Fiduciary Alliance LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Greenville, SC
CIK
0001954805
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 196 566,639 MSFT, AAPL, SPY, JPM 13F-HR 4/17/2024 000195480524000003
Q4 2023 184 507,794 AAPL, MSFT, SPY, COP 13F-HR 1/17/2024 000195480524000001
Q3 2023 167 432,870 AAPL, MSFT, SPY, COP 13F-HR 10/18/2023 000195480523000004
Q2 2023 1,014 465,730 AAPL, MSFT, SPY, BRK-B 13F-HR 7/18/2023 000195480523000003
Q1 2023 136 398,463 AAPL, MSFT, SPY, BRK-B 13F-HR 4/18/2023 000195480523000002
Q4 2022 938 386,663 AAPL, MSFT, SPY, COP 13F-HR 1/19/2023 000195480523000001