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CIK: 0000035442
Total reported value
$9.2B
$9.2B
629 檔
22.5%
The Q2 2024 SEC filing reveals that Fiduciary Trust Co held a total portfolio value of $9.2B, covering 629 public equity positions.
During Q2 2024, Fiduciary Trust Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, TJX) accounted for 22.5% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 629 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.64% | +0.56% | +3.02% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.04% | +0.06% | -1.54% | |
| 3 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 4.53% | -0.73% | -1.50% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.48% | -0.22% | -1.67% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.40% | -0.10% | +4.99% | |
| 6 | CPNG | Coupang Inc | Stock-Consumer Disc | 4.16% | -0.45% | -0.19% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.98% | +0.07% | -0.91% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.13% | -0.05% | -23.80% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.99% | +0.23% | +0.21% | |
| 10 | EIPX | Ft Energy Inc Partners Strat | ETF-Other | 1.87% | -0.25% | -0.23% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | +0.04% | -1.70% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.58% | +0.04% | -2.91% | |
| 13 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 1.45% | — | +104.39% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.18% | -0.05% | +2.80% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | +0.09% | +925.48% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.07% | -0.32% | -0.44% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.04% | -0.04% | -0.44% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | +0.11% | -1.82% | |
| 19 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.94% | -0.06% | -7.81% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | +0.01% | +1.32% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.91% | -0.05% | -0.38% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.89% | +0.09% | +6.27% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.09% | -1.89% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | +0.03% | -0.52% | |
| 25 | CBT | Cabot CORP | Stock-Materials | 0.77% | +0.04% | -0.00% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.77% | -0.02% | +0.84% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.07% | -1.08% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.74% | +0.05% | -1.58% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.72% | -0.10% | -1.50% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | -0.05% | -4.26% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.03% | +2.01% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | +0.01% | -0.25% | |
| 33 | KLAC | Kla CORP | Stock-Tech | 0.56% | +0.53% | -0.29% | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.56% | -0.02% | +3.01% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.55% | -0.03% | -0.20% | |
| 36 | MS | Morgan Stanley | Stock-Financials | 0.55% | +0.12% | -0.56% | |
| 37 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.53% | +0.05% | +0.76% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.08% | +2.75% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.06% | -2.51% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | +0.01% | -0.55% | |
| 41 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.50% | -0.01% | -2.97% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.48% | -0.09% | -0.29% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.09% | -1.71% | |
| 44 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.43% | — | -3.09% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | +0.02% | -0.71% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.41% | -0.02% | -48.80% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.41% | +0.20% | -3.73% | |
| 48 | CTRA | Coterra Energy Inc | Stock-Energy | 0.40% | -0.38% | EXIT | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.08% | -2.09% | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.39% | — | -0.87% |
According to official SEC Form 13F filings, Fiduciary Trust Co reported a total U.S. public equity portfolio value of $9.2B across 629 disclosed positions in Q2 2024.
During Q2 2024, Fiduciary Trust Co's top holdings by market value included IVV (12.6%)、AAPL (5.0%)、TJX (4.5%). The largest single position, IVV, represented 12.6% of total portfolio value.
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In Q2 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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