Fiduciary Group LLC
Fiduciary Group LLC is an investment adviser headquartered in Savannah, Georgia, USA. The firm primarily serves individuals and high net worth individuals, managing a diverse portfolio of equities and index funds. It is a registered SEC investment adviser since 2015, reportedly with a small professional staff focused on personalized investment management.
Investment Strategy
Fiduciary Group LLC employs a diversified investment strategy with core allocations to large-cap equities, index funds, exchange-traded funds (ETFs), and fixed income products. Portfolio holdings typically include blue chip stocks (e.g., Apple, Microsoft), S&P 500 ETFs and US Treasury bond funds. The firm manages accounts with discretionary authority, tailoring investment choices to each client's objectives, focused on long-term growth and capital preservation.
Top Holdings
Equity Positions (285)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.36% | $46.3M | 93,120 | $66.14 | $497.41 | +$11.2M |
A AAPL | APPLE INC | 4.35% | $46.3M | 225,501 | $37.85 | $205.17 | -$4.0M |
V VOO | VANGUARD INDEX FDS | 4.23% | $45.0M | 79,134 | $226.27 | $568.03 | +$4.6M |
S SHY | ISHARES TR | 2.83% | $30.0M | 362,380 | $82.32 | $82.86 | -$1.1M |
G GOOG | ALPHABET INC | 2.80% | $29.7M | 167,476 | $105.94 | $177.39 | +$3.4M |