Fiduciary Family Office, LLC Purchases in Q3 2024

Fiduciary Family Office, LLC

  • $303 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
143K
+ 48.26%
$207.23 - $234.82 $29.6M - $33.6M
439K $102B
JEPI
J P Morgan Exchange Traded Fd

ETFs
46.7K
+ 179.39%
$54.98 - $59.51 $2.56M - $2.78M
72.7K $4.32B
IQV
Iqvia Holdings Inc.

Healthcare
3.53K
+ 165.26%
$206.81 - $251.55 $730K - $888K
5.67K $1.34B
WMT
Walmart Inc.

Consumer Defensive
7.25K
+ 42.87%
$66.91 - $81.4 $485K - $590K
24.2K $1.95B
EMR
Emerson Electric CO

Industrials
6.52K
New
$98.19 - $118.87 $640K - $775K
6.52K $713M
CL
Colgate Palmolive CO

Consumer Defensive
6.78K
New
$95.54 - $108.77 $648K - $737K
6.78K $704M
UNH
Unitedhealth Group Inc

Healthcare
792
+ 26.28%
$488.01 - $604.18 $387K - $479K
3.81K $2.23B
APD
Air Products & Chemicals, Inc.

Basic Materials
2.27K
New
$247.34 - $300.11 $562K - $682K
2.27K $676M
NSC
Norfolk Southern Corp

Industrials
1.87K
+ 31.91%
$213.75 - $259.69 $399K - $484K
7.71K $1.92B
CHD
Church & Dwight CO Inc

Consumer Defensive
6.27K
New
$98.01 - $106.59 $615K - $669K
6.27K $657M
CMI
Cummins Inc

Industrials
1.86K
+ 194.55%
$266.63 - $326.4 $495K - $606K
2.81K $910M
CLX
Clorox CO

Consumer Defensive
3.91K
New
$131.73 - $166.97 $515K - $652K
3.91K $636M
KO
Coca Cola CO

Consumer Defensive
7.78K
+ 94.63%
$62.69 - $73.01 $488K - $568K
16K $1.15B
TXN
Texas Instruments Inc

Technology
3K
New
$194.6 - $194.6 $583K - $583K
3K $619M
ITW
Illinois Tool Works Inc

Industrials
2.26K
New
$233.14 - $263.97 $526K - $596K
2.26K $591M
ACN
Accenture PLC

Technology
1.13K
+ 31.0%
$295.44 - $355.81 $334K - $403K
4.78K $1.69B
LMT
Lockheed Martin Corp

Industrials
993
New
$460.3 - $584.56 $457K - $580K
993 $580M
PG
Procter & Gamble CO

Consumer Defensive
3.04K
+ 71.65%
$160.76 - $177.82 $489K - $541K
7.28K $1.26B
RSG
Republic Services, Inc.

Industrials
2.73K
+ 169.48%
$189.34 - $208.21 $517K - $569K
4.34K $872M
V
Visa Inc.

Financial Services
1.63K
+ 18.4%
$253.74 - $291.56 $414K - $475K
10.5K $2.88B
WM
Waste Management Inc

Industrials
2.6K
New
$196.96 - $223.45 $512K - $580K
2.6K $539M
BR
Broadridge Financial Solutions, Inc.

Technology
2.49K
New
$196.56 - $218.55 $489K - $544K
2.49K $535M
UNP
Union Pacific Corp

Industrials
1.96K
+ 88.72%
$221.78 - $256.09 $434K - $501K
4.17K $1.03B
BMY
Bristol Myers Squibb CO

Healthcare
4.64K
+ 18.59%
$39.66 - $51.75 $184K - $240K
29.6K $1.53B
ELV
Elevance Health, Inc.

Healthcare
934
New
$500.12 - $562.29 $467K - $525K
934 $486M
GWW
W.W. Grainger, Inc.

Industrials
460
New
$896.19 - $1044.18 $412K - $480K
460 $478M
GPC
Genuine Parts CO

Consumer Cyclical
3.22K
New
$131.04 - $147.11 $421K - $473K
3.22K $449M
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 0.31%
$333.64 - $405.2 $6.01K - $7.29K
5.79K $2.35B
MSFT
Microsoft Corp

Technology
1.31K
+ 9.97%
$395.15 - $467.56 $518K - $613K
14.5K $6.22B
VBR
Vanguard Small Cap Value ETF

ETFs
55
+ 0.32%
$179.99 - $201.6 $9.9K - $11.1K
17.3K $3.48B
JNJ
Johnson & Johnson

Healthcare
1K
+ 11.61%
$145.48 - $167.38 $146K - $168K
9.65K $1.56B
XLF
Financial Sector Spdr

ETFs
6.48K
New
$40.84 - $45.74 $265K - $297K
6.48K $294M
PYPL
Pay Pal Holdings, Inc.

Financial Services
88
+ 0.78%
$57.22 - $80.08 $5.04K - $7.05K
11.4K $892M
MDT
Medtronic PLC

Healthcare
1.76K
+ 30.93%
$76.84 - $91.03 $135K - $160K
7.46K $672M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.52K
New
$41.9 - $48.26 $189K - $218K
4.52K $216M
ARCC
Ares Capital Corp

Financial Services
10.3K
New
$19.8 - $21.28 $204K - $220K
10.3K $216M
BPMC
Blueprint Medicines Corp

Healthcare
2.3K
New
$84.1 - $120.5 $193K - $277K
2.3K $213M
Annaly Capital Management In
7.97K
+ 16.9%
N/A
55.1K $1.11B
VICI
Vici Properties Inc.

Real Estate
6.17K
New
$27.64 - $34.08 $171K - $210K
6.17K $206M
APH
Amphenol Corp

Technology
3.32K
+ 39.79%
$58.39 - $70.41 $194K - $233K
11.7K $759M
NEE
Nextera Energy Inc

Utilities
139
+ 1.04%
$69.9 - $84.97 $9.72K - $11.8K
13.5K $1.14B
STE
Steris PLC

Healthcare
508
+ 20.42%
$213.51 - $247.14 $108K - $126K
3K $727M
CMCSA
Comcast Corp

Communication Services
2.07K
+ 6.02%
$37.33 - $41.78 $77.4K - $86.7K
36.5K $1.53B
ADP
Automatic Data Processing Inc

Industrials
139
+ 4.48%
$233.44 - $279.45 $32.4K - $38.8K
3.24K $896M
ZTS
Zoetis Inc.

Healthcare
576
+ 35.21%
$172.58 - $196.48 $99.4K - $113K
2.21K $432M
TSCO
Tractor Supply CO

Consumer Cyclical
160
+ 3.62%
$251.95 - $290.93 $40.3K - $46.5K
4.58K $1.33B
NKE
Nike, Inc.

Consumer Cyclical
86
+ 0.89%
$71.09 - $89.44 $6.11K - $7.69K
9.73K $860M
LLY
Eli Lilly & CO

Healthcare
188
+ 9.67%
$772.14 - $960.02 $145K - $180K
2.13K $1.89B
VTWO
Vanguard Russell 2000 ETF

ETFs
1.16K
+ 35.18%
$81.17 - $90.77 $93.8K - $105K
4.44K $397M
Activity Summary
Buys All Purchases 75 New Holdings 18 Increased Positions 57 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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