Fiduciary Family Office, LLC Portfolio Holdings

Fiduciary Family Office, LLC

  • $340 Billion
  • Q4 2024

Fiduciary Family Office, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $340 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $45.1B, Vaneck ETF Tr Gold Miners ETF with a value of $25.8B, Utilities Sector Spdr with a value of $24.2B, Ishares Barclays 20+ Year Trea with a value of $23.6B, and Harbor ETF Tr All Weather Infl with a value of $23.3B.

Examining the 13F form we can see an increase of $36.9B in the current position value, from $303B to 340B.

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 $340 Billion
ETFs: $291 Billion
Financial Services: $12.9 Billion
Technology: $5.12 Billion
Consumer Cyclical: $2.07 Billion
Basic Materials: $1.53 Billion
Healthcare: $1.36 Billion
Energy: $736 Million
Communication Services: $234 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$38.7B
$290 Million 0.09% of portfolio
3,705
Q4 2024 New
$26.1B
$252 Million 0.07% of portfolio
4,479
Q4 2024 New
$24.1B
$218 Million 0.06% of portfolio
1,851
Q4 2024 New
$13.4B
$201 Million 0.06% of portfolio
21,708
Q4 2024 New
$92.4B
$170 Million 0.05% of portfolio
100
Q4 2024 New
$108B
$121 Million 0.04% of portfolio
300
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $340 Billion
  • Prior Value $303 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 46 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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