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CIK: 0000035442
Total reported value
$9.2B
$9.2B
817 檔
26.4%
During the Q1 2025 filing period, Fiduciary Trust Co (CIK: 0000035442) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $9.2B across 817 reported positions.
In Q1 2025, Fiduciary Trust Co displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 817 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.64% | +0.56% | +1.05% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 6.72% | -0.22% | -0.16% | |
| 3 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 4.63% | -0.73% | +0.51% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.61% | +0.06% | -0.26% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.18% | -0.10% | -1.95% | |
| 6 | CPNG | Coupang Inc | Stock-Consumer Disc | 3.73% | -0.45% | -1.61% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.41% | +0.07% | -2.38% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.33% | -0.22% | +0.98% | |
| 9 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 1.87% | — | +6.82% | |
| 10 | EIPX | Ft Energy Inc Partners Strat | ETF-Other | 1.84% | -0.25% | +0.00% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | +0.04% | +1.09% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.55% | +0.23% | +1.50% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.45% | +0.04% | +1.75% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.14% | -0.04% | +19.23% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.13% | -0.05% | -16.12% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | +0.01% | +2.96% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.06% | +0.09% | +19.36% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.09% | +8.58% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.97% | -0.32% | +2.85% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.90% | +0.03% | +8.33% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | -0.07% | -2.92% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.82% | -0.05% | -1.26% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.11% | +4.61% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | +0.09% | +1.38% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.05% | +10.88% | |
| 26 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.71% | -0.08% | +15.72% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.65% | -0.09% | +21.44% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | +0.01% | +4.22% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.64% | -0.05% | -8.46% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.63% | +0.05% | +0.74% | |
| 31 | CBT | Cabot CORP | Stock-Materials | 0.60% | +0.04% | +0.00% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.03% | +0.72% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.57% | -0.02% | +1.33% | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.56% | +0.12% | +3.25% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.08% | +0.99% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | -0.02% | +8.00% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.50% | +0.06% | +4.74% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | -0.10% | -5.94% | |
| 39 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.49% | +0.05% | -1.93% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.47% | +0.20% | +4.77% | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.43% | -0.03% | -0.13% | |
| 42 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.42% | -0.01% | -3.88% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.08% | -0.25% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.03% | +9.97% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.41% | — | -0.93% | |
| 46 | KLAC | Kla CORP | Stock-Tech | 0.40% | +0.53% | -1.80% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.37% | +0.02% | +2.03% | |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.37% | -0.02% | +20.48% | |
| 49 | CTRA | Coterra Energy Inc | Stock-Energy | 0.36% | -0.38% | EXIT | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.33% | -0.05% | -1.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 3 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 6 | CPNG | Coupang Inc | — | NEW | New buy |
| 7 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 8 | MSFT | Microsoft CORP | — | NEW | New buy |
| 9 | EPS | Wisdomtree US Large Cap Fund | — | NEW | New buy |
| 10 | EIPX | Ft Energy Inc Partners Strat | — | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 12 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 13 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 14 | HD | Home Depot Inc | — | NEW | New buy |
| 15 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 16 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 17 | ESGU | Ishares Esg Aware Msci USA | — | NEW | New buy |
| 18 | NVDA | Nvidia CORP | — | NEW | New buy |
| 19 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 20 | ABBV | Abbvie Inc | — | NEW | New buy |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 22 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 23 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 24 | AVGO | Broadcom Inc | — | NEW | New buy |
| 25 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 26 | KBWB | Invesco Kbw Bank ETF | — | NEW | New buy |
| 27 | ABT | Abbott Laboratories | — | NEW | New buy |
| 28 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | New buy |
| 30 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 31 | CBT | Cabot CORP | — | NEW | New buy |
| 32 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | — | NEW | New buy |
| 34 | MS | Morgan Stanley | — | NEW | New buy |
| 35 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 36 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 37 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 38 | PEP | Pepsico Inc | — | NEW | New buy |
| 39 | ESML | Ishares Esg Aware Msci USA S | — | NEW | New buy |
| 40 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 41 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 42 | CHD | Church & Dwight Co Inc | — | NEW | New buy |
| 43 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 44 | MA | Mastercard Inc - A | — | NEW | New buy |
| 45 | ADP | Automatic Data Processing | — | NEW | New buy |
| 46 | KLAC | Kla CORP | — | NEW | New buy |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | — | NEW | New buy |
| 49 | CTRA | Coterra Energy Inc | — | NEW | New buy |
| 50 | RTX | Rtx CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Fiduciary Trust Co reported a total U.S. public equity portfolio value of $9.2B across 817 disclosed positions in Q1 2025.
During Q1 2025, Fiduciary Trust Co's top holdings by market value included IVV (11.6%)、BRK-A (6.7%)、TJX (4.6%). The largest single position, IVV, represented 11.6% 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.
In terms of portfolio concentration, the top 5 core holdings (including IVV, BRK-A, TJX) accounted for 26.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $888.6M
In Q1 2025, Fiduciary Trust Co made 200 total portfolio adjustments, initiating 200 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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