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Fiduciary Alliance LLC

All holdings · as of Dec 31, 2025

509 positions

CompanyClassValueShares% of portfolio
Leidos Holdings Inc$913.4K5,0630.1%
GOTHAM 1000 VALUE ETF$897.4K36,4080.1%
United Rentals Inc$893.5K1,1040.1%
The PNC Financial Services Group, Inc.$881.8K4,2250.1%
GENERAL DYNAMICS CORP$876.0K2,6020.1%
DEERE & CO$873.3K1,8760.1%
ISHARES PREFERRED & INCOME SECURITIES ETF$869.8K28,0930.1%
EQUIFAX INC$857.1K3,9500.1%
ISHARES FLOATING RATE BOND ETF$851.7K16,7460.1%
SPDR S&P MIDCAP 400 ETF TRUST$843.5K1,3980.1%
NEOS S&P 500 HIGH INCOME ETF$834.3K15,8820.1%
S&P Small Cap Value ETF$829.8K9,1220.1%
ROPER TECHNOLOGIES INC$825.7K1,8550.1%
FIDELITY HIGH DIVIDEND ETF$808.4K14,2600.1%
Philip Morris International Inc.$805.7K5,0230.1%
PIMCO Dynamic Income FundPDIClosed-End Fund$804.6K45,4290.1%
Vanguard FTSE Developed Markets$794.0K12,7100.1%
Marriott International Inc/MD$785.3K2,5310.1%
Uber Technologies, Inc$777.3K9,5130.1%
Phillips 66$770.8K5,9730.1%
BP PLC SPONSORED ADR$769.3K22,1510.1%
STATE STREET CORPORATION$769.2K5,9620.1%
VIRTUS REAVES UTILITIES ETF$764.2K9,6790.0%
ISHARES 7-10 YEAR TREASURY BOND ETF$763.0K7,9350.0%
COMERICA INCCMACommon Stock$757.8K8,7170.0%
SIMPLIFY US EQUITY PLUS DOWNSIDE CONVEXITY ETF$755.8K19,2520.0%
Williams Cos Inc/The$754.1K12,5450.0%
Energy Transfer LPETMLP$752.3K45,6190.0%
Everpure, Inc.$750.5K11,2000.0%
GLOBAL X SUPERDIVIDEND ETF$749.0K31,1700.0%
PTC Inc$747.5K4,2910.0%
GLOBAL X RUSSELL 2000 COVERED CALL ETF$745.5K48,7240.0%
L3HARRIS TECHNOLOGIES, INC. /DE$744.6K2,5360.0%
ISHARES RUSSELL MIDCAP ETF$740.5K7,6920.0%
Expedia Group Inc$737.5K2,6030.0%
American Tower Corp$736.9K4,1970.0%
GRACO INC$723.2K8,8220.0%
VANGUARD FTSE EUROPE ETF$714.5K8,5460.0%
Medtronic plc$712.3K7,4150.0%
VANGUARD ENERGY ETF$709.4K5,6340.0%
ISHARES MSCI EAFE ETF$702.0K7,3100.0%
Schwab U.S. Large-Cap ETF$698.1K25,9420.0%
VANGUARD TOTAL INTERNATIONAL BOND ETF$693.2K14,3460.0%
iShares 1-3 Year Credit Bond ETF$679.0K12,8400.0%
Guardant Health, Inc.$674.0K6,5990.0%
iShares Core MSCI Emerging Markets ETF$663.0K9,8630.0%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF$662.0K7,9040.0%
Consumer Discretionary Sector ETF$654.6K5,4820.0%
Schwab U.S. Small-Cap$653.0K22,9290.0%
AECOM$650.7K6,8250.0%
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