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CIK: 0000035442
Total reported value
$9.2B
$9.2B
642 檔
20.8%
According to the latest 13F quarterly dataset, Fiduciary Trust Co managed an equity portfolio of $9.2B at the end of Q1 2024, spanning 642 distinct U.S. exchange-listed positions.
During Q1 2024, Fiduciary Trust Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 642 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.05% | +0.56% | +7.34% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.38% | -0.22% | -1.34% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.38% | -0.10% | +10.76% | |
| 4 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 4.33% | -0.73% | -0.03% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.26% | +0.06% | -2.48% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.16% | +0.07% | +0.92% | |
| 7 | CPNG | Coupang Inc | Stock-Consumer Disc | 3.62% | -0.45% | -0.65% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.95% | -0.05% | +1.10% | |
| 9 | EIPX | Ft Energy Inc Partners Strat | ETF-Other | 1.89% | -0.25% | +1.03% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.72% | +0.04% | +403.36% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | +0.04% | -2.79% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | +0.23% | +3.13% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.19% | -0.04% | -1.07% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.18% | -0.05% | +1.49% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | -0.32% | +10.83% | |
| 16 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.04% | -0.06% | -8.26% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | +0.01% | +3.31% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.92% | -0.05% | +1.99% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.85% | -0.02% | -34.38% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | +0.03% | +0.39% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.83% | -0.02% | +0.67% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.83% | +0.09% | +4.05% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | +0.11% | -2.63% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | -0.05% | -1.58% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | +0.09% | -7.19% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | -0.07% | -1.96% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.80% | -0.10% | -1.28% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.79% | +0.05% | -1.82% | |
| 29 | CBT | Cabot CORP | Stock-Materials | 0.79% | +0.04% | -3.86% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | +0.09% | +1.43% | |
| 31 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.71% | — | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.03% | -0.19% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.59% | -0.03% | -1.77% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | +0.01% | +36.04% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.01% | -2.12% | |
| 36 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.56% | +0.05% | -1.18% | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.56% | -0.02% | +3.80% | |
| 38 | MS | Morgan Stanley | Stock-Financials | 0.54% | +0.12% | -0.53% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.53% | -0.09% | -0.50% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.53% | +0.06% | +0.70% | |
| 41 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.53% | -0.01% | -1.77% | |
| 42 | KLAC | Kla CORP | Stock-Tech | 0.49% | +0.53% | -3.16% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.46% | -0.08% | +1.22% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | +0.20% | -2.35% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.09% | +1.18% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.08% | +2.15% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.42% | — | -1.65% | |
| 48 | CTRA | Coterra Energy Inc | Stock-Energy | 0.42% | -0.38% | EXIT | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | +0.02% | -12.92% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.41% | — | -0.92% |
According to official SEC Form 13F filings, Fiduciary Trust Co reported a total U.S. public equity portfolio value of $9.2B across 642 disclosed positions in Q1 2024.
During Q1 2024, Fiduciary Trust Co's top holdings by market value included IVV (12.1%)、MSFT (4.4%)、IEFA (4.4%). The largest single position, IVV, represented 12.1% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, MSFT, IEFA) accounted for 20.8% of total reported equity market value during Q1 2024.
In Q1 2024, Fiduciary Trust Co 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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