Fiduciary Family Office, LLC New Holdings in Q1 2025

Fiduciary Family Office, LLC

  • $301 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
4.41K
New
$225.21 - $254.42 $992K - $1.12M
4.41K $1.04B
PHM
Pultegroup Inc

Consumer Cyclical
10K
New
$101.09 - $118.51 $1.01M - $1.19M
10K $1.03B
DFS
Discover Financial Services

Financial Services
5.81K
New
$152.99 - $203.25 $888K - $1.18M
5.81K $991M
CAT
Caterpillar Inc

Industrials
2.99K
New
$326.75 - $407.63 $977K - $1.22M
2.99K $986M
CMI
Cummins Inc

Industrials
3.08K
New
$312.92 - $386.07 $962K - $1.19M
3.08K $964M
IQV
Iqvia Holdings Inc.

Healthcare
5.46K
New
$176.3 - $209.96 $962K - $1.15M
5.46K $962M
TFC
Truist Financial Corp

Financial Services
22.8K
New
$39.48 - $48.15 $900K - $1.1M
22.8K $938M
ADBE
Adobe Inc.

Technology
2.44K
New
$377.84 - $464.11 $920K - $1.13M
2.44K $934M
Lam Research Corp
12.7K
New
N/A
12.7K $921M
VDE
Vanguard Energy ETF

ETFs
6.94K
New
$119.14 - $132.76 $827K - $922K
6.94K $901M
DIS
Walt Disney CO

Communication Services
8.96K
New
$96.87 - $114.0 $868K - $1.02M
8.96K $885M
CHD
Church & Dwight CO Inc

Consumer Defensive
7.94K
New
$101.42 - $113.2 $805K - $899K
7.94K $874M
UBER
Uber Technologies, Inc

Technology
12K
New
$63.17 - $81.49 $756K - $975K
12K $872M
RGA
Reinsurance Group Of America Inc

Financial Services
4.37K
New
$186.01 - $231.1 $813K - $1.01M
4.37K $860M
APH
Amphenol Corp

Technology
13.1K
New
$61.62 - $78.55 $808K - $1.03M
13.1K $860M
LHX
L3 Harris Technologies, Inc.

Industrials
4.1K
New
$194.65 - $222.86 $798K - $914K
4.1K $858M
CL
Colgate Palmolive CO

Consumer Defensive
8.88K
New
$85.68 - $97.5 $761K - $866K
8.88K $832M
SLB
Schlumberger Limited

Energy
19.8K
New
$38.4 - $43.74 $762K - $867K
19.8K $829M
SPGI
S&P Global Inc.

Financial Services
1.63K
New
$478.26 - $543.77 $779K - $885K
1.63K $827M
PYPL
Pay Pal Holdings, Inc.

Financial Services
12.4K
New
$65.15 - $91.81 $809K - $1.14M
12.4K $810M
DAL
Delta Air Lines, Inc.

Industrials
18.5K
New
$43.6 - $69.06 $807K - $1.28M
18.5K $807M
EMR
Emerson Electric CO

Industrials
7.3K
New
$108.64 - $131.17 $793K - $958K
7.3K $800M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3.87K
New
$203.38 - $274.79 $788K - $1.06M
3.87K $796M
WDAY
Workday, Inc.

Technology
3.31K
New
$233.53 - $277.82 $772K - $918K
3.31K $772M
APD
Air Products & Chemicals, Inc.

Basic Materials
2.61K
New
$283.24 - $338.07 $740K - $884K
2.61K $771M
NEE
Nextera Energy Inc

Utilities
10.8K
New
$66.96 - $76.16 $725K - $825K
10.8K $768M
WM
Waste Management Inc

Industrials
3.31K
New
$200.54 - $233.78 $663K - $773K
3.31K $765M
DELL
Dell Technologies Inc.

Technology
8.29K
New
$90.34 - $124.66 $749K - $1.03M
8.29K $756M
MDT
Medtronic PLC

Healthcare
8.28K
New
$79.84 - $94.5 $661K - $783K
8.28K $744M
IRM
Iron Mountain Inc

Real Estate
8.58K
New
$82.79 - $111.31 $711K - $955K
8.58K $738M
SCHX
Schwab Strategic Tr Us Large C

ETFs
33.2K
New
$21.75 - $24.28 $722K - $806K
33.2K $733M
CLX
Clorox CO

Consumer Defensive
4.85K
New
$141.76 - $162.89 $688K - $790K
4.85K $714M
BR
Broadridge Financial Solutions, Inc.

Technology
2.92K
New
$221.46 - $244.83 $648K - $716K
2.92K $709M
ITW
Illinois Tool Works Inc

Industrials
2.77K
New
$244.9 - $274.48 $677K - $759K
2.77K $686M
SYY
Sysco Corp

Consumer Defensive
9.12K
New
$70.0 - $77.13 $638K - $703K
9.12K $684M
Linde PLC
1.43K
New
N/A
1.43K $664M
TXN
Texas Instruments Inc

Technology
3.64K
New
N/A
3.64K $654M
LOW
Lowes Companies Inc

Consumer Cyclical
2.79K
New
$222.66 - $268.42 $622K - $749K
2.79K $651M
STE
Steris PLC

Healthcare
2.84K
New
$202.46 - $232.74 $576K - $662K
2.84K $645M
SYK
Stryker Corp

Healthcare
1.71K
New
$355.18 - $399.9 $606K - $682K
1.71K $635M
MCD
Mcdonalds Corp

Consumer Cyclical
1.99K
New
$279.74 - $321.29 $557K - $640K
1.99K $622M
ELV
Elevance Health, Inc.

Healthcare
1.43K
New
$365.9 - $436.25 $522K - $622K
1.43K $620M
AMT
American Tower Corp

Real Estate
2.82K
New
$173.46 - $217.6 $490K - $614K
2.82K $614M
CVX
Chevron Corp

Energy
3.61K
New
$146.71 - $167.97 $529K - $606K
3.61K $603M
LMT
Lockheed Martin Corp

Industrials
1.34K
New
$423.19 - $506.29 $565K - $676K
1.34K $596M
GWW
W.W. Grainger, Inc.

Industrials
583
New
$953.54 - $1132.42 $556K - $660K
583 $576M
AZO
Autozone Inc

Consumer Cyclical
150
New
$3193.96 - $3828.11 $479K - $574K
150 $572M
BKNG
Booking Holdings Inc.

Consumer Cyclical
124
New
$4295.4 - $5141.88 $533K - $638K
124 $571M
VTI
Vanguard Total Stock Market Et

ETFs
2.06K
New
$271.18 - $303.12 $559K - $624K
2.06K $566M
Activity Summary
Buys All Purchases 185 New Holdings 174 Increased Positions 11 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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