Fiduciary Wealth Partners, LLC New Holdings in Q1 2025

Fiduciary Wealth Partners, LLC

  • $116 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
74.4K
New
$507.05 - $563.67 $37.7M - $41.9M
74.4K $38.2B
VEA
Vanguard Ftse Developed Market

ETFs
529K
New
$47.4 - $52.99 $25.1M - $28M
529K $26.9B
VB
Vanguard Small Cap ETF

ETFs
54.2K
New
$217.89 - $252.64 $11.8M - $13.7M
54.2K $12B
VO
Vanguard Mid Cap ETF

ETFs
24.5K
New
$251.87 - $277.95 $6.16M - $6.8M
24.5K $6.33B
QQQ
Invesco Qqq Trust, Series 1

ETFs
9.32K
New
$468.34 - $539.52 $4.36M - $5.03M
9.32K $4.37B
SPY
Spdr S&P 500 ETF Trust

ETFs
6.47K
New
$551.42 - $612.93 $3.57M - $3.96M
6.47K $3.62B
AAPL
Apple Inc.

Technology
16.1K
New
$209.68 - $247.1 $3.37M - $3.97M
16.1K $3.57B
MSFT
Microsoft Corp

Technology
6.41K
New
$375.39 - $447.2 $2.41M - $2.87M
6.41K $2.41B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4.3K
New
$408.78 - $448.82 $1.76M - $1.93M
4.3K $1.81B
IWV
Ishares Russell 3000 ETF

ETFs
5.46K
New
$313.1 - $349.83 $1.71M - $1.91M
5.46K $1.73B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
30.4K
New
$42.5 - $46.71 $1.29M - $1.42M
30.4K $1.38B
VXF
Vanguard Extended Market ETF

ETFs
4.05K
New
$170.36 - $201.04 $689K - $813K
4.05K $697M
NVDA
Nvidia Corp

Technology
6.37K
New
$106.98 - $149.43 $682K - $952K
6.37K $691M
JPM
Jpmorgan Chase & CO

Financial Services
2.21K
New
$225.19 - $279.95 $497K - $618K
2.21K $542M
GOOGL
Alphabet Inc.

Communication Services
3.33K
New
$154.33 - $206.19 $514K - $686K
3.33K $515M
PG
Procter & Gamble CO

Consumer Defensive
2.68K
New
$158.56 - $176.26 $425K - $473K
2.68K $457M
WM
Waste Management Inc

Industrials
1.94K
New
$200.54 - $233.78 $388K - $452K
1.94K $448M
VTI
Vanguard Total Stock Market Et

ETFs
1.62K
New
$271.18 - $303.12 $438K - $490K
1.62K $444M
PAYX
Paychex Inc

Industrials
2.81K
New
$136.06 - $154.52 $383K - $435K
2.81K $434M
VTHR
Vanguard Russell 3000 ETF

ETFs
1.49K
New
$243.2 - $272.04 $362K - $405K
1.49K $367M
GD
General Dynamics Corp

Industrials
1.19K
New
$241.94 - $272.58 $288K - $324K
1.19K $324M
MFC
Manulife Financial Corp

Financial Services
9.83K
New
$28.41 - $31.82 $279K - $313K
9.83K $306M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.19K
New
$94.86 - $97.12 $302K - $309K
3.19K $304M
JNJ
Johnson & Johnson

Healthcare
1.83K
New
$142.06 - $167.7 $260K - $306K
1.83K $303M
META
Meta Platforms, Inc.

Communication Services
520
New
$576.36 - $736.67 $300K - $383K
520 $300M
HON
Honeywell International Inc

Industrials
1.38K
New
$202.75 - $226.52 $279K - $312K
1.38K $292M
TJX
Tjx Companies Inc

Consumer Cyclical
2.33K
New
$112.81 - $126.16 $263K - $294K
2.33K $284M
AMGN
Amgen Inc

Healthcare
899
New
$258.59 - $327.36 $232K - $294K
899 $280M
PEP
Pepsico Inc

Consumer Defensive
1.79K
New
$142.64 - $156.42 $255K - $280K
1.79K $268M
QCOM
Qualcomm Inc

Technology
1.74K
New
$151.94 - $175.86 $265K - $307K
1.74K $268M
ABBV
Abb Vie Inc.

Healthcare
1.16K
New
$169.2 - $216.66 $195K - $250K
1.16K $242M
RY
Royal Bank Of Canada

Financial Services
2.1K
New
$108.81 - $123.4 $228K - $259K
2.1K $236M
XOM
Exxon Mobil Corp

Energy
1.97K
New
$105.44 - $118.93 $207K - $234K
1.97K $234M
MA
Mastercard Inc

Financial Services
413
New
$504.67 - $576.31 $208K - $238K
413 $226M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
413
New
$522.96 - $601.18 $216K - $248K
413 $220M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
410
New
$442.66 - $534.52 $181K - $219K
410 $218M
LLY
Eli Lilly & CO

Healthcare
264
New
$725.72 - $929.72 $192K - $245K
264 $218M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.07K
New
$102.49 - $119.96 $212K - $249K
2.07K $217M
IP
International Paper CO

Consumer Cyclical
4.04K
New
$49.38 - $60.09 $200K - $243K
4.04K $216M
CL
Colgate Palmolive CO

Consumer Defensive
2.29K
New
$85.68 - $97.5 $196K - $223K
2.29K $214M
SO
Southern CO

Utilities
2.22K
New
$80.96 - $92.96 $180K - $206K
2.22K $204M
EXR
Extra Space Storage Inc.

Real Estate
1.3K
New
$143.8 - $161.28 $186K - $209K
1.3K $192M
AVGO
Broadcom Inc.

Technology
1.15K
New
$167.43 - $244.7 $192K - $281K
1.15K $192M
COST
Costco Wholesale Corp

Consumer Defensive
180
New
$890.62 - $1076.86 $160K - $194K
180 $170M
ORCL
Oracle Corp

Technology
1.21K
New
$139.81 - $186.47 $169K - $225K
1.21K $169M
NFLX
Netflix Inc

Communication Services
169
New
$828.4 - $1058.6 $140K - $179K
169 $158M
KO
Coca Cola CO

Consumer Defensive
2.13K
New
$60.81 - $72.32 $130K - $154K
2.13K $153M
UNH
Unitedhealth Group Inc

Healthcare
288
New
$461.52 - $548.18 $133K - $158K
288 $151M
HD
Home Depot, Inc.

Consumer Cyclical
331
New
$347.25 - $424.87 $115K - $141K
331 $121M
Activity Summary
Buys All Purchases 65 New Holdings 65 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Fiduciary Wealth Partners, LLC Portfolio

Follow Fiduciary Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email