Fiduciary-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ABBV",
  "GOOGL",
  "CAT",
  "AVGO",
  "GD",
  "HON",
  "HD",
  "INTU",
  "QCOM",
  "AMAT",
  "META",
  "LRCX",
  "MA",
  "MSFT",
  "IJR",
  "ORCL",
  "PAYX",
  "PEP",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  "AMGN",
  "RY",
  null,
  "IBM",
  "TJX",
  "VO",
  "VXF",
  "VWO",
  "IWV",
  "IWO",
  "IP",
  "DLTR",
  "WM",
  "AMZN",
  "VEA",
  null,
  "VB",
  "VOO",
  "V",
  "XYL",
  "MFC",
  "SO",
  "DIA",
  "EXR",
  "BRK-B",
  "KO",
  "CL",
  "COST",
  "EFA",
  "IWB",
  "QQQ",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "PM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 65
Total Value: 115729755
Accession Number: 0001376474-25-000440
Form Type: 13F-HR
CIK: fiduciary-wealth-partners
Manager Name: Fiduciary-Wealth-Partners

Data Enrichment

97% identified

63 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

65 positions • $115.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 4

Sort by:

92206C599

Shares:1.5K

Value:$367.0K

% of Portfolio:0.3% ($367.0K/$115.7M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.2K

Value:$324.4K

% of Portfolio:0.3% ($324.4K/$115.7M)

MANULIFE FINANCIAL CORP

MFC|56501R106

Shares:9.8K

Value:$306.1K

% of Portfolio:0.3% ($306.1K/$115.7M)

78468R622

Shares:3.2K

Value:$303.5K

% of Portfolio:0.3% ($303.5K/$115.7M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.8K

Value:$303.0K

% of Portfolio:0.3% ($303.0K/$115.7M)

Meta Platforms, Inc.

META|30303M102

Shares:520

Value:$299.7K

% of Portfolio:0.3% ($299.7K/$115.7M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.4K

Value:$291.8K

% of Portfolio:0.3% ($291.8K/$115.7M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:2.3K

Value:$284.2K

% of Portfolio:0.2% ($284.2K/$115.7M)

AMGEN INC

AMGN|031162100

Shares:899

Value:$280.1K

% of Portfolio:0.2% ($280.1K/$115.7M)

PEPSICO INC

PEP|713448108

Shares:1.8K

Value:$268.0K

% of Portfolio:0.2% ($268.0K/$115.7M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.7K

Value:$267.9K

% of Portfolio:0.2% ($267.9K/$115.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.2K

Value:$241.9K

% of Portfolio:0.2% ($241.9K/$115.7M)

ROYAL BANK OF CANADA

RY|780087102

Shares:2.1K

Value:$236.4K

% of Portfolio:0.2% ($236.4K/$115.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.0K

Value:$233.8K

% of Portfolio:0.2% ($233.8K/$115.7M)

Mastercard Inc

MA|57636Q104

Shares:413

Value:$226.4K

% of Portfolio:0.2% ($226.4K/$115.7M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:413

Value:$220.3K

% of Portfolio:0.2% ($220.3K/$115.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:410

Value:$218.4K

% of Portfolio:0.2% ($218.4K/$115.7M)

ELI LILLY & Co

LLY|532457108

Shares:264

Value:$218.0K

% of Portfolio:0.2% ($218.0K/$115.7M)

464287804

IJR|464287804

Shares:2.1K

Value:$216.7K

% of Portfolio:0.2% ($216.7K/$115.7M)

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:4.0K

Value:$215.6K

% of Portfolio:0.2% ($215.6K/$115.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92206C599)✕	1.5K	QoQ- YoY-	All Managers (Combined)	$367.0K	0.3% ($367.0K/$115.7M)	QoQ- YoY-
GENERAL DYNAMICS CORP(GDcusip369550108)	1.2K	QoQ- YoY-	All Managers (Combined)	$324.4K	0.3% ($324.4K/$115.7M)	QoQ- YoY-
MANULIFE FINANCIAL CORP(MFCcusip56501R106)	9.8K	QoQ- YoY-	All Managers (Combined)	$306.1K	0.3% ($306.1K/$115.7M)	QoQ- YoY-
(cusip78468R622)✕	3.2K	QoQ- YoY-	All Managers (Combined)	$303.5K	0.3% ($303.5K/$115.7M)	QoQ- YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	1.8K	QoQ- YoY-	All Managers (Combined)	$303.0K	0.3% ($303.0K/$115.7M)	QoQ- YoY-
Meta Platforms, Inc.(METAcusip30303M102)	520	QoQ- YoY-	All Managers (Combined)	$299.7K	0.3% ($299.7K/$115.7M)	QoQ- YoY-
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.4K	QoQ- YoY-	All Managers (Combined)	$291.8K	0.3% ($291.8K/$115.7M)	QoQ- YoY-
TJX COMPANIES INC /DE/(TJXcusip872540109)	2.3K	QoQ- YoY-	All Managers (Combined)	$284.2K	0.2% ($284.2K/$115.7M)	QoQ- YoY-
AMGEN INC(AMGNcusip031162100)	899	QoQ- YoY-	All Managers (Combined)	$280.1K	0.2% ($280.1K/$115.7M)	QoQ- YoY-
PEPSICO INC(PEPcusip713448108)	1.8K	QoQ- YoY-	All Managers (Combined)	$268.0K	0.2% ($268.0K/$115.7M)	QoQ- YoY-
QUALCOMM INC/DE(QCOMcusip747525103)	1.7K	QoQ- YoY-	All Managers (Combined)	$267.9K	0.2% ($267.9K/$115.7M)	QoQ- YoY-
AbbVie Inc.(ABBVcusip00287Y109)	1.2K	QoQ- YoY-	All Managers (Combined)	$241.9K	0.2% ($241.9K/$115.7M)	QoQ- YoY-
ROYAL BANK OF CANADA(RYcusip780087102)	2.1K	QoQ- YoY-	All Managers (Combined)	$236.4K	0.2% ($236.4K/$115.7M)	QoQ- YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	2.0K	QoQ- YoY-	All Managers (Combined)	$233.8K	0.2% ($233.8K/$115.7M)	QoQ- YoY-
Mastercard Inc(MAcusip57636Q104)	413	QoQ- YoY-	All Managers (Combined)	$226.4K	0.2% ($226.4K/$115.7M)	QoQ- YoY-
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	413	QoQ- YoY-	All Managers (Combined)	$220.3K	0.2% ($220.3K/$115.7M)	QoQ- YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	410	QoQ- YoY-	All Managers (Combined)	$218.4K	0.2% ($218.4K/$115.7M)	QoQ- YoY-
ELI LILLY & Co(LLYcusip532457108)	264	QoQ- YoY-	All Managers (Combined)	$218.0K	0.2% ($218.0K/$115.7M)	QoQ- YoY-
(IJRcusip464287804)	2.1K	QoQ- YoY-	All Managers (Combined)	$216.7K	0.2% ($216.7K/$115.7M)	QoQ- YoY-
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	4.0K	QoQ- YoY-	All Managers (Combined)	$215.6K	0.2% ($215.6K/$115.7M)	QoQ- YoY-