Fiduciary Family Office, LLC Top Holdings and 13F Report (2025) About Fiduciary Family Office, LLCInvestment ActivityFiduciary Family Office, LLC has $300.55 million in total holdings as of March 31, 2025.Fiduciary Family Office, LLC owns shares of 187 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 97.12% of the portfolio was purchased this quarter.About 109.52% of the portfolio was sold this quarter.This quarter, Fiduciary Family Office, LLC has purchased 59 new stocks and bought additional shares in 11 stocks.Fiduciary Family Office, LLC sold shares of 2 stocks and completely divested from 46 stocks this quarter.Largest Holdings Apple $98,932,055JPMorgan Equity Premium Income ETF $11,278,865Microsoft $6,799,501NVIDIA $6,585,711Alphabet $5,590,391 Largest New Holdings this Quarter 46641Q332 - JPMorgan Equity Premium Income ETF $11,278,865 Holding02079K305 - Alphabet $5,590,391 Holding92826C839 - Visa $3,901,662 Holding718172109 - Philip Morris International $3,601,266 Holding922908611 - Vanguard Small-Cap Value ETF $3,196,736 Holding Largest Purchases this Quarter Apple 441,827 shares (about $98.14M)JPMorgan Equity Premium Income ETF 197,390 shares (about $11.28M)Alphabet 36,151 shares (about $5.59M)NVIDIA 49,427 shares (about $5.36M)Microsoft 11,686 shares (about $4.39M) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 358,086 shares (about $20.89M)Vanguard FTSE Emerging Markets ETF 1,427 shares (about $64.59K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFiduciary Family Office, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$98,932,055$98,143,049 ▲12,438.8%445,37932.9%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$11,278,865$11,278,865 ▲New Holding197,3903.8%ETFMSFTMicrosoft$6,799,501$4,386,847 ▲181.8%18,1132.3%Computer and TechnologyNVDANVIDIA$6,585,711$5,356,899 ▲435.9%60,7652.2%Computer and TechnologyGOOGLAlphabet$5,590,391$5,590,391 ▲New Holding36,1511.9%Computer and TechnologyAMZNAmazon.com$4,146,717$3,621,599 ▲689.7%21,7951.4%Retail/WholesaleMETAMeta Platforms$4,046,047$3,815,503 ▲1,655.0%7,0201.3%Computer and TechnologyVVisa$3,901,662$3,901,662 ▲New Holding11,1331.3%Business ServicesPMPhilip Morris International$3,601,266$3,601,266 ▲New Holding22,6881.2%Consumer StaplesJPMJPMorgan Chase & Co.$3,512,162$3,066,948 ▲688.9%14,3181.2%FinanceVBRVanguard Small-Cap Value ETF$3,196,736$3,196,736 ▲New Holding17,1601.1%ETFVBVanguard Small-Cap ETF$3,039,971$3,039,971 ▲New Holding13,7091.0%ETFWFCWells Fargo & Company$2,796,077$2,796,077 ▲New Holding38,9480.9%FinanceVOOVanguard S&P 500 ETF$2,784,364$2,784,364 ▲New Holding5,4180.9%ETFORCLOracle$2,655,971$2,655,971 ▲New Holding18,9970.9%Computer and TechnologyFIFiserv$2,547,495$2,547,495 ▲New Holding11,5360.8%Business ServicesUNHUnitedHealth Group$2,519,761$2,519,761 ▲New Holding4,8110.8%MedicalAVGOBroadcom$2,463,694$2,463,694 ▲New Holding14,7150.8%Computer and TechnologyBRK.BBerkshire Hathaway$2,418,446$2,418,446 ▲New Holding4,5410.8%FinanceIBKRInteractive Brokers Group$2,406,519$2,406,519 ▲New Holding14,5330.8%FinanceKRKroger$2,372,670$2,372,670 ▲New Holding35,0520.8%Retail/WholesaleAXPAmerican Express$2,331,339$2,331,339 ▲New Holding8,6650.8%FinanceWMTWalmart$2,281,100$2,281,100 ▲New Holding25,9840.8%Retail/WholesaleGLDSPDR Gold Shares$2,130,219$1,279,918 ▲150.5%7,3930.7%FinanceLLYEli Lilly and Company$2,029,261$1,616,306 ▲391.4%2,4570.7%MedicalABBVAbbVie$2,000,887$2,000,887 ▲New Holding9,5500.7%MedicalHDHome Depot$1,963,239$1,963,239 ▲New Holding5,3570.7%Retail/WholesaleBKBank of New York Mellon$1,954,423$1,954,423 ▲New Holding23,3030.7%FinanceCOSTCostco Wholesale$1,814,006$1,814,006 ▲New Holding1,9180.6%Retail/WholesaleTMUST-Mobile US$1,718,524$1,718,524 ▲New Holding6,4430.6%Computer and TechnologyMRKMerck & Co., Inc.$1,690,627$1,690,627 ▲New Holding18,8350.6%MedicalSPYSPDR S&P 500 ETF Trust$1,679,848$1,020,887 ▲154.9%3,0030.6%FinanceMCKMcKesson$1,631,328$1,631,328 ▲New Holding2,4240.5%MedicalPHParker-Hannifin$1,559,743$1,559,743 ▲New Holding2,5660.5%IndustrialsFANGDiamondback Energy$1,525,735$1,525,735 ▲New Holding9,5430.5%EnergyJNJJohnson & Johnson$1,507,854$1,507,854 ▲New Holding9,0920.5%MedicalBACBank of America$1,484,301$1,484,301 ▲New Holding35,5690.5%FinanceACNAccenture$1,451,298$1,451,298 ▲New Holding4,6510.5%Computer and TechnologyGLPIGaming and Leisure Properties$1,450,090$1,450,090 ▲New Holding28,4890.5%FinanceBSXBoston Scientific$1,436,128$1,436,128 ▲New Holding14,2360.5%MedicalCRMSalesforce$1,419,624$1,419,624 ▲New Holding5,2900.5%Computer and TechnologyVOVanguard Mid-Cap ETF$1,397,324$1,397,324 ▲New Holding5,4030.5%ETFPGProcter & Gamble$1,386,833$1,386,833 ▲New Holding8,1380.5%Consumer StaplesBMYBristol-Myers Squibb$1,318,177$1,318,177 ▲New Holding21,6130.4%MedicalTSCOTractor Supply$1,314,411$1,314,411 ▲New Holding23,8550.4%Retail/WholesaleRSGRepublic Services$1,286,112$1,286,112 ▲New Holding5,3110.4%Business ServicesMAMastercard$1,275,479$1,275,479 ▲New Holding2,3270.4%Business ServicesVIGVanguard Dividend Appreciation ETF$1,222,137$1,222,137 ▲New Holding6,3000.4%ETFKOCoca-Cola$1,217,540$1,217,540 ▲New Holding17,0000.4%Consumer StaplesPEPPepsiCo$1,162,800$1,162,800 ▲New Holding7,7550.4%Consumer StaplesCNPCenterPoint Energy$1,138,419$1,138,419 ▲New Holding31,4220.4%UtilitiesNSCNorfolk Southern$1,125,985$1,125,985 ▲New Holding4,7540.4%TransportationRTXRTX$1,117,168$1,117,168 ▲New Holding8,4340.4%AerospaceQSRRestaurant Brands International$1,110,756$1,110,756 ▲New Holding16,6680.4%Retail/WholesaleINGRIngredion$1,086,548$1,086,548 ▲New Holding8,0360.4%Consumer StaplesADPAutomatic Data Processing$1,079,743$1,079,743 ▲New Holding3,5340.4%Business ServicesMMCMarsh & McLennan Companies$1,059,334$1,059,334 ▲New Holding4,3410.4%FinanceGOOGAlphabet$1,059,083$1,059,083 ▲New Holding6,7790.4%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,055,000$1,055,000 ▲New Holding12,5000.4%CL AUNPUnion Pacific$1,040,637$1,040,637 ▲New Holding4,4050.3%TransportationPHMPulteGroup$1,028,822$1,028,822 ▲New Holding10,0080.3%ConstructionDFSDiscover Financial Services$991,084$991,084 ▲New Holding5,8060.3%FinanceCATCaterpillar$985,772$985,772 ▲New Holding2,9890.3%IndustrialsCMICummins$963,828$963,828 ▲New Holding3,0750.3%Auto/Tires/TrucksIQVIQVIA$961,893$961,893 ▲New Holding5,4560.3%MedicalTFCTruist Financial$937,809$937,809 ▲New Holding22,7900.3%FinanceADBEAdobe$934,279$934,279 ▲New Holding2,4360.3%Computer and TechnologyLAM RESEARCH CORP$920,673$920,673 ▲New Holding12,6640.3%COM NEWVDEVanguard Energy ETF$900,706$900,706 ▲New Holding6,9440.3%ETFCSCOCisco Systems$898,568$898,568 ▲New Holding14,5610.3%Computer and TechnologyDISWalt Disney$884,518$884,518 ▲New Holding8,9620.3%Consumer DiscretionaryCHDChurch & Dwight$873,894$873,894 ▲New Holding7,9380.3%Consumer StaplesUBERUber Technologies$872,134$872,134 ▲New Holding11,9700.3%Computer and TechnologyRGAReinsurance Group of America$860,256$860,256 ▲New Holding4,3690.3%FinanceAPHAmphenol$859,754$859,754 ▲New Holding13,1080.3%Computer and TechnologyLHXL3Harris Technologies$858,380$858,380 ▲New Holding4,1010.3%AerospaceCLColgate-Palmolive$832,056$832,056 ▲New Holding8,8800.3%Consumer StaplesSLBSchlumberger$828,978$828,978 ▲New Holding19,8320.3%EnergySPGIS&P Global$827,187$827,187 ▲New Holding1,6280.3%Business ServicesPYPLPayPal$810,470$810,470 ▲New Holding12,4210.3%Computer and TechnologyDALDelta Air Lines$807,167$807,167 ▲New Holding18,5130.3%TransportationEMREmerson Electric$800,372$800,372 ▲New Holding7,3000.3%IndustrialsRCLRoyal Caribbean Cruises$795,669$795,669 ▲New Holding3,8730.3%Consumer DiscretionaryWDAYWorkday$772,050$772,050 ▲New Holding3,3060.3%Computer and TechnologyAPDAir Products and Chemicals$770,921$770,921 ▲New Holding2,6140.3%Basic MaterialsNEENextEra Energy$767,526$767,526 ▲New Holding10,8270.3%UtilitiesWMWaste Management$765,372$765,372 ▲New Holding3,3060.3%Business ServicesDELLDell Technologies$755,816$755,816 ▲New Holding8,2920.3%Computer and TechnologyMDTMedtronic$744,400$744,400 ▲New Holding8,2840.2%MedicalIRMIron Mountain$738,395$738,395 ▲New Holding8,5820.2%Business ServicesSCHXSchwab US Large-Cap ETF$732,548$732,548 ▲New Holding33,1770.2%ETFXOMExxon Mobil$723,689$431,002 ▲147.3%6,0850.2%EnergyCLXClorox$714,457$714,457 ▲New Holding4,8520.2%Consumer StaplesBRBroadridge Financial Solutions$708,953$708,953 ▲New Holding2,9240.2%Business ServicesITWIllinois Tool Works$685,748$685,748 ▲New Holding2,7650.2%IndustrialsSYYSysco$684,140$684,140 ▲New Holding9,1170.2%Consumer StaplesLINDE PLC$663,537$663,537 ▲New Holding1,4250.2%SHSTXNTexas Instruments$653,928$653,928 ▲New Holding3,6390.2%Computer and TechnologyLOWLowe's Companies$651,178$651,178 ▲New Holding2,7920.2%Retail/WholesaleSTESTERIS$644,512$644,512 ▲New Holding2,8440.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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