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.
Stock Holdings Table Market Cap. of Under $50 Millions
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