Fiduciary Family Office, LLC New Holdings in Q1 2025

Fiduciary Family Office, LLC

  • $301 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
197K
New
$56.17 - $59.71 $11.1M - $11.8M
197K $11.3B
GOOGL
Alphabet Inc.

Communication Services
36.2K
New
$154.33 - $206.19 $5.58M - $7.45M
36.2K $5.59B
V
Visa Inc.

Financial Services
11.1K
New
$306.92 - $362.71 $3.42M - $4.04M
11.1K $3.9B
PM
Philip Morris International Inc.

Consumer Defensive
22.7K
New
$117.15 - $158.79 $2.66M - $3.6M
22.7K $3.6B
VBR
Vanguard Small Cap Value ETF

ETFs
17.2K
New
$183.02 - $207.75 $3.14M - $3.56M
17.2K $3.2B
VB
Vanguard Small Cap ETF

ETFs
13.7K
New
$217.89 - $252.64 $2.99M - $3.46M
13.7K $3.04B
WFC
Wells Fargo & Company

Financial Services
38.9K
New
$66.78 - $81.42 $2.6M - $3.17M
38.9K $2.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.42K
New
$507.05 - $563.67 $2.75M - $3.05M
5.42K $2.78B
ORCL
Oracle Corp

Technology
19K
New
$139.81 - $186.47 $2.66M - $3.54M
19K $2.66B
FISV
Fiserv Inc

Technology
11.5K
New
N/A
11.5K $2.55B
AVGO
Broadcom Inc.

Technology
14.7K
New
$167.43 - $244.7 $2.46M - $3.6M
14.7K $2.46B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.54K
New
$442.66 - $534.52 $2.01M - $2.43M
4.54K $2.42B
IBKR
Interactive Brokers Group, Inc.

Financial Services
14.5K
New
$161.03 - $235.53 $2.34M - $3.42M
14.5K $2.41B
KR
Kroger CO

Consumer Defensive
35.1K
New
$58.36 - $67.72 $2.05M - $2.37M
35.1K $2.37B
AXP
American Express CO

Financial Services
8.67K
New
$255.39 - $325.87 $2.21M - $2.82M
8.67K $2.33B
WMT
Walmart Inc.

Consumer Defensive
26K
New
$84.5 - $105.05 $2.2M - $2.73M
26K $2.28B
ABBV
Abb Vie Inc.

Healthcare
9.55K
New
$169.2 - $216.66 $1.62M - $2.07M
9.55K $2B
HD
Home Depot, Inc.

Consumer Cyclical
5.36K
New
$347.25 - $424.87 $1.86M - $2.28M
5.36K $1.96B
BK
Bank Of New York Mellon Corp

Financial Services
23.3K
New
$75.42 - $88.95 $1.76M - $2.07M
23.3K $1.95B
COST
Costco Wholesale Corp

Consumer Defensive
1.92K
New
$890.62 - $1076.86 $1.71M - $2.07M
1.92K $1.81B
TMUS
T Mobile Us, Inc.

Communication Services
6.44K
New
$211.3 - $272.83 $1.36M - $1.76M
6.44K $1.72B
MRK
Merck & Co., Inc.

Healthcare
18.8K
New
$83.01 - $101.02 $1.56M - $1.9M
18.8K $1.69B
MCK
Mckesson Corp

Healthcare
2.42K
New
$566.21 - $672.99 $1.37M - $1.63M
2.42K $1.63B
PH
Parker Hannifin Corp

Industrials
2.57K
New
$591.65 - $707.05 $1.52M - $1.81M
2.57K $1.56B
FANG
Diamondback Energy, Inc.

Energy
9.54K
New
$139.9 - $180.18 $1.34M - $1.72M
9.54K $1.53B
JNJ
Johnson & Johnson

Healthcare
9.09K
New
$142.06 - $167.7 $1.29M - $1.52M
9.09K $1.51B
BAC
Bank Of America Corp

Financial Services
35.6K
New
$39.61 - $47.74 $1.41M - $1.7M
35.6K $1.48B
ACN
Accenture PLC

Technology
4.65K
New
$300.91 - $398.25 $1.4M - $1.85M
4.65K $1.45B
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
28.5K
New
$45.62 - $51.12 $1.3M - $1.46M
28.5K $1.45B
BSX
Boston Scientific Corp

Healthcare
14.2K
New
$89.38 - $106.18 $1.27M - $1.51M
14.2K $1.44B
CRM
Salesforce, Inc.

Technology
5.29K
New
$268.36 - $359.95 $1.42M - $1.9M
5.29K $1.42B
VO
Vanguard Mid Cap ETF

ETFs
5.4K
New
$251.87 - $277.95 $1.36M - $1.5M
5.4K $1.4B
PG
Procter & Gamble CO

Consumer Defensive
8.14K
New
$158.56 - $176.26 $1.29M - $1.43M
8.14K $1.39B
BMY
Bristol Myers Squibb CO

Healthcare
21.6K
New
$53.9 - $63.11 $1.16M - $1.36M
21.6K $1.32B
TSCO
Tractor Supply CO

Consumer Cyclical
23.9K
New
$51.66 - $57.94 $1.23M - $1.38M
23.9K $1.31B
RSG
Republic Services, Inc.

Industrials
5.31K
New
$200.09 - $242.16 $1.06M - $1.29M
5.31K $1.29B
MA
Mastercard Inc

Financial Services
2.33K
New
$504.67 - $576.31 $1.17M - $1.34M
2.33K $1.28B
VIG
Vanguard Dividend Appreciation

ETFs
6.3K
New
N/A
6.3K $1.22B
KO
Coca Cola CO

Consumer Defensive
17K
New
$60.81 - $72.32 $1.03M - $1.23M
17K $1.22B
PEP
Pepsico Inc

Consumer Defensive
7.76K
New
$142.64 - $156.42 $1.11M - $1.21M
7.76K $1.16B
CNP
Centerpoint Energy Inc

Utilities
31.4K
New
$30.87 - $36.25 $970K - $1.14M
31.4K $1.14B
NSC
Norfolk Southern Corp

Industrials
4.75K
New
$227.69 - $259.76 $1.08M - $1.23M
4.75K $1.13B
RTX
Raytheon Technologies Corp

Industrials
8.43K
New
$114.1 - $135.66 $962K - $1.14M
8.43K $1.12B
QSR
Restaurant Brands International Inc.

Consumer Cyclical
16.7K
New
$60.44 - $69.57 $1.01M - $1.16M
16.7K $1.11B
INGR
Ingredion Inc

Consumer Defensive
8.04K
New
$125.6 - $137.36 $1.01M - $1.1M
8.04K $1.09B
ADP
Automatic Data Processing Inc

Industrials
3.53K
New
$286.85 - $318.64 $1.01M - $1.13M
3.53K $1.08B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4.34K
New
$208.48 - $244.03 $905K - $1.06M
4.34K $1.06B
GOOG
Alphabet Inc.

Communication Services
6.78K
New
$156.06 - $207.71 $1.06M - $1.41M
6.78K $1.06B
PLTR
Palantir Technologies Inc.

Technology
12.5K
New
$64.98 - $124.62 $812K - $1.56M
12.5K $1.06B
Activity Summary
Buys All Purchases 185 New Holdings 174 Increased Positions 11 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Fiduciary Family Office, LLC Portfolio

Follow Fiduciary Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email