Fiduciary Family Office, LLC Reduced Holdings in Q2 2025

Fiduciary Family Office, LLC

  • $305 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.91K
- 0.65%
$172.42 - $223.89 $502K - $652K
442K $90.8B
UNH
Unitedhealth Group Inc

Healthcare
-1.01K
- 20.93%
$274.35 - $599.47 $276K - $604K
3.8K $1.19B
FANG
Diamondback Energy, Inc.

Energy
-4.18K
- 43.77%
$119.25 - $161.49 $498K - $675K
5.37K $737M
VB
Vanguard Small Cap ETF

ETFs
-3.86K
- 28.14%
$193.73 - $237.37 $747K - $916K
9.85K $2.33B
MRK
Merck & Co., Inc.

Healthcare
-5.81K
- 30.83%
$73.47 - $87.12 $427K - $506K
13K $1.03B
BMY
Bristol Myers Squibb CO

Healthcare
-7.22K
- 33.42%
$44.12 - $59.6 $319K - $430K
14.4K $666M
FISV
Fiserv Inc

Technology
-490
- 4.25%
N/A
11K $1.9B
SLB
Schlumberger Limited

Energy
-13.2K
- 66.53%
$31.95 - $42.2 $422K - $557K
6.64K $224M
CRM
Salesforce, Inc.

Technology
-2.02K
- 38.19%
$236.26 - $291.15 $477K - $588K
3.27K $892M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-6.94K
- 41.65%
$60.03 - $72.0 $417K - $500K
9.73K $645M
PHM
Pultegroup Inc

Consumer Cyclical
-4.08K
- 40.73%
$92.02 - $106.54 $375K - $434K
5.93K $626M
ABBV
Abb Vie Inc.

Healthcare
-678
- 7.1%
$170.16 - $206.27 $115K - $140K
8.87K $1.65B
DEI
Douglas Emmett Inc

Real Estate
-21.4K
- 65.73%
$13.09 - $16.29 $281K - $349K
11.2K $168M
TFC
Truist Financial Corp

Financial Services
-8.84K
- 38.78%
$34.79 - $42.99 $307K - $380K
14K $600M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.41K
- 2.23%
$51.14 - $57.0 $225K - $251K
193K $11B
INGR
Ingredion Inc

Consumer Defensive
-2.25K
- 27.97%
$123.22 - $140.95 $277K - $317K
5.79K $785M
LHX
L3 Harris Technologies, Inc.

Industrials
-1.82K
- 44.33%
$200.21 - $256.99 $364K - $467K
2.28K $573M
LLY
Eli Lilly & CO

Healthcare
-216
- 8.79%
$713.71 - $898.95 $154K - $194K
2.24K $1.75B
RGA
Reinsurance Group Of America Inc

Financial Services
-1.44K
- 32.98%
$168.32 - $209.71 $243K - $302K
2.93K $581M
WDAY
Workday, Inc.

Technology
-1.23K
- 37.27%
$210.47 - $274.71 $259K - $338K
2.07K $498M
DELL
Dell Technologies Inc.

Technology
-4.1K
- 49.41%
$71.63 - $125.98 $293K - $516K
4.2K $514M
CMCSA
Comcast Corp

Communication Services
-5.8K
- 43.25%
$32.84 - $36.72 $190K - $213K
7.61K $271M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-2.16K
- 7.59%
$45.92 - $50.78 $99.3K - $110K
26.3K $1.23B
TMUS
T Mobile Us, Inc.

Communication Services
-158
- 2.45%
$220.99 - $268.54 $34.9K - $42.4K
6.29K $1.5B
BK
Bank Of New York Mellon Corp

Financial Services
-4.07K
- 17.46%
$73.31 - $91.62 $298K - $373K
19.2K $1.75B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-144
- 3.32%
$212.1 - $244.27 $30.5K - $35.2K
4.2K $918M
QCOM
Qualcomm Inc

Technology
-885
- 40.78%
$124.66 - $159.48 $110K - $141K
1.29K $205M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-1.46K
- 31.4%
$86.58 - $104.98 $126K - $153K
3.19K $335M
TSCO
Tractor Supply CO

Consumer Cyclical
-1.24K
- 5.19%
$47.86 - $55.77 $59.2K - $69K
22.6K $1.19B
GPC
Genuine Parts CO

Consumer Cyclical
-1K
- 28.22%
$105.54 - $129.09 $106K - $129K
2.55K $309M
TJX
Tjx Companies Inc

Consumer Cyclical
-966
- 22.21%
$119.13 - $135.03 $115K - $130K
3.38K $418M
ROP
Roper Technologies Inc

Industrials
-172
- 30.6%
$519.19 - $590.78 $89.3K - $102K
390 $221M
VTI
Vanguard Total Stock Market Et

ETFs
-540
- 26.21%
$243.75 - $303.93 $132K - $164K
1.52K $462M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-879
- 14.11%
N/A
5.35K $275M
DIS
Walt Disney CO

Communication Services
-2.62K
- 29.23%
$81.72 - $124.01 $214K - $325K
6.34K $786M
SYY
Sysco Corp

Consumer Defensive
-1.34K
- 14.7%
$68.0 - $75.91 $91.1K - $102K
7.78K $589M
KMB
Kimberly Clark Corp

Consumer Defensive
-297
- 7.57%
$126.84 - $145.22 $37.7K - $43.1K
3.63K $468M
V
Visa Inc.

Financial Services
-398
- 3.57%
$308.27 - $373.31 $123K - $149K
10.7K $3.81B
INTU
Intuit Inc

Technology
-272
- 37.57%
$544.07 - $787.63 $148K - $214K
452 $356M
HD
Home Depot, Inc.

Consumer Cyclical
-222
- 4.14%
$335.24 - $380.78 $74.4K - $84.5K
5.14K $1.88B
SPGI
S&P Global Inc.

Financial Services
-199
- 12.22%
$438.31 - $527.29 $87.2K - $105K
1.43K $753M
COP
Conocophillips

Energy
-151
- 4.85%
$82.66 - $106.1 $12.5K - $16K
2.96K $266M
LOW
Lowes Companies Inc

Consumer Cyclical
-116
- 4.15%
$210.83 - $235.28 $24.5K - $27.3K
2.68K $594M
MAR
Marriott International Inc

Consumer Cyclical
-360
- 29.48%
$211.12 - $274.14 $76K - $98.7K
861 $235M
AJG
Arthur J. Gallagher & Co.

Financial Services
-97
- 10.02%
$310.86 - $348.77 $30.2K - $33.8K
871 $279M
Linde PLC
-103
- 7.23%
N/A
1.32K $620M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-915
- 21.84%
$51.16 - $62.02 $46.8K - $56.7K
3.28K $203M
NSC
Norfolk Southern Corp

Industrials
-516
- 10.85%
$206.34 - $257.46 $106K - $133K
4.24K $1.08B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-706
- 6.99%
$32.56 - $35.71 $23K - $25.2K
9.39K $310M
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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