HoldingsChannel.com
Fiduciary Group LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD BD INDEX FD INC (BSV) 530,557 +9,423 $42,768
     BSV530,557+9,423$42,768
ISHARES TR (IGSB) 748,935 +156,127 $40,165
     IGSB748,935+156,127$40,165
VANGUARD INDEX FDS (VOO) 75,003 +3,217 $22,186
     VOO75,003+3,217$22,186
APPLE INC 67,402 -3,619 $19,793
     AAPL67,402-3,619$19,793
DISNEY WALT CO 130,734 +160 $18,908
     DIS130,734+160$18,908
MICROSOFT CORP 113,634 +1,238 $17,920
     MSFT113,634+1,238$17,920
VANGUARD TAX MANAGED INTL FD (VEA) 387,202 +40,066 $17,060
     VEA387,202+40,066$17,060
MOODYS CORP 62,068 -128 $14,736
     MCO62,068-128$14,736
BERKSHIRE HATHAWAY INC DEL      $13,860
     BRK.B56,695+2,067$12,841
     BRK.A3UNCH$1,019
JOHNSON & JOHNSON 92,164 +4,791 $13,444
     JNJ92,164+4,791$13,444
JPMORGAN CHASE & CO 90,630 +150 $12,634
     JPM90,630+150$12,634
ALPHABET INC 9,421 +233 $12,596
     GOOG9,421+233$12,596
VANGUARD INDEX FDS (VXF) 95,737 -18,141 $12,062
     VXF95,737-18,141$12,062
COMCAST CORP NEW 265,736 +9,911 $11,950
     CMCSA265,736+9,911$11,950
PEPSICO INC 75,352 +1,600 $10,298
     PEP75,352+1,600$10,298
EXXON MOBIL CORP 140,978 -7,498 $9,837
     XOM140,978-7,498$9,837
VERIZON COMMUNICATIONS INC 157,389 +8,032 $9,664
     VZ157,389+8,032$9,664
UNION PACIFIC CORP 52,876 +175 $9,559
     UNP52,876+175$9,559
WALMART INC 75,546 +3,196 $8,978
     WMT75,546+3,196$8,978
PFIZER INC 226,335 +19,202 $8,868
     PFE226,335+19,202$8,868
ELECTRONIC ARTS INC 81,891 +7,335 $8,804
     EA81,891+7,335$8,804
AMAZON COM INC 4,657 UNCH $8,605
     AMZN4,657UNCH$8,605
FACEBOOK INC 41,472 +3,696 $8,512
     FB41,472+3,696$8,512
PHILLIPS 66 70,904 +784 $7,899
     PSX70,904+784$7,899
WELLS FARGO CO NEW 146,345 +5,691 $7,873
     WFC146,345+5,691$7,873
COCA COLA CO 135,865 -1,118 $7,520
     KO135,865-1,118$7,520
VISA INC 39,008 +2,189 $7,330
     V39,008+2,189$7,330
3M CO 40,369 +3,878 $7,122
     MMM40,369+3,878$7,122
DOLLAR TREE INC 74,183 +10,967 $6,977
     DLTR74,183+10,967$6,977
AMGEN INC 28,694 +266 $6,917
     AMGN28,694+266$6,917
MASTERCARD INC 22,712 -392 $6,782
     MA22,712-392$6,782
STARBUCKS CORP 76,345 +6,956 $6,712
     SBUX76,345+6,956$6,712
AMERICAN TOWER CORP NEW 28,711 +409 $6,598
     AMT28,711+409$6,598
UNITED TECHNOLOGIES CORP 43,445 +571 $6,506
     UTX43,445+571$6,506
HOME DEPOT INC 29,566 -291 $6,457
     HD29,566-291$6,457
BOOKING HLDGS INC 2,972 +151 $6,104
     BKNG2,972+151$6,104
AON PLC 28,859 +920 $6,011
     AON28,859+920$6,011
WISDOMTREE TR 119,044 -6,809 $5,770
     DGRW119,044-6,809$5,770
PROCTER & GAMBLE CO 45,566 -13 $5,691
     PG45,566-13$5,691
MEDTRONIC PLC 49,228 +877 $5,585
     MDT49,228+877$5,585
VANGUARD STAR FD (VXUS) 96,525 +1,747 $5,375
     VXUS96,525+1,747$5,375
ALPHABET INC 3,738 -22 $5,007
     GOOGL3,738-22$5,007
DOMINION ENERGY INC 56,457 +8,525 $4,676
     D56,457+8,525$4,676
BANK AMER CORP 108,728 -19,695 $3,829
     BAC108,728-19,695$3,829
BECTON DICKINSON & CO 13,342 -360 $3,629
     BDX13,342-360$3,629
ISHARES TR (IJR) 42,800 +37,172 $3,589
     IJR42,800+37,172$3,589
SCHWAB STRATEGIC TR 42,076 -4,684 $3,235
     SCHB42,076-4,684$3,235
ISHARES TR (DGRO) 75,811 -2,980 $3,189
     DGRO75,811-2,980$3,189
FEDEX CORP 20,775 -11,241 $3,141
     FDX20,775-11,241$3,141
ISHARES TR (IVV) 9,658 -172 $3,122
     IVV9,658-172$3,122

See Full List: All Stocks Held By Fiduciary Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Fiduciary Group LLC

Size ($ in 1000's)
At 12/31/2019: $627,078
At 09/30/2019: $571,675

Fiduciary Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Fiduciary Group LLC 13F filings. Link to 13F filings: SEC filings

Fiduciary Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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