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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
65
5
3
3
2
0
41
5
2
FIDUCIARY GROUP LLC

Time Period2018-03-31

Total Holdings172

Total Value ($x1000)461,401
Activities
New3

Increased63

Unchanged36

Decreased70

Sold Out5

Top 10 Stock Holdingstotal 31.25%
BSV7.22

VOO3.85

VEA3.13

BND2.82

AAPL2.77

 
VXF2.63

MCO2.26

XOM2.21

JNJ2.2

MSFT2.16

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BSV
7.22%
SHORT TRM BOND
VOO
3.85%
SHS
VEA
3.13%
FTSE DEV MKT ETF
BND
2.82%
TOTAL BND MRKT
AAPL
2.77%
COM
VXF
2.63%
EXTEND MKT ETF
MCO
2.26%
COM
XOM
2.21%
COM
JNJ
2.2%
COM
MSFT
2.16%
COM
BRK.B
2.13%
CL B NEW
JPM
2.01%
COM
FOXA
1.86%
CL A
GOOG
1.84%
CAP STK CL C
UNP
1.75%
COM
PEP
1.66%
COM
CMCSA
1.59%
CL A
AMZN
1.55%
COM
VZ
1.5%
COM
VXUS
1.43%
VG TL INTL STK F
MMM
1.39%
COM
PFE
1.39%
COM
DIS
1.36%
COM DISNEY
WMT
1.35%
COM
PSX
1.29%
COM
KO
1.25%
COM
DGRW
1.23%
US DIVD GRT FD
ABBV
1.18%
COM
WFC
1.12%
COM
DWDP
1.12%
COM
ORCL
1.05%
COM
UTX
1.05%
COM
MA
1.01%
CL A
HD
1%
COM
AMT
0.97%
COM
PG
0.96%
COM
V
0.96%
COM CL A
BAC
0.94%
COM
UPS
0.92%
CL B
GOOGL
0.83%
CAP STK CL A
BDX
0.82%
COM
BKNG
0.81%
COM
AON
0.8%
SHS CL A
AMGN
0.73%
COM
T
0.73%
COM
KHC
0.71%
COM
MDT
0.64%
SHS
SCHB
0.63%
US BRD MKT ETF
CVX
0.62%
COM
SCHZ
0.61%
US AGGREGATE B
DGRO
0.61%
CORE DIV GRWTH
AXP
0.61%
COM
IVV
0.54%
CORE S&P500 ETF
ITW
0.53%
COM
XLU
0.53%
SBI INT-UTILS
BLK
0.49%
COM
IBM
0.48%
COM
D
0.47%
COM
GD
0.45%
COM
BMY
0.43%
COM
SCHW
0.4%
COM
FB
0.39%
CL A
INTC
0.39%
COM
EQIX
0.38%
COM PAR $0.001
BA
0.38%
COM
BAX
0.37%
COM
AFL
0.37%
COM
SO
0.35%
COM
CLX
0.35%
COM
MRK
0.35%
COM
NEE
0.34%
COM
HON
0.33%
COM
VNO
0.32%
SH BEN INT
GE
0.31%
COM
CMI
0.29%
COM
NKE
0.29%
CL B
SCHF
0.29%
INTL EQTY ETF
MCD
0.29%
COM
AIG
0.28%
COM NEW
NSC
0.27%
COM
NTRS
0.27%
COM
ABT
0.27%
COM
CSCO
0.27%
COM
AYI
0.25%
COM
LBTYK
0.23%
SHS CL C
ADP
0.21%
COM
QCOM
0.2%
COM
CI
0.2%
COM
PM
0.2%
COM
LLY
0.2%
COM
BRK.A
0.19%
CL A
GIS
0.19%
COM
CSX
0.19%
COM
COP
0.19%
COM
LMT
0.18%
COM
SHM
0.17%
NUVN BR SHT MUNI
ISRG
0.17%
COM NEW
DEO
0.16%
SPON ADR NEW
SYK
0.16%
COM
EMR
0.16%
COM
CSJ
0.15%
1-3 YR CR BD ETF
DUK
0.15%
COM NEW
MDLZ
0.14%
CL A
ETN
0.14%
SHS
CB
0.14%
COM
EFX
0.14%
COM
EQR
0.13%
SH BEN INT
STI
0.13%
COM
CL
0.13%
COM
XLI
0.13%
SBI INT-INDS
AET
0.13%
COM
PNC
0.13%
COM
RF
0.13%
COM
VIG
0.13%
DIV APP ETF
GPC
0.12%
COM
COST
0.12%
COM
KMB
0.12%
COM
FAST
0.12%
COM
TXN
0.12%
COM
ACN
0.11%
SHS CLASS A
SLB
0.11%
COM
ETP
0.11%
UNIT LTD PRT INT
HDV
0.11%
HIGH DIVIDND ETF
PPG
0.11%
COM
TMUS
0.1%
COM
IDV
0.1%
INTL SEL DIV ETF
BX
0.1%
COM UNIT LTD
MO
0.1%
COM
MCK
0.1%
COM
OPP
0.09%
COM
RTN
0.09%
COM NEW
TJX
0.09%
COM
PAYX
0.08%
COM
FRT
0.08%
SH BEN INT NEW
IWM
0.08%
RUSSELL 2000 ETF
ED
0.08%
COM
PFF
0.08%
U.S. PFD STK ETF
TRV
0.07%
COM
VTV
0.07%
VALUE ETF
VUG
0.07%
GROWTH ETF
IJH
0.07%
CORE S&P MCP ETF
DSL
0.07%
COM
SCHA
0.07%
US SML CAP ETF
PCI
0.06%
COM SHS
BK
0.06%
COM
VTI
0.06%
TOTAL STK MKT
XLB
0.06%
SBI MATERIALS
MS
0.06%
COM NEW
CHE
0.06%
COM
LNC
0.06%
COM
FDX
0.06%
COM
AB
0.06%
UNIT LTD PARTN
IJR
0.06%
CORE S&P SCP ETF
AMLP
0.05%
ALERIAN MLP
O
0.05%
COM
JQC
0.05%
COM SHS
BIT
0.05%
COM
AEP
0.05%
COM
UNH
0.05%
COM
HAL
0.05%
COM
CAT
0.05%
COM
IDXX
0.05%
COM
CUZ
0.05%
COM
DES
0.05%
SMALLCAP DIVID
SPG
0.05%
COM
CAH
0.05%
COM
NLY
0.05%
COM
LBRDA
0.03%
COM SER A
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
PCLN
0.39%
COM NEW
BUD
0.05%
SPONSORED ADR
MMP
0.05%
COM UNIT RP LP
LEG
0.04%
COM
VCSH
0.04%
SHRT TRM CORP BD