FIDUCIARY ADVISORS, INC. 13F Portfolio
FIDUCIARY ADVISORS, INC. runs FIDUCIARY ADVISORS, INC. and currently holds 154 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $148.63M. Their top holdings are VOO, ISTB, VB, VXUS, VO. The top five represent 42.4% of reported portfolio weight. FIDUCIARY ADVISORS, INC. ranks #854 out of 1000 investors tracked by Alpha Score. In the most recent quarter, FIDUCIARY ADVISORS, INC. initiated 8 new positions. They added to 48 existing positions. They trimmed 22 positions. Their current best-performing preview position is VSCO with returns of +79.54%.
Portfolio Value
$148.63M
Alpha Score
23.6
#854 of 1000
Holdings
154
FIDUCIARY ADVISORS, INC. Current 13F Holdings
Reported holdings from FIDUCIARY ADVISORS, INC.'s latest SEC 13F filing, ranked by portfolio weight.
154 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VOO VANGUARD INDEX FDS | 10.68% | $551.58 | $715.51 | +29.72% | Added +5.04% |
 ISTB ISHARES TR | 8.80% | $48.08 | $47.23 | -1.77% | Added +6.90% |
 VB VANGUARD INDEX FDS | 8.64% | $241.82 | $289.48 | +19.71% | Added +1.44% |
 VXUS VANGUARD STAR FDS | 7.91% | $61.16 | $84.82 | +38.69% | Added +0.78% |
 VO VANGUARD INDEX FDS | 6.42% | $66.79 | $81.15 | +21.50% | Added +302.02% |
 VYMI VANGUARD WHITEHALL FDS | 5.18% | $73.62 | $100.66 | +36.73% | Added +4.08% |
 VEA VANGUARD TAX-MANAGED FDS | 5.10% | $48.14 | $70.36 | +46.15% | Added +0.70% |
 VTV VANGUARD INDEX FDS | 4.89% | $173.06 | $220.54 | +27.44% | Added +4.39% |
 MGC VANGUARD WORLD FD | 4.38% | $214.22 | $287.64 | +34.27% | Trimmed -0.56% |
 VYM VANGUARD WHITEHALL FDS | 3.31% | $130.12 | $158.70 | +21.96% | Added +1.98% |
Showing 1-10 of 154