FIDUCIARY ALLIANCE LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MDXG | 16K | $110.63K |
 | O | 16K | $959.57K |
 | EL | 16K | $1.39M |
 | LEN | 16K | $1.97M |
 | EXC | 15K | $655.00K |
 | PG | 14K | $2.17M |
 | CCI | 14K | $1.36M |
 | WEC | 14K | $1.58M |
 | BMY | 14K | $614.72K |
 | WDAY | 13K | $3.21M |
 | AXP | 13K | $4.37M |
 | FDUS | 13K | $263.89K |
 | TSCO | 13K | $714.26K |
 | MCO | 13K | $5.98M |
 | UNH | 12K | $4.18M |
 | ORCL | 12K | $3.41M |
 | GSK | 12K | $519.70K |
 | PEP | 12K | $1.67M |
 | TJX | 12K | $1.72M |
 | COF | 12K | $2.50M |
MiMedx Group, Inc.
MDXG
Shares Held
16K
Value
$110.63K
Realty Income Corporation
O
Shares Held
16K
Value
$959.57K
The Estée Lauder Companies Inc.
EL
Shares Held
16K
Value
$1.39M
Lennar Corporation
LEN
Shares Held
16K
Value
$1.97M
Exelon Corporation
EXC
Shares Held
15K
Value
$655.00K
The Procter & Gamble Company
PG
Shares Held
14K
Value
$2.17M
Crown Castle Inc.
CCI
Shares Held
14K
Value
$1.36M
WEC Energy Group, Inc.
WEC
Shares Held
14K
Value
$1.58M
Bristol-Myers Squibb Company
BMY
Shares Held
14K
Value
$614.72K
Workday, Inc.
WDAY
Shares Held
13K
Value
$3.21M
American Express Company
AXP
Shares Held
13K
Value
$4.37M
Fidus Investment Corporation
FDUS
Shares Held
13K
Value
$263.89K
Tractor Supply Company
TSCO
Shares Held
13K
Value
$714.26K
Moody's Corporation
MCO
Shares Held
13K
Value
$5.98M
UnitedHealth Group Incorporated
UNH
Shares Held
12K
Value
$4.18M
Oracle Corporation
ORCL
Shares Held
12K
Value
$3.41M
GSK plc
GSK
Shares Held
12K
Value
$519.70K
PepsiCo, Inc.
PEP
Shares Held
12K
Value
$1.67M
The TJX Companies, Inc.
TJX
Shares Held
12K
Value
$1.72M
Capital One Financial Corporation
COF
Shares Held
12K
Value
$2.50M