CIK 1954805
Fiduciary Alliance LLC
Institutional 13F holdings & portfolio
Holdings
509
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 301–350 of 509
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP COM NEW | 4K | $500K+ | SH |
| IWV | ISHARES RUSSELL 3000 ETF | 2K | $500K+ | SH |
| ACN | Accenture | 2K | $500K+ | SH |
| QUAL | iShares Edge MSCI USA Quality Factor | 3K | $500K+ | SH |
| SPGI | S&P GLOBAL INC COM | 1K | $500K+ | SH |
| IJJ | iShares S&P Mid-Cap Value ETF | 5K | $500K+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC COM | 2K | $500K+ | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | 8K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP COM | 6K | $500K+ | SH |
| LIN | LINDE PLC SHS | 1K | $500K+ | SH |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | 28K | $500K+ | SH |
| ALLW | SPDR Bridgewater All Weather ETF | 22K | $500K+ | SH |
| CL | COLGATE PALMOLIVE CO COM | 8K | $500K+ | SH |
| BLK | Blackrock | 563 | $500K+ | SH |
| CLH | CLEAN HARBORS INC COM | 3K | $500K+ | SH |
| CRM | SALESFORCE INC COM | 2K | $500K+ | SH |
| CORZZ | CORE SCIENTIFIC INC NEW WT EXP 012329 | 41K | $500K+ | SH |
| EXC | EXELON CORP COM | 14K | $500K+ | SH |
| F | FORD MTR CO COM | 45K | $500K+ | SH |
| GOF | GUGGENHEIM STRATEGIC OPPORTUN COM SBI | 46K | $500K+ | SH |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | 2K | $500K+ | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 5K | $500K+ | SH |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 13K | $500K+ | SH |
| GSK | GSK PLC SPONSORED ADR | 12K | $500K+ | SH |
| XEL | XCEL ENERGY INC COM | 8K | $500K+ | SH |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 10K | $500K+ | SH |
| ARKK | ARK INNOVATION ETF | 7K | $500K+ | SH |
| SPYC | SIMPLIFY US EQUITY PLUS CONVEXITY ETF | 13K | $500K+ | SH |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | 15K | $500K+ | SH |
| WRB | BERKLEY W R CORP COM | 8K | $500K+ | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 14K | $500K+ | SH |
| UNP | Union Pacific | 2K | $500K+ | SH |
| BPRE | Bluerock Total Income & Real Estate | 36K | $500K+ | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 9K | $500K+ | SH |
| MMM | 3M Company | 3K | $500K+ | SH |
| ALL | Allstate | 3K | $500K+ | SH |
| ROK | ROCKWELL AUTOMATION INC COM | 1K | $500K+ | SH |
| TDY | TELEDYNE TECHNOLOGIES INC COM | 997 | $500K+ | SH |
| FBNC | FIRST BANCORP N C COM | 10K | $500K+ | SH |
| VHT | VANGUARD HEALTH CARE ETF | 2K | $500K+ | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 2K | $500K+ | SH |
| IYY | ISHARES DOW JONES U.S. ETF | 3K | $500K+ | SH |
| BMY | Bristol Myers Squibb | 9K | $500K+ | SH |
| SWK | STANLEY BLACK & DECKER INC COM | 7K | $500K+ | SH |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 6K | $100K–$500K | SH |
| ISRG | Intuitive Surgical | 874 | $100K–$500K | SH |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | 13K | $100K–$500K | SH |
| IDU | ISHARES U.S. UTILITIES ETF | 5K | $100K–$500K | SH |
| EFR | EATON VANCE SR FLTNG RTE TR COM | 44K | $100K–$500K | SH |
| SCHB | Schwab U.S. Broad Market | 18K | $100K–$500K | SH |