Fiduciary Family Office, LLC Purchases in Q3 2025

Fiduciary Family Office, LLC

  • $351 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.17%
$617.65 - $666.84 $3.09K - $3.33K
3.01K $2B
QTUM
ETF Ser Solutions Defiance Qua
1K
+ 32.26%
N/A
4.1K $430M
WM
Waste Management Inc

Industrials
739
+ 22.65%
$213.88 - $237.1 $158K - $175K
4K $884M
TXN
Texas Instruments Inc

Technology
1.22K
+ 32.01%
N/A
5.05K $927M
CHD
Church & Dwight CO Inc

Consumer Defensive
2.31K
+ 27.52%
$85.84 - $99.09 $199K - $229K
10.7K $939M
PPL
Ppl Corp

Utilities
2.01K
+ 12.74%
$33.54 - $37.24 $67.2K - $74.7K
17.7K $659M
MCK
Mckesson Corp

Healthcare
19
+ 0.83%
$659.01 - $772.54 $12.5K - $14.7K
2.3K $1.77B
APD
Air Products & Chemicals, Inc.

Basic Materials
464
+ 17.37%
$265.78 - $299.3 $123K - $139K
3.14K $855M
PG
Procter & Gamble CO

Consumer Defensive
915
+ 11.0%
$150.47 - $161.22 $138K - $148K
9.23K $1.42B
BX
Blackstone Inc.

Financial Services
47
+ 1.22%
$152.77 - $188.68 $7.18K - $8.87K
3.9K $667M
GPC
Genuine Parts CO

Consumer Cyclical
227
+ 8.92%
$122.23 - $142.77 $27.7K - $32.4K
2.77K $384M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
5.62K
+ 59.87%
$25.5 - $35.2 $143K - $198K
15K $383M
IRM
Iron Mountain Inc

Real Estate
746
+ 9.4%
$89.46 - $104.46 $66.7K - $77.9K
8.69K $885M
UBER
Uber Technologies, Inc

Technology
215
+ 2.02%
$86.91 - $99.57 $18.7K - $21.4K
10.8K $1.06B
TFC
Truist Financial Corp

Financial Services
650
+ 4.66%
$42.83 - $47.07 $27.8K - $30.6K
14.6K $668M
BR
Broadridge Financial Solutions, Inc.

Technology
301
+ 10.63%
$233.75 - $266.89 $70.4K - $80.3K
3.13K $746M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.04K
+ 11.92%
$28.92 - $32.19 $30K - $33.4K
9.74K $311M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
2.8K
+ 18.91%
$24.0 - $31.51 $67.3K - $88.3K
17.6K $476M
V
Visa Inc.

Financial Services
583
+ 5.43%
$332.09 - $358.86 $194K - $209K
11.3K $3.86B
GWW
W.W. Grainger, Inc.

Industrials
111
+ 18.11%
$932.44 - $1059.49 $104K - $118K
724 $690M
ACN
Accenture PLC

Technology
1.3K
+ 24.88%
$232.56 - $304.78 $303K - $397K
6.53K $1.61B
ADBE
Adobe Inc.

Technology
362
+ 13.35%
$333.65 - $392.1 $121K - $142K
3.07K $1.08B
ETN
Eaton Corp PLC

Industrials
37
+ 5.64%
$342.99 - $392.76 $12.7K - $14.5K
693 $259M
MCO
Moodys Corp

Financial Services
130
+ 8.22%
$472.69 - $521.32 $61.4K - $67.8K
1.71K $816M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
173
+ 3.23%
N/A
5.52K $295M
COP
Conocophillips

Energy
2
+ 0.07%
$91.0 - $98.99 $182 - $198
2.96K $280M
DEI
Douglas Emmett Inc

Real Estate
105
+ 0.94%
$14.06 - $16.91 $1.48K - $1.78K
11.3K $176M
ADP
Automatic Data Processing Inc

Industrials
197
+ 5.69%
$288.69 - $310.94 $56.9K - $61.3K
3.66K $1.07B
PANW
Palo Alto Networks Inc

Technology
23
+ 2.16%
$167.06 - $208.19 $3.84K - $4.79K
1.09K $222M
TT
Trane Technologies PLC

Industrials
15
+ 0.98%
$398.96 - $472.54 $5.98K - $7.09K
1.55K $654M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 3.15%
$5364.25 - $5815.92 $21.5K - $23.3K
131 $707M
RSG
Republic Services, Inc.

Industrials
249
+ 4.79%
$225.33 - $246.01 $56.1K - $61.3K
5.45K $1.25B
PYPL
Pay Pal Holdings, Inc.

Financial Services
810
+ 6.72%
$65.64 - $78.22 $53.2K - $63.4K
12.9K $863M
Activity Summary
Buys All Purchases 84 New Holdings 15 Increased Positions 69 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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