Fiduciary Family Office, LLC Top Holdings and 13F Report (2024) → 41 banks launch ‘crypto dollar’ (From Stansberry Research) (Ad) About Fiduciary Family Office, LLCInvestment ActivityFiduciary Family Office, LLC has $255.07 million in total holdings as of March 31, 2024.Fiduciary Family Office, LLC owns shares of 208 different stocks, but just 90 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $50,884,761Microsoft $6,002,614Alphabet $5,158,033Meta Platforms $4,689,297Vanguard S&P 500 ETF $4,213,816 Sector AllocationMap of 500 Largest Holdings ofFiduciary Family Office, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$50,884,761296,73819.9%Computer and TechnologyMSFTMicrosoft$6,002,61414,2682.4%Computer and TechnologyGOOGLAlphabet$5,158,03334,1752.0%Computer and TechnologyMETAMeta Platforms$4,689,2979,6571.8%Computer and TechnologyVOOVanguard S&P 500 ETF$4,213,8168,7661.7%ETFNVDANVIDIA$3,972,7944,3971.6%Computer and TechnologyMRKMerck & Co., Inc.$3,549,23926,8981.4%MedicalAMZNAmazon.com$3,404,67018,8751.3%Retail/WholesaleVBVanguard Small-Cap ETF$3,398,90514,8691.3%ETFVBRVanguard Small-Cap Value ETF$3,372,09917,5741.3%ETFJPMJPMorgan Chase & Co.$3,138,24715,6681.2%FinanceWFCWells Fargo & Company$2,742,19447,3121.1%FinanceBRK.BBerkshire Hathaway$2,741,3706,5191.1%FinanceHDHome Depot$2,623,0476,8381.0%Retail/WholesaleVVisa$2,498,8708,9541.0%Business ServicesFIFiserv$2,450,68015,3341.0%Business ServicesVOVanguard Mid-Cap ETF$2,376,1699,5100.9%ETFADBEAdobe$2,281,0534,5210.9%Computer and TechnologyACNAccenture$2,186,7306,3090.9%Business ServicesCOSTCostco Wholesale$2,175,1792,9690.9%Retail/WholesaleORCLOracle$2,084,96816,5990.8%Computer and TechnologyNVONovo Nordisk A/S$2,075,33416,1630.8%MedicalUNHUnitedHealth Group$2,065,3854,1750.8%MedicalPMPhilip Morris International$2,057,41922,4560.8%Consumer StaplesAXPAmerican Express$2,014,1238,8460.8%FinanceKRKroger$1,997,60834,9660.8%Retail/WholesaleAVGOBroadcom$1,989,7871,5010.8%Computer and TechnologyBMYBristol-Myers Squibb$1,941,43435,8000.8%MedicalMAMastercard$1,883,9063,9120.7%Business ServicesFANGDiamondback Energy$1,866,9609,4210.7%Oils/EnergyDFACDimensional U.S. Core Equity 2 ETF$1,832,36457,3510.7%ETFVIGVanguard Dividend Appreciation ETF$1,798,7099,8500.7%ETFABBVAbbVie$1,776,3609,7550.7%MedicalIBKRInteractive Brokers Group$1,741,78215,5920.7%FinanceLLYEli Lilly and Company$1,671,8072,1490.7%MedicalCRMSalesforce$1,632,3595,4200.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,626,7483,1100.6%FinanceBACBank of America$1,617,74842,6620.6%FinanceJNJJohnson & Johnson$1,617,56610,2260.6%MedicalNSCNorfolk Southern$1,552,1586,0900.6%TransportationPHParker-Hannifin$1,549,5422,7880.6%Industrial ProductsBKBank of New York Mellon$1,548,36526,8720.6%FinanceCMCSAComcast$1,545,37635,6490.6%Consumer DiscretionaryTFCTruist Financial$1,538,42439,4670.6%FinanceINGRIngredion$1,483,87812,6990.6%Consumer StaplesSPGIS&P Global$1,384,2123,2540.5%Business ServicesGSThe Goldman Sachs Group$1,337,9013,2030.5%FinanceCATCaterpillar$1,300,8263,5500.5%Industrial ProductsSYKStryker$1,289,0483,6020.5%MedicalQSRRestaurant Brands International$1,269,53215,9790.5%Retail/WholesaleWSOWatsco$1,234,5702,8580.5%ConstructionBLKBlackRock$1,198,8611,4380.5%FinanceCASYCasey's General Stores$1,198,3273,7630.5%Retail/WholesaleRTXRTX$1,195,61712,2590.5%AerospaceGLPIGaming and Leisure Properties$1,189,71225,8240.5%FinanceTSCOTractor Supply$1,157,3264,4220.5%Retail/WholesaleGOOGAlphabet$1,119,2637,3510.4%Computer and TechnologyAJGArthur J. Gallagher & Co.$1,103,4844,4130.4%FinanceDFSDiscover Financial Services$1,090,1448,3160.4%FinanceQCOMQUALCOMM$1,060,4436,2640.4%Computer and TechnologySLBSchlumberger$1,055,80519,2630.4%Oils/EnergyCVSCVS Health$1,025,31512,8550.4%Retail/WholesaleSBUXStarbucks$1,016,26511,1200.4%Retail/WholesaleAMDAdvanced Micro Devices$1,015,7985,6280.4%Computer and TechnologyTMOThermo Fisher Scientific$1,012,0961,7420.4%MedicalLOWLowe's Companies$1,006,4123,9510.4%Retail/WholesaleTMUST-Mobile US$995,3876,0980.4%Computer and TechnologyBSXBoston Scientific$993,92714,5120.4%MedicalINTUIntuit$980,3961,5080.4%Computer and TechnologyWMTWalmart$967,58116,0810.4%Retail/WholesaleMCKMcKesson$948,6141,7670.4%MedicalMDLZMondelez International$946,54013,5220.4%Consumer StaplesNEENextEra Energy$938,07114,6780.4%UtilitiesADIAnalog Devices$936,9314,7370.4%Computer and TechnologyXOMExxon Mobil$932,1948,0200.4%Oils/EnergyNKENIKE$927,6929,8710.4%Consumer DiscretionaryCRAICRA International$926,7986,1960.4%Business ServicesDELLDell Technologies$918,3578,0480.4%Computer and TechnologyDISWalt Disney$900,2667,3570.4%Consumer DiscretionaryGDGeneral Dynamics$890,8763,1540.3%AerospaceCSCOCisco Systems$878,74817,6060.3%Computer and TechnologyCZRCaesars Entertainment$873,66319,9740.3%Consumer DiscretionarySCHBSchwab US Broad Market ETF$873,38114,3060.3%ETFNLYAnnaly Capital Management$867,06944,0360.3%FinancePGProcter & Gamble$859,7845,2990.3%Consumer StaplesFBINFortune Brands Innovations$849,49410,0330.3%Retail/WholesalePYPLPayPal$845,03312,6140.3%Computer and TechnologyCNPCenterPoint Energy$834,67229,2970.3%UtilitiesPHMPulteGroup$833,3646,9090.3%ConstructionADPAutomatic Data Processing$811,6553,2500.3%Business ServicesMPCMarathon Petroleum$791,6943,9290.3%Oils/EnergyMCHPMicrochip Technology$774,1978,6300.3%Computer and TechnologyIVViShares Core S&P 500 ETF$754,9201,4360.3%ETFIPGInterpublic Group of Companies$754,14523,1120.3%Business ServicesAMTAmerican Tower$753,7443,8150.3%FinancePEPPepsiCo$738,6364,2210.3%Consumer StaplesHOMBHome Bancshares, Inc. (Conway, AR)$737,10030,0000.3%FinanceHIIHuntington Ingalls Industries$723,7202,4830.3%AerospaceDGDollar General$721,3684,6220.3%Retail/WholesaleIRMIron Mountain$712,4258,8820.3%FinanceShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.