Fiduciary Family Office, LLC Reduced Holdings in Q3 2025

Fiduciary Family Office, LLC

  • $351 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-6.59K
- 21.32%
$175.51 - $186.57 $1.16M - $1.23M
24.3K $4.54B
UNH
Unitedhealth Group Inc

Healthcare
-2.86K
- 75.08%
$237.77 - $353.61 $679K - $1.01M
948 $327M
PM
Philip Morris International Inc.

Consumer Defensive
-2.36K
- 11.02%
$157.77 - $183.27 $372K - $432K
19K $3.09B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-2.15K
- 75.69%
$301.44 - $365.84 $649K - $788K
692 $224M
FISV
Fiserv Inc

Technology
-1.43K
- 12.91%
N/A
9.62K $1.24B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.42K
- 26.86%
$567.77 - $614.76 $807K - $874K
3.87K $2.37B
STE
Steris PLC

Healthcare
-2.33K
- 45.88%
$221.21 - $252.43 $516K - $589K
2.75K $681M
BSX
Boston Scientific Corp

Healthcare
-3.7K
- 27.43%
$97.03 - $108.14 $359K - $400K
9.79K $956M
PKG
Packaging Corp Of America

Consumer Cyclical
-2.26K
- 59.38%
$191.41 - $220.25 $432K - $497K
1.54K $336M
BMY
Bristol Myers Squibb CO

Healthcare
-7.34K
- 50.99%
$43.31 - $48.98 $318K - $359K
7.05K $318M
MA
Mastercard Inc

Financial Services
-523
- 23.04%
$550.18 - $598.96 $288K - $313K
1.75K $994M
RTX
Raytheon Technologies Corp

Industrials
-2.86K
- 30.84%
$144.19 - $167.33 $413K - $479K
6.42K $1.07B
MCHP
Microchip Technology Inc

Technology
-2.88K
- 45.75%
$60.95 - $75.26 $176K - $217K
3.42K $219M
KR
Kroger CO

Consumer Defensive
-1.18K
- 3.6%
$64.52 - $74.35 $76.4K - $88K
31.7K $2.13B
RGA
Reinsurance Group Of America Inc

Financial Services
-1.03K
- 35.18%
$177.1 - $199.23 $182K - $205K
1.9K $365M
META
Meta Platforms, Inc.

Communication Services
-259
- 3.84%
$695.21 - $791.73 $180K - $205K
6.49K $4.77B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.72K
- 31.09%
$60.9 - $70.75 $166K - $193K
6.04K $377M
INGR
Ingredion Inc

Consumer Defensive
-1.09K
- 18.76%
$121.01 - $138.21 $131K - $150K
4.7K $574M
APH
Amphenol Corp

Technology
-4.16K
- 32.88%
$97.39 - $125.4 $405K - $522K
8.49K $1.05B
SYK
Stryker Corp

Healthcare
-408
- 24.42%
$368.57 - $403.53 $150K - $165K
1.26K $467M
VO
Vanguard Mid Cap ETF

ETFs
-906
- 16.67%
$279.83 - $293.74 $254K - $266K
4.53K $1.33B
KO
Coca Cola CO

Consumer Defensive
-1.43K
- 7.64%
$65.67 - $71.67 $93.6K - $102K
17.2K $1.14B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-500
- 10.4%
$459.11 - $506.91 $230K - $253K
4.31K $2.16B
COF
Capital One Financial Corp

Financial Services
-760
- 13.53%
$207.29 - $229.74 $158K - $175K
4.86K $1.03B
SBUX
Starbucks Corp

Consumer Cyclical
-1.42K
- 28.45%
$81.9 - $96.86 $116K - $137K
3.56K $301M
ARES
Ares Management Corp

Financial Services
-686
- 21.5%
$159.89 - $192.76 $110K - $132K
2.51K $401M
COST
Costco Wholesale Corp

Consumer Defensive
-35
- 1.93%
$915.95 - $994.57 $32.1K - $34.8K
1.78K $1.65B
NDAQ
Nasdaq, Inc.

Financial Services
-1.6K
- 34.88%
$86.73 - $96.94 $139K - $155K
2.99K $265M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.34K
- 1.73%
$55.61 - $57.37 $186K - $192K
190K $10.8B
SPGI
S&P Global Inc.

Financial Services
-172
- 12.04%
$484.94 - $564.15 $83.4K - $97K
1.26K $612M
PFE
Pfizer Inc

Healthcare
-6.37K
- 36.67%
$23.29 - $25.88 $148K - $165K
11K $280M
TSCO
Tractor Supply CO

Consumer Cyclical
-3.85K
- 17.02%
$54.08 - $62.65 $208K - $241K
18.8K $1.07B
AMT
American Tower Corp

Real Estate
-245
- 8.95%
$192.32 - $232.35 $47.1K - $56.9K
2.49K $479M
MCD
Mcdonalds Corp

Consumer Cyclical
-487
- 24.12%
$291.67 - $316.99 $142K - $154K
1.53K $466M
INTU
Intuit Inc

Technology
-105
- 23.23%
$646.03 - $807.39 $67.8K - $84.8K
347 $237M
WMT
Walmart Inc.

Consumer Defensive
-2.39K
- 9.37%
$94.4 - $104.27 $226K - $249K
23.1K $2.38B
VIG
Vanguard Dividend Appreciation

ETFs
-861
- 12.17%
N/A
6.21K $1.34B
DOV
Dover Corp

Industrials
-424
- 20.66%
$165.59 - $190.9 $70.2K - $80.9K
1.63K $272M
XOM
Exxon Mobil Corp

Energy
-1.13K
- 15.78%
$105.83 - $117.22 $120K - $132K
6.03K $680M
CDW
Cdw Corp

Technology
-258
- 11.74%
$156.97 - $182.84 $40.5K - $47.2K
1.94K $309M
FANG
Diamondback Energy, Inc.

Energy
-727
- 13.55%
$134.53 - $152.5 $97.8K - $111K
4.64K $664M
MS
Morgan Stanley

Financial Services
-851
- 23.23%
$139.09 - $161.16 $118K - $137K
2.81K $447M
CB
Chubb LTD

Financial Services
-200
- 17.02%
$265.99 - $289.59 $53.2K - $57.9K
975 $275M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-1.16K
- 4.4%
$45.54 - $48.43 $52.8K - $56.1K
25.2K $1.17B
ABT
Abbott Laboratories

Healthcare
-335
- 7.47%
$120.51 - $136.62 $40.4K - $45.8K
4.15K $556M
MO
Altria Group, Inc.

Consumer Defensive
-1.38K
- 27.39%
$57.75 - $67.68 $79.8K - $93.5K
3.66K $242M
NEE
Nextera Energy Inc

Utilities
-1.6K
- 13.7%
$69.77 - $77.54 $112K - $124K
10.1K $762M
Blackrock Inc
-97
- 17.08%
N/A
471 $549M
SCHW
Schwab Charles Corp

Financial Services
-650
- 14.5%
$91.03 - $98.69 $59.2K - $64.1K
3.83K $366M
Activity Summary
Buys All Purchases 84 New Holdings 15 Increased Positions 69 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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