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:

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INTUIT INC.

INTU|461202103

Shares:10

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$115.7M)

DOLLAR TREE, INC.

DLTR|256746108

Shares:73

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$115.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:17

Value:$4.2K

% of Portfolio:0.0% ($4.2K/$115.7M)

Xylem Inc.

XYL|98419M100

Shares:12

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$115.7M)

464287648

IWO|464287648

Shares:1

Value:$256

% of Portfolio:0.0% ($256/$115.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTUIT INC.(INTUcusip461202103)	10	QoQ- YoY-	All Managers (Combined)	$6.1K	0.0% ($6.1K/$115.7M)	QoQ- YoY-
DOLLAR TREE, INC.(DLTRcusip256746108)	73	QoQ- YoY-	All Managers (Combined)	$5.5K	0.0% ($5.5K/$115.7M)	QoQ- YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	17	QoQ- YoY-	All Managers (Combined)	$4.2K	0.0% ($4.2K/$115.7M)	QoQ- YoY-
Xylem Inc.(XYLcusip98419M100)	12	QoQ- YoY-	All Managers (Combined)	$1.4K	0.0% ($1.4K/$115.7M)	QoQ- YoY-
(IWOcusip464287648)	1	QoQ- YoY-	All Managers (Combined)	$256	0.0% ($256/$115.7M)	QoQ- YoY-