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Home > Institutional Investor > Fiduciary Group Llc > Profile

Instuitional Investor - Fiduciary Group Llc

Fund Profile
Filing Period:
Fund Name: Fiduciary Group Llc
Portfolio Value $853,608,757
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 521,842 $42,811,883 5.01%
2.
Apple Inc.
 AAPL 222,350 $42,809,089 5.01%
3.
Microsoft Corp
 MSFT 96,962 $36,461,434 4.27%
4.
Vanguard Index Fds
 75,227 $32,858,966 3.84%
5.
Alphabet Inc.
 GOOG 173,247 $24,415,700 2.86%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)