Fiduciary Wealth Partners, LLC Incresed Positions in Q2 2025

Fiduciary Wealth Partners, LLC

  • $106 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
11.2K
+ 45.61%
$228.54 - $279.83 $2.55M - $3.12M
35.6K $9.97B
IWB
Ishares Tr Russell 1000 ETF

ETFs
4.86K
+ 3283.11%
$272.36 - $339.57 $1.32M - $1.65M
5.01K $1.7B
HD
Home Depot, Inc.

Consumer Cyclical
3.94K
+ 1190.33%
$335.24 - $380.78 $1.32M - $1.5M
4.27K $1.57B
NVDA
Nvidia Corp

Technology
3.55K
+ 55.7%
$94.31 - $157.99 $335K - $561K
9.92K $1.57B
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
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
DLTR
Dollar Tree, Inc.

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