Fiduciary Group, LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$778.2B
Holdings
234
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (234 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHYISHARES TR | 516,367 | $42K | 0.00% | |
| 2 | AAPLAPPLE INC | 228,231 | $39K | 0.00% | |
| 3 | MSFTMICROSOFT CORP | 102,963 | $31K | 0.00% | |
| 4 | VOOVANGUARD INDEX FDS | 75,352 | $28K | 0.00% | |
| 5 | IGSBISHARES TR | 467,840 | $23K | 0.00% | |
| 6 | GOOGALPHABET INC | 179,231 | $21K | 0.00% | |
| 7 | VEAVANGUARD TAX-MANAGED FDS | 420,081 | $19K | 0.00% | |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 59,034 | $19K | 0.00% | |
| 9 | JNJJOHNSON & JOHNSON | 100,050 | $16K | 0.00% | |
| 10 | MCOMOODYS CORP | 50,708 | $15K | 0.00% | |
| 11 | PEPPEPSICO INC | 79,306 | $15K | 0.00% | |
| 12 | JPMJPMORGAN CHASE & CO | 102,732 | $13K | 0.00% | |
| 13 | UNPUNION PAC CORP | 60,820 | $12K | 0.00% | |
| 14 | HDHOME DEPOT INC | 38,947 | $11K | 0.00% | |
| 15 | CMCSACOMCAST CORP NEW | 274,980 | $11K | 0.00% | |
| 16 | AMZNAMAZON COM INC | 107,117 | $11K | 0.00% | |
| 17 | WMTWALMART INC | 74,580 | $11K | 0.00% | |
| 18 | DISDISNEY WALT CO | 114,298 | $10K | 0.00% | |
| 19 | VVISA INC | 47,403 | $10K | 0.00% | |
| 20 | SBUXSTARBUCKS CORP | 86,122 | $9K | 0.00% | |
| 21 | AONAON PLC | 28,928 | $9K | 0.00% | |
| 22 | RTXRAYTHEON TECHNOLOGIES CORP | 90,463 | $8K | 0.00% | |
| 23 | PFEPFIZER INC | 237,008 | $8K | 0.00% | |
| 24 | SOSOUTHERN CO | 110,710 | $8K | 0.00% | |
| 25 | VXFVANGUARD INDEX FDS | 65,726 | $8K | 0.00% | |
| 26 | AMGNAMGEN INC | 36,539 | $8K | 0.00% | |
| 27 | EAELECTRONIC ARTS INC | 65,876 | $8K | 0.00% | |
| 28 | XLESELECT SECTOR SPDR TR | 110,929 | $8K | 0.00% | |
| 29 | PANWPALO ALTO NETWORKS INC | 44,959 | $8K | 0.00% | |
| 30 | BSVVANGUARD BD INDEX FDS | 108,677 | $8K | 0.00% | |
| 31 | IJRISHARES TR | 86,708 | $7K | 0.00% | |
| 32 | GOOGLALPHABET INC | 63,464 | $7K | 0.00% | |
| 33 | ISTBISHARES TR | 167,507 | $7K | 0.00% | |
| 34 | AMTAMERICAN TOWER CORP NEW | 34,975 | $7K | 0.00% | |
| 35 | KOCOCA COLA CO | 117,954 | $7K | 0.00% | |
| 36 | ISRGINTUITIVE SURGICAL INC | 24,439 | $7K | 0.00% | |
| 37 | PGPROCTER AND GAMBLE CO | 45,040 | $7K | 0.00% | |
| 38 | MAMASTERCARD INCORPORATED | 18,871 | $7K | 0.00% | |
| 39 | BDXBECTON DICKINSON & CO | 26,121 | $6K | 0.00% | |
| 40 | HONHONEYWELL INTL INC | 27,698 | $5K | 0.00% | |
| 41 | BACVERIZON COMMUNICATIONS INC | 136,677 | $5K | 0.00% | |
| 42 | XOMEXXON MOBIL CORP | 51,680 | $5K | 0.00% | |
| 43 | VCSHVANGUARD SCOTTSDALE FDS | 61,307 | $4K | 0.00% | |
| 44 | 2JEFOCUS FINL PARTNERS INC | 80,700 | $4K | 0.00% | |
| 45 | COSTCOSTCO WHSL CORP NEW | 8,426 | $4K | 0.00% | |
| 46 | DGRWWISDOMTREE TR | 65,291 | $4K | 0.00% | |
| 47 | CVSCVS HEALTH CORP | 58,463 | $4K | 0.00% | |
| 48 | ORCLORACLE CORP | 47,346 | $4K | 0.00% | |
| 49 | RSPINVESCO EXCHANGE TRADED FD T | 32,280 | $4K | 0.00% | |
| 50 | BXBLACKSTONE INC | 48,974 | $4K | 0.00% | |
| 51 | VWOVANGUARD INTL EQUITY INDEX F | 117,571 | $4K | 0.00% | |
| 52 | TXNTEXAS INSTRS INC | 28,980 | $4K | 0.00% | |
| 53 | AQLTISHARES TR | 54,800 | $3K | 0.00% | |
| 54 | CSCOCISCO SYS INC | 65,664 | $3K | 0.00% | |
| 55 | DOWDOW INC | 58,343 | $3K | 0.00% | |
| 56 | IVVISHARES TR | 9,091 | $3K | 0.00% | |
| 57 | LLYLILLY ELI & CO | 7,590 | $3K | 0.00% | |
| 58 | AXPAMERICAN EXPRESS CO | 21,911 | $3K | 0.00% | |
| 59 | ABBVABBVIE INC | 24,859 | $3K | 0.00% | |
| 60 | TAT&T INC | 195,641 | $3K | 0.00% | |
| 61 | MKLMARKEL CORP | 2,362 | $3K | 0.00% | |
| 62 | BACBANK AMERICA CORP | 123,488 | $3K | 0.00% | |
| 63 | METAMETA PLATFORMS INC | 16,595 | $3K | 0.00% | |
| 64 | IJHISHARES TR | 15,375 | $3K | 0.00% | |
| 65 | VXUSVANGUARD STAR FDS | 71,720 | $3K | 0.00% | |
| 66 | DGDOLLAR GEN CORP NEW | 14,436 | $3K | 0.00% | |
| 67 | MARMARRIOTT INTL INC NEW | 19,570 | $3K | 0.00% | |
| 68 | SCHWSCHWAB CHARLES CORP | 60,691 | $2K | 0.00% | |
| 69 | EQIXEQUINIX INC | 3,643 | $2K | 0.00% | |
| 70 | MCDMCDONALDS CORP | 8,600 | $2K | 0.00% | |
| 71 | ADPAUTOMATIC DATA PROCESSING IN | 12,837 | $2K | 0.00% | |
| 72 | CLXCLOROX CO DEL | 12,886 | $2K | 0.00% | |
| 73 | DGROISHARES TR | 42,132 | $2K | 0.00% | |
| 74 | SPGSIMON PPTY GROUP INC NEW | 24,043 | $2K | 0.00% | |
| 75 | CVXCHEVRON CORP NEW | 17,377 | $2K | 0.00% | |
| 76 | CRMSALESFORCE INC | 13,718 | $2K | 0.00% | |
| 77 | SCHBSCHWAB STRATEGIC TR | 43,674 | $2K | 0.00% | |
| 78 | ITWILLINOIS TOOL WKS INC | 12,469 | $2K | 0.00% | |
| 79 | NKENIKE INC | 24,673 | $2K | 0.00% | |
| 80 | MRKMERCK & CO INC | 24,198 | $2K | 0.00% | |
| 81 | XLUSELECT SECTOR SPDR TR | 34,347 | $2K | 0.00% | |
| 82 | BMYBRISTOL-MYERS SQUIBB CO | 29,672 | $2K | 0.00% | |
| 83 | NSCNORFOLK SOUTHN CORP | 10,011 | $2K | 0.00% | |
| 84 | BABOEING CO | 5,542 | $1K | 0.00% | |
| 85 | MDTMEDTRONIC PLC | 20,168 | $1K | 0.00% | |
| 86 | APDAIR PRODS & CHEMS INC | 5,209 | $1K | 0.00% | |
| 87 | HEIHEICO CORP NEW | 7,880 | $1K | 0.00% | |
| 88 | TJXTJX COS INC NEW | 17,873 | $1K | 0.00% | |
| 89 | TMUST-MOBILE US INC | 7,451 | $1K | 0.00% | |
| 90 | DDOMINION ENERGY INC | 19,759 | $1K | 0.00% | |
| 91 | HDVISHARES TR | 12,724 | $1K | 0.00% | |
| 92 | LMTLOCKHEED MARTIN CORP | 2,291 | $1K | 0.00% | |
| 93 | CMICUMMINS INC | 5,846 | $1K | 0.00% | |
| 94 | ACNACCENTURE PLC IRELAND | 5,214 | $1K | 0.00% | |
| 95 | VTIVANGUARD INDEX FDS | 8,955 | $1K | 0.00% | |
| 96 | QCOMQUALCOMM INC | 11,116 | $1K | 0.00% | |
| 97 | ABTABBOTT LABS | 17,123 | $1K | 0.00% | |
| 98 | LOWLOWES COS INC | 8,579 | $1K | 0.00% | |
| 99 | FDXFEDEX CORP | 5,772 | $1K | 0.00% | |
| 100 | CSXCSX CORP | 42,869 | $1K | 0.00% |
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