Fiduciary Family Office, LLC Incresed Positions in Q2 2025

Fiduciary Family Office, LLC

  • $305 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
BAC
Bank Of America Corp

Financial Services
3.1K
+ 8.72%
$34.39 - $47.46 $107K - $147K
38.7K $1.83B
RTX
Raytheon Technologies Corp

Industrials
846
+ 10.03%
$113.75 - $148.48 $96.2K - $126K
9.28K $1.36B
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
GOOG
Alphabet Inc.

Communication Services
267
+ 3.94%
$146.58 - $180.01 $39.1K - $48.1K
7.05K $1.25B
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
PFE
Pfizer Inc

Healthcare
2.92K
+ 20.18%
$21.59 - $24.84 $63K - $72.5K
17.4K $421M
JNJ
Johnson & Johnson

Healthcare
1.11K
+ 12.2%
$146.36 - $159.82 $162K - $177K
10.2K $1.56B
MO
Altria Group, Inc.

Consumer Defensive
940
+ 22.9%
$55.56 - $60.91 $52.2K - $57.3K
5.05K $296M
XOM
Exxon Mobil Corp

Energy
1.08K
+ 17.67%
$99.93 - $119.04 $107K - $128K
7.16K $772M
NEE
Nextera Energy Inc

Utilities
874
+ 8.07%
$64.11 - $75.0 $56K - $65.6K
11.7K $812M
BX
Blackstone Inc.

Financial Services
45
+ 1.18%
$120.07 - $151.11 $5.4K - $6.8K
3.86K $577M
MDLZ
Mondelez International, Inc.

Consumer Defensive
684
+ 8.47%
$63.54 - $68.5 $43.5K - $46.9K
8.76K $591M
PPL
Ppl Corp

Utilities
2.05K
+ 14.97%
$33.45 - $36.5 $68.5K - $74.8K
15.7K $533M
IBKR
Interactive Brokers Group, Inc.

Financial Services
29.5K
+ 203.14%
$50.53 - $212.53 $1.49M - $6.27M
44.1K $2.44B
MDT
Medtronic PLC

Healthcare
490
+ 5.92%
$80.68 - $88.86 $39.5K - $43.5K
8.77K $765M
ELV
Elevance Health, Inc.

Healthcare
221
+ 15.5%
$372.27 - $452.69 $82.3K - $100K
1.65K $641M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
122
+ 4.03%
$121.58 - $136.74 $14.8K - $16.7K
3.15K $428M
ITW
Illinois Tool Works Inc

Industrials
73
+ 2.64%
$218.41 - $252.43 $15.9K - $18.4K
2.84K $702M
DTE
Dte Energy CO

Utilities
124
+ 6.1%
$127.39 - $139.49 $15.8K - $17.3K
2.16K $286M
CL
Colgate Palmolive CO

Consumer Defensive
195
+ 2.2%
$87.57 - $96.0 $17.1K - $18.7K
9.08K $825M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
483
+ 3.22%
$24.32 - $27.87 $11.7K - $13.5K
15.5K $410M
UNP
Union Pacific Corp

Industrials
47
+ 1.07%
$208.27 - $238.46 $9.79K - $11.2K
4.45K $1.02B
APD
Air Products & Chemicals, Inc.

Basic Materials
58
+ 2.22%
$248.61 - $294.96 $14.4K - $17.1K
2.67K $754M
SBUX
Starbucks Corp

Consumer Cyclical
32
+ 0.65%
$79.69 - $99.41 $2.55K - $3.18K
4.98K $456M
MCD
Mcdonalds Corp

Consumer Cyclical
28
+ 1.41%
$285.55 - $321.23 $8K - $8.99K
2.02K $590M
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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