IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Fiduciary Alliance LLC

Q4 2024 Holdings

Filed 2025-01-13 | 353 holdings | $989.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
McDonalds(MCD)Stock580135101$2.2M7,5490.2%
Royal Dutch Shell ADR(SHEL)ADR780259305$2.2M35,3490.2%
Spdr S&P North American Natural Resources ETF(NANR)ETF78463X152$2.3M44,4100.2%
Crown Castle Int.(CCI)REIT22822V101$2.3M25,4780.2%
Pepsi(PEP)Stock713448108$2.4M15,5200.2%
First Trust Cybersecurity ETF(CIBR)ETF33734X846$2.4M37,9110.2%
Pimco Enhanced Short Maturity Active Exchange-Traded Fund(MINT)ETF72201R833$2.4M24,1160.2%
Chevron(CVX)Stock166764100$2.4M16,7440.2%
Taiwan Semiconductor(TSM)ADR874039100$2.4M12,3690.2%
Bank of America(BAC)Stock060505104$2.5M56,0140.2%
Inspire 100 ETF(BIBL)ETF66538H534$2.5M63,7350.3%
Stryker Corporation COM(SYK)Stock863667101$2.5M6,9040.3%
Workday Inc CL A(WDAY)Stock98138H101$2.5M9,6340.3%
Vanguard Total Stock Market(VTI)ETF922908769$2.5M8,6100.3%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$2.6M15,0740.3%
AON PLC SHS CL A(AON)StockG0403H108$2.7M7,5730.3%
JPMorgan U.S. Quality Factor ETF(JQUA)ETF46641Q761$2.7M47,8020.3%
iShares 1-3 Year Credit Bond ETF(IGSB)ETF464288646$2.8M53,7430.3%
Abbvie(ABBV)Stock00287Y109$2.8M15,8470.3%
Main Sector Rotation ETF(SECT)ETF66538H591$2.8M51,5960.3%
Coinbase Global Inc COM CL A(COIN)Stock19260Q107$2.8M11,4530.3%
Invesco Variable Rate Investment Grade ETF(VRIG)ETF46090A879$2.9M113,9630.3%
iShares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$2.9M22,4050.3%
Comcast(CMCSA)Stock20030N101$3.0M79,1100.3%
American Water Works(AWK)Stock030420103$3.0M23,9270.3%
Vanguard Total International Bond ETF(BNDX)ETF92203J407$3.1M62,4350.3%
Global Robotics and AI ETF(BOTZ)ETF37954Y715$3.1M95,9770.3%
Spdr DOW Jones Industrial Average ETF Trust(DIA)ETF78467X109$3.1M7,2080.3%
Markel(MKL)Stock570535104$3.2M1,8810.3%
iShares Short-Term Treasury ETF(SHV)ETF464288679$3.3M30,0080.3%
Vistra Corp COM(VST)Stock92840M102$3.4M24,8030.3%
Intercontinental Exchange Inc COM(ICE)Stock45866F104$3.6M24,0930.4%
Simon Property Group(SPG)REIT828806109$3.7M21,2160.4%
Pimco Multisector Bond Active Exchange-Traded Fund(PYLD)ETF72201R585$3.7M143,1750.4%
JPMorgan International Bond Opportunities ETF(JPIB)ETF46641Q852$3.8M80,3190.4%
Fidelity Wise Origin Bitcoin Fund(FBTC)ETF315948109$3.8M46,9200.4%
iShares Emerging Markets ex China ETF(EMXC)ETF46434G764$3.9M70,3980.4%
Schwab REIT(SCHH)ETF808524847$4.0M188,4050.4%
Mastercard Incorporated CL A(MA)Stock57636Q104$4.0M7,5650.4%
American Express(AXP)Stock025816109$4.0M13,4380.4%
Visa(V)Stock92826C839$4.1M12,8630.4%
Colgate Palmolive Co COM(CL)Stock194162103$4.1M44,7290.4%
Truist Financial(TFC)Stock89832Q109$4.2M97,6180.4%
Cooper STD Hldgs Inc COM(CPS)Stock21676P103$4.7M343,8920.5%
JPMorgan Hedged Equity Laddered Overlay ETF(HELO)ETF46654Q724$4.7M75,2070.5%
ELI Lilly & Co COM(LLY)Stock532457108$4.8M6,1870.5%
M & T BK Corp COM(MTB)Stock55261F104$4.9M25,9910.5%
Exxon Mobil(XOM)Stock30231G102$5.0M46,1990.5%
Unitedhealth Group(UNH)Stock91324P102$5.0M9,8930.5%
Walmart Inc COM(WMT)Stock931142103$5.1M56,7140.5%
PreviousPage 6 of 8Next