Fiduciary Family Office, LLC Purchases in Q3 2025

Fiduciary Family Office, LLC

  • $351 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
118K
New
N/A
118K $8.9B
NVDA
Nvidia Corp

Technology
6.16K
+ 10.54%
$153.3 - $186.58 $944K - $1.15M
64.6K $12.1B
CSCO
Cisco Systems, Inc.

Technology
16.6K
+ 107.8%
$66.2 - $71.79 $1.1M - $1.19M
32K $2.19B
CRH.L
Crh PLC

Basic Materials
9.01K
New
N/A
9.01K $1.08B
MSFT
Microsoft Corp

Technology
1.37K
+ 7.79%
$491.09 - $535.64 $674K - $735K
19K $9.84B
Lam Research Corp
3.48K
+ 22.28%
N/A
19.1K $2.55B
IBM
International Business Machines Corp

Technology
3.51K
New
$234.77 - $292.47 $825K - $1.03M
3.51K $991M
ADI
Analog Devices Inc

Technology
3.91K
New
$220.68 - $255.63 $862K - $999K
3.91K $960M
CCL
Carnival Corp

Consumer Cyclical
32.1K
New
$28.37 - $32.49 $911K - $1.04M
32.1K $928M
Ferguson Enterprises Inc
3.79K
New
N/A
3.79K $852M
Ishares Bitcoin Trust ETF
11.8K
New
N/A
11.8K $767M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
12.2K
+ 125.19%
$61.86 - $71.34 $753K - $869K
21.9K $1.4B
IWD
Ishares Russell 1000 Val ETF

ETFs
2.54K
+ 21.55%
$192.76 - $203.86 $489K - $517K
14.3K $2.91B
IQV
Iqvia Holdings Inc.

Healthcare
2.7K
+ 78.3%
$157.68 - $200.82 $426K - $543K
6.15K $1.17B
ABBV
Abb Vie Inc.

Healthcare
908
+ 10.23%
$184.85 - $231.54 $168K - $210K
9.78K $2.26B
PLTR
Palantir Technologies Inc.

Technology
183
+ 1.46%
$130.68 - $186.97 $23.9K - $34.2K
12.7K $2.31B
VRT
Vertiv Holdings CO

Industrials
2.36K
+ 23.19%
N/A
12.5K $1.89B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
855
New
$534.91 - $598.71 $457K - $512K
855 $481M
LLY
Eli Lilly & CO

Healthcare
635
+ 28.34%
$625.65 - $812.69 $397K - $516K
2.88K $2.19B
AMZN
Amazon Com Inc

Consumer Cyclical
1.94K
+ 9.56%
$211.65 - $238.24 $411K - $463K
22.3K $4.89B
Blackrock ETF Trust
15.2K
New
N/A
15.2K $386M
DIS
Walt Disney CO

Communication Services
3.64K
+ 57.35%
$112.25 - $124.0 $408K - $451K
9.98K $1.14B
PEP
Pepsico Inc

Consumer Defensive
1.94K
+ 20.37%
$133.81 - $152.16 $259K - $295K
11.4K $1.61B
LHX
L3 Harris Technologies, Inc.

Industrials
734
+ 32.15%
$252.18 - $305.41 $185K - $224K
3.02K $921M
ALL
Allstate Corp

Financial Services
1.54K
+ 130.74%
$192.0 - $214.65 $296K - $331K
2.73K $585M
PHM
Pultegroup Inc

Consumer Cyclical
1.39K
+ 23.4%
$108.0 - $141.42 $150K - $196K
7.32K $967M
TJX
Tjx Companies Inc

Consumer Cyclical
1.79K
+ 52.9%
$121.35 - $144.54 $217K - $259K
5.17K $748M
AXSM
Axsome Therapeutics, Inc.

Healthcare
2.67K
New
$100.39 - $129.29 $268K - $345K
2.67K $324M
TMUS
T Mobile Us, Inc.

Communication Services
1.33K
+ 21.08%
$226.02 - $259.01 $299K - $343K
7.61K $1.82B
MRK
Merck & Co., Inc.

Healthcare
2.76K
+ 21.17%
$77.6 - $87.37 $214K - $241K
15.8K $1.32B
SLB
Schlumberger Limited

Energy
7.68K
+ 115.64%
$32.37 - $37.31 $248K - $286K
14.3K $492M
ESI
Element Solutions Inc

Basic Materials
10.4K
New
$23.13 - $26.99 $241K - $282K
10.4K $263M
AXP
American Express CO

Financial Services
430
+ 5.04%
$294.27 - $342.31 $127K - $147K
8.96K $2.97B
LMT
Lockheed Martin Corp

Industrials
357
+ 23.98%
$410.74 - $499.21 $147K - $178K
1.85K $922M
WDAY
Workday, Inc.

Technology
944
+ 45.52%
$213.69 - $247.69 $202K - $234K
3.02K $727M
AJG
Arthur J. Gallagher & Co.

Financial Services
740
+ 84.96%
$284.17 - $319.49 $210K - $236K
1.61K $499M
Blackrock ETF Trust
8.81K
New
N/A
8.81K $220M
TSLA
Tesla, Inc.

Consumer Cyclical
476
New
$293.94 - $444.72 $140K - $212K
476 $212M
CLX
Clorox CO

Consumer Defensive
1.58K
+ 31.15%
$117.67 - $131.43 $185K - $207K
6.64K $818M
XLF
Financial Sector Spdr

ETFs
3.88K
New
$51.37 - $54.25 $199K - $210K
3.88K $209M
TMO
Thermo Fisher Scientific Inc.

Healthcare
259
+ 25.52%
$404.94 - $499.99 $105K - $129K
1.27K $618M
SYY
Sysco Corp

Consumer Defensive
1.83K
+ 23.48%
$76.33 - $82.51 $139K - $151K
9.6K $791M
UNP
Union Pacific Corp

Industrials
701
+ 15.75%
$214.91 - $237.16 $151K - $166K
5.15K $1.22B
ITW
Illinois Tool Works Inc

Industrials
546
+ 19.24%
$252.31 - $269.41 $138K - $147K
3.38K $882M
LOW
Lowes Companies Inc

Consumer Cyclical
394
+ 14.72%
$215.01 - $273.02 $84.7K - $108K
3.07K $772M
NOW
Service Now, Inc.

Technology
263
+ 43.83%
$850.86 - $1044.69 $224K - $275K
863 $794M
MDT
Medtronic PLC

Healthcare
1.11K
+ 12.65%
$87.67 - $95.74 $97.3K - $106K
9.88K $941M
CL
Colgate Palmolive CO

Consumer Defensive
3.38K
+ 37.27%
$79.36 - $93.33 $268K - $316K
12.5K $996M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.11K
+ 26.33%
$196.15 - $217.83 $217K - $241K
5.3K $1.07B
Activity Summary
Buys All Purchases 84 New Holdings 15 Increased Positions 69 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Fiduciary Family Office, LLC Portfolio

Follow Fiduciary Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email