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
VIG
Vanguard Dividend Appreciation

ETFs
1.02K
New
N/A
1.02K $220M
QCOM
Qualcomm Inc

Technology
1.27K
+ 118.39%
$145.84 - $173.55 $185K - $220K
2.34K $389M
NEE
Nextera Energy Inc

Utilities
2.88K
New
$69.77 - $77.54 $201K - $223K
2.88K $217M
SYK
Stryker Corp

Healthcare
584
New
$368.57 - $403.53 $215K - $236K
584 $216M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.66K
New
$75.26 - $80.19 $200K - $213K
2.66K $212M
MDT
Medtronic PLC

Healthcare
2.2K
New
$87.67 - $95.74 $193K - $211K
2.2K $210M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
383
+ 43.87%
$459.11 - $506.91 $176K - $194K
1.26K $631M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.02K
New
$196.15 - $217.83 $199K - $221K
1.02K $205M
SO
Southern CO

Utilities
2.15K
+ 2690.0%
$90.83 - $96.0 $195K - $207K
2.23K $212M
ABBV
Abb Vie Inc.

Healthcare
510
+ 30.76%
$184.85 - $231.54 $94.3K - $118K
2.17K $502M
CL
Colgate Palmolive CO

Consumer Defensive
2.12K
+ 349.18%
$79.36 - $93.33 $168K - $198K
2.73K $218M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.04%
$339.37 - $366.46 $679 - $733
5.01K $1.83B
IWM
Ishares Russell 2000 ETF

ETFs
428
+ 80.75%
$214.92 - $244.84 $92K - $105K
958 $232M
META
Meta Platforms, Inc.

Communication Services
156
+ 20.23%
$695.21 - $791.73 $108K - $124K
927 $681M
AVGO
Broadcom Inc.

Technology
32
+ 1.9%
$264.74 - $369.57 $8.47K - $11.8K
1.72K $568M
AMAT
Applied Materials Inc

Technology
285
+ 18.42%
$156.25 - $204.95 $44.5K - $58.4K
1.83K $375M
KO
Coca Cola CO

Consumer Defensive
1.58K
+ 44.39%
$65.67 - $71.67 $104K - $113K
5.13K $340M
CAT
Caterpillar Inc

Industrials
37
+ 5.13%
$390.92 - $477.15 $14.5K - $17.7K
758 $362M
COST
Costco Wholesale Corp

Consumer Defensive
102
+ 23.23%
$915.95 - $994.57 $93.4K - $101K
541 $501M
EFA
Ishares Tr Msci Eafe ETF

ETFs
443
+ 7.57%
$87.29 - $93.61 $38.7K - $41.5K
6.29K $587M
LLY
Eli Lilly & CO

Healthcare
68
+ 26.98%
$625.65 - $812.69 $42.5K - $55.3K
320 $244M
COF
Capital One Financial Corp

Financial Services
221
+ 25.94%
$207.29 - $229.74 $45.8K - $50.8K
1.07K $228M
PKI
Perkinelmer Inc

Healthcare
3
+ 0.03%
N/A
9.28K $813M
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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