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CIK: 0000035442
Total reported value
$9.2B
$9.2B
654 檔
24.4%
In Q3 2024, Fiduciary Trust Co's U.S. equity holdings reached a combined market value of $9.2B, distributed across 654 disclosed stock positions.
In Q3 2024, Fiduciary Trust Co displayed an active expansion posture, initiating 11 new positions and adding to 109 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, IEFA) accounted for 24.4% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 654 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.47% | +0.56% | +0.59% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.21% | +0.06% | +0.54% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.59% | -0.10% | +4.28% | |
| 4 | CPNG | Coupang Inc | Stock-Consumer Disc | 4.52% | -0.45% | -0.45% | |
| 5 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 4.51% | -0.73% | +0.14% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.02% | -0.22% | +0.35% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.92% | +0.07% | -0.84% | |
| 8 | EIPX | Ft Energy Inc Partners Strat | ETF-Other | 1.81% | -0.25% | +0.40% | |
| 9 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 1.79% | — | +25.29% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.72% | +0.23% | +2.36% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.71% | -0.05% | -20.93% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.60% | +0.04% | +2.39% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | +0.04% | +0.42% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.14% | -0.04% | -0.16% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.05% | +0.09% | +3.38% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -0.32% | -1.11% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | +0.01% | +4.54% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.94% | -0.05% | -16.89% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.92% | +0.09% | +4.52% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.89% | -0.05% | +0.43% | |
| 21 | CBT | Cabot CORP | Stock-Materials | 0.86% | +0.04% | -0.52% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.09% | +886.71% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | +0.11% | +5.03% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | +0.03% | -0.11% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.07% | -0.43% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.76% | +0.05% | +0.53% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.05% | -1.64% | |
| 28 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.70% | -0.06% | -20.64% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.69% | -0.10% | -0.72% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | -0.02% | +3.95% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.03% | +4.35% | |
| 32 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.58% | -0.02% | +4.86% | |
| 33 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.58% | +0.05% | +8.16% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.58% | -0.03% | +0.29% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | +0.01% | +1.04% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.56% | +0.06% | +0.72% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.53% | +0.12% | -2.17% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.08% | +0.60% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.01% | +2.06% | |
| 40 | KLAC | Kla CORP | Stock-Tech | 0.49% | +0.53% | +0.40% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.48% | -0.09% | -1.22% | |
| 42 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.45% | -0.01% | -3.77% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | -0.08% | -2.41% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.20% | -0.37% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.41% | — | -3.78% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | +0.02% | -3.41% | |
| 47 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.38% | -0.08% | — | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.38% | -0.04% | +8.41% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.35% | -0.04% | +1.41% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.35% | -0.03% | +12.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KBWB | Invesco Kbw Bank ETF | +0.4% | NEW | New buy |
| 2 | CPNG | Coupang Inc | +0.4% | -0.45% | Trim |
| 3 | EPS | Wisdomtree US Large Cap Fund | +0.3% | +25.29% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +4.28% | Add |
| 5 | AAPL | Apple Inc | +0.2% | +0.54% | Add |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | NEW | New buy |
| 7 | IWB | Ishares Russell 1000 ETF | +0.1% | +404.90% | Add |
| 8 | GEV | GE Vernova Inc | +0.1% | +322.26% | Add |
| 9 | HD | Home Depot Inc | +0.1% | -0.16% | Trim |
| 10 | CBT | Cabot CORP | +0.1% | -0.52% | Trim |
| 11 | ORCL | Oracle CORP | +0.1% | +8.41% | Add |
| 12 | ABBV | Abbvie Inc | +0.1% | -0.11% | Trim |
| 13 | MA | Mastercard Inc - A | +0.1% | +12.76% | Add |
| 14 | PANW | Palo Alto Networks Inc | +0.1% | +46.07% | Add |
| 15 | VB | Vanguard Small-cap ETF | +0.1% | +157.94% | Add |
| 16 | ESML | Ishares Esg Aware Msci USA S | +0.1% | +8.16% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +19.01% | Add |
| 18 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +502.89% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.43% | Trim |
| 20 | UNH | Unitedhealth Group Inc | 0% | +0.72% | Add |
| 21 | NEE | Nextera Energy Inc | 0% | +1.41% | Add |
| 22 | LOW | Lowe's Cos Inc | 0% | +3.27% | Add |
| 23 | VIG | Vanguard Dividend Apprec ETF | 0% | +108.94% | Add |
| 24 | ESGU | Ishares Esg Aware Msci USA | 0% | +4.52% | Add |
| 25 | TMO | Thermo Fisher Scientific Inc | 0% | +0.29% | Add |
| 26 | MCD | Mcdonald's CORP | 0% | -2.41% | Trim |
| 27 | RTX | Rtx CORP | 0% | +0.68% | Add |
| 28 | CAT | Caterpillar Inc | 0% | +1.11% | Add |
| 29 | AMT | American Tower CORP | 0% | +6.78% | Add |
| 30 | IWF | Ishares Russell 1000 Growth | 0% | +60.54% | Add |
| 31 | DELL | Dell Technologies -c | 0% | +257.82% | Add |
| 32 | BLKCHF | Blackrock Inc | 0% | +36.98% | Add |
| 33 | EFG | Ishares Msci Eafe Growth ETF | 0% | +109.58% | Add |
| 34 | ETN | Eaton Corporation plc | 0% | +26.62% | Add |
| 35 | IEMG | Ishares Core Msci Emerging | 0% | +120.87% | Add |
| 36 | REET | Ishares Global Reit ETF | 0% | NEW | New buy |
| 37 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.39% | Add |
| 38 | JPM | Jpmorgan Chase & Co | 0% | +4.54% | Add |
| 39 | IJR | Ishares Core S&p Small-cap E | 0% | +0.53% | Add |
| 40 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +4.86% | Add |
| 41 | AXP | American Express Co | 0% | -0.91% | Trim |
| 42 | CSCO | Cisco Systems Inc | 0% | -0.37% | Trim |
| 43 | ADP | Automatic Data Processing | 0% | -3.78% | Trim |
| 44 | DHR | Danaher CORP | 0% | +12.66% | Add |
| 45 | IBM | Intl Business Machines CORP | 0% | +0.82% | Add |
| 46 | PSA | Public Storage | 0% | -1.98% | Trim |
| 47 | SPGI | S&p Global Inc | 0% | +1.03% | Add |
| 48 | ACN | Accenture plc | 0% | +1.39% | Add |
| 49 | STT | State Street CORP | 0% | -0.33% | Trim |
| 50 | MMM | 3m Co | 0% | -2.61% | Trim |
According to official SEC Form 13F filings, Fiduciary Trust Co reported a total U.S. public equity portfolio value of $9.2B across 654 disclosed positions in Q3 2024.
During Q3 2024, Fiduciary Trust Co's top holdings by market value included IVV (12.5%)、AAPL (5.2%)、IEFA (4.6%). The largest single position, IVV, represented 12.5% of total portfolio value.
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.
Top New Position Initiated
KBWB
市值: $27.1M
Top Position Liquidated / Trimmed
MORFUSD
前期市值: $7.3M
In Q3 2024, Fiduciary Trust Co made 196 total portfolio adjustments, initiating 11 new buys, adding to 109 positions, trimming 71 holdings, and fully liquidating 5 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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