Fiduciary Family Office, LLC Closed Holding Positions

Fiduciary Family Office, LLC

  • $303 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ASML
Asml Holding Nv

Technology
Q1 2024 Filed on May 07, 2024
498
$700.29 - $1047.39 $349K - $522K
IEMG
Ishares Inc

ETFs
Q1 2024 Filed on May 07, 2024
5,816
$47.6 - $51.96 $277K - $302K
OKE
Oneok Inc

Energy
Q1 2024 Filed on May 07, 2024
6,921
$67.94 - $80.17 $470K - $555K
PXD
Pioneer Natural Resources CO

Energy
Q1 2024 Filed on May 07, 2024
3,122
$216.49 - $262.5 $676K - $820K
XLV
Select Sector Spdr Fund Health

ETFs
Q1 2024 Filed on May 07, 2024
1,688
$138.48 - $147.86 $234K - $250K
SHEL
Shell PLC

Energy
Q1 2024 Filed on May 07, 2024
4,579
$61.04 - $67.42 $280K - $309K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q1 2024 Filed on May 07, 2024
2,384
$93.76 - $95.35 $224K - $227K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q1 2024 Filed on May 07, 2024
14,558
$24.95 - $25.69 $363K - $374K
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2024 Filed on May 07, 2024
3,082
$86.99 - $98.2 $268K - $303K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q1 2024 Filed on May 07, 2024
23,322
$9.6 - $12.33 $224K - $288K
TS
Tenaris Sa

Energy
Q1 2024 Filed on May 07, 2024
6,766
$31.32 - $39.75 $212K - $269K
UL
Unilever PLC

Consumer Defensive
Q1 2024 Filed on May 07, 2024
8,779
$46.99 - $51.22 $413K - $450K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q1 2024 Filed on May 07, 2024
2,982
$396.28 - $446.38 $1.18M - $1.33M
IBN
Icici Bank LTD

Financial Services
Q1 2024 Filed on May 07, 2024
9,337
$23.16 - $26.48 $216K - $247K
JKHY
Henry Jack & Associates Inc

Technology
Q1 2024 Filed on May 07, 2024
1,850
$163.24 - $175.95 $302K - $326K
AZN
Astrazeneca PLC

Healthcare
Q1 2024 Filed on May 07, 2024
3,493
$61.03 - $69.57 $213K - $243K
BCS
Barclays PLC

Financial Services
Q1 2024 Filed on May 07, 2024
21,771
$7.12 - $9.45 $155K - $206K
BDX
Becton Dickinson & CO

Healthcare
Q1 2024 Filed on May 07, 2024
936
$233.45 - $247.73 $219K - $232K
BIIB
Biogen Inc.

Healthcare
Q1 2024 Filed on May 07, 2024
1,172
$212.02 - $267.71 $248K - $314K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q1 2024 Filed on May 07, 2024
3,251
$69.65 - $88.59 $226K - $288K
CARR
Carrier Global Corp

Industrials
Q1 2024 Filed on May 07, 2024
4,650
$53.43 - $59.82 $248K - $278K
CRH.L
Crh PLC

Basic Materials
Q1 2024 Filed on May 07, 2024
3,787
N/A
DHI
Horton D R Inc

Consumer Cyclical
Q1 2024 Filed on May 07, 2024
1,403
$139.21 - $164.55 $195K - $231K
FERG
Ferguson PLC

Industrials
Q1 2024 Filed on May 07, 2024
1,336
$184.06 - $221.27 $246K - $296K
GCMG
Gcm Grosvenor Inc.

Financial Services
Q1 2024 Filed on May 07, 2024
25,514
$8.35 - $9.66 $213K - $246K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2024 Filed on May 07, 2024
4,216
$74.51 - $76.61 $314K - $323K
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