Fiduciary Family Office, LLC Portfolio Holdings

Fiduciary Family Office, LLC

  • $301 Billion
  • Q1 2025

Fiduciary Family Office, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $301 Billion distributed in 187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $98.9B, J P Morgan Exchange Traded Fd with a value of $11.3B, Microsoft Corp with a value of $6.8B, Nvidia Corp with a value of $6.59B, and Alphabet Inc. with a value of $5.59B.

Examining the 13F form we can see an decrease of $39.3B in the current position value, from $340B to 301B.

Fiduciary Family Office, LLC is based out at Boca Raton, FL

Below you can find more details about Fiduciary Family Office, LLC portfolio as well as his latest detailed transactions.

Portfolio value $301 Billion
Technology: $134 Billion
ETFs: $33.5 Billion
Financial Services: $31.5 Billion
Consumer Defensive: $20 Billion
Healthcare: $19.5 Billion
Industrials: $18.1 Billion
Consumer Cyclical: $16.2 Billion
Communication Services: $13.8 Billion
Other: $11.5 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.41B
$2.41 Billion 0.8% of portfolio
14,533
Q1 2025 New
$6.44B
$1.31 Billion 0.44% of portfolio
23,855
Q1 2025 New
$8.92B
$1.09 Billion 0.36% of portfolio
8,036
Q1 2025 New
$6.85B
$559 Million 0.19% of portfolio
21,520
Q1 2025 New
$2.85B
$522 Million 0.17% of portfolio
32,611
Q1 2025 New
$8.31B
$379 Million 0.13% of portfolio
6,230
Q1 2025 New
$6.62B
$382 Million 0.13% of portfolio
2,387
Q1 2025 New
$6.61B
$363 Million 0.12% of portfolio
14,520
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $301 Billion
  • Prior Value $340 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 174 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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