Fiduciary Alliance LLC
CIK Number: 0001954805
1.02B
Market Value
347
# of Holdings
5 months
Avg. Holding Period
28.25%
Win Rate
33.91%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 196.98 | +1.39% | 226.12K | +16.92% | 56.62M | 168.7 | 5.72% |
| 2 | MSFT | Microsoft Corpo... | 367.78 | -1.03% | 100.25K | +13.95% | 42.26M | 289.71 | 4.27% |
| 3 | SPY | SPDR S&P 500 ET... | 526.41 | +0.14% | 61.72K | +9.33% | 36.17M | 436.35 | 3.66% |
| 4 | JPM | JPMorgan Chase ... | 231.96 | +1.02% | 141.7K | +27.19% | 33.97M | 163.13 | 3.43% |
| 5 | AMZN | Amazon.com, Inc... | 172.61 | -0.99% | 129.09K | +36.16% | 28.32M | 149.65 | 2.86% |
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