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Fiduciary Alliance LLC

All holdings · as of Dec 31, 2025

509 positions

CompanyClassValueShares% of portfolio
LAM RESEARCH CORP$646.2K3,7750.0%
ISHARES RUSSELL 3000 ETF$642.5K1,6610.0%
Accenture plc$641.2K2,3900.0%
iShares MSCI UAE ETF$638.6K3,2150.0%
S&P Global Inc.$632.0K1,2090.0%
iShares MSCI UAE ETF$627.6K4,7690.0%
CADENCE DESIGN SYSTEMS INC$625.5K2,0010.0%
Cognizant Technology Solutions Corp$623.1K7,5070.0%
SCHWAB CHARLES CORP$619.9K6,2050.0%
LINDE PLC$619.3K1,4520.0%
Annaly Capital Management Inc$619.2K27,6910.0%
SPDR Bridgewater All Weather ETF$611.6K22,2490.0%
COLGATE PALMOLIVE CO$605.8K7,6660.0%
BlackRock, Inc.$603.1K5630.0%
CLEAN HARBORS INC$602.1K2,5680.0%
Salesforce Inc$600.8K2,2680.0%
CORE SCIENTIFIC INC NEW WT EXP 012329$599.0K41,1960.0%
Exelon Corp$597.1K13,6990.0%
FORD MOTOR CO$588.4K44,8490.0%
GUGGENHEIM STRATEGIC OPPORTUNITIES FUNDGOFClosed-End Fund$587.1K45,5810.0%
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF$583.8K2,4200.0%
AMERICAN ELECTRIC POWER CO INC$583.0K5,0560.0%
STATE STREET UTILITIES SELECT SECTOR SPDR ETF$572.7K13,4140.0%
GSK PLC SPONSORED ADR$569.6K11,6160.0%
XCEL ENERGY INC$560.2K7,5850.0%
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF$550.3K9,5030.0%
ARK INNOVATION ETF$550.0K7,1500.0%
SIMPLIFY US EQUITY PLUS CONVEXITY ETF$546.8K12,7930.0%
Phillips Edison & Company, Inc.$546.2K15,3570.0%
W. R. Berkley Corporation$543.7K7,7540.0%
DIMENSIONAL U.S. CORE EQUITY 2 ETF$540.1K13,6430.0%
Union Pacific Corp$539.3K2,3310.0%
Bluerock Private Real Estate FundBPREClosed-End Fund$538.6K35,9040.0%
JPMORGAN EQUITY PREMIUM INCOME ETF$532.3K9,2990.0%
3M CO$531.2K3,3180.0%
ALLSTATE CORP$522.1K2,5080.0%
Rockwell Automation Inc$518.2K1,3320.0%
Teledyne Technologies Inc$509.2K9970.0%
FIRST BANCORP /NC$506.6K9,9750.0%
VANGUARD HEALTH CARE ETF$505.4K1,7560.0%
ISHARES SEMICONDUCTOR ETF$504.4K1,6750.0%
ISHARES DOW JONES U.S. ETF$503.4K3,0360.0%
BRISTOL MYERS SQUIBB CO$501.4K9,2960.0%
STANLEY BLACK & DECKER, INC.$501.2K6,7480.0%
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF$496.1K6,3870.0%
Intuitive Surgical Inc$495.0K8740.0%
GRAYSCALE BITCOIN MINI TRUST ETF$492.2K12,7090.0%
iShares MSCI UAE ETF$487.6K4,5000.0%
Eaton Vance Senior Floating-Rate Trust$486.2K43,6450.0%
Schwab U.S. Broad Market$483.5K18,4350.0%
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