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Susan Harvell

Fiduciary Alliance Llc

Assets Managed
$1.657B
Holdings
547
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
8.3%(2Q avg: 5.41%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Fiduciary Alliance Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 547 positions.

Assets under management

The assets under management (AUM) of Fiduciary Alliance Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.657B in assets, with a quarterly growth rate of 8.3% and a 2-quarter average growth rate of 5.41%. The portfolio is managed by Susan Harvell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -4.37%
3.73%
$61.711M
231,623 shares@ $266.44 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.53%
2.87%
$47.524M
115,569 shares@ $411.23 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.6%
2.41%
$39.891M
200,590 shares@ $198.88 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -3.95%
2.31%
$38.19M
153,680 shares@ $248.51 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -12.05%
2.21%
$36.522M
119,379 shares@ $305.94 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 895.85%
2.17%
$35.809M
434,686 shares@ $82.39 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -49.76%
1.76%
$29.015M
41,454 shares@ $699.95 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 7.69%
1.75%
$28.955M
592,378 shares@ $48.88 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -5.83%
1.56%
$25.841M
76,653 shares@ $337.12 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 18.9%
1.55%
$25.577M
193,386 shares@ $132.27 avg price

1-10 of 547