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CIK: 0000035442
Total reported value
$9.2B
$9.2B
687 檔
26.2%
At the close of Q4 2024, Fiduciary Trust Co disclosed equity holdings valued at approximately $9.2B, spread across 687 reported holdings.
Fiduciary Trust Co executed strategic sector rebalancing during Q4 2024, establishing 9 new positions while fully exiting 6 holdings and trimming 98 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, BRK-A, AAPL) accounted for 26.2% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 687 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.16% | +0.56% | +1.14% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.79% | -0.22% | +6340.00% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.25% | +0.06% | -0.80% | |
| 4 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 4.61% | -0.73% | +5.25% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.99% | -0.10% | +2.22% | |
| 6 | CPNG | Coupang Inc | Stock-Consumer Disc | 3.83% | -0.45% | +0.09% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.74% | -0.22% | +0.27% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.31% | +0.07% | -1.32% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.88% | +0.23% | +1.13% | |
| 10 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 1.83% | — | +5.92% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.80% | +0.04% | +1.60% | |
| 12 | EIPX | Ft Energy Inc Partners Strat | ETF-Other | 1.75% | -0.25% | +0.74% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.53% | +0.04% | +1.39% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.38% | -0.05% | -12.77% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | +0.09% | +3.91% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.09% | -1.55% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | +0.01% | +2.61% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | -0.04% | -1.45% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.94% | +0.09% | +6.11% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.11% | +1.38% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.32% | -0.69% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.82% | -0.05% | +1.32% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.07% | +0.06% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.03% | +1.23% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.69% | +0.05% | -1.55% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.69% | -0.05% | -20.89% | |
| 27 | CBT | Cabot CORP | Stock-Materials | 0.67% | +0.04% | +0.06% | |
| 28 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.64% | -0.08% | +61.13% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.03% | -0.77% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | +0.01% | +9.52% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.05% | -2.01% | |
| 32 | MS | Morgan Stanley | Stock-Financials | 0.59% | +0.12% | -3.70% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.01% | +1.15% | |
| 34 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.55% | +0.05% | -0.26% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.55% | -0.02% | -3.11% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.54% | -0.10% | -7.76% | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.53% | -0.02% | +5.75% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.08% | +3.84% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | +0.06% | +1.07% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.46% | -0.09% | +2.24% | |
| 41 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.46% | -0.06% | -30.12% | |
| 42 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.46% | -0.03% | -0.53% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | +0.20% | -2.72% | |
| 44 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.42% | -0.01% | -1.87% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.40% | — | -2.94% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | +0.02% | +0.94% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.39% | -0.08% | -0.80% | |
| 48 | KLAC | Kla CORP | Stock-Tech | 0.38% | +0.53% | -0.65% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.36% | -0.03% | +4.27% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.36% | -0.04% | +3.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +5.7% | +6340.00% | Add |
| 2 | KBWB | Invesco Kbw Bank ETF | +0.3% | +61.13% | Add |
| 3 | AVGO | Broadcom Inc | +0.2% | -1.55% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.2% | +1.60% | Add |
| 5 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.13% | Add |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +135.22% | Add |
| 8 | TJX | Tjx Companies Inc | +0.1% | +5.25% | Add |
| 9 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +2.61% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | +3.91% | Add |
| 12 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +1.38% | Add |
| 14 | MS | Morgan Stanley | +0.1% | -3.70% | Trim |
| 15 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +94.13% | Add |
| 16 | V | Visa Inc-class A Shares | +0.1% | +1.15% | Add |
| 17 | VGT | Vanguard Info Tech ETF | +0.1% | +23.83% | Add |
| 18 | DELL | Dell Technologies -c | +0.1% | +116.85% | Add |
| 19 | HEFA | Isha Curr Hedged Msci Eafe | +0.1% | NEW | New buy |
| 20 | AAPL | Apple Inc | 0% | -0.80% | Trim |
| 21 | EPS | Wisdomtree US Large Cap Fund | 0% | +5.92% | Add |
| 22 | GEV | GE Vernova Inc | 0% | +7.22% | Add |
| 23 | VTI | Vanguard Total Stock Mkt ETF | 0% | +9.52% | Add |
| 24 | CRM | Salesforce Inc | 0% | +3.84% | Add |
| 25 | GS | Goldman Sachs Group Inc | 0% | +5.63% | Add |
| 26 | GBTC | Grayscale Bitcoin Trust ETF | 0% | — | Unchanged |
| 27 | PLTR | Palantir Technologies Inc-a | 0% | +2.85% | Add |
| 28 | ESGU | Ishares Esg Aware Msci USA | 0% | +6.11% | Add |
| 29 | HON | Honeywell International Inc | 0% | +10.51% | Add |
| 30 | AXP | American Express Co | 0% | +0.12% | Add |
| 31 | TSLA | Tesla Inc | 0% | +5.36% | Add |
| 32 | BAC | Bank Of America CORP | 0% | +12.01% | Add |
| 33 | WMT | Walmart Inc | 0% | +3.96% | Add |
| 34 | MRVL | Marvell Technology Inc | 0% | -7.66% | Trim |
| 35 | NEU | Newmarket CORP | 0% | +262.30% | Add |
| 36 | MA | Mastercard Inc - A | 0% | +4.27% | Add |
| 37 | CSCO | Cisco Systems Inc | 0% | -2.72% | Trim |
| 38 | EMR | Emerson Electric Co | 0% | -1.59% | Trim |
| 39 | DIS | Walt Disney Co/the | 0% | -1.83% | Trim |
| 40 | CTRA | Coterra Energy Inc | 0% | +0.01% | Add |
| 41 | STT | State Street CORP | 0% | -0.52% | Trim |
| 42 | EFA | Ishares Msci Eafe ETF | 0% | +21.53% | Add |
| 43 | IGV | Ishares Expanded Tech-softwa | 0% | -0.65% | Trim |
| 44 | META | Meta Platforms Inc-class A | 0% | +5.74% | Add |
| 45 | PANW | Palo Alto Networks Inc | 0% | +103.48% | Add |
| 46 | BKNG | Booking Holdings Inc | 0% | — | Unchanged |
| 47 | FISV | Fiserv Inc | 0% | +5.31% | Add |
| 48 | GLD | Spdr Gold Shares | 0% | +10.77% | Add |
| 49 | NOW | Servicenow Inc | 0% | +0.40% | Add |
| 50 | NFLX | Netflix Inc | 0% | +7.41% | Add |
According to official SEC Form 13F filings, Fiduciary Trust Co reported a total U.S. public equity portfolio value of $9.2B across 687 disclosed positions in Q4 2024.
During Q4 2024, Fiduciary Trust Co's top holdings by market value included IVV (12.2%)、BRK-A (5.8%)、AAPL (5.3%). The largest single position, IVV, represented 12.2% 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
ANET
市值: $13.7M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $12.0M
In Q4 2024, Fiduciary Trust Co made 195 total portfolio adjustments, initiating 9 new buys, adding to 82 positions, trimming 98 holdings, and fully liquidating 6 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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