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FIDUCIARY FINANCIAL GROUP, LLC 13F portfolio summary

FIDUCIARY FINANCIAL GROUP, LLC of FIDUCIARY FINANCIAL GROUP, LLC has 337 current stock holdings with a reported portfolio value of $754.1M. The portfolio 1 year return is +16.91%. Top holdings include QQQ (0.00%), BSV (0.00%), DBC (0.00%), AGZ (0.00%), SPY (0.00%).

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FIDUCIARY FINANCIAL GROUP, LLC

FIDUCIARY FINANCIAL GROUP, LLC
Latest filing: 2026-03-31

FIDUCIARY FINANCIAL GROUP, LLC runs FIDUCIARY FINANCIAL GROUP, LLC and currently holds 337 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $754.15M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FIDUCIARY FINANCIAL GROUP, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FIDUCIARY FINANCIAL GROUP, LLC's portfolio at FIDUCIARY FINANCIAL GROUP, LLC has delivered returns of +16.91%. Their 3-year annualized return is +20.43%. Looking at the 5-year horizon, FIDUCIARY FINANCIAL GROUP, LLC has achieved +20.43% annualized returns at FIDUCIARY FINANCIAL GROUP, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.91%
#0/1000
3 Year
+20.43%
#0/1000
5 Year
+20.43%
#0/1000

Portfolio Value

$754.15M

Alpha Score

17.7

#0 of 1000

Holdings

337

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change