Fiduciary-Family-Office

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  "NLY",
  "QSR",
  "ACN",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "ALL",
  "GOOGL",
  "VDE",
  "AXP",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  "BSX",
  "COF",
  "CMI",
  "EXPD",
  "IBKR",
  "GD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "FBIN",
  null,
  "UNP",
  "QCOM",
  "GLPI",
  "ITW",
  "INGR",
  "EMR",
  "BKNG",
  "META",
  "IJH",
  "IQV",
  "KNSL",
  "LHX",
  "LRCX",
  "LIN",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "NDAQ",
  "GPC",
  "ODFL",
  "ICLR",
  "BX",
  "HSY",
  "KKR",
  "KR",
  "ORCL",
  "PYPL",
  "PEP",
  "IRM",
  "IVV",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "AMGN",
  "PKG",
  "PPG",
  "SPGI",
  "SCHX",
  "NOW",
  "SLB",
  "ROP",
  "RTX",
  "GLD",
  "AMT",
  "RSG",
  "SYK",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "TFC",
  "UBER",
  "VNQ",
  "VO",
  "RCL",
  "SCHW",
  "IVOO",
  "VWO",
  "VIG",
  "TSCO",
  "TT",
  "GPK",
  "VRT",
  "MTN",
  "APH",
  "AMD",
  "SDY",
  "FI",
  "WSO",
  "AJG",
  "WM",
  "FTNT",
  "FIHL",
  "AMZN",
  "RGA",
  null,
  "VGT",
  "VUG",
  "VTWO",
  "VBR",
  "VB",
  "VOO",
  "V",
  "WMT",
  "WFC",
  "WDAY",
  "XPO",
  "DTE",
  "SCHD",
  "DEI",
  "NSC",
  "KDP",
  "PPL",
  "CRM",
  "SYY",
  null,
  null,
  "MCK",
  "GWW",
  "STE",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-B",
  "BMY",
  "BR",
  "CZR",
  "CDNS",
  "CDW",
  "CNP",
  "CVX",
  "CB",
  "CHD",
  "CSCO",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "COST",
  "CRAI",
  "CRWD",
  "DELL",
  "FANG",
  "DAL",
  null,
  "DFS",
  "ADI",
  "NEE",
  "MAR",
  "EPD",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PLD",
  "PM",
  "PH",
  "MO",
  "MCHP",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 187
Total Value: 300554373
Accession Number: 0001172661-25-001679
Form Type: 13F-HR
CIK: fiduciary-family-office
Manager Name: Fiduciary-Family-Office

Data Enrichment

97% identified

182 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

187 positions • $300.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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92204A702

VGT|92204A702

Shares:391

Value:$212.1K

% of Portfolio:0.1% ($212.1K/$300.6M)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:4.3K

Value:$210.0K

% of Portfolio:0.1% ($210.0K/$300.6M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:6.1K

Value:$206.9K

% of Portfolio:0.1% ($206.9K/$300.6M)

ANALOG DEVICES INC

ADI|032654105

Shares:1.0K

Value:$206.3K

% of Portfolio:0.1% ($206.3K/$300.6M)

922042858

VWO|922042858

Shares:4.5K

Value:$204.4K

% of Portfolio:0.1% ($204.4K/$300.6M)

Airbnb, Inc.

ABNB|009066101

Shares:1.7K

Value:$203.1K

% of Portfolio:0.1% ($203.1K/$300.6M)

Fidelis Insurance Holdings Ltd

FIHL|G3398L118

Shares:10.0K

Value:$162.0K

% of Portfolio:0.1% ($162.0K/$300.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGTcusip92204A702)	391	QoQ NEW(+391) YoY -17.68% (-84)	All Managers (Combined)	$212.1K	0.1% ($212.1K/$300.6M)	QoQ NEW(+$212.1K) YoY -14.85% (-$37.0K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	4.3K	QoQ NEW(+4.3K) YoY -49.73% (-4.3K)	All Managers (Combined)	$210.0K	0.1% ($210.0K/$300.6M)	QoQ NEW(+$210.0K) YoY -72.87% (-$564.2K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	6.1K	QoQ NEW(+6.1K) YoY NEW(+6.1K)	All Managers (Combined)	$206.9K	0.1% ($206.9K/$300.6M)	QoQ NEW(+$206.9K) YoY NEW(+$206.9K)
ANALOG DEVICES INC(ADIcusip032654105)	1.0K	QoQ NEW(+1.0K) YoY -78.40% (-3.7K)	All Managers (Combined)	$206.3K	0.1% ($206.3K/$300.6M)	QoQ NEW(+$206.3K) YoY -77.98% (-$730.6K)
(VWOcusip922042858)	4.5K	QoQ -24.00% (-1.4K) YoY -9.33% (-465)	All Managers (Combined)	$204.4K	0.1% ($204.4K/$300.6M)	QoQ -21.89% (-$57.3K) YoY -1.75% (-$3.7K)
Airbnb, Inc.(ABNBcusip009066101)	1.7K	QoQ NEW(+1.7K) YoY -12.37% (-240)	All Managers (Combined)	$203.1K	0.1% ($203.1K/$300.6M)	QoQ NEW(+$203.1K) YoY -36.54% (-$116.9K)
Fidelis Insurance Holdings Ltd(FIHLcusipG3398L118)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$162.0K	0.1% ($162.0K/$300.6M)	QoQ NEW(+$162.0K) YoY NEW(+$162.0K)