Fiduciary Alliance LLC Q4 2025 Filing

Filed January 22, 2026

Portfolio Value

$1.5T

Holdings

509

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (509 positions)

#StockSharesValue% PortfolioType
1
BXBLACKSTONE INC COM
1,442$00.00%
2
UNPUnion Pacific
2,331$00.00%
3
XARSTATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
2,420$00.00%
4
VWOVanguard FTSE Emerging Markets
5,938$00.00%
5
BTCGRAYSCALE BITCOIN MINI TRUST ETF
12,709$00.00%
6
NVSNNovartis
1,559$00.00%
7
APHAMPHENOL CORP NEW CL A
16,619$00.00%
8
PRUPrudential Financial
2,560$00.00%
9
NFENEW FORTRESS ENERGY INC COM CL A
29,889$00.00%
10
PWRQuanta Services
19,689$00.00%
11
ESGUISHARES ESG AWARE MSCI USA ETF
1,359$00.00%
12
ABGCENCORA INC COM
852$00.00%
13
FDXFEDEX CORP COM
1,572$00.00%
14
AMATApplied Materials
6,216$00.00%
15
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
37,413$00.00%
16
LBRDKLIBERTY BROADBAND CORP COM SER C
5,975$00.00%
17
IWYISHARES RUSSELL TOP 200 GROWTH ETF
1,403$00.00%
18
BRK/BBerkshire Hathaway CL B
56,702$00.00%
19
LDOSLEIDOS HOLDINGS INC COM
5,063$00.00%
20
IJKiShares S&P Mid-Cap Growth ETF
11,703$00.00%
21
ABVEABOVE FOOD INGREDIENTS INC COM
22,500$00.00%
22
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
10,028$00.00%
23
SLNHSOLUNA HOLDINGS INC COM NEW
87,845$00.00%
24
LOWLowes
8,182$00.00%
25
XEFRXEATON VANCE SR FLTNG RTE TR COM
43,645$00.00%
26
GQ9SPDR GOLD SHARES
2,845$00.00%
27
FLBLFRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND
59,209$00.00%
28
CTASimplify Managed Futures ETF
57,096$00.00%
29
WPCWP CAREY INC COM
25,330$00.00%
30
SCHASchwab U.S. Small-Cap
22,929$00.00%
31
PANWPalo Alto Networks
5,804$00.00%
32
SCHGSchwab U.S. Large-Cap Growth
672,540$00.00%
33
QCOMQualcomm
5,906$00.00%
34
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
978$00.00%
35
HCAHCA HEALTHCARE INC COM
442$00.00%
36
MLPXGlobal X MLP & Energy Infrastructure ETF
107,013$00.00%
37
ABTAbbott Labs
29,689$00.00%
38
SPGIS&P GLOBAL INC COM
1,209$00.00%
39
ASTSAST SPACEMOBILE INC COM CL A
3,660$00.00%
40
HOODROBINHOOD MKTS INC COM CL A
101,496$00.00%
41
IBMINTERNATIONAL BUSINESS MACHS COM
29,878$00.00%
42
SPYVS&P Value ETF
4,050$00.00%
43
BINCISHARES FLEXIBLE INCOME ACTIVE ETF
7,850$00.00%
44
EIPIFT ENERGY INCOME PARTNERS ENHANCED INCOME ETF
15,449$00.00%
45
CAHCARDINAL HEALTH INC COM
1,080$00.00%
46
IVWISHARES S&P 500 GROWTH ETF
18,663$00.00%
47
DASHDoorDash
1,261$00.00%
48
BKLCBNY MELLON US LARGE CAP CORE EQUITY ETF
2,718$00.00%
49
AAALCOA CORP COM
28,845$00.00%
50
MDYVSTATE STREET SPDR S&P 400 MID CAP VALUE ETF
10,875$00.00%
51
DUKDUKE ENERGY CORP NEW COM NEW
28,890$00.00%
52
SOXXISHARES SEMICONDUCTOR ETF
1,675$00.00%
53
TTTRANE TECHNOLOGIES PLC SHS
2,391$00.00%
54
CRWDCrowdstrike
6,225$00.00%
55
CDNSCADENCE DESIGN SYSTEM INC COM
2,001$00.00%
56
CLHCLEAN HARBORS INC COM
2,568$00.00%
57
TECBISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF
7,245$00.00%
58
SPYHNEOS S&P 500 HEDGED EQUITY INCOME ETF
4,046$00.00%
59
TYLTYLER TECHNOLOGIES INC COM
2,266$00.00%
60
PNOVINNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER
7,935$00.00%
61
SPYINEOS S&P 500 HIGH INCOME ETF
15,882$00.00%
62
IGOVISHARES INTERNATIONAL TREASURY BOND ETF
6,027$00.00%
63
XOMExxon Mobil
46,356$00.00%
64
CGGRCAPITAL GROUP GROWTH ETF
38,535$00.00%
65
CRMSALESFORCE INC COM
2,268$00.00%
66
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
7,904$00.00%
67
SPYSPDR S&P 500 ETF TRUST
82,514$00.00%
68
GEVGE VERNOVA INC COM
2,696$00.00%
69
BNDVANGUARD TOTAL BOND MARKET ETF
4,527$00.00%
70
CGXUCAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
68,095$00.00%
71
IJHISHARES CORE S&P MID-CAP ETF
6,523$00.00%
72
PZZAPAPA JOHNS INTL INC COM
5,391$00.00%
73
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
13,021$00.00%
74
QQQMINVESCO NASDAQ 100 ETF
1,452$00.00%
75
HDViShares High Dividend ETF
1,785$00.00%
76
ELVELEVANCE HEALTH INC FORMERLY A COM
3,806$00.00%
77
HLNHALEON PLC SPON ADS
11,676$00.00%
78
IXJISHARES GLOBAL HEALTHCARE ETF
3,684$00.00%
79
EPDENTERPRISE PRODS PARTNERS L P COM
12,762$00.00%
80
FLOTISHARES FLOATING RATE BOND ETF
16,746$00.00%
81
INTUINTUIT COM
2,637$00.00%
82
IGSBiShares 1-3 Year Credit Bond ETF
12,840$00.00%
83
GXOGXO LOGISTICS INCORPORATED COMMON STOCK
7,519$00.00%
84
WMSADVANCED DRAIN SYS INC DEL COM
1,765$00.00%
85
FXIiShares China Large Cap
99,617$00.00%
86
VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
3,828$00.00%
87
KLACKLA CORP COM NEW
1,399$00.00%
88
AGNCAGNC INVT CORP COM
26,740$00.00%
89
NAKAKINDLY MD INC COM
39,789$00.00%Call
90
USALIBERTY ALL STAR EQUITY FD SH BEN INT
10,897$00.00%
91
MDXGMIMEDX GROUP INC COM
15,850$00.00%
92
MSTR 8 PERPSTRATEGY INC SERIES A PERP PF
2,997$00.00%
93
TTWOTake-Two Interactive
1,121$00.00%
94
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
6,958$00.00%
95
IVEISHARES S&P 500 VALUE ETF
6,048$00.00%
96
NKENike
3,259$00.00%
97
MOAltria Group
17,980$00.00%
98
EOGEOG Resources
2,392$00.00%
99
NOWSERVICENOW INC COM
8,958$00.00%
100
STTSTATE STR CORP COM
5,962$00.00%
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