Fiduciary Group, LLC Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$998.0B
Holdings
272
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (272 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 226,458 | $50.3B | 5.04% | |
| 2 | VOOVANGUARD INDEX FDS | 78,458 | $40.3B | 4.04% | |
| 3 | MSFTMICROSOFT CORP | 93,428 | $35.1B | 3.51% | |
| 4 | SHYISHARES TR | 376,789 | $31.2B | 3.12% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 54,760 | $29.2B | 2.92% | |
| 6 | GOOGALPHABET INC | 168,533 | $26.3B | 2.64% | |
| 7 | AGGISHARES TR | 231,128 | $22.9B | 2.29% | |
| 8 | JPMJPMORGAN CHASE & CO. | 92,070 | $22.6B | 2.26% | |
| 9 | IGSBISHARES TR | 414,709 | $21.7B | 2.18% | |
| 10 | MCOMOODYS CORP | 46,572 | $21.7B | 2.17% | |
| 11 | VEAVANGUARD TAX-MANAGED FDS | 397,302 | $20.2B | 2.02% | |
| 12 | AMZNAMAZON COM INC | 103,857 | $19.8B | 1.98% | |
| 13 | WMTWALMART INC | 194,502 | $17.1B | 1.71% | |
| 14 | VVISA INC | 44,132 | $15.5B | 1.55% | |
| 15 | JNJJOHNSON & JOHNSON | 86,273 | $14.3B | 1.43% | |
| 16 | PANWPALO ALTO NETWORKS INC | 82,881 | $14.1B | 1.42% | |
| 17 | PAAAPGIM ETF TR | 254,856 | $13.1B | 1.31% | |
| 18 | HDHOME DEPOT INC | 35,650 | $13.1B | 1.31% | |
| 19 | UNPUNION PAC CORP | 55,000 | $13.0B | 1.30% | |
| 20 | RTXRTX CORPORATION | 85,063 | $11.3B | 1.13% | |
| 21 | ISRGINTUITIVE SURGICAL INC | 22,617 | $11.2B | 1.12% | |
| 22 | PEPPEPSICO INC | 71,618 | $10.7B | 1.08% | |
| 23 | IJRISHARES TR | 98,551 | $10.3B | 1.03% | |
| 24 | XLESELECT SECTOR SPDR TR | 109,416 | $10.2B | 1.02% | |
| 25 | VXFVANGUARD INDEX FDS | 58,539 | $10.1B | 1.01% | |
| 26 | SPTSSPDR SER TR | 344,637 | $10.1B | 1.01% | |
| 27 | DISDISNEY WALT CO | 101,986 | $10.1B | 1.01% | |
| 28 | AMGNAMGEN INC | 31,676 | $9.9B | 0.99% | |
| 29 | MAMASTERCARD INCORPORATED | 17,701 | $9.7B | 0.97% | |
| 30 | GOOGLALPHABET INC | 59,035 | $9.1B | 0.91% | |
| 31 | SOSOUTHERN CO | 96,952 | $8.9B | 0.89% | |
| 32 | NVDANVIDIA CORPORATION | 81,995 | $8.9B | 0.89% | |
| 33 | METAMETA PLATFORMS INC | 15,334 | $8.8B | 0.89% | |
| 34 | AONAON PLC | 21,987 | $8.8B | 0.88% | |
| 35 | KOCOCA COLA CO | 114,930 | $8.2B | 0.82% | |
| 36 | PGPROCTER AND GAMBLE CO | 44,120 | $7.5B | 0.75% | |
| 37 | SBUXSTARBUCKS CORP | 75,481 | $7.4B | 0.74% | |
| 38 | AMTAMERICAN TOWER CORP NEW | 33,576 | $7.3B | 0.73% | |
| 39 | COSTCOSTCO WHSL CORP NEW | 7,583 | $7.2B | 0.72% | |
| 40 | IJHISHARES TR | 116,783 | $6.8B | 0.68% | |
| 41 | DGRWWISDOMTREE TR | 83,707 | $6.7B | 0.67% | |
| 42 | VWOVANGUARD INTL EQUITY INDEX F | 143,451 | $6.5B | 0.65% | |
| 43 | HONHONEYWELL INTL INC | 30,457 | $6.4B | 0.65% | |
| 44 | ORCLORACLE CORP | 45,422 | $6.4B | 0.64% | |
| 45 | XOMEXXON MOBIL CORP | 52,935 | $6.3B | 0.63% | |
| 46 | BXBLACKSTONE INC | 44,968 | $6.3B | 0.63% | |
| 47 | LLYELI LILLY & CO | 7,370 | $6.1B | 0.61% | |
| 48 | EAELECTRONIC ARTS INC | 41,099 | $5.9B | 0.60% | |
| 49 | BACVERIZON COMMUNICATIONS INC | 129,301 | $5.9B | 0.59% | |
| 50 | AXPAMERICAN EXPRESS CO | 21,344 | $5.7B | 0.58% | |
| 51 | XLKSELECT SECTOR SPDR TR | 26,480 | $5.5B | 0.55% | |
| 52 | ABBVABBVIE INC | 24,382 | $5.1B | 0.51% | |
| 53 | CMCSACOMCAST CORP NEW | 130,480 | $4.8B | 0.48% | |
| 54 | IVVISHARES TR | 8,424 | $4.7B | 0.47% | |
| 55 | XLVSELECT SECTOR SPDR TR | 32,249 | $4.7B | 0.47% | |
| 56 | TXNTEXAS INSTRS INC | 25,835 | $4.6B | 0.47% | |
| 57 | DHRDANAHER CORPORATION | 22,385 | $4.6B | 0.46% | |
| 58 | VYMVANGUARD WHITEHALL FDS | 35,464 | $4.6B | 0.46% | |
| 59 | AQLTISHARES TR | 58,027 | $4.4B | 0.44% | |
| 60 | BACBANK AMERICA CORP | 103,947 | $4.3B | 0.43% | |
| 61 | ADPAUTOMATIC DATA PROCESSING IN | 13,843 | $4.2B | 0.42% | |
| 62 | SPGSIMON PPTY GROUP INC NEW | 24,224 | $4.0B | 0.40% | |
| 63 | VXUSVANGUARD STAR FDS | 64,485 | $4.0B | 0.40% | |
| 64 | ISTBISHARES TR | 82,262 | $4.0B | 0.40% | |
| 65 | IWYISHARES TR | 18,797 | $4.0B | 0.40% | |
| 66 | VCSHVANGUARD SCOTTSDALE FDS | 49,872 | $3.9B | 0.39% | |
| 67 | MARMARRIOTT INTL INC NEW | 16,232 | $3.9B | 0.39% | |
| 68 | AZNASTRAZENECA PLC | 51,294 | $3.8B | 0.38% | |
| 69 | TAT&T INC | 132,524 | $3.7B | 0.38% | |
| 70 | VTIVANGUARD INDEX FDS | 13,560 | $3.7B | 0.37% | |
| 71 | BDXBECTON DICKINSON & CO | 16,037 | $3.7B | 0.37% | |
| 72 | MKLMARKEL GROUP INC | 1,925 | $3.6B | 0.36% | |
| 73 | XLUSELECT SECTOR SPDR TR | 44,136 | $3.5B | 0.35% | |
| 74 | VYMIVANGUARD WHITEHALL FDS | 46,709 | $3.4B | 0.34% | |
| 75 | SCHWSCHWAB CHARLES CORP | 42,838 | $3.4B | 0.34% | |
| 76 | APDAIR PRODS & CHEMS INC | 11,285 | $3.3B | 0.33% | |
| 77 | BRK-BBERKSHIRE HATHAWAY INC DEL | 4 | $3.2B | 0.32% | |
| 78 | PFEPFIZER INC | 124,715 | $3.2B | 0.32% | |
| 79 | CLXCLOROX CO DEL | 21,001 | $3.1B | 0.31% | |
| 80 | XLYSELECT SECTOR SPDR TR | 15,507 | $3.1B | 0.31% | |
| 81 | ITWILLINOIS TOOL WKS INC | 12,036 | $3.0B | 0.30% | |
| 82 | OSEAHARBOR ETF TRUST | 111,949 | $3.0B | 0.30% | |
| 83 | XLISELECT SECTOR SPDR TR | 22,564 | $3.0B | 0.30% | |
| 84 | NKENIKE INC | 44,176 | $2.8B | 0.28% | |
| 85 | EQIXEQUINIX INC | 3,435 | $2.8B | 0.28% | |
| 86 | ASMLASML HOLDING N V | 4,213 | $2.8B | 0.28% | |
| 87 | ROPROPER TECHNOLOGIES INC | 4,642 | $2.7B | 0.27% | |
| 88 | BLKBLACKROCK INC | 2,837 | $2.7B | 0.27% | |
| 89 | AFLAFLAC INC | 24,045 | $2.7B | 0.27% | |
| 90 | MCDMCDONALDS CORP | 8,478 | $2.6B | 0.27% | |
| 91 | CVXCHEVRON CORP NEW | 15,765 | $2.6B | 0.26% | |
| 92 | RSPINVESCO EXCHANGE TRADED FD T | 14,657 | $2.5B | 0.25% | |
| 93 | BSVVANGUARD BD INDEX FDS | 31,607 | $2.5B | 0.25% | |
| 94 | ADBEADOBE INC | 6,168 | $2.4B | 0.24% | |
| 95 | XLCSELECT SECTOR SPDR TR | 23,367 | $2.3B | 0.23% | |
| 96 | ETNEATON CORP PLC | 8,284 | $2.3B | 0.23% | |
| 97 | ABTABBOTT LABS | 16,527 | $2.2B | 0.22% | |
| 98 | SPSMSPDR SER TR | 53,174 | $2.2B | 0.22% | |
| 99 | HDVISHARES TR | 17,397 | $2.1B | 0.21% | |
| 100 | APHAMPHENOL CORP NEW | 31,984 | $2.1B | 0.21% |
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