Fiduciary Family Office, LLC Portfolio Holdings

Fiduciary Family Office, LLC

  • $303 Billion
  • Q3 2024

Fiduciary Family Office, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $303 Billion distributed in 201 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $102B, Microsoft Corp with a value of $6.22B, Alphabet Inc. with a value of $5.58B, Nvidia Corp with a value of $4.36B, and J P Morgan Exchange Traded Fd with a value of $4.32B.

Examining the 13F form we can see an increase of $49.5B in the current position value, from $253B to 303B.

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 $303 Billion
Technology: $136 Billion
ETFs: $29.9 Billion
Financial Services: $29.8 Billion
Healthcare: $22.6 Billion
Industrials: $19.1 Billion
Consumer Defensive: $18.8 Billion
Consumer Cyclical: $17.1 Billion
Communication Services: $15 Billion
Other: $12.9 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.05B
$1.62 Billion 0.53% of portfolio
11,786
Q3 2024 Reduced 10.78%
$5.99B
$1.33 Billion 0.44% of portfolio
4,581
Q3 2024 Added 3.62%
$7.04B
$1.05 Billion 0.35% of portfolio
25,215
Q3 2024 Added 1.71%
$8.31B
$917 Million 0.3% of portfolio
10,237
Q3 2024 Reduced 3.97%
$3.18B
$654 Million 0.22% of portfolio
37,222
Q3 2024 Reduced 0.52%
$7.61B
$583 Million 0.19% of portfolio
2,204
Q3 2024 Reduced 13.91%
$7.43B
$544 Million 0.18% of portfolio
3,120
Q3 2024 Added 1.66%
$9.79B
$522 Million 0.17% of portfolio
640
Q4 2023 New
$8.23B
$425 Million 0.14% of portfolio
14,352
Q3 2024 Reduced 14.63%
$5.38B
$213 Million 0.07% of portfolio
2,300
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $303 Billion
  • Prior Value $253 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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