Fiduciary Family Office, LLC Purchases and Sells in Q3 2024

Fiduciary Family Office, LLC

$303 Billion
Q3 2024

Top Buys

Incresed Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	143K + 48.26%	$207.23 - $234.82 $29.6M - $33.6M	439K $102B
JEPI	46.7K + 179.39%	$54.98 - $59.51 $2.56M - $2.78M	72.7K $4.32B
IQV	3.53K + 165.26%	$206.81 - $251.55 $730K - $888K	5.67K $1.34B
WMT	7.25K + 42.87%	$66.91 - $81.4 $485K - $590K	24.2K $1.95B
UNH	792 + 26.28%	$488.01 - $604.18 $387K - $479K	3.81K $2.23B
NSC	1.87K + 31.91%	$213.75 - $259.69 $399K - $484K	7.71K $1.92B

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EMR	6.52K New	$98.19 - $118.87 $640K - $775K	6.52K $713M
CL	6.78K New	$95.54 - $108.77 $648K - $737K	6.78K $704M
APD	2.27K New	$247.34 - $300.11 $562K - $682K	2.27K $676M
CHD	6.27K New	$98.01 - $106.59 $615K - $669K	6.27K $657M
CLX	3.91K New	$131.73 - $166.97 $515K - $652K	3.91K $636M
TXN	3K New	$194.6 - $194.6 $583K - $583K	3K $619M

Top Sells

Reduced Positions

97 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QCOM	-3.17K - 43.18%	$156.12 - $209.64 $495K - $664K	4.17K $709M
ADI	-2.85K - 60.26%	$200.56 - $243.33 $572K - $694K	1.88K $433M
AJG	-2.47K - 67.62%	$259.22 - $299.75 $641K - $741K	1.18K $333M
VOO	-1.47K - 24.29%	$475.2 - $527.7 $696K - $773K	4.57K $2.41B
GOOGL	-12 - 0.04%	$148.65 - $191.18 $1.78K - $2.29K	33.7K $5.58B
COST	-716 - 26.38%	$801.83 - $917.05 $574K - $657K	2K $1.77B

Activity Summary All Purchases 75 New Holdings 18 Increased Positions 57 All Sells 97 Reductions 97 Sold out 0 Calls 0 Puts 0

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