Fiduciary Family Office, LLC Reduced Holdings in Q3 2024

Fiduciary Family Office, LLC

  • $303 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
-3.17K
- 43.18%
$156.12 - $209.64 $495K - $664K
4.17K $709M
ADI
Analog Devices Inc

Technology
-2.85K
- 60.26%
$200.56 - $243.33 $572K - $694K
1.88K $433M
AJG
Arthur J. Gallagher & Co.

Financial Services
-2.47K
- 67.62%
$259.22 - $299.75 $641K - $741K
1.18K $333M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.47K
- 24.29%
$475.2 - $527.7 $696K - $773K
4.57K $2.41B
GOOGL
Alphabet Inc.

Communication Services
-12
- 0.04%
$148.65 - $191.18 $1.78K - $2.29K
33.7K $5.58B
COST
Costco Wholesale Corp

Consumer Defensive
-716
- 26.38%
$801.83 - $917.05 $574K - $657K
2K $1.77B
SYK
Stryker Corp

Healthcare
-1.69K
- 46.62%
$315.94 - $371.96 $532K - $627K
1.93K $697M
WSO
Watsco Inc

Industrials
-1.1K
- 64.29%
$448.73 - $519.89 $494K - $572K
611 $301M
CRAI
Cra International, Inc.

Industrials
-2.91K
- 47.05%
$152.32 - $183.71 $444K - $535K
3.28K $575M
INTU
Intuit Inc

Technology
-669
- 44.39%
$602.97 - $670.49 $403K - $449K
838 $520M
Thomson Reuters Corp.
-2.64K
- 68.76%
N/A
1.2K $205M
NVO
Novo Nordisk A S

Healthcare
-619
- 4.09%
$119.07 - $145.42 $73.7K - $90K
14.5K $1.73B
BLK
Black Rock Inc.

Financial Services
-598
- 46.39%
$782.27 - $949.51 $468K - $568K
691 $656M
SPGI
S&P Global Inc.

Financial Services
-1.06K
- 35.08%
$446.32 - $527.38 $471K - $556K
1.95K $1.01B
FANG
Diamondback Energy, Inc.

Energy
-261
- 2.61%
$168.46 - $210.94 $44K - $55.1K
9.72K $1.68B
CRWD
Crowd Strike Holdings, Inc.

Technology
-326
- 16.76%
$217.89 - $392.15 $71K - $128K
1.62K $454M
ARES
Ares Management Corp

Financial Services
-2.74K
- 45.1%
$133.73 - $158.05 $367K - $433K
3.34K $520M
ROP
Roper Technologies Inc

Industrials
-494
- 46.78%
$515.25 - $576.55 $255K - $285K
562 $313M
WFC
Wells Fargo & Company

Financial Services
-2.58K
- 5.74%
$51.58 - $60.97 $133K - $157K
42.4K $2.39B
POOL
Pool Corp

Industrials
-1.03K
- 62.33%
$296.17 - $376.8 $305K - $388K
622 $234M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-833
- 56.06%
$370.41 - $491.09 $309K - $409K
653 $304M
DELL
Dell Technologies Inc.

Technology
-545
- 5.35%
$87.89 - $145.97 $47.9K - $79.6K
9.64K $1.14B
META
Meta Platforms, Inc.

Communication Services
-1.51K
- 16.82%
$453.41 - $572.44 $682K - $862K
7.44K $4.26B
SBUX
Starbucks Corp

Consumer Cyclical
-4.45K
- 44.69%
$72.51 - $98.6 $323K - $439K
5.51K $537M
ADBE
Adobe Inc.

Technology
-87
- 2.2%
$508.13 - $586.55 $44.2K - $51K
3.87K $2B
MCK
Mckesson Corp

Healthcare
-51
- 2.85%
$479.06 - $630.38 $24.4K - $32.1K
1.74K $859M
NDAQ
Nasdaq, Inc.

Financial Services
-4.08K
- 45.21%
$59.48 - $74.31 $242K - $303K
4.94K $361M
AMZN
Amazon Com Inc

Consumer Cyclical
-227
- 1.22%
$161.02 - $200.0 $36.6K - $45.4K
18.4K $3.42B
ODFL
Old Dominion Freight Line, Inc.

Industrials
-1.26K
- 30.63%
$178.41 - $210.18 $225K - $265K
2.86K $567M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.6K
- 32.96%
$125.95 - $142.04 $202K - $227K
3.26K $462M
VTI
Vanguard Total Stock Market Et

ETFs
-621
- 23.74%
$255.18 - $283.2 $158K - $176K
2K $565M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.48K
- 25.47%
$92.63 - $105.69 $137K - $156K
4.32K $450M
CNP
Centerpoint Energy Inc

Utilities
-2.64K
- 8.9%
$25.63 - $30.55 $67.5K - $80.5K
27K $793M
MPC
Marathon Petroleum Corp

Energy
-457
- 11.28%
$158.61 - $180.75 $72.5K - $82.6K
3.59K $585M
IVV
Ishares Core S&P 500 ETF

ETFs
-249
- 21.45%
$520.18 - $576.82 $130K - $144K
912 $526M
EOG
Eog Resources Inc

Energy
-674
- 27.32%
$117.9 - $132.65 $79.5K - $89.4K
1.79K $220M
MAR
Marriott International Inc

Consumer Cyclical
-403
- 20.12%
$211.35 - $255.11 $85.2K - $103K
1.6K $398M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-1.53K
- 9.0%
$66.55 - $74.93 $102K - $115K
15.5K $1.12B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-569
- 21.4%
$162.64 - $179.3 $92.5K - $102K
2.09K $375M
DIS
Walt Disney CO

Communication Services
-538
- 8.99%
$85.6 - $98.61 $46.1K - $53.1K
5.44K $524M
XOM
Exxon Mobil Corp

Energy
-624
- 8.89%
$109.72 - $119.0 $68.5K - $74.3K
6.4K $750M
HII
Huntington Ingalls Industries, Inc.

Industrials
-356
- 13.91%
$241.93 - $282.86 $86.1K - $101K
2.2K $583M
IEFA
Ishares Tr

ETFs
-1.17K
- 14.34%
$70.09 - $78.74 $81.9K - $92K
6.98K $545M
NOW
Service Now, Inc.

Technology
-122
- 19.37%
$730.87 - $937.36 $89.2K - $114K
508 $454M
ABT
Abbott Laboratories

Healthcare
-745
- 17.16%
$100.07 - $118.13 $74.6K - $88K
3.6K $410M
URTH
Ishares Msci World ETF

ETFs
-423
- 14.83%
$140.68 - $156.99 $59.5K - $66.4K
2.43K $381M
IWY
Ishares Tr Russell 200 Growth

ETFs
-201
- 13.29%
$194.66 - $225.97 $39.1K - $45.4K
1.31K $288M
SCHW
Schwab Charles Corp

Financial Services
-82
- 2.45%
$61.74 - $76.08 $5.06K - $6.24K
3.27K $212M
SYY
Sysco Corp

Consumer Defensive
-865
- 13.27%
$69.16 - $78.98 $59.8K - $68.3K
5.65K $441M
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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