
Alphabet Inc.
Communication Services
|
76,653 | $22,042,336 | 2.23% |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
164,355 | $20,619,978 | 2.09% |
| COP |
Conocophillips
Energy
|
149,418 | $19,723,176 | 2.00% |
| JNJ |
Johnson & Johnson
Healthcare
|
70,709 | $17,284,107 | 1.75% |
Portfolio Trend
Holdings in DFP
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,724 | 10,350 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $215,176 | 10,350 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $223,974 | 10,350 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $212,485 | 10,350 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $209,484 | 10,350 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $206,379 | 10,350 | Shares | Sole | 2025-01-13 | |
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