Fiduciary Family Office, LLC Sells in Q3 2024

Fiduciary Family Office, LLC

  • $303 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
-326
- 13.09%
$106.11 - $113.72 $34.6K - $37.1K
2.16K $244M
CRM
Salesforce, Inc.

Technology
-384
- 7.66%
$238.42 - $276.53 $91.6K - $106K
4.63K $1.27B
VRT
Vertiv Holdings CO

Industrials
-540
- 21.01%
$86.66 - $86.66 $46.8K - $46.8K
2.03K $202M
BAC
Bank Of America Corp

Financial Services
-417
- 1.06%
$36.65 - $44.13 $15.3K - $18.4K
38.9K $1.54B
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-2.46K
- 14.63%
$25.27 - $30.5 $62.1K - $75K
14.4K $425M
GD
General Dynamics Corp

Industrials
-162
- 5.16%
$279.51 - $308.09 $45.3K - $49.9K
2.98K $900M
BSX
Boston Scientific Corp

Healthcare
-1.19K
- 9.02%
$72.96 - $84.0 $86.5K - $99.6K
12K $1B
KMB
Kimberly Clark Corp

Consumer Defensive
-158
- 3.82%
$135.05 - $148.35 $21.3K - $23.4K
3.97K $565M
AMD
Advanced Micro Devices Inc

Technology
-43
- 0.76%
$128.67 - $183.96 $5.53K - $7.91K
5.59K $916M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.21K
- 10.19%
$64.35 - $75.71 $77.7K - $91.4K
10.6K $784M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-95
- 4.16%
$104.5 - $114.97 $9.93K - $10.9K
2.19K $251M
MO
Altria Group, Inc.

Consumer Defensive
-345
- 6.25%
$45.95 - $54.71 $15.9K - $18.9K
5.17K $264M
SPY
Spdr S&P 500 ETF Trust

ETFs
-152
- 4.33%
$517.38 - $573.86 $78.6K - $87.2K
3.36K $1.92B
RGA
Reinsurance Group Of America Inc

Financial Services
-72
- 2.82%
$192.62 - $225.79 $13.9K - $16.3K
2.48K $540M
PLD
Prologis, Inc.

Real Estate
-72
- 3.65%
$111.95 - $132.43 $8.06K - $9.53K
1.9K $240M
MS
Morgan Stanley

Financial Services
-41
- 1.24%
$92.07 - $106.96 $3.77K - $4.39K
3.26K $339M
CB
Chubb LTD

Financial Services
-34
- 3.66%
$252.51 - $292.2 $8.59K - $9.93K
894 $258M
MCD
Mcdonalds Corp

Consumer Cyclical
-275
- 12.36%
$245.82 - $304.51 $67.6K - $83.7K
1.95K $594M
DTE
Dte Energy CO

Utilities
-105
- 4.51%
$108.67 - $128.41 $11.4K - $13.5K
2.22K $286M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-938
- 4.04%
$28.08 - $32.61 $26.3K - $30.6K
22.3K $705M
DFS
Discover Financial Services

Financial Services
-396
- 4.19%
$123.41 - $144.72 $48.9K - $57.3K
9.06K $1.27B
ALL
Allstate Corp

Financial Services
-172
- 6.3%
$158.43 - $192.86 $27.2K - $33.2K
2.56K $485M
CAT
Caterpillar Inc

Industrials
-358
- 10.82%
$316.8 - $391.12 $113K - $140K
2.95K $1.15B
CSCO
Cisco Systems, Inc.

Technology
-467
- 3.02%
$44.74 - $53.22 $20.9K - $24.9K
15K $798M
JPM
Jpmorgan Chase & CO

Financial Services
-259
- 1.86%
$194.9 - $224.8 $50.5K - $58.2K
13.6K $2.88B
TMUS
T Mobile Us, Inc.

Communication Services
-584
- 9.5%
$175.14 - $206.36 $102K - $121K
5.56K $1.15B
INGR
Ingredion Inc

Consumer Defensive
-1.42K
- 10.78%
$111.98 - $137.59 $159K - $196K
11.8K $1.62B
AMT
American Tower Corp

Real Estate
-56
- 1.67%
$192.27 - $242.73 $10.8K - $13.6K
3.3K $768M
RTX
Raytheon Technologies Corp

Industrials
-742
- 7.35%
$99.55 - $123.34 $73.9K - $91.5K
9.35K $1.13B
TFC
Truist Financial Corp

Financial Services
-851
- 2.13%
$38.22 - $44.94 $32.5K - $38.2K
39K $1.67B
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-926
- 3.1%
$43.9 - $52.34 $40.7K - $48.5K
29K $1.49B
IBKR
Interactive Brokers Group, Inc.

Financial Services
-924
- 5.76%
$108.65 - $139.41 $100K - $129K
15.1K $2.11B
ABBV
Abb Vie Inc.

Healthcare
-216
- 3.02%
$163.84 - $199.33 $35.4K - $43.1K
6.93K $1.37B
BK
Bank Of New York Mellon Corp

Financial Services
-2.56K
- 9.31%
$59.54 - $72.17 $152K - $185K
24.9K $1.79B
DEI
Douglas Emmett Inc

Real Estate
-196
- 0.52%
$13.22 - $17.58 $2.59K - $3.45K
37.2K $654M
LOW
Lowes Companies Inc

Consumer Cyclical
-64
- 1.83%
$213.3 - $270.78 $13.7K - $17.3K
3.43K $928M
IRM
Iron Mountain Inc

Real Estate
-670
- 8.04%
$89.69 - $119.32 $60.1K - $79.9K
7.67K $911M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-210
- 3.87%
$405.19 - $478.57 $85.1K - $100K
5.22K $2.4B
PHM
Pultegroup Inc

Consumer Cyclical
-252
- 3.61%
$103.95 - $144.98 $26.2K - $36.5K
6.73K $966M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-423
- 3.97%
N/A
10.2K $917M
KR
Kroger CO

Consumer Defensive
-354
- 0.97%
$50.43 - $57.3 $17.9K - $20.3K
36.3K $2.08B
PH
Parker Hannifin Corp

Industrials
-67
- 2.63%
$501.01 - $635.92 $33.6K - $42.6K
2.48K $1.57B
AXP
American Express CO

Financial Services
-214
- 2.5%
$225.92 - $271.17 $48.3K - $58K
8.34K $2.26B
ORCL
Oracle Corp

Technology
-731
- 4.67%
$125.9 - $170.35 $92K - $125K
14.9K $2.55B
FISV
Fiserv Inc

Technology
-590
- 3.72%
N/A
15.3K $2.74B
PM
Philip Morris International Inc.

Consumer Defensive
-409
- 1.44%
$101.25 - $127.45 $41.4K - $52.1K
28.1K $3.41B
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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