Fiduciary Family Office, LLC Incresed Positions in Q3 2024

Fiduciary Family Office, LLC

  • $303 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
143K
+ 48.26%
$207.23 - $234.82 $29.6M - $33.6M
439K $102B
JEPI
J P Morgan Exchange Traded Fd

ETFs
46.7K
+ 179.39%
$54.98 - $59.51 $2.56M - $2.78M
72.7K $4.32B
IQV
Iqvia Holdings Inc.

Healthcare
3.53K
+ 165.26%
$206.81 - $251.55 $730K - $888K
5.67K $1.34B
WMT
Walmart Inc.

Consumer Defensive
7.25K
+ 42.87%
$66.91 - $81.4 $485K - $590K
24.2K $1.95B
UNH
Unitedhealth Group Inc

Healthcare
792
+ 26.28%
$488.01 - $604.18 $387K - $479K
3.81K $2.23B
NSC
Norfolk Southern Corp

Industrials
1.87K
+ 31.91%
$213.75 - $259.69 $399K - $484K
7.71K $1.92B
PEP
Pepsico Inc

Consumer Defensive
3.73K
+ 119.61%
$161.9 - $179.3 $603K - $668K
6.84K $1.16B
CMI
Cummins Inc

Industrials
1.86K
+ 194.55%
$266.63 - $326.4 $495K - $606K
2.81K $910M
KO
Coca Cola CO

Consumer Defensive
7.78K
+ 94.63%
$62.69 - $73.01 $488K - $568K
16K $1.15B
ACN
Accenture PLC

Technology
1.13K
+ 31.0%
$295.44 - $355.81 $334K - $403K
4.78K $1.69B
RSG
Republic Services, Inc.

Industrials
2.73K
+ 169.48%
$189.34 - $208.21 $517K - $569K
4.34K $872M
V
Visa Inc.

Financial Services
1.63K
+ 18.4%
$253.74 - $291.56 $414K - $475K
10.5K $2.88B
UNP
Union Pacific Corp

Industrials
1.96K
+ 88.72%
$221.78 - $256.09 $434K - $501K
4.17K $1.03B
BMY
Bristol Myers Squibb CO

Healthcare
4.64K
+ 18.59%
$39.66 - $51.75 $184K - $240K
29.6K $1.53B
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 0.31%
$333.64 - $405.2 $6.01K - $7.29K
5.79K $2.35B
MSFT
Microsoft Corp

Technology
1.31K
+ 9.97%
$395.15 - $467.56 $518K - $613K
14.5K $6.22B
VBR
Vanguard Small Cap Value ETF

ETFs
55
+ 0.32%
$179.99 - $201.6 $9.9K - $11.1K
17.3K $3.48B
JNJ
Johnson & Johnson

Healthcare
1K
+ 11.61%
$145.48 - $167.38 $146K - $168K
9.65K $1.56B
PYPL
Pay Pal Holdings, Inc.

Financial Services
88
+ 0.78%
$57.22 - $80.08 $5.04K - $7.05K
11.4K $892M
MDT
Medtronic PLC

Healthcare
1.76K
+ 30.93%
$76.84 - $91.03 $135K - $160K
7.46K $672M
Annaly Capital Management In
7.97K
+ 16.9%
N/A
55.1K $1.11B
APH
Amphenol Corp

Technology
3.32K
+ 39.79%
$58.39 - $70.41 $194K - $233K
11.7K $759M
NEE
Nextera Energy Inc

Utilities
139
+ 1.04%
$69.9 - $84.97 $9.72K - $11.8K
13.5K $1.14B
STE
Steris PLC

Healthcare
508
+ 20.42%
$213.51 - $247.14 $108K - $126K
3K $727M
CMCSA
Comcast Corp

Communication Services
2.07K
+ 6.02%
$37.33 - $41.78 $77.4K - $86.7K
36.5K $1.53B
ADP
Automatic Data Processing Inc

Industrials
139
+ 4.48%
$233.44 - $279.45 $32.4K - $38.8K
3.24K $896M
ZTS
Zoetis Inc.

Healthcare
576
+ 35.21%
$172.58 - $196.48 $99.4K - $113K
2.21K $432M
TSCO
Tractor Supply CO

Consumer Cyclical
160
+ 3.62%
$251.95 - $290.93 $40.3K - $46.5K
4.58K $1.33B
NKE
Nike, Inc.

Consumer Cyclical
86
+ 0.89%
$71.09 - $89.44 $6.11K - $7.69K
9.73K $860M
LLY
Eli Lilly & CO

Healthcare
188
+ 9.67%
$772.14 - $960.02 $145K - $180K
2.13K $1.89B
VTWO
Vanguard Russell 2000 ETF

ETFs
1.16K
+ 35.18%
$81.17 - $90.77 $93.8K - $105K
4.44K $397M
TMO
Thermo Fisher Scientific Inc.

Healthcare
38
+ 2.44%
$531.86 - $624.21 $20.2K - $23.7K
1.59K $986M
BA
Boeing CO

Industrials
1K
+ 57.6%
$152.04 - $190.6 $152K - $191K
2.74K $416M
MRK
Merck & Co., Inc.

Healthcare
3.06K
+ 12.16%
$111.15 - $128.97 $340K - $394K
28.2K $3.2B
NVDA
Nvidia Corp

Technology
1.31K
+ 3.8%
$98.91 - $134.91 $130K - $177K
35.9K $4.36B
DAL
Delta Air Lines, Inc.

Industrials
1.19K
+ 23.47%
$37.32 - $51.8 $44.4K - $61.6K
6.26K $318M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
424
+ 1.71%
$33.2 - $41.73 $14.1K - $17.7K
25.2K $1.05B
PKG
Packaging Corp Of America

Consumer Cyclical
97
+ 7.38%
$176.32 - $215.7 $17.1K - $20.9K
1.41K $304M
Linde PLC
33
+ 3.0%
N/A
1.13K $540M
MBB
Ishares Tr

ETFs
458
+ 21.01%
$90.85 - $96.66 $41.6K - $44.3K
2.64K $253M
AZO
Autozone Inc

Consumer Cyclical
6
+ 4.0%
$2815.0 - $3212.87 $16.9K - $19.3K
156 $491M
PFE
Pfizer Inc

Healthcare
833
+ 4.35%
$27.7 - $31.39 $23.1K - $26.1K
20K $578M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
70
+ 1.4%
$77.02 - $85.06 $5.39K - $5.95K
5.07K $429M
HSY
Hershey CO

Consumer Defensive
137
+ 8.56%
$182.45 - $203.25 $25K - $27.8K
1.74K $333M
EXR
Extra Space Storage Inc.

Real Estate
29
+ 2.23%
$151.92 - $183.06 $4.41K - $5.31K
1.33K $240M
XLK
Technology Sector Spdr

ETFs
140
+ 13.88%
$197.34 - $237.68 $27.6K - $33.3K
1.15K $259M
TJX
Tjx Companies Inc

Consumer Cyclical
88
+ 3.16%
$107.93 - $120.23 $9.5K - $10.6K
2.88K $338M
MCHP
Microchip Technology Inc

Technology
1.64K
+ 17.9%
$72.0 - $95.98 $118K - $158K
10.8K $868M
UBER
Uber Technologies, Inc

Technology
190
+ 3.52%
$58.48 - $77.47 $11.1K - $14.7K
5.58K $420M
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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