Fiduciary Wealth Partners, LLC Reduced Holdings in Q2 2025

Fiduciary Wealth Partners, LLC

  • $106 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-357K
- 67.45%
$45.65 - $57.01 $16.3M - $20.3M
172K $9.82B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-20.5K
- 27.58%
$456.74 - $568.03 $9.37M - $11.7M
53.9K $30.6B
VB
Vanguard Small Cap ETF

ETFs
-32.6K
- 60.19%
$193.73 - $237.37 $6.32M - $7.74M
21.6K $5.11B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9.12K
- 97.85%
$416.06 - $551.64 $3.79M - $5.03M
200 $110M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.21K
- 80.59%
$496.48 - $617.85 $2.59M - $3.22M
1.26K $775M
AAPL
Apple Inc.

Technology
-5.06K
- 31.49%
$172.42 - $223.89 $872K - $1.13M
11K $2.26B
AMZN
Amazon Com Inc

Consumer Cyclical
-5.22K
- 64.53%
$167.32 - $223.3 $874K - $1.17M
2.87K $630M
MSFT
Microsoft Corp

Technology
-2.67K
- 41.68%
$354.56 - $497.45 $947K - $1.33M
3.74K $1.86B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-13.2K
- 43.56%
$39.89 - $49.46 $529K - $655K
17.2K $849M
WM
Waste Management Inc

Industrials
-1.89K
- 97.62%
$216.47 - $242.1 $409K - $457K
46 $10.5M
IWV
Ishares Russell 3000 ETF

ETFs
-1.69K
- 30.86%
$281.67 - $351.0 $475K - $591K
3.78K $1.33B
PG
Procter & Gamble CO

Consumer Defensive
-2.01K
- 74.92%
$157.66 - $172.39 $317K - $347K
673 $107M
PEP
Pepsico Inc

Consumer Defensive
-1.6K
- 89.42%
$128.02 - $151.37 $205K - $242K
189 $24.9M
GD
General Dynamics Corp

Industrials
-909
- 76.39%
$247.68 - $291.66 $225K - $265K
281 $82M
HON
Honeywell International Inc

Industrials
-1.11K
- 80.55%
$182.86 - $232.88 $203K - $258K
268 $62.4M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.81K
- 77.75%
$119.13 - $135.03 $216K - $245K
519 $64.1M
XOM
Exxon Mobil Corp

Energy
-1.69K
- 85.91%
$99.93 - $119.04 $169K - $201K
277 $29.9M
SO
Southern CO

Utilities
-2.14K
- 96.39%
$84.91 - $92.56 $182K - $198K
80 $7.35M
VTI
Vanguard Total Stock Market Et

ETFs
-716
- 44.31%
$243.75 - $303.93 $175K - $218K
900 $274M
RY
Royal Bank Of Canada

Financial Services
-1.51K
- 72.1%
$108.36 - $131.55 $164K - $199K
585 $77M
CL
Colgate Palmolive CO

Consumer Defensive
-1.68K
- 73.4%
$87.57 - $96.0 $147K - $161K
608 $55.3M
EXR
Extra Space Storage Inc.

Real Estate
-696
- 53.7%
$126.61 - $152.99 $88.1K - $106K
600 $88.5M
QCOM
Qualcomm Inc

Technology
-673
- 38.59%
$124.66 - $159.48 $83.9K - $107K
1.07K $171M
NFLX
Netflix Inc

Communication Services
-112
- 66.27%
$855.86 - $1339.13 $95.9K - $150K
57 $76.3M
JPM
Jpmorgan Chase & CO

Financial Services
-527
- 23.86%
$210.28 - $289.91 $111K - $153K
1.68K $488M
LLY
Eli Lilly & CO

Healthcare
-12
- 4.55%
$713.71 - $898.95 $8.56K - $10.8K
252 $197M
ORCL
Oracle Corp

Technology
-129
- 10.67%
$122.82 - $218.63 $15.8K - $28.2K
1.08K $236M
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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