Fiduciary Group, LLC Q2 2024 Filing
Filed August 8, 2024
Portfolio Value
$929.9B
Holdings
271
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (271 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 222,147 | $46K | 0.00% | |
| 2 | MSFTMICROSOFT CORP | 95,866 | $42K | 0.00% | |
| 3 | SHYISHARES TR | 486,761 | $39K | 0.00% | |
| 4 | VOOVANGUARD INDEX FDS | 77,579 | $38K | 0.00% | |
| 5 | GOOGALPHABET INC | 170,479 | $31K | 0.00% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 55,853 | $22K | 0.00% | |
| 7 | IGSBISHARES TR | 429,012 | $21K | 0.00% | |
| 8 | VEAVANGUARD TAX-MANAGED FDS | 418,425 | $20K | 0.00% | |
| 9 | MCOMOODYS CORP | 47,567 | $20K | 0.00% | |
| 10 | AMZNAMAZON COM INC | 103,368 | $19K | 0.00% | |
| 11 | JPMJPMORGAN CHASE & CO. | 95,399 | $19K | 0.00% | |
| 12 | PANWPALO ALTO NETWORKS INC | 42,660 | $14K | 0.00% | |
| 13 | JNJJOHNSON & JOHNSON | 92,553 | $13K | 0.00% | |
| 14 | WMTWALMART INC | 198,557 | $13K | 0.00% | |
| 15 | HDHOME DEPOT INC | 36,313 | $12K | 0.00% | |
| 16 | PEPPEPSICO INC | 77,155 | $12K | 0.00% | |
| 17 | UNPUNION PAC CORP | 56,537 | $12K | 0.00% | |
| 18 | VVISA INC | 44,953 | $11K | 0.00% | |
| 19 | IJRISHARES TR | 103,830 | $11K | 0.00% | |
| 20 | GOOGLALPHABET INC | 59,879 | $10K | 0.00% | |
| 21 | ISRGINTUITIVE SURGICAL INC | 23,307 | $10K | 0.00% | |
| 22 | DISDISNEY WALT CO | 106,654 | $10K | 0.00% | |
| 23 | AMGNAMGEN INC | 32,385 | $10K | 0.00% | |
| 24 | XLESELECT SECTOR SPDR TR | 109,862 | $10K | 0.00% | |
| 25 | VXFVANGUARD INDEX FDS | 63,174 | $10K | 0.00% | |
| 26 | CMCSACOMCAST CORP NEW | 252,594 | $9K | 0.00% | |
| 27 | SOSOUTHERN CO | 105,507 | $8K | 0.00% | |
| 28 | RTXRTX CORPORATION | 87,292 | $8K | 0.00% | |
| 29 | METAMETA PLATFORMS INC | 15,971 | $8K | 0.00% | |
| 30 | AMTAMERICAN TOWER CORP NEW | 37,719 | $7K | 0.00% | |
| 31 | IJHISHARES TR | 125,315 | $7K | 0.00% | |
| 32 | KOCOCA COLA CO | 116,673 | $7K | 0.00% | |
| 33 | MAMASTERCARD INCORPORATED | 17,914 | $7K | 0.00% | |
| 34 | PGPROCTER AND GAMBLE CO | 44,829 | $7K | 0.00% | |
| 35 | LLYELI LILLY & CO | 7,152 | $6K | 0.00% | |
| 36 | XOMEXXON MOBIL CORP | 53,108 | $6K | 0.00% | |
| 37 | BDXBECTON DICKINSON & CO | 25,690 | $6K | 0.00% | |
| 38 | AONAON PLC | 23,126 | $6K | 0.00% | |
| 39 | ORCLORACLE CORP | 46,610 | $6K | 0.00% | |
| 40 | COSTCOSTCO WHSL CORP NEW | 7,934 | $6K | 0.00% | |
| 41 | SBUXSTARBUCKS CORP | 81,811 | $6K | 0.00% | |
| 42 | ISTBISHARES TR | 135,917 | $6K | 0.00% | |
| 43 | EAELECTRONIC ARTS INC | 44,137 | $6K | 0.00% | |
| 44 | HONHONEYWELL INTL INC | 29,593 | $6K | 0.00% | |
| 45 | VWOVANGUARD INTL EQUITY INDEX F | 130,066 | $5K | 0.00% | |
| 46 | TXNTEXAS INSTRS INC | 28,661 | $5K | 0.00% | |
| 47 | NVDANVIDIA CORPORATION | 41,834 | $5K | 0.00% | |
| 48 | BACVERIZON COMMUNICATIONS INC | 134,221 | $5K | 0.00% | |
| 49 | DGRWWISDOMTREE TR | 71,395 | $5K | 0.00% | |
| 50 | BXBLACKSTONE INC | 46,893 | $5K | 0.00% | |
| 51 | DHRDANAHER CORPORATION | 19,977 | $4K | 0.00% | |
| 52 | BSVVANGUARD BD INDEX FDS | 57,156 | $4K | 0.00% | |
| 53 | AQLTISHARES TR | 60,245 | $4K | 0.00% | |
| 54 | AXPAMERICAN EXPRESS CO | 21,558 | $4K | 0.00% | |
| 55 | RSPINVESCO EXCHANGE TRADED FD T | 28,077 | $4K | 0.00% | |
| 56 | VCSHVANGUARD SCOTTSDALE FDS | 54,628 | $4K | 0.00% | |
| 57 | BACBANK AMERICA CORP | 109,417 | $4K | 0.00% | |
| 58 | AGGISHARES TR | 45,361 | $4K | 0.00% | |
| 59 | IVVISHARES TR | 8,889 | $4K | 0.00% | |
| 60 | ABBVABBVIE INC | 24,168 | $4K | 0.00% | |
| 61 | MKLMARKEL GROUP INC | 1,995 | $3K | 0.00% | |
| 62 | NKENIKE INC | 45,868 | $3K | 0.00% | |
| 63 | CSCOCISCO SYS INC | 77,825 | $3K | 0.00% | |
| 64 | SCHWSCHWAB CHARLES CORP | 51,739 | $3K | 0.00% | |
| 65 | SPGSIMON PPTY GROUP INC NEW | 25,312 | $3K | 0.00% | |
| 66 | VTIVANGUARD INDEX FDS | 13,362 | $3K | 0.00% | |
| 67 | MARMARRIOTT INTL INC NEW | 16,446 | $3K | 0.00% | |
| 68 | VXUSVANGUARD STAR FDS | 65,664 | $3K | 0.00% | |
| 69 | XLVSELECT SECTOR SPDR TR | 26,095 | $3K | 0.00% | |
| 70 | XLUSELECT SECTOR SPDR TR | 48,183 | $3K | 0.00% | |
| 71 | PAAAPGIM ETF TR | 70,792 | $3K | 0.00% | |
| 72 | ADPAUTOMATIC DATA PROCESSING IN | 14,307 | $3K | 0.00% | |
| 73 | DOWDOW INC | 65,463 | $3K | 0.00% | |
| 74 | AZNASTRAZENECA PLC | 46,681 | $3K | 0.00% | |
| 75 | XLKSELECT SECTOR SPDR TR | 15,876 | $3K | 0.00% | |
| 76 | AFLAFLAC INC | 24,014 | $2K | 0.00% | |
| 77 | APDAIR PRODS & CHEMS INC | 11,344 | $2K | 0.00% | |
| 78 | MRKMERCK & CO INC | 23,518 | $2K | 0.00% | |
| 79 | ITWILLINOIS TOOL WKS INC | 12,290 | $2K | 0.00% | |
| 80 | SPTSSPDR SER TR | 69,968 | $2K | 0.00% | |
| 81 | EQIXEQUINIX INC | 3,510 | $2K | 0.00% | |
| 82 | ETNEATON CORP PLC | 8,324 | $2K | 0.00% | |
| 83 | NSCNORFOLK SOUTHN CORP | 9,440 | $2K | 0.00% | |
| 84 | CLXCLOROX CO DEL | 19,050 | $2K | 0.00% | |
| 85 | SCHBSCHWAB STRATEGIC TR | 36,878 | $2K | 0.00% | |
| 86 | GDGENERAL DYNAMICS CORP | 7,127 | $2K | 0.00% | |
| 87 | PFEPFIZER INC | 93,616 | $2K | 0.00% | |
| 88 | BLKCHFBLACKROCK INC | 2,869 | $2K | 0.00% | |
| 89 | CRMSALESFORCE INC | 8,434 | $2K | 0.00% | |
| 90 | MCDMCDONALDS CORP | 8,674 | $2K | 0.00% | |
| 91 | TAT&T INC | 129,324 | $2K | 0.00% | |
| 92 | CVXCHEVRON CORP NEW | 16,046 | $2K | 0.00% | |
| 93 | NDQINVESCO QQQ TR | 2,230 | $1K | 0.00% | |
| 94 | UNHUNITEDHEALTH GROUP INC | 3,695 | $1K | 0.00% | |
| 95 | IEMGISHARES INC | 35,280 | $1K | 0.00% | |
| 96 | QCOMQUALCOMM INC | 9,783 | $1K | 0.00% | |
| 97 | XLYSELECT SECTOR SPDR TR | 10,632 | $1K | 0.00% | |
| 98 | MCKMCKESSON CORP | 1,881 | $1K | 0.00% | |
| 99 | XLFSELECT SECTOR SPDR TR | 28,074 | $1K | 0.00% | |
| 100 | VYMVANGUARD WHITEHALL FDS | 14,995 | $1K | 0.00% |
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