Fiduciary Family Office, LLC Purchases in Q2 2025

Fiduciary Family Office, LLC

  • $305 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
30.9K
New
$153.67 - $176.74 $4.75M - $5.47M
30.9K $5.47B
IWD
Ishares Russell 1000 Val ETF

ETFs
11.8K
New
$166.82 - $194.23 $1.96M - $2.29M
11.8K $2.29B
COF
Capital One Financial Corp

Financial Services
4.36K
+ 346.42%
$150.57 - $212.76 $656K - $927K
5.62K $1.19B
VRT
Vertiv Holdings CO

Industrials
3.39K
+ 49.85%
N/A
10.2K $1.31B
MCO
Moodys Corp

Financial Services
1.58K
New
$396.7 - $501.59 $628K - $794K
1.58K $794M
Lam Research Corp
2.94K
+ 23.21%
N/A
15.6K $1.52B
STE
Steris PLC

Healthcare
2.24K
+ 78.8%
$208.55 - $252.55 $467K - $566K
5.09K $1.22B
PKG
Packaging Corp Of America

Consumer Cyclical
2.63K
+ 224.15%
$175.97 - $201.36 $462K - $529K
3.8K $716M
DOV
Dover Corp

Industrials
2.05K
New
$151.14 - $186.7 $310K - $383K
2.05K $376M
BAC
Bank Of America Corp

Financial Services
3.1K
+ 8.72%
$34.39 - $47.46 $107K - $147K
38.7K $1.83B
EOG
Eog Resources Inc

Energy
2.46K
New
$104.61 - $129.97 $258K - $320K
2.46K $295M
QTUM
ETF Ser Solutions Defiance Qua
3.1K
New
N/A
3.1K $285M
VICI
Vici Properties Inc.

Real Estate
8.58K
New
$29.41 - $32.97 $252K - $283K
8.58K $280M
DD
Du Pont De Nemours, Inc.

Basic Materials
4.08K
New
$55.13 - $75.25 $225K - $307K
4.08K $280M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.75K
New
$40.51 - $71.03 $152K - $266K
3.75K $263M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.71K
New
$22.27 - $29.21 $194K - $254K
8.71K $254M
EXR
Extra Space Storage Inc.

Real Estate
1.69K
New
$126.61 - $152.99 $214K - $259K
1.69K $250M
RTX
Raytheon Technologies Corp

Industrials
846
+ 10.03%
$113.75 - $148.48 $96.2K - $126K
9.28K $1.36B
ETN
Eaton Corp PLC

Industrials
656
New
$246.52 - $356.99 $162K - $234K
656 $234M
MCHP
Microchip Technology Inc

Technology
1.96K
+ 45.16%
$35.34 - $71.6 $69.2K - $140K
6.3K $443M
VIG
Vanguard Dividend Appreciation

ETFs
775
+ 12.3%
N/A
7.08K $1.45B
FSV
First Service Corp

Real Estate
1.27K
New
$158.93 - $179.74 $202K - $228K
1.27K $222M
PANW
Palo Alto Networks Inc

Technology
1.07K
New
$152.44 - $204.64 $163K - $218K
1.07K $218M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
7.1K
New
$28.49 - $33.82 $202K - $240K
7.1K $211M
Jacobs Solutions Inc
1.6K
New
N/A
1.6K $210M
MSI
Motorola Solutions, Inc.

Technology
496
New
$394.72 - $440.39 $196K - $218K
496 $209M
Thomson Reuters Corp
1.04K
New
N/A
1.04K $208M
HEI
Heico Corp

Industrials
612
New
$236.44 - $328.0 $145K - $201K
612 $201M
GOOG
Alphabet Inc.

Communication Services
267
+ 3.94%
$146.58 - $180.01 $39.1K - $48.1K
7.05K $1.25B
MS
Morgan Stanley

Financial Services
818
+ 28.74%
$99.83 - $140.86 $81.7K - $115K
3.66K $516M
CSCO
Cisco Systems, Inc.

Technology
846
+ 5.81%
$53.19 - $69.38 $45K - $58.7K
15.4K $1.07B
CNP
Centerpoint Energy Inc

Utilities
4.19K
+ 13.35%
$35.5 - $39.05 $149K - $164K
35.6K $1.31B
ABT
Abbott Laboratories

Healthcare
1.17K
+ 35.2%
$123.95 - $138.08 $145K - $161K
4.49K $610M
SCHW
Schwab Charles Corp

Financial Services
1.41K
+ 45.76%
$69.06 - $91.24 $97.2K - $128K
4.48K $409M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 2.42%
$4164.15 - $5789.24 $12.5K - $17.4K
127 $735M
TT
Trane Technologies PLC

Industrials
19
+ 1.25%
$315.21 - $437.41 $5.99K - $8.31K
1.54K $671M
TXN
Texas Instruments Inc

Technology
185
+ 5.08%
N/A
3.82K $794M
AZO
Autozone Inc

Consumer Cyclical
41
+ 27.33%
$3478.38 - $3880.15 $143K - $159K
191 $709M
VO
Vanguard Mid Cap ETF

ETFs
31
+ 0.57%
$228.54 - $279.83 $7.08K - $8.67K
5.43K $1.52B
ADBE
Adobe Inc.

Technology
276
+ 11.33%
$340.0 - $420.68 $93.8K - $116K
2.71K $1.05B
ACN
Accenture PLC

Technology
578
+ 12.43%
$279.23 - $323.21 $161K - $187K
5.23K $1.56B
KO
Coca Cola CO

Consumer Defensive
1.64K
+ 9.65%
$68.37 - $73.9 $112K - $121K
18.6K $1.32B
CB
Chubb LTD

Financial Services
375
+ 46.88%
$274.32 - $302.46 $103K - $113K
1.18K $340M
LMT
Lockheed Martin Corp

Industrials
154
+ 11.54%
$430.82 - $486.45 $66.3K - $74.9K
1.49K $690M
PEP
Pepsico Inc

Consumer Defensive
1.75K
+ 22.54%
$128.02 - $151.37 $224K - $265K
9.5K $1.25B
CVX
Chevron Corp

Energy
1.13K
+ 31.41%
$133.73 - $168.51 $152K - $191K
4.74K $679M
GWW
W.W. Grainger, Inc.

Industrials
30
+ 5.15%
$919.93 - $1101.66 $27.6K - $33K
613 $638M
KKR
Kkr & Co. Inc.

Financial Services
38
+ 1.23%
$92.79 - $134.29 $3.53K - $5.1K
3.14K $418M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
300
+ 2.07%
$23.18 - $30.7 $6.95K - $9.21K
14.8K $421M
Activity Summary
Buys All Purchases 75 New Holdings 20 Increased Positions 55 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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