Fiduciary Wealth Partners, LLC Purchases in Q2 2025

Fiduciary Wealth Partners, LLC

  • $106 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
129K
New
$75.05 - $77.34 $9.65M - $9.95M
129K $9.95B
IWD
Ishares Russell 1000 Val ETF

ETFs
25.5K
New
$166.82 - $194.23 $4.26M - $4.96M
25.5K $4.96B
IWF
Ishares Russell 1000 Gr ETF

ETFs
9.59K
New
$320.42 - $424.58 $3.07M - $4.07M
9.59K $4.07B
VO
Vanguard Mid Cap ETF

ETFs
11.2K
+ 45.61%
$228.54 - $279.83 $2.55M - $3.12M
35.6K $9.97B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
58.3K
New
$48.13 - $49.85 $2.81M - $2.91M
58.3K $2.86B
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.86K
+ 3283.11%
$272.36 - $339.57 $1.32M - $1.65M
5.01K $1.7B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
13.2K
New
$86.93 - $109.64 $1.15M - $1.45M
13.2K $1.45B
HD
Home Depot, Inc.

Consumer Cyclical
3.94K
+ 1190.33%
$335.24 - $380.78 $1.32M - $1.5M
4.27K $1.57B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
16.8K
New
$52.84 - $65.52 $889K - $1.1M
16.8K $1.1B
PKI
Perkinelmer Inc

Healthcare
9.28K
New
N/A
9.28K $897M
IBM
International Business Machines Corp

Technology
2.43K
+ 14311.76%
$221.03 - $294.78 $538K - $717K
2.45K $722M
INTU
Intuit Inc

Technology
812
+ 8120.0%
$544.07 - $787.63 $442K - $640K
822 $647M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.41K
+ 1244.6%
$72.96 - $90.39 $395K - $489K
5.85K $523M
SCJ
Ishares Msci Japan Small Cap E

ETFs
4.9K
New
$69.55 - $84.98 $341K - $416K
4.9K $416M
V
Visa Inc.

Financial Services
1.08K
+ 444.86%
$308.27 - $373.31 $333K - $404K
1.32K $470M
GOOG
Alphabet Inc.

Communication Services
2.08K
+ 389.53%
$146.58 - $180.01 $305K - $375K
2.62K $465M
IWS
Ishares Russell Midcap Value E

ETFs
2.59K
New
$110.58 - $132.14 $287K - $342K
2.59K $342M
DLTR
Dollar Tree, Inc.

Consumer Defensive
3.4K
+ 4650.68%
$67.22 - $100.51 $228K - $341K
3.47K $343M
ACN
Accenture PLC

Technology
1.09K
+ 753.1%
$279.23 - $323.21 $305K - $353K
1.24K $370M
Lam Research Corp
3.13K
+ 1565.5%
N/A
3.33K $324M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1K
+ 100200.0%
$224.16 - $285.86 $225K - $286K
1K $287M
AVGO
Broadcom Inc.

Technology
539
+ 46.91%
$146.29 - $275.65 $78.9K - $149K
1.69K $465M
META
Meta Platforms, Inc.

Communication Services
251
+ 48.27%
$484.66 - $738.09 $122K - $185K
771 $569M
COST
Costco Wholesale Corp

Consumer Defensive
259
+ 143.89%
$908.13 - $1056.85 $235K - $274K
439 $435M
AMAT
Applied Materials Inc

Technology
1.23K
+ 391.11%
$126.95 - $183.52 $156K - $226K
1.55K $283M
CAT
Caterpillar Inc

Industrials
584
+ 426.28%
$273.94 - $388.21 $160K - $227K
721 $280M
VRNS
Varonis Systems Inc

Technology
4.5K
New
$37.96 - $50.93 $171K - $229K
4.5K $228M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
463
+ 112.93%
$483.48 - $539.8 $224K - $250K
873 $424M
GOOGL
Alphabet Inc.

Communication Services
730
+ 21.94%
$144.7 - $178.6 $106K - $130K
4.06K $715M
PH
Parker Hannifin Corp

Industrials
272
New
$517.23 - $700.54 $141K - $191K
272 $190M
COF
Capital One Financial Corp

Financial Services
852
New
$150.57 - $212.76 $128K - $181K
852 $181M
JNJ
Johnson & Johnson

Healthcare
1.3K
+ 71.1%
$146.36 - $159.82 $190K - $208K
3.13K $478M
AMGN
Amgen Inc

Healthcare
573
+ 63.74%
$262.28 - $309.85 $150K - $178K
1.47K $411M
MRK
Merck & Co., Inc.

Healthcare
1.67K
+ 313.32%
$73.47 - $87.12 $123K - $145K
2.2K $174M
IWM
Ishares Russell 2000 ETF

ETFs
530
New
$174.82 - $215.79 $92.7K - $114K
530 $114M
PM
Philip Morris International Inc.

Consumer Defensive
510
+ 72.75%
$149.23 - $184.95 $76.1K - $94.3K
1.21K $221M
KO
Coca Cola CO

Consumer Defensive
1.42K
+ 66.67%
$68.37 - $73.9 $97.2K - $105K
3.56K $251M
ABBV
Abb Vie Inc.

Healthcare
503
+ 43.55%
$170.16 - $206.27 $85.6K - $104K
1.66K $308M
DIS
Walt Disney CO

Communication Services
149
New
$81.72 - $124.01 $12.2K - $18.5K
149 $18.5M
ETN
Eaton Corp PLC

Industrials
47
New
$246.52 - $356.99 $11.6K - $16.8K
47 $16.8M
APP
App Lovin Corp

Technology
2
New
$219.37 - $417.89 $439 - $836
2 $700K
CRM
Salesforce, Inc.

Technology
0
New
$236.26 - $291.15 $0 - $0
0 $0
VIG
Vanguard Dividend Appreciation

ETFs
0
New
N/A
0 $0
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
0
New
$62.73 - $78.42 $0 - $0
0 $0
TSLA
Tesla, Inc.

Consumer Cyclical
0
New
$221.86 - $362.89 $0 - $0
0 $0
Activity Summary
Buys All Purchases 46 New Holdings 20 Increased Positions 26 Sells All Sells 36 Reductions 28 Sold out 8 Options Calls 0 Puts 0
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