FIDUCIARY ALLIANCE LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | J | 8K | $1.26M |
 | AMD | 8K | $1.35M |
 | MCD | 8K | $2.53M |
 | SON | 8K | $358.47K |
 | UPS | 8K | $681.82K |
 | WM | 8K | $1.76M |
 | LOW | 8K | $2.00M |
 | MDLZ | 8K | $485.65K |
 | WRB | 8K | $593.88K |
 | MA | 8K | $4.40M |
 | MDT | 8K | $729.07K |
 | WWD | 8K | $1.93M |
 | TYG | 8K | $324.73K |
 | XEL | 8K | $606.82K |
 | AHR | 7K | $309.49K |
 | BA | 7K | $1.59M |
 | SYK | 7K | $2.68M |
 | D | 7K | $437.19K |
 | GH | 7K | $442.92K |
 | CTSH | 7K | $473.58K |
Jacobs Solutions Inc.
J
Shares Held
8K
Value
$1.26M
Advanced Micro Devices, Inc.
AMD
Shares Held
8K
Value
$1.35M
McDonald's Corporation
MCD
Shares Held
8K
Value
$2.53M
Sonoco Products Company
SON
Shares Held
8K
Value
$358.47K
United Parcel Service, Inc.
UPS
Shares Held
8K
Value
$681.82K
Waste Management, Inc.
WM
Shares Held
8K
Value
$1.76M
Lowe's Companies, Inc.
LOW
Shares Held
8K
Value
$2.00M
Mondelez International, Inc.
MDLZ
Shares Held
8K
Value
$485.65K
W. R. Berkley Corporation
WRB
Shares Held
8K
Value
$593.88K
Mastercard Incorporated
MA
Shares Held
8K
Value
$4.40M
Medtronic plc
MDT
Shares Held
8K
Value
$729.07K
Woodward, Inc.
WWD
Shares Held
8K
Value
$1.93M
Tortoise Energy Infrastructure Corporation
TYG
Shares Held
8K
Value
$324.73K
Xcel Energy Inc.
XEL
Shares Held
8K
Value
$606.82K
American Healthcare REIT, Inc.
AHR
Shares Held
7K
Value
$309.49K
The Boeing Company
BA
Shares Held
7K
Value
$1.59M
Stryker Corporation
SYK
Shares Held
7K
Value
$2.68M
Dominion Energy, Inc.
D
Shares Held
7K
Value
$437.19K
Guardant Health, Inc.
GH
Shares Held
7K
Value
$442.92K
Cognizant Technology Solutions Corporation
CTSH
Shares Held
7K
Value
$473.58K