Fiduciary Wealth Partners, LLC Incresed Positions 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
NVDA
Nvidia Corp

Technology
4.27K
+ 43.05%
$153.3 - $186.58 $655K - $797K
14.2K $2.65B
GOOGL
Alphabet Inc.

Communication Services
2.47K
+ 60.92%
$174.36 - $254.72 $431K - $630K
6.53K $1.59B
JPM
Jpmorgan Chase & CO

Financial Services
2.3K
+ 136.86%
$282.78 - $316.06 $651K - $728K
3.98K $1.26B
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
APP
App Lovin Corp

Technology
647
+ 32350.0%
$335.1 - $718.54 $217K - $465K
649 $466M
ORCL
Oracle Corp

Technology
1.06K
+ 98.33%
$218.96 - $328.33 $233K - $349K
2.14K $602M
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
PAYX
Paychex Inc

Industrials
2.7K
+ 1941.01%
$126.69 - $147.99 $342K - $399K
2.84K $360M
XOM
Exxon Mobil Corp

Energy
2.93K
+ 1058.48%
$105.83 - $117.22 $310K - $344K
3.21K $362M
RY
Royal Bank Of Canada

Financial Services
1.71K
+ 291.79%
$128.46 - $148.6 $219K - $254K
2.29K $338M
JNJ
Johnson & Johnson

Healthcare
728
+ 23.29%
$155.17 - $185.42 $113K - $135K
3.85K $715M
QCOM
Qualcomm Inc

Technology
1.27K
+ 118.39%
$145.84 - $173.55 $185K - $220K
2.34K $389M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
383
+ 43.87%
$459.11 - $506.91 $176K - $194K
1.26K $631M
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
DIS
Walt Disney CO

Communication Services
1.62K
+ 1088.59%
$112.25 - $124.0 $182K - $201K
1.77K $203M
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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