Fiduciary Alliance LLC
CIK Number: 0001954805
989.14M
Market Value
242
# of Holdings
4 months
Avg. Holding Period
64.59%
Win Rate
33.00%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple | 237.74 | +1.91% | 193.39K | +20.62% | 45.06M | 154.87 | 5.98% | |
| 2 | Microsoft | 426.29 | +2.55% | 87.98K | +6.51% | 37.86M | 271.33 | 5.02% | |
| 3 | Spdr S&P 500 Et... | 592.80 | +1.82% | 56.45K | +6.24% | 32.39M | 422.38 | 4.30% | |
| 4 | Jpmorgan Chase | 252.17 | +1.90% | 111.41K | +9.45% | 23.49M | 142.31 | 3.12% | |
| 5 | Berkshire Hatha... | 458.71 | +1.93% | 49.24K | +10.31% | 22.66M | 330.52 | 3.01% |
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