Fiduciary Wealth Partners, LLC Portfolio Holdings by Sector
Fiduciary Wealth Partners, LLC
- $244 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO VEA VB VO BIV SPY IWD IWF 28 stocks |
$200 Million
82.5% of portfolio
|
8
|
4
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7.25 Million
2.99% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PANW 3 stocks |
$5.53 Million
2.28% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$3.65 Million
1.51% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM 3 stocks |
$3.61 Million
1.49% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CVNA 2 stocks |
$2.78 Million
1.14% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV AMGN LLY MRK NVS 6 stocks |
$2.47 Million
1.02% of portfolio
|
3
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM RY BAC WFC 4 stocks |
$2.14 Million
0.88% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU APP CRM 3 stocks |
$1.31 Million
0.54% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1.18 Million
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
PKI DHR 2 stocks |
$1.11 Million
0.46% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V COF 3 stocks |
$968,526
0.4% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$836,162
0.34% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$789,587
0.33% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL 2 stocks |
$761,689
0.31% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD 1 stocks |
$675,340
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$667,521
0.28% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$651,093
0.27% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$595,640
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$588,090
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$575,730
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$465,895
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$429,349
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT SYK 2 stocks |
$411,727
0.17% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$374,873
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$364,676
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MFC 1 stocks |
$356,560
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$316,909
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$297,265
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS 1 stocks |
$275,704
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$263,833
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Specialty Industrial Machinery | Industrials
ROK 1 stocks |
$260,789
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$254,159
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Shell Companies | Financial Services
ALCC 1 stocks |
$252,954
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|