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Fiduciary Alliance LLC
Fiduciary Alliance LLC is an institution, managing $1.5B across 491 long positions as of Q3 2025 with 33% ETF concentration.
- Portfolio Value
- $1.5B
- Positions
- 491
- Top Holding
- AAPL at 4.2%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Fiduciary Alliance LLC's portfolio (26.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $62.6M | 4.20% | +$1.5K Bought | 0.00% 246.0K shares | |
Software - Infrastructure Technology | $61.7M | 4.14% | -$961.8K Sold | 0.00% 119.2K shares | |
ETF ETF | $55.2M | 3.70% | +$1.4M Bought | — 82.9K shares | |
Banks - Diversified Financial Services | $43.2M | 2.90% | -$3.0M Sold | 0.00% 137.0K shares | |
Semiconductors Technology | $38.2M | 2.56% | -$603.8K Sold | 0.00% 204.5K shares | |
Specialty Retail Consumer Cyclical | $33.3M | 2.23% | +$597.7K Bought | 0.00% 151.7K shares | |
Insurance - Diversified Financial Services | $28.2M | 1.89% | -$259.9K Sold | 0.00% 56.1K shares | |
Unknown Unknown | $26.6M | 1.79% | +$1.7M Bought | — 149.1K shares | |
ETF ETF | $22.2M | 1.49% | +$1.8M Bought | — 341.6K shares | |
ETF ETF | $22.1M | 1.48% | +$83.8K Bought | — 692.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Fiduciary Alliance LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Fiduciary Alliance LLC
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