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Home > Institutional Investor > Fiduciary Alliance Llc > Profile

Instuitional Investor - Fiduciary Alliance Llc

Fund Profile
Filing Period:
Fund Name: Fiduciary Alliance Llc
Portfolio Value $1,017,426,244
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 233,774 $51,928,175 5.1%
2.
Spdr S & P 500 Etf Trust
 SPY 75,365 $42,158,397 4.14%
3.
Microsoft Corp
 MSFT 102,192 $38,361,779 3.77%
4.
Jpmorgan Chase & Co
 JPM 142,894 $35,051,877 3.45%
5.
Berkshire Hathaway Inc
 BRK.A 55,609 $29,616,241 2.91%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)