FIDUCIARY FINANCIAL GROUP, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
San Rafael, CA
CIK
0001925420
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 258 435,478 AAPL, SCHO, DFAC, MOAT 13F-HR 10/9/2024 000175496024000482
Q2 2024 255 414,138 AAPL, SCHO, DFAC, MOAT 13F-HR 7/17/2024 000175496024000274