$1.57 Billion is the total value of Fiduciary Group LLC's 471 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2023 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD BD INDEX FDS | 34 | Q3 2023 | 10.7% |
VANGUARD INDEX FDS | 34 | Q3 2023 | 4.0% |
APPLE INC | 34 | Q3 2023 | 5.4% |
MICROSOFT CORP | 34 | Q3 2023 | 4.3% |
ISHARES TR | 34 | Q3 2023 | 7.6% |
JOHNSON & JOHNSON | 34 | Q3 2023 | 2.6% |
BERKSHIRE HATHAWAY INC DEL | 34 | Q3 2023 | 2.6% |
MOODYS CORP | 34 | Q3 2023 | 2.8% |
DISNEY WALT CO | 34 | Q3 2023 | 3.5% |
VANGUARD INDEX FDS | 34 | Q3 2023 | 2.8% |
View Fiduciary Group LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-05 |
13F-HR/A | 2023-11-13 |
13F-HR | 2023-11-13 |
13F-HR | 2023-07-27 |
13F-HR/A | 2023-05-15 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-13 |
View Fiduciary Group LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.
Compare quarters
The following issues were detected while analyzing the report:
- The reported total value is incorrect (1566426340.0 != 1566880754.0)
- The reported number of holdings is incorrect (471 != 476)
- The reported has been restated
- The reported has been amended
Export Fiduciary Group LLC's holdings