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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 $997,054,410
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 226,443 $56,705,756 5.68%
2.
Vanguard Index Fds
 75,896 $40,893,317 4.1%
3.
Microsoft Corp
 MSFT 93,500 $39,410,040 3.95%
4.
Ishares Trust
 IEF 398,281 $32,651,056 3.27%
5.
Alphabet Inc.
 GOOGL 168,947 $32,174,332 3.22%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)