FIDUCIARY ALLIANCE LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PHM | 3K | $388.99K |
 | CRM | 3K | $691.68K |
 | PRU | 3K | $296.81K |
 | DTE | 3K | $401.85K |
 | STRK | 3K | $256.76K |
 | VLO | 3K | $474.22K |
 | GILD | 3K | $302.16K |
 | GEV | 3K | $1.65M |
 | SRE | 3K | $241.51K |
 | YUM | 3K | $403.56K |
 | TYL | 3K | $1.34M |
 | CASY | 3K | $1.44M |
 | MAR | 3K | $657.44K |
 | NUE | 3K | $340.36K |
 | ALL | 2K | $533.57K |
 | EXPE | 2K | $529.03K |
 | SBUX | 2K | $203.92K |
 | TT | 2K | $1.01M |
 | GD | 2K | $787.05K |
 | LHX | 2K | $691.80K |
PulteGroup, Inc.
PHM
Shares Held
3K
Value
$388.99K
Salesforce, Inc.
CRM
Shares Held
3K
Value
$691.68K
Prudential Financial, Inc.
PRU
Shares Held
3K
Value
$296.81K
DTE Energy Company
DTE
Shares Held
3K
Value
$401.85K
MicroStrategy Incorporated
STRK
Shares Held
3K
Value
$256.76K
Valero Energy Corporation
VLO
Shares Held
3K
Value
$474.22K
Gilead Sciences, Inc.
GILD
Shares Held
3K
Value
$302.16K
GE Vernova Inc.
GEV
Shares Held
3K
Value
$1.65M
Sempra
SRE
Shares Held
3K
Value
$241.51K
Yum! Brands, Inc.
YUM
Shares Held
3K
Value
$403.56K
Tyler Technologies, Inc.
TYL
Shares Held
3K
Value
$1.34M
Casey's General Stores, Inc.
CASY
Shares Held
3K
Value
$1.44M
Marriott International, Inc.
MAR
Shares Held
3K
Value
$657.44K
Nucor Corporation
NUE
Shares Held
3K
Value
$340.36K
The Allstate Corporation
ALL
Shares Held
2K
Value
$533.57K
Expedia Group, Inc.
EXPE
Shares Held
2K
Value
$529.03K
Starbucks Corporation
SBUX
Shares Held
2K
Value
$203.92K
Trane Technologies plc
TT
Shares Held
2K
Value
$1.01M
General Dynamics Corporation
GD
Shares Held
2K
Value
$787.05K
L3Harris Technologies, Inc.
LHX
Shares Held
2K
Value
$691.80K