Fiduciary Alliance 13F annual report
Fiduciary Alliance is an investment fund managing more than $567 billion ran by Brian Boughner. There are currently 196 companies in Mr. Boughner’s portfolio. The largest investments include Microsoft and Apple Inc, together worth $57.8 billion.
Limited to 30 biggest holdings
$567 billion Assets Under Management (AUM)
As of 10th April 2024, Fiduciary Alliance’s top holding is 76,747 shares of Microsoft currently worth over $32.6 billion and making up 5.8% of the portfolio value.
Relative to the number of outstanding shares of Microsoft, Fiduciary Alliance owns more than approximately 0.1% of the company.
In addition, the fund holds 148,250 shares of Apple Inc worth $25.2 billion, whose value fell 4.4% in the past six months.
The third-largest holding is Spdr Sp 500 Etf Trust worth $24.9 billion and the next is Jpmorgan Chase worth $19.9 billion, with 99,810 shares owned.
Currently, Fiduciary Alliance's portfolio is worth at least $567 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Fiduciary Alliance
The Fiduciary Alliance office and employees reside in Greenville, South Carolina. According to the last 13-F report filed with the SEC, Brian Boughner serves as the Managing Member at Fiduciary Alliance.
Recent trades
In the most recent 13F filing, Fiduciary Alliance revealed that it had opened a new position in
Ishares Bitcoin Trust Registered and bought 135,350 shares worth $5.38 billion.
The investment fund also strengthened its position in Spdr Sp 500 Etf Trust by buying
2,649 additional shares.
This makes their stake in Spdr Sp 500 Etf Trust total 47,729 shares worth $24.9 billion.
On the other hand, there are companies that Fiduciary Alliance is getting rid of from its portfolio.
Fiduciary Alliance closed its position in Tesla Inc on 17th April 2024.
It sold the previously owned 9,968 shares for $2.48 billion.
Brian Boughner also disclosed a decreased stake in Microsoft by approximately 0.1%.
This leaves the value of the investment at $32.6 billion and 76,747 shares.
One of the average hedge funds
The two most similar investment funds to Fiduciary Alliance are Sharkey, Howes & Javer and Gcm Grosvenor. They manage $566 billion and $566 billion respectively.
Brian Boughner investment strategy
Fiduciary Alliance’s portfolio is diversified across 11 sectors.
Currently, their heaviest sector is Technology — making up 9.1% of
the total portfolio value.
The fund focuses on investments in the United States as
22.4% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
20% of the total holdings value.
On the other hand, small-cap stocks make up only 6.1% of the portfolio.
The average market cap of the portfolio companies is close to $225 billion.
The complete list of Fiduciary Alliance trades based on 13F SEC filings
These positions were updated on April 17th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Microsoft Corporation |
2.06%
76,747
|
$32,584,485,000 | 5.75% |
| Apple Inc |
3.33%
148,250
|
$25,206,891,000 | 4.45% |
| Spdr Sp 500 Etf Trust |
5.88%
47,729
|
$24,921,987,000 | 4.40% |
| Jpmorgan Chase |
4.01%
99,810
|
$19,856,245,000 | 3.50% |
| Conocophillips |
1.13%
152,091
|
$19,571,112,000 | 3.45% |
| Berkshire Hathaway Inc. |
1.20%
42,906
|
$18,029,101,000 | 3.18% |
| Spdr Sp World Ex-us |
0.88%
447,042
|
$15,950,454,000 | 2.81% |
| Mondelez International Inc. |
4.77%
196,414
|
$13,701,867,000 | 2.42% |
| Home Depot, Inc. |
2.85%
34,075
|
$12,540,765,000 | 2.21% |
| Amazon |
0.79%
64,498
|
$11,672,203,000 | 2.06% |
| Johnson Johnson |
13.89%
68,817
|
$10,857,928,000 | 1.92% |
| Nvidia Corporation Com |
13.86%
11,519
|
$10,408,924,000 | 1.84% |
| Eaton Corp |
12.72%
33,351
|
$10,406,480,000 | 1.84% |
| Ishares Sp Small Cap Etf |
9.91%
87,672
|
$9,590,407,000 | 1.69% |
| Merck |
1.37%
71,094
|
$9,312,563,000 | 1.64% |
| Crown Castle Int. |
9.06%
87,711
|
$9,144,771,000 | 1.61% |
| Chevron Corp. |
2.62%
57,141
|
$9,089,965,000 | 1.60% |
| Inspire International Etf |
2.98%
302,976
|
$9,074,128,000 | 1.60% |
| Freeport-McMoRan Inc |
3.64%
185,456
|
$8,777,647,000 | 1.55% |
| Disney |
45.85%
67,996
|
$8,263,559,000 | 1.46% |
| Pepsi |
6.68%
46,910
|
$8,114,528,000 | 1.43% |
| Republic Services, Inc. |
4.01%
41,443
|
$7,867,092,000 | 1.39% |
| AMGEN Inc. |
1.04%
25,742
|
$7,285,956,000 | 1.29% |
| Morgan Stanley |
1.95%
76,764
|
$7,179,780,000 | 1.27% |
| Global Robotics And Ai Etf |
3.06%
226,210
|
$7,155,008,000 | 1.26% |
| Danaher Corp. |
0.42%
27,276
|
$6,758,617,000 | 1.19% |
| Ferguson Plc New Shs |
1.62%
29,504
|
$6,410,531,000 | 1.13% |
| Schwab U.s. Large-cap Growth |
41.57%
68,607
|
$6,366,733,000 | 1.12% |
| Lockheed Martin Corp. |
2.00%
13,559
|
$6,139,408,000 | 1.08% |
| Alphabet Inc |
4.11%
39,333
|
$6,115,888,000 | 1.08% |
| NextEra Energy Inc |
12.09%
91,724
|
$5,813,442,000 | 1.03% |
| Schwab Intermediate-term Us Treasury |
37.50%
118,505
|
$5,761,713,000 | 1.02% |
| Ishares Bitcoin Trust Registered |
Opened
135,350
|
$5,380,163,000 | 0.95% |
| Quanta Services, Inc. |
14.99%
20,127
|
$5,218,157,000 | 0.92% |
| Texas Instruments Inc. |
1.80%
28,951
|
$5,013,452,000 | 0.88% |
| Ishares Emerging Markets Ex China Etf |
1.30%
85,995
|
$4,937,833,000 | 0.87% |
| Schwab Us Dividend Equity Etf |
43.91%
61,356
|
$4,917,042,000 | 0.87% |
| Pacer Us Cash Cows 100 Etf |
0.35%
81,247
|
$4,719,656,000 | 0.83% |
| Gold Etf |
3.63%
215,349
|
$4,619,236,000 | 0.82% |
| Spdr Sp Emerging Markets |
4.13%
122,101
|
$4,432,252,000 | 0.78% |
| Alibaba Group Hldg Ltd Sponsored Ads |
181.22%
55,229
|
$4,052,152,000 | 0.72% |
| Moodys Corp Com |
2.60%
9,830
|
$3,871,905,000 | 0.68% |
| Celsius Holdings Inc |
21.81%
45,588
|
$3,762,378,000 | 0.66% |
| Costco |
4.05%
5,147
|
$3,712,515,000 | 0.66% |
| PayPal Holdings Inc |
604.67%
53,076
|
$3,451,532,000 | 0.61% |
| Ishares Short-term Treasury Etf |
16.50%
31,073
|
$3,420,096,000 | 0.60% |
| Jpmorgan International Bond Opportunities Etf |
6.00%
71,496
|
$3,383,926,000 | 0.60% |
| Cooper Std Hldgs Inc Com |
126.35%
213,683
|
$3,382,602,000 | 0.60% |
| Grayscale Bitcoin Trust |
Opened
53,279
|
$3,312,888,000 | 0.58% |
| Edwards Lifesciences Corp |
5.13%
34,655
|
$3,266,234,000 | 0.58% |
| Truist Financial Corporation |
0.95%
83,650
|
$3,209,656,000 | 0.57% |
| CME Group Inc |
Opened
15,050
|
$3,190,863,000 | 0.56% |
| M T Bk Corp Com |
Opened
22,048
|
$3,157,750,000 | 0.56% |
| Global X Mlp Energy Infrastructure Etf |
7.92%
61,310
|
$3,004,190,000 | 0.53% |
| Union Pacific Corp. |
1,213.74%
12,336
|
$3,001,368,000 | 0.53% |
| Schwab Reit |
5.98%
149,963
|
$2,996,256,000 | 0.53% |
| Main Sector Rotation Etf |
3.66%
55,093
|
$2,771,178,000 | 0.49% |
| Invesco Qqq Trust Series I |
101.10%
5,836
|
$2,596,937,000 | 0.46% |
| Inspire 100 Etf |
1.24%
65,397
|
$2,532,831,000 | 0.45% |
| Tesla Inc |
Closed
9,968
|
$2,476,849,000 | |
| Jpmorgan Hedged Equity Laddered Overlay Etf |
50.94%
42,396
|
$2,369,088,000 | 0.42% |
| Markel |
12.67%
1,544
|
$2,329,556,000 | 0.41% |
| Hess Corp Com |
28.48%
15,011
|
$2,323,403,000 | 0.41% |
| Ishares Core Sp Total U.s. Stock Market Etf |
1.30%
19,778
|
$2,274,899,000 | 0.40% |
| Biotech Etf |
8.42%
23,033
|
$2,161,647,000 | 0.38% |
| Crowdstrike Holdings Inc |
2.68%
6,550
|
$2,093,315,000 | 0.37% |
| Invesco Variable Rate Investment Grade ETF |
14.90%
82,599
|
$2,073,235,000 | 0.37% |
| V F Corp Com |
Opened
130,854
|
$2,002,066,000 | 0.35% |
| Iqvia Hldgs Inc Com |
Opened
7,488
|
$1,863,539,000 | 0.33% |
| Microstrategy Inc. |
36.13%
1,134
|
$1,856,063,000 | 0.33% |
| Intercontinental Exchange Inc |
Opened
13,121
|
$1,797,971,000 | 0.32% |
| Vanguard Total International Bond Etf |
29.48%
36,631
|
$1,790,522,000 | 0.32% |
| First Trust Cybersecurity Etf |
20.26%
30,819
|
$1,729,870,000 | 0.31% |
| Exxon Mobil Corp. |
0.92%
14,763
|
$1,727,077,000 | 0.30% |
| Spdr Sp North American Natural Resources Etf |
5.68%
30,453
|
$1,677,357,000 | 0.30% |
| Invesco Dynamic Software Etf |
19.37%
36,478
|
$1,667,409,000 | 0.29% |
| Cisco |
83.90%
31,178
|
$1,560,166,000 | 0.28% |
| Palantir Technologies Inc. |
10.90%
67,401
|
$1,540,787,000 | 0.27% |
| JPMorgan Income ETF |
6.59%
33,956
|
$1,535,151,000 | 0.27% |
| Direxion Nasdaq-100 Equal Weighted Index Shares |
Opened
17,020
|
$1,514,780,000 | 0.27% |
| Pimco Enhanced Short Maturity Active Exchange-traded Fund Pimco Enhanced Sh |
6.08%
14,509
|
$1,452,803,000 | 0.26% |
| Ishares Sp 500 Growth Etf |
2.72%
16,793
|
$1,420,160,000 | 0.25% |
| Powershares Sp 500 Quality |
3.10%
23,511
|
$1,419,829,000 | 0.25% |
| Wisdomtree India Earnings Fund |
6.13%
31,114
|
$1,359,682,000 | 0.24% |
| Hcm Defender 100 Index Etf |
0.27%
24,080
|
$1,325,604,000 | 0.23% |
| Hcm Defender 500 Index Etf |
0.64%
26,874
|
$1,246,147,000 | 0.22% |
| Wisdomtree Europe Currency Hedged Equity Etf |
27.18%
25,482
|
$1,235,622,000 | 0.22% |
| Spdr Portfolio High Yield Bond Etf |
40.44%
49,501
|
$1,149,908,000 | 0.20% |
| Dte Energy Co Com |
0.90%
10,127
|
$1,121,353,000 | 0.20% |
| Ishares U.s. Infrastructure Etf |
50.55%
24,454
|
$1,054,212,000 | 0.19% |
| Jpmorgan Nasdaq Equity Premium Income Etf |
181.50%
19,426
|
$1,047,644,000 | 0.18% |
| Coinbase Global Inc Com Cl A |
Opened
4,110
|
$1,036,172,000 | 0.18% |
| Ishares Sp Mid-cap Growth Etf |
0.05%
11,159
|
$1,014,391,000 | 0.18% |
| Graco Inc. |
6.68%
9,941
|
$916,828,000 | 0.16% |
| Pacer Us Small Cap Cash Cows 100 Etf |
Opened
18,701
|
$913,170,000 | 0.16% |
| Ishares Sp 500 Value Etf |
1.47%
4,836
|
$897,870,000 | 0.16% |
| Novo-nordisk A S Adr |
Opened
6,579
|
$839,151,000 | 0.15% |
| Invesco Sp Global Water Index Etf |
54.55%
14,611
|
$807,404,000 | 0.14% |
|
2.19%
1,608
|
$790,164,000 | 0.14% | |
| Vanguard Small Cap |
0.09%
3,474
|
$787,313,000 | 0.14% |
| Amplify Transformational Data Sharing Etf |
27.72%
21,712
|
$772,079,000 | 0.14% |
| Alphabet Inc |
1.40%
4,867
|
$761,686,000 | 0.13% |
| Spdr Dow Jones Industrial Average Etf Trust |
0.05%
1,915
|
$757,169,000 | 0.13% |
| Spdr Sp 600 Small Cap Growth |
9.90%
8,359
|
$724,725,000 | 0.13% |
| Visa Inc |
4.06%
2,574
|
$716,170,000 | 0.13% |
| Mcdonalds |
2.16%
2,494
|
$699,003,000 | 0.12% |
| Phillips Edison Co Inc Common Stock |
No change
19,816
|
$694,947,000 | 0.12% |
| Sp Growth Etf |
11.04%
9,134
|
$669,248,000 | 0.12% |
| Walmart Inc |
141.81%
11,092
|
$665,514,000 | 0.12% |
| Bp Plc Sponsored Adr |
1.15%
16,584
|
$629,182,000 | 0.11% |
| iShares 3-7 Year Treasury Bond ETF |
24.36%
5,388
|
$619,351,000 | 0.11% |
| Gotham 1000 Value ETF |
12.31%
25,589
|
$607,919,000 | 0.11% |
| Vanguard Dividend Appreciation Etf |
17.65%
3,247
|
$589,428,000 | 0.10% |
| Vanguard Energy Etf |
No change
4,431
|
$587,439,000 | 0.10% |
| Jpmorgan Ultra-short Income Etf Ultra Short Income Fund |
92.79%
11,475
|
$576,389,000 | 0.10% |
| Vanguard Total Stock Market |
8.27%
2,175
|
$564,756,000 | 0.10% |
| Vanguard Ftse Europe Etf |
13.65%
8,294
|
$557,523,000 | 0.10% |
| Ishares Esg Aware Msci Usa Etf |
8.83%
4,751
|
$545,143,000 | 0.10% |
| Ishares Core Sp 500 Etf |
22.87%
1,015
|
$532,727,000 | 0.09% |
| Robo Global Robotics And Automation Etf |
13.14%
9,116
|
$529,822,000 | 0.09% |
| Vanguard Mid-cap Etf |
4.74%
2,132
|
$529,248,000 | 0.09% |
| Ishares Sp Mid-cap Value Etf |
0.14%
4,398
|
$515,652,000 | 0.09% |
| Shopify Inc |
128.71%
6,557
|
$512,692,000 | 0.09% |
| Ishares Edge Msci Usa Quality Factor |
1.19%
2,987
|
$489,480,000 | 0.09% |
| Spdr Sp Midcap 400 Etf Trust |
0.57%
882
|
$487,176,000 | 0.09% |
| Dimensional U.s. Core Equity 2 Etf |
2.26%
14,726
|
$468,581,000 | 0.08% |
| Broadcom Inc. |
2.98%
346
|
$467,348,000 | 0.08% |
| Adapthealth Corp Common Stock |
No change
41,601
|
$465,931,000 | 0.08% |
| Lowes |
20.81%
1,865
|
$464,914,000 | 0.08% |
| Ishares Russell 2000 Etf |
0.32%
2,205
|
$459,306,000 | 0.08% |
| Proshares Short Qqq |
Closed
47,964
|
$454,699,000 | |
| Coca-Cola Co |
No change
7,306
|
$443,304,000 | 0.08% |
| Xcel Energy Inc. |
No change
8,307
|
$442,601,000 | 0.08% |
| Abbvie Inc |
6.30%
2,440
|
$440,986,000 | 0.08% |
| United Technologies |
8.06%
4,390
|
$429,166,000 | 0.08% |
| Abbott Labs |
4.86%
3,822
|
$428,415,000 | 0.08% |
| Ford Mtr Co Del Com |
3.91%
31,915
|
$424,150,000 | 0.07% |
| Comcast |
89.11%
9,916
|
$419,239,000 | 0.07% |
| Unitedhealth Group Inc |
0.83%
849
|
$415,919,000 | 0.07% |
| Accenture |
3.90%
1,200
|
$407,004,000 | 0.07% |
| Vanguard High Dividend Yield Index Etf |
15.63%
3,364
|
$405,515,000 | 0.07% |
| Berkley W R Corp Com |
2.30%
4,510
|
$394,580,000 | 0.07% |
| Mastercard Incorporated |
2.09%
796
|
$380,866,000 | 0.07% |
| Ishares Dow Jones U.s. Etf |
0.24%
2,979
|
$380,469,000 | 0.07% |
| Direxion Daily Sp 500 Bull 3x Shares |
No change
2,811
|
$374,847,000 | 0.07% |
| Spdr Gold Shares |
3.06%
1,772
|
$368,257,000 | 0.06% |
| Ishares Msci Usa Min Vol Factor Etf |
Closed
4,591
|
$358,202,000 | |
| Procter And Gamble Co Com |
8.49%
2,200
|
$353,310,000 | 0.06% |
| Ishares 1-3 Year Credit Bond Etf |
29.58%
6,439
|
$328,325,000 | 0.06% |
| Ishares Msci Usa Esg Select Etf |
49.58%
3,013
|
$327,724,000 | 0.06% |
| Innovator U.s. Equity Power Buffer Etf - March |
Opened
8,844
|
$325,813,000 | 0.06% |
| Marathon Digital Holdings Inc |
1.29%
14,897
|
$322,222,000 | 0.06% |
| Schwab U.s. Small-cap |
46.62%
6,570
|
$320,616,000 | 0.06% |
| iShares 7-10 Year Treasury Bond ETF |
15.82%
3,395
|
$317,534,000 | 0.06% |
| Elevance Health Inc Com |
3.56%
611
|
$315,276,000 | 0.06% |
| Yum Brands Inc. |
No change
2,208
|
$310,158,000 | 0.05% |
| Dt Midstream Inc Common Stock |
0.10%
4,969
|
$304,110,000 | 0.05% |
| Invesco NASDAQ 100 ETF |
Opened
1,614
|
$295,540,000 | 0.05% |
| Spdr Portfolio Sp 500 Etf |
Closed
5,280
|
$295,124,000 | |
| Spdr Bloomberg 1-3 Month T-bill Etf |
37.47%
3,183
|
$290,973,000 | 0.05% |
| Ishares 5-10 Year Investment Grade Corporate Bond Etf |
0.65%
5,601
|
$285,987,000 | 0.05% |
| Generac Hldgs Inc Com |
Opened
2,243
|
$285,781,000 | 0.05% |
| Energy Select Sector Spdr Fund |
6.29%
2,965
|
$282,043,000 | 0.05% |
| Vanguard Growth Etf |
36.61%
819
|
$281,957,000 | 0.05% |
| Ishares Core Msci Eafe Etf |
8.02%
3,647
|
$269,497,000 | 0.05% |
| Ishares Esg Aware Msci Em Etf |
Closed
8,178
|
$262,198,000 | |
| Etsy Inc |
Opened
3,971
|
$261,689,000 | 0.05% |
| Westrock Co Com |
10.14%
5,209
|
$256,997,000 | 0.05% |
| Ishares Core U.s. Aggregate Bond Etf |
60.70%
2,639
|
$255,816,000 | 0.05% |
| Spdr Sp Dividend Etf |
33.66%
1,941
|
$253,539,000 | 0.04% |
| iShares MBS ETF |
57.96%
2,727
|
$249,713,000 | 0.04% |
| Ishares Msci Eafe Min Vol Factor Etf |
31.68%
3,537
|
$249,359,000 | 0.04% |
| Schwab U.s. Broad Market |
15.24%
4,043
|
$246,201,000 | 0.04% |
| Southern Co Com |
8.05%
3,440
|
$244,616,000 | 0.04% |
| Innovator U.s. Equity Power Buffer Etf - August |
Closed
7,200
|
$240,264,000 | |
| Ark Innovation Etf |
Closed
4,563
|
$238,945,000 | |
| Duke Energy Corp New Com New |
Closed
2,419
|
$234,749,000 | |
| Intel Corp. |
8.76%
5,270
|
$234,632,000 | 0.04% |
| Eli Lilly Co Com |
Opened
307
|
$233,500,000 | 0.04% |
| Energy Etf |
31.94%
2,785
|
$233,272,000 | 0.04% |
| Qualcomm, Inc. |
16.41%
1,350
|
$231,822,000 | 0.04% |
| iShares 1-3 Year Treasury Bond ETF |
4.47%
2,828
|
$230,033,000 | 0.04% |
| Vanguard Ftse Developed Markets |
0.49%
4,558
|
$227,788,000 | 0.04% |
| Ecolab, Inc. |
14.76%
993
|
$226,380,000 | 0.04% |
| Ishares Jp Morgan Usd Emerging Markets Bond Etf |
Closed
2,526
|
$224,925,000 | |
| Global X Internet of Things ETF |
Opened
6,209
|
$223,338,000 | 0.04% |
| Ishares 10-20 Year Treasury Bond Etf |
36.34%
2,167
|
$223,288,000 | 0.04% |
| Spdr Bloomberg Barclays International Treasury Etf |
Closed
9,468
|
$219,468,000 | |
| Ishares U.s. Aerospace Defense |
2.51%
1,668
|
$218,269,000 | 0.04% |
| Honeywell International Inc |
3.65%
1,078
|
$217,767,000 | 0.04% |
| Ishares U.s. Industrials Etf |
Opened
1,731
|
$215,621,000 | 0.04% |
| Ishares Tips Bond Etf |
19.43%
2,019
|
$215,297,000 | 0.04% |
| Vanguard Sp 500 Etf |
Opened
445
|
$213,752,000 | 0.04% |
| Waste Mgmt Inc Del Com |
Opened
999
|
$212,707,000 | 0.04% |
| Dimensional U.s. Targeted Value Etf |
No change
3,935
|
$212,333,000 | 0.04% |
| Ishares Iboxx $ Investment Grade Corporate Bond Etf |
Closed
1,888
|
$208,961,000 | |
| Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund |
Opened
3,529
|
$202,106,000 | 0.04% |
| Linde Plc Shs |
Opened
433
|
$200,652,000 | 0.04% |
| Riot Platforms Inc |
1.78%
15,641
|
$179,402,000 | 0.03% |
| Core Scientific Inc New Wt Exp 012329 |
Opened
52,700
|
$123,002,000 | 0.02% |
| Core Scientific Inc New Com |
Opened
23,908
|
$84,395,000 | 0.01% |
| Core Scientific Inc New Wt Exp 012327 |
Opened
63,243
|
$83,481,000 | 0.01% |
| Anavex Life Sciences Corp Com New |
Opened
13,275
|
$66,641,000 | 0.01% |
| Sandstorm Gold Ltd Com New |
No change
10,000
|
$52,400,000 | 0.01% |
| Hecla Mng Co Com |
No change
10,000
|
$49,100,000 | 0.01% |
| Aeva Technologies Inc Com |
Closed
14,704
|
$11,141,000 | |
| Northern Dynasty Minerals Ltd Com New |
No change
27,321
|
$8,633,000 | 0.00% |
| Petvivo Hldgs Inc Wt Exp 081326 |
No change
10,000
|
$1,000,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 208 holdings | |||
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