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Fiduciary Alliance LLC

All holdings · as of Dec 31, 2025

509 positions

CompanyClassValueShares% of portfolio
Kratos Defense & Security Solutions Inc$1.45M19,1420.1%
VANGUARD HIGH DIVIDEND YIELD INDEX ETF$1.44M10,0280.1%
HUMANA INC$1.43M5,5790.1%
VANGUARD SMALL-CAP GROWTH ETF$1.39M4,6130.1%
FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND$1.39M59,2090.1%
CAPITAL GROUP DIVIDEND VALUE ETF$1.39M31,7410.1%
INVESCO S&P 500 MOMENTUM ETF$1.38M11,5710.1%
ServiceNow Inc$1.37M8,9580.1%
Crown Castle Inc$1.36M15,3100.1%
Elevance Health Inc$1.33M3,8060.1%
THE GOLDMAN SACHS GROUP, INC.$1.33M1,5110.1%
ADVANCED MICRO DEVICES INC$1.32M6,1460.1%
ISHARES S&P 500 VALUE ETF$1.28M6,0480.1%
Enbridge$1.28M26,7360.1%
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF$1.28M39,0170.1%
Vanguard Small Cap$1.24M4,8150.1%
CATERPILLAR INC$1.24M2,1610.1%
GENERAL ELECTRIC CO$1.22M3,9580.1%
ANALOG DEVICES INC$1.19M4,3800.1%
Hilton Worldwide Holdings Inc.$1.18M4,0910.1%
EMERSON ELECTRIC CO$1.15M8,6870.1%
STATE STREET ENERGY SELECT SECTOR SPDR ETF$1.14M25,5430.1%
iShares S&P Mid-Cap Growth ETF$1.13M11,7030.1%
SPDR GOLD SHARES$1.13M2,8450.1%
INSPIRE 500 ETF$1.12M4,5150.1%
TE Connectivity PLC$1.12M4,9150.1%
JACOBS SOLUTIONS INC.$1.12M8,4230.1%
ISHARES RUSSELL 2000 ETF$1.11M4,5140.1%
T-Mobile US, Inc.TMUSCommon Stock$1.10M5,4020.1%
DIMENSIONAL US SMALL CAP VALUE ETF$1.09M33,1900.1%
HCM DEFENDER 100 INDEX ETF$1.09M14,0480.1%
Intercontinental Exchange, Inc.$1.08M6,6880.1%
REALTY INCOME CORP$1.07M19,0570.1%
Palo Alto Networks Inc$1.07M5,8040.1%
PGIM AAA CLO ETF$1.06M20,6450.1%
COMSTOCK RESOURCES INCCRKCommon Stock$1.05M45,3620.1%
ALTRIA GROUP, INC.$1.04M17,9800.1%
TYLER TECHNOLOGIES, INC.$1.03M2,2660.1%
QUALCOMM INC/DE$1.01M5,9060.1%
ISHARES RUSSELL 2000 GROWTH ETF$1.01M3,1210.1%
HCM DEFENDER 500 INDEX ETF$998.3K16,1100.1%
Arthur J. Gallagher & Co.$990.4K3,8270.1%
Applied Digital Corp$969.9K39,5550.1%
ISHARES 3-7 YEAR TREASURY BOND ETF$967.9K8,1100.1%
Vulcan Materials Co$966.9K3,3900.1%
Semiconductor ETF$964.9K2,6790.1%
WISDOMTREE FLOATING RATE TREASURY FUND$957.2K19,0220.1%
RPM International Inc$947.1K9,1070.1%
Trane Technologies plc$930.6K2,3910.1%
STATE STREET SPDR S&P 400 MID CAP VALUE ETF$920.6K10,8750.1%
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