Top 50 Fiduciary Alliance LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple | 3.72% | 231.6K | $61.7M | -4.38%(-10.61K) | $168.56(+77.31%) | 2026-03-31 | |
| MSFT | Microsoft | 2.87% | 115.6K | $47.5M | -0.54%(-625) | $311.73(+29.99%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 2.41% | 200.6K | $39.9M | -1.61%(-3.27K) | $66.82(+237.97%) | 2026-03-31 | |
| AMZN | Amazon | 2.3% | 153.7K | $38.2M | -3.95%(-6.33K) | $161.99(+66.76%) | 2026-03-31 | |
| JPM | JPMorgan Chase | 2.2% | 119.4K | $36.5M | -12.05%(-16.36K) | $153.53(+95.56%) | 2026-03-31 | |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 2.16% | 434.7K | $35.8M | +895.84%(+391.04K) | $75.60(+15.57%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 1.75% | 41.5K | $29.0M | -49.76%(-41.06K) | $464.05(+59.96%) | 2026-03-31 | |
| SPDW | SPDR S&P World ex-US | 1.75% | 592.4K | $29.0M | +7.69%(+42.28K) | $32.63(+54.04%) | 2026-03-31 | |
| GOOGL | Alphabet CL A | 1.56% | 76.7K | $25.8M | -5.83%(-4.75K) | $139.08(+189.49%) | 2026-03-31 | |
| IJR | iShares S&P Small Cap ETF | 1.54% | 193.4K | $25.6M | +18.90%(+30.74K) | $106.54(+26.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.73% | +32.12% |
| Top 20 Holdings Unweighted | +8.40% | +27.39% |
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