Fiduciary Family Office, LLC Portfolio Holdings
Fiduciary Family Office, LLC
- $255 Billion
- Q1 2024
Fiduciary Family Office, LLC has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $255 Billion distributed in 208 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $50.9B, Microsoft Corp with a value of $6B, Alphabet Inc. with a value of $5.16B, Meta Platforms, Inc. with a value of $4.69B, and Vanguard Index Fds S&P 500 ETF with a value of $4.21B.
Examining the 13F form we can see an increase of $26.4B in the current position value, from $229B to 255B. Also it can be appreciated an additional of 23 stocks purchases and 30 closed positions.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 208
- Current Value $255 Billion
- Prior Value $229 Billion
- Filing
- Period Q1 2024
- Filing Date May 07, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 23 stocks
- Additional Purchases 110 stocks
- Sold out of 30 stocks
- Reduced holdings in 53 stocks