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
GPK
Graphic Packaging Holding CO

Consumer Cyclical
21.5K
New
$25.27 - $28.3 $544K - $609K
21.5K $559M
Blackrock Inc
590
New
N/A
590 $558M
KMB
Kimberly Clark Corp

Consumer Defensive
3.93K
New
$124.46 - $147.4 $489K - $579K
3.93K $558M
MDLZ
Mondelez International, Inc.

Consumer Defensive
8.08K
New
$56.12 - $68.15 $453K - $550K
8.08K $548M
VNQ
Vanguard Specialized Funds Van

ETFs
5.99K
New
$85.55 - $94.34 $513K - $565K
5.99K $542M
BX
Blackstone Inc.

Financial Services
3.81K
New
$136.53 - $186.74 $520K - $711K
3.81K $533M
TJX
Tjx Companies Inc

Consumer Cyclical
4.35K
New
$112.81 - $126.16 $491K - $549K
4.35K $530M
DEI
Douglas Emmett Inc

Real Estate
32.6K
New
$15.39 - $18.94 $502K - $618K
32.6K $522M
NOW
Service Now, Inc.

Technology
651
New
$783.83 - $1170.39 $510K - $762K
651 $518M
TT
Trane Technologies PLC

Industrials
1.52K
New
$332.0 - $400.86 $503K - $608K
1.52K $511M
PPL
Ppl Corp

Utilities
13.7K
New
$31.68 - $36.11 $434K - $494K
13.7K $494M
Annaly Capital Management In
24.3K
New
N/A
24.3K $494M
VRT
Vertiv Holdings CO

Industrials
6.79K
New
N/A
6.79K $491M
SBUX
Starbucks Corp

Consumer Cyclical
4.95K
New
$91.75 - $115.81 $454K - $573K
4.95K $485M
GD
General Dynamics Corp

Industrials
1.73K
New
$241.94 - $272.58 $419K - $472K
1.73K $472M
AMD
Advanced Micro Devices Inc

Technology
4.59K
New
$96.63 - $129.55 $443K - $594K
4.59K $471M
ARES
Ares Management Corp

Financial Services
3.19K
New
$140.19 - $198.28 $447K - $633K
3.19K $468M
TMO
Thermo Fisher Scientific Inc.

Healthcare
927
New
$497.6 - $606.74 $461K - $562K
927 $461M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
4.65K
New
$96.85 - $111.39 $450K - $518K
4.65K $459M
CRAI
Cra International, Inc.

Industrials
2.63K
New
$172.33 - $210.97 $453K - $555K
2.63K $456M
INTU
Intuit Inc

Technology
724
New
$555.63 - $630.23 $402K - $456K
724 $445M
ABT
Abbott Laboratories

Healthcare
3.32K
New
$111.1 - $140.22 $369K - $465K
3.32K $440M
GPC
Genuine Parts CO

Consumer Cyclical
3.55K
New
$115.91 - $129.02 $411K - $458K
3.55K $423M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15K
New
$27.01 - $28.54 $405K - $428K
15K $419M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.03K
New
$128.74 - $138.67 $390K - $420K
3.03K $411M
MTN
Vail Resorts Inc

Consumer Cyclical
2.39K
New
$153.58 - $184.72 $367K - $441K
2.39K $382M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
6.23K
New
N/A
6.23K $379M
PFE
Pfizer Inc

Healthcare
14.5K
New
$25.01 - $27.13 $361K - $392K
14.5K $366M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
14.5K
New
$25.0 - $39.76 $363K - $577K
14.5K $363M
KKR
Kkr & Co. Inc.

Financial Services
3.1K
New
$108.17 - $167.07 $335K - $518K
3.1K $359M
VTWO
Vanguard Russell 2000 ETF

ETFs
4.44K
New
$80.08 - $92.93 $355K - $412K
4.44K $358M
CDW
Cdw Corp

Technology
2.2K
New
$160.26 - $206.13 $352K - $453K
2.2K $352M
NDAQ
Nasdaq, Inc.

Financial Services
4.59K
New
$72.17 - $83.76 $331K - $385K
4.59K $348M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
10.1K
New
$30.38 - $34.94 $307K - $353K
10.1K $345M
AJG
Arthur J. Gallagher & Co.

Financial Services
968
New
$275.89 - $345.24 $267K - $334K
968 $334M
QCOM
Qualcomm Inc

Technology
2.17K
New
$151.94 - $175.86 $330K - $382K
2.17K $333M
MS
Morgan Stanley

Financial Services
2.85K
New
$111.68 - $141.08 $318K - $402K
2.85K $332M
ROP
Roper Technologies Inc

Industrials
562
New
$502.71 - $593.81 $283K - $334K
562 $331M
COP
Conocophillips

Energy
3.11K
New
$88.6 - $105.85 $276K - $329K
3.11K $327M
KNSL
Kinsale Capital Group, Inc.

Financial Services
653
New
$416.48 - $494.72 $272K - $323K
653 $318M
VUG
Vanguard Growth ETF

ETFs
855
New
$369.1 - $427.61 $316K - $366K
855 $317M
IAU
Ishares Gold Trust

ETFs
5.25K
New
$49.74 - $58.96 $261K - $309K
5.25K $309M
CRWD
Crowd Strike Holdings, Inc.

Technology
839
New
$308.86 - $455.36 $259K - $382K
839 $296M
MAR
Marriott International Inc

Consumer Cyclical
1.22K
New
$237.01 - $304.45 $289K - $372K
1.22K $291M
DTE
Dte Energy CO

Utilities
2.03K
New
$117.6 - $138.27 $239K - $281K
2.03K $281M
WSO
Watsco Inc

Industrials
551
New
$463.86 - $530.75 $256K - $292K
551 $280M
ICLR
Icon PLC

Healthcare
1.59K
New
$174.99 - $222.58 $279K - $355K
1.59K $279M
HSY
Hershey CO

Consumer Defensive
1.63K
New
$144.74 - $186.36 $236K - $304K
1.63K $279M
PPG
Ppg Industries Inc

Basic Materials
2.45K
New
$107.44 - $124.29 $264K - $305K
2.45K $268M
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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