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CIK: 0002020280
Total reported value
$399.8M
$399.8M
201 檔
30.7%
During the Q3 2024 filing period, Fiduciary Family Office, LLC (CIK: 0002020280) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $399.8M across 201 reported positions.
During Q3 2024, Fiduciary Family Office, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 201 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 33.80% | +0.29% | +48.26% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.05% | -0.04% | +9.97% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.84% | +0.15% | -0.04% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | +0.15% | +3.80% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.43% | -0.60% | +179.39% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.41% | -0.10% | -16.82% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 1.16% | +0.01% | — | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.15% | -0.01% | +0.32% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | +0.52% | -1.22% | |
| 10 | PM | Philip Morris International | Stock-Consumer Staples | 1.13% | -0.07% | -1.44% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.06% | -0.06% | +12.16% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | -0.06% | +18.40% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | +0.02% | -1.86% | |
| 14 | FISV | Fiserv Inc | Stock-Other | 0.90% | — | -3.72% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 0.84% | — | -4.67% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.83% | +0.30% | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | — | -24.29% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.02% | -3.87% | |
| 19 | WFC | Wells Fargo & Co | Stock-Financials | 0.79% | -0.08% | -5.74% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.77% | -0.05% | +0.31% | |
| 21 | AXP | American Express Co | Stock-Financials | 0.75% | +0.04% | -2.50% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.73% | +0.06% | +26.28% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.20% | +823.46% | |
| 24 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.70% | +0.07% | -5.76% | |
| 25 | KR | Kroger Co | Stock-Consumer Staples | 0.69% | -0.22% | -0.97% | |
| 26 | ADBE | Adobe Inc | Stock-Tech | 0.66% | — | -2.20% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.12% | +42.87% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | -0.01% | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | +0.01% | -4.33% | |
| 30 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.63% | -0.01% | +31.91% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.25% | +9.67% | |
| 32 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.59% | -0.02% | -9.31% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.09% | -26.38% | |
| 34 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.57% | — | -4.09% | |
| 35 | ACN | Accenture plc | Stock-Tech | 0.56% | -0.35% | EXIT | |
| 36 | FANG | Diamondback Energy Inc | Stock-Energy | 0.55% | -0.04% | -2.61% | |
| 37 | TFC | Truist Financial CORP | Stock-Financials | 0.55% | -0.02% | -2.13% | |
| 38 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.53% | — | -10.78% | |
| 39 | PH | Parker Hannifin CORP | Stock-Industrials | 0.52% | +0.07% | -2.63% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.12% | +11.61% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | +0.09% | -1.06% | |
| 42 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.51% | — | +18.59% | |
| 43 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.50% | — | +6.02% | |
| 44 | GLPI | Gaming And Leisure Propertie | Stock-Real Estate | 0.49% | — | -3.10% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | -0.01% | -3.02% | |
| 46 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.44% | +0.14% | +165.26% | |
| 47 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.44% | -0.12% | EXIT | |
| 48 | DFSEUR | Discover Financial Services | Stock-Other | 0.42% | — | -4.19% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.42% | +0.04% | -7.66% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.16% | +71.65% |
According to official SEC Form 13F filings, Fiduciary Family Office, LLC reported a total U.S. public equity portfolio value of $399.8M across 201 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GOOGL) accounted for 30.7% of total reported equity market value during Q3 2024.
During Q3 2024, Fiduciary Family Office, LLC's top holdings by market value included AAPL (33.8%)、MSFT (2.0%)、GOOGL (1.8%). The largest single position, AAPL, represented 33.8% of total portfolio value.
In Q3 2024, Fiduciary Family Office, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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