Fiduciary Wealth Partners, LLC Purchases in Q3 2025

Fiduciary Wealth Partners, LLC

  • $238 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
67.8K
+ 125.89%
$567.77 - $614.76 $38.5M - $41.7M
122K $74.5B
VEA
Vanguard Ftse Developed Market

ETFs
481K
+ 279.03%
$56.02 - $60.3 $26.9M - $29M
653K $39.1B
VB
Vanguard Small Cap ETF

ETFs
49.5K
+ 229.72%
$237.58 - $259.17 $11.8M - $12.8M
71.1K $18.1B
VO
Vanguard Mid Cap ETF

ETFs
18.8K
+ 52.76%
$279.83 - $293.74 $5.26M - $5.52M
54.4K $16B
AAPL
Apple Inc.

Technology
16K
+ 145.07%
$202.38 - $256.87 $3.23M - $4.1M
27K $6.87B
SPY
Spdr S&P 500 ETF Trust

ETFs
6.48K
+ 516.18%
$617.65 - $666.84 $4M - $4.32M
7.73K $5.15B
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.25K
+ 3123.0%
$546.99 - $602.2 $3.42M - $3.76M
6.45K $3.87B
MSFT
Microsoft Corp

Technology
6.19K
+ 165.53%
$491.09 - $535.64 $3.04M - $3.32M
9.93K $5.14B
IWV
Ishares Russell 3000 ETF

ETFs
5.46K
+ 144.64%
$351.04 - $379.81 $1.92M - $2.07M
9.24K $3.5B
AMZN
Amazon Com Inc

Consumer Cyclical
8.25K
+ 287.42%
$211.65 - $238.24 $1.75M - $1.97M
11.1K $2.44B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.02K
New
$435.72 - $463.74 $1.31M - $1.4M
3.02K $1.4B
NVDA
Nvidia Corp

Technology
4.27K
+ 43.05%
$153.3 - $186.58 $655K - $797K
14.2K $2.65B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.67K
New
$567.09 - $607.37 $949K - $1.02M
1.67K $998M
GOOGL
Alphabet Inc.

Communication Services
2.47K
+ 60.92%
$174.36 - $254.72 $431K - $630K
6.53K $1.59B
VXF
Vanguard Extended Market ETF

ETFs
4.08K
New
$193.58 - $213.07 $790K - $869K
4.08K $854M
IDEV
Ishares Core Msci Intl Develop

ETFs
10.5K
New
$74.68 - $80.26 $781K - $839K
10.5K $838M
JPM
Jpmorgan Chase & CO

Financial Services
2.3K
+ 136.86%
$282.78 - $316.06 $651K - $728K
3.98K $1.26B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.18K
New
$108.46 - $120.63 $562K - $625K
5.18K $616M
GD
General Dynamics Corp

Industrials
1.74K
+ 618.51%
$293.92 - $341.0 $511K - $593K
2.02K $688M
WM
Waste Management Inc

Industrials
2.63K
+ 5719.57%
$213.88 - $237.1 $563K - $624K
2.68K $591M
VTI
Vanguard Total Stock Market Et

ETFs
1.59K
+ 177.0%
$303.93 - $329.86 $484K - $525K
2.49K $818M
PG
Procter & Gamble CO

Consumer Defensive
3.28K
+ 487.82%
$150.47 - $161.22 $494K - $529K
3.96K $608M
TJX
Tjx Companies Inc

Consumer Cyclical
3.24K
+ 625.05%
$121.35 - $144.54 $394K - $469K
3.76K $544M
MA
Mastercard Inc

Financial Services
829
New
$550.18 - $598.96 $456K - $497K
829 $472M
APP
App Lovin Corp

Technology
647
+ 32350.0%
$335.1 - $718.54 $217K - $465K
649 $466M
VTHR
Vanguard Russell 3000 ETF

ETFs
1.49K
New
$272.54 - $295.85 $406K - $440K
1.49K $438M
ALCC
Alt C Acquisition Corp.

Financial Services
3.53K
New
N/A
3.53K $393M
PANW
Palo Alto Networks Inc

Technology
1.9K
New
$167.06 - $208.19 $317K - $395K
1.9K $386M
BKNG
Booking Holdings Inc.

Consumer Cyclical
71
New
$5364.25 - $5815.92 $381K - $413K
71 $383M
ORCL
Oracle Corp

Technology
1.06K
+ 98.33%
$218.96 - $328.33 $233K - $349K
2.14K $602M
AVLV
American Centy ETF Tr Avantis
5.04K
New
$68.33 - $72.69 $345K - $367K
5.04K $364M
PEP
Pepsico Inc

Consumer Defensive
2.55K
+ 1349.74%
$133.81 - $152.16 $341K - $388K
2.74K $385M
GOOG
Alphabet Inc.

Communication Services
750
+ 28.64%
$175.16 - $255.24 $131K - $191K
3.37K $821M
CRM
Salesforce, Inc.

Technology
1.49K
New
$231.66 - $273.65 $344K - $406K
1.49K $352M
PAYX
Paychex Inc

Industrials
2.7K
+ 1941.01%
$126.69 - $147.99 $342K - $399K
2.84K $360M
BAC
Bank Of America Corp

Financial Services
6.49K
New
$44.92 - $52.42 $291K - $340K
6.49K $335M
XOM
Exxon Mobil Corp

Energy
2.93K
+ 1058.48%
$105.83 - $117.22 $310K - $344K
3.21K $362M
WMT
Walmart Inc.

Consumer Defensive
3.06K
New
$94.4 - $104.27 $289K - $319K
3.06K $316M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.18K
New
$96.22 - $98.19 $306K - $313K
3.18K $312M
MFC
Manulife Financial Corp

Financial Services
9.83K
New
$29.9 - $32.34 $294K - $318K
9.83K $306M
TSLA
Tesla, Inc.

Consumer Cyclical
664
New
$293.94 - $444.72 $195K - $295K
664 $295M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.64K
New
$167.28 - $188.45 $274K - $308K
1.64K $276M
Linde PLC Shs
555
New
N/A
555 $264M
RY
Royal Bank Of Canada

Financial Services
1.71K
+ 291.79%
$128.46 - $148.6 $219K - $254K
2.29K $338M
Blackrock Inc
223
New
N/A
223 $260M
MS
Morgan Stanley

Financial Services
1.59K
New
$139.09 - $161.16 $220K - $255K
1.59K $252M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
2.84K
New
N/A
2.84K $240M
ROK
Rockwell Automation, Inc

Industrials
682
New
$328.67 - $358.52 $224K - $245K
682 $238M
JNJ
Johnson & Johnson

Healthcare
728
+ 23.29%
$155.17 - $185.42 $113K - $135K
3.85K $715M
Activity Summary
Buys All Purchases 74 New Holdings 29 Increased Positions 45 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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