Fiduciary Wealth Partners, LLC New Holdings in Q3 2025

Fiduciary Wealth Partners, LLC

  • $238 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.02K
New
$435.72 - $463.74 $1.31M - $1.4M
3.02K $1.4B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.67K
New
$567.09 - $607.37 $949K - $1.02M
1.67K $998M
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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.18K
New
$108.46 - $120.63 $562K - $625K
5.18K $616M
MA
Mastercard Inc

Financial Services
829
New
$550.18 - $598.96 $456K - $497K
829 $472M
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
CRM
Salesforce, Inc.

Technology
1.49K
New
$231.66 - $273.65 $344K - $406K
1.49K $352M
BAC
Bank Of America Corp

Financial Services
6.49K
New
$44.92 - $52.42 $291K - $340K
6.49K $335M
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
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
VIG
Vanguard Dividend Appreciation

ETFs
1.02K
New
N/A
1.02K $220M
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
MMC
Marsh & Mclennan Companies, Inc.

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