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CIK: 0002020280
Total reported value
$399.8M
$399.8M
59 檔
35.5%
The Q4 2024 SEC filing reveals that Fiduciary Family Office, LLC held a total portfolio value of $399.8M, covering 59 public equity positions.
During Q4 2024, Fiduciary Family Office, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 13.27% | — | — | |
| 2 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 7.59% | — | — | |
| 3 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 7.12% | — | — | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 6.94% | — | — | |
| 5 | HGER | Harbor Commodity All Weather | ETF-Commodities | 6.86% | — | — | |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 6.74% | — | — | |
| 7 | XLF | Ss Financial Select Sector | ETF-Other | 6.72% | — | +7190.87% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.64% | — | +6398.22% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-Other | 6.60% | — | — | |
| 10 | XTL | Ss Spdr S&p Telecom ETF | ETF-Other | 3.98% | — | — | |
| 11 | INDA | Ishares Msci India ETF | ETF-Other | 3.52% | — | — | |
| 12 | AMLP | Alerian Mlp ETF | ETF-Other | 3.49% | — | — | |
| 13 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 3.42% | — | — | |
| 14 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 3.20% | — | — | |
| 15 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 3.11% | — | — | |
| 16 | CEF | Sprott Physical Gold And Sil | Stock-Other | 2.53% | — | — | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.94% | — | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.04% | -55.56% | |
| 19 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.80% | — | — | |
| 20 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.61% | — | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.15% | -68.39% | |
| 22 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.45% | — | — | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | — | — | |
| 24 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 0.31% | — | — | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.26% | +0.29% | -99.19% | |
| 26 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.22% | — | — | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.21% | -0.35% | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | +0.01% | -64.89% | |
| 29 | SIL | Global X Silver Miners ETF | ETF-Commodities | 0.19% | — | — | |
| 30 | SLV | Ishares Silver Trust | ETF-Commodities | 0.18% | — | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | +0.52% | -84.97% | |
| 32 | SGDM | Sprott Gold Miners ETF | ETF-Commodities | 0.14% | — | — | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.14% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | +0.02% | -86.70% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | -27.63% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | +0.25% | -76.55% | |
| 37 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.10% | — | — | |
| 38 | AGQ | Proshares Ultra Silver | ETF-Commodities | 0.10% | — | — | |
| 39 | SEA1EUR | Seabridge Gold Inc | Stock-Other | 0.09% | — | — | |
| 40 | TEI | Templeton Emrg Mkts Inc | Stock-Other | 0.09% | — | — | |
| 41 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.09% | — | — | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.08% | — | — | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.08% | — | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | -0.56% | EXIT | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.08% | — | +31.59% | |
| 46 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.07% | — | — | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.07% | — | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.07% | — | — | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.07% | -0.10% | -94.62% | |
| 50 | TLTW | Ishares 20+ Bond Buywrite | ETF-Other | 0.07% | — | — |
According to official SEC Form 13F filings, Fiduciary Family Office, LLC reported a total U.S. public equity portfolio value of $399.8M across 59 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RSP, GDX, XLU) accounted for 35.5% of total reported equity market value during Q4 2024.
During Q4 2024, Fiduciary Family Office, LLC's top holdings by market value included RSP (13.3%)、GDX (7.6%)、XLU (7.1%). The largest single position, RSP, represented 13.3% of total portfolio value.
In Q4 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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