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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
64
5
3
3
2
0
41
5
2
FIDUCIARY GROUP LLC

Time Period2018-06-30

Total Holdings172

Total Value ($x1000)473,085
Activities
New2

Increased36

Unchanged42

Decreased92

Sold Out2

Top 10 Stock Holdingstotal 34.62%
BSV10.66

VOO3.86

VEA3

AAPL2.96

VXF2.76

 
FOXA2.41

XOM2.38

MCO2.3

MSFT2.25

JNJ2.04

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BSV
10.66%
SHORT TRM BOND
VOO
3.86%
SHS
VEA
3%
FTSE DEV MKT ETF
AAPL
2.96%
COM
VXF
2.76%
EXTEND MKT ETF
FOXA
2.41%
CL A
XOM
2.38%
COM
MCO
2.3%
COM
MSFT
2.25%
COM
JNJ
2.04%
COM
BRK.B
1.95%
CL B NEW
GOOG
1.94%
CAP STK CL C
JPM
1.86%
COM
UNP
1.78%
COM
AMZN
1.75%
COM
PEP
1.63%
COM
CMCSA
1.55%
CL A
VZ
1.54%
COM
PSX
1.44%
COM
DIS
1.41%
COM DISNEY
PFE
1.39%
COM
VXUS
1.32%
VG TL INTL STK F
WMT
1.29%
COM
MMM
1.23%
COM
KO
1.2%
COM
WFC
1.2%
COM
DGRW
1.19%
US DIVD GRT FD
DWDP
1.11%
COM
MA
1.09%
CL A
ABBV
1.08%
COM
UTX
1.05%
COM
V
1.02%
COM CL A
HD
1.02%
COM
UPS
0.93%
CL B
AMT
0.93%
COM
GOOGL
0.88%
CAP STK CL A
ORCL
0.87%
COM
BDX
0.86%
COM
BKNG
0.86%
COM
BAC
0.86%
COM
PG
0.83%
COM
KHC
0.82%
COM
AON
0.79%
SHS CL A
AMGN
0.79%
COM
FB
0.76%
CL A
MDT
0.69%
SHS
CVX
0.67%
COM
SCHB
0.63%
US BRD MKT ETF
T
0.62%
COM
AXP
0.59%
COM
DGRO
0.59%
CORE DIV GRWTH
IVV
0.54%
CORE S&P500 ETF
D
0.52%
COM
XLU
0.51%
SBI INT-UTILS
BLK
0.44%
COM
ITW
0.42%
COM
BAX
0.41%
COM
SCHW
0.38%
COM
EQIX
0.38%
COM PAR $0.001
BA
0.38%
COM
GD
0.37%
COM
INTC
0.36%
COM
MRK
0.35%
COM
VNO
0.35%
SH BEN INT
SO
0.35%
COM
NEE
0.34%
COM
NKE
0.34%
CL B
BMY
0.34%
COM
AFL
0.33%
COM
CLX
0.32%
COM
HON
0.3%
COM
GE
0.3%
COM
NSC
0.3%
COM
SCHZ
0.28%
US AGGREGATE B
MCD
0.28%
COM
ABT
0.27%
COM
IBM
0.26%
COM
NTRS
0.26%
COM
CSCO
0.26%
COM
SCHF
0.25%
INTL EQTY ETF
ADP
0.24%
COM
AIG
0.23%
COM NEW
CMI
0.21%
COM
CSX
0.21%
COM
COP
0.21%
COM
AYI
0.2%
COM
LLY
0.19%
COM
ISRG
0.19%
COM NEW
BRK.A
0.18%
CL A
CI
0.17%
COM
SHM
0.17%
NUVN BR SHT MUNI
DEO
0.17%
SPON ADR NEW
QCOM
0.17%
COM
SYK
0.16%
COM
EMR
0.15%
COM
PM
0.15%
COM
GIS
0.15%
COM
LMT
0.15%
COM
LBTYK
0.15%
SHS CL C
EFX
0.14%
COM
MDLZ
0.14%
CL A
AET
0.14%
COM
DUK
0.13%
COM NEW
CSJ
0.13%
1-3 YR CR BD ETF
COST
0.13%
COM
EQR
0.13%
SH BEN INT
ETN
0.13%
SHS
STI
0.13%
COM
GPC
0.12%
COM
VIG
0.12%
DIV APP ETF
XLI
0.12%
SBI INT-INDS
ACN
0.12%
SHS CLASS A
TXN
0.12%
COM
CB
0.12%
COM
RF
0.12%
COM
CL
0.12%
COM
ETP
0.11%
UNIT LTD PRT INT
KMB
0.11%
COM
SLB
0.11%
COM
PNC
0.11%
COM
FAST
0.1%
COM
HDV
0.1%
HIGH DIVIDND ETF
TMUS
0.1%
COM
TJX
0.1%
COM
IDV
0.1%
INTL SEL DIV ETF
OPP
0.1%
COM
PPG
0.1%
COM
BX
0.1%
COM UNIT LTD
PAYX
0.09%
COM
MCK
0.09%
COM
MO
0.09%
COM
FRT
0.08%
SH BEN INT NEW
IWM
0.08%
RUSSELL 2000 ETF
SCHE
0.08%
EMRG MKTEQ ETF
RTN
0.08%
COM NEW
PFF
0.07%
U.S. PFD STK ETF
VUG
0.07%
GROWTH ETF
SCHA
0.07%
US SML CAP ETF
CHE
0.07%
COM
IJH
0.07%
CORE S&P MCP ETF
ED
0.07%
COM
PCI
0.06%
COM SHS
BK
0.06%
COM
DSL
0.06%
COM
XLB
0.06%
SBI MATERIALS
TRV
0.06%
COM
IJR
0.06%
CORE S&P SCP ETF
AB
0.06%
UNIT LTD PARTN
DES
0.06%
SMALLCAP DIVID
IDXX
0.06%
COM
O
0.06%
COM
UNH
0.05%
COM
FDX
0.05%
COM
BIT
0.05%
COM
SPG
0.05%
COM
AEP
0.05%
COM
MS
0.05%
COM NEW
VTI
0.05%
TOTAL STK MKT
JQC
0.05%
COM SHS
VTV
0.05%
VALUE ETF
LNC
0.05%
COM
HAL
0.05%
COM
CAT
0.04%
COM
IWR
0.04%
RUS MID-CAP ETF
AMLP
0.03%
ALERIAN MLP
LBRDA
0.03%
COM SER A
CUZ
0.03%
COM
NLY
0.02%
COM
LBRDK
0.02%
COM SER C
JPM/WS
0.01%
*W EXP 10/28/201
BAC/WS/A
0.01%
*W EXP 01/16/201
AIG/WS
< 0.01%
*W EXP 01/19/202
BND
2.82%
TOTAL BND MRKT
CAH
0.05%
COM