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:

Search and click to pin securities to the top

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COMCAST CORP

CMCSA|20030N101

Shares:13.4K

Value:$494.5K

% of Portfolio:0.2% ($494.5K/$300.6M)

PPL Corp

PPL|69351T106

Shares:13.7K

Value:$494.3K

% of Portfolio:0.2% ($494.3K/$300.6M)

ANNALY CAPITAL MANAGEMENT INC

NLY|035710839

Shares:24.3K

Value:$493.8K

% of Portfolio:0.2% ($493.8K/$300.6M)

Vertiv Holdings Co

VRT|92537N108

Shares:6.8K

Value:$490.5K

% of Portfolio:0.2% ($490.5K/$300.6M)

STARBUCKS CORP

SBUX|855244109

Shares:4.9K

Value:$485.1K

% of Portfolio:0.2% ($485.1K/$300.6M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.7K

Value:$472.4K

% of Portfolio:0.2% ($472.4K/$300.6M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:4.6K

Value:$471.1K

% of Portfolio:0.2% ($471.1K/$300.6M)

Ares Management Corp

ARES|03990B101

Shares:3.2K

Value:$467.8K

% of Portfolio:0.2% ($467.8K/$300.6M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:927

Value:$461.1K

% of Portfolio:0.2% ($461.1K/$300.6M)

921932885

IVOO|921932885

Shares:4.7K

Value:$459.0K

% of Portfolio:0.2% ($459.0K/$300.6M)

CRA INTERNATIONAL, INC.

CRAI|12618T105

Shares:2.6K

Value:$455.7K

% of Portfolio:0.2% ($455.7K/$300.6M)

INTUIT INC.

INTU|461202103

Shares:724

Value:$444.5K

% of Portfolio:0.1% ($444.5K/$300.6M)

ABBOTT LABORATORIES

ABT|002824100

Shares:3.3K

Value:$440.1K

% of Portfolio:0.1% ($440.1K/$300.6M)

464287200

IVV|464287200

Shares:783

Value:$440.0K

% of Portfolio:0.1% ($440.0K/$300.6M)

GENUINE PARTS CO

GPC|372460105

Shares:3.5K

Value:$422.6K

% of Portfolio:0.1% ($422.6K/$300.6M)

808524797

SCHD|808524797

Shares:15.0K

Value:$419.4K

% of Portfolio:0.1% ($419.4K/$300.6M)

78464A763

SDY|78464A763

Shares:3.0K

Value:$411.0K

% of Portfolio:0.1% ($411.0K/$300.6M)

VAIL RESORTS INC

MTN|91879Q109

Shares:2.4K

Value:$382.0K

% of Portfolio:0.1% ($382.0K/$300.6M)

Fortune Brands Innovations, Inc.

FBIN|34964C106

Shares:6.2K

Value:$379.3K

% of Portfolio:0.1% ($379.3K/$300.6M)

PFIZER INC

PFE|717081103

Shares:14.5K

Value:$366.2K

% of Portfolio:0.1% ($366.2K/$300.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COMCAST CORP(CMCSAcusip20030N101)	13.4K	QoQ NEW(+13.4K) YoY -62.41% (-22.2K)	All Managers (Combined)	$494.5K	0.2% ($494.5K/$300.6M)	QoQ NEW(+$494.5K) YoY -68.00% (-$1.1M)
PPL Corp(PPLcusip69351T106)	13.7K	QoQ NEW(+13.7K) YoY NEW(+13.7K)	All Managers (Combined)	$494.3K	0.2% ($494.3K/$300.6M)	QoQ NEW(+$494.3K) YoY NEW(+$494.3K)
ANNALY CAPITAL MANAGEMENT INC(NLYcusip035710839)	24.3K	QoQ NEW(+24.3K) YoY -44.78% (-19.7K)	All Managers (Combined)	$493.8K	0.2% ($493.8K/$300.6M)	QoQ NEW(+$493.8K) YoY -43.04% (-$373.2K)
Vertiv Holdings Co(VRTcusip92537N108)	6.8K	QoQ NEW(+6.8K) YoY +164.35% (+4.2K)	All Managers (Combined)	$490.5K	0.2% ($490.5K/$300.6M)	QoQ NEW(+$490.5K) YoY +133.70% (+$280.6K)
STARBUCKS CORP(SBUXcusip855244109)	4.9K	QoQ NEW(+4.9K) YoY -55.52% (-6.2K)	All Managers (Combined)	$485.1K	0.2% ($485.1K/$300.6M)	QoQ NEW(+$485.1K) YoY -52.26% (-$531.1K)
GENERAL DYNAMICS CORP(GDcusip369550108)	1.7K	QoQ NEW(+1.7K) YoY -45.05% (-1.4K)	All Managers (Combined)	$472.4K	0.2% ($472.4K/$300.6M)	QoQ NEW(+$472.4K) YoY -46.97% (-$418.5K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	4.6K	QoQ NEW(+4.6K) YoY -18.53% (-1.0K)	All Managers (Combined)	$471.1K	0.2% ($471.1K/$300.6M)	QoQ NEW(+$471.1K) YoY -53.62% (-$544.7K)
Ares Management Corp(AREScusip03990B101)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$467.8K	0.2% ($467.8K/$300.6M)	QoQ NEW(+$467.8K) YoY NEW(+$467.8K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	927	QoQ NEW(+927) YoY -46.78% (-815)	All Managers (Combined)	$461.1K	0.2% ($461.1K/$300.6M)	QoQ NEW(+$461.1K) YoY -54.43% (-$551.0K)
(IVOOcusip921932885)	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$459.0K	0.2% ($459.0K/$300.6M)	QoQ NEW(+$459.0K) YoY NEW(+$459.0K)
CRA INTERNATIONAL, INC.(CRAIcusip12618T105)	2.6K	QoQ NEW(+2.6K) YoY -57.53% (-3.6K)	All Managers (Combined)	$455.7K	0.2% ($455.7K/$300.6M)	QoQ NEW(+$455.7K) YoY -50.83% (-$471.1K)
INTUIT INC.(INTUcusip461202103)	724	QoQ NEW(+724) YoY -51.98% (-784)	All Managers (Combined)	$444.5K	0.1% ($444.5K/$300.6M)	QoQ NEW(+$444.5K) YoY -54.65% (-$535.9K)
ABBOTT LABORATORIES(ABTcusip002824100)	3.3K	QoQ NEW(+3.3K) YoY -39.45% (-2.2K)	All Managers (Combined)	$440.1K	0.1% ($440.1K/$300.6M)	QoQ NEW(+$440.1K) YoY -29.33% (-$182.7K)
(IVVcusip464287200)	783	QoQ +161.00% (+483) YoY -45.47% (-653)	All Managers (Combined)	$440.0K	0.1% ($440.0K/$300.6M)	QoQ +149.12% (+$263.4K) YoY -41.71% (-$315.0K)
GENUINE PARTS CO(GPCcusip372460105)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$422.6K	0.1% ($422.6K/$300.6M)	QoQ NEW(+$422.6K) YoY NEW(+$422.6K)
(SCHDcusip808524797)	15.0K	QoQ NEW(+15.0K) YoY +200.00% (+10.0K)	All Managers (Combined)	$419.4K	0.1% ($419.4K/$300.6M)	QoQ NEW(+$419.4K) YoY +4.03% (+$16.3K)
(SDYcusip78464A763)	3.0K	QoQ NEW(+3.0K) YoY -39.82% (-2.0K)	All Managers (Combined)	$411.0K	0.1% ($411.0K/$300.6M)	QoQ NEW(+$411.0K) YoY -37.79% (-$249.7K)
VAIL RESORTS INC(MTNcusip91879Q109)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$382.0K	0.1% ($382.0K/$300.6M)	QoQ NEW(+$382.0K) YoY NEW(+$382.0K)
Fortune Brands Innovations, Inc.(FBINcusip34964C106)	6.2K	QoQ NEW(+6.2K) YoY -37.90% (-3.8K)	All Managers (Combined)	$379.3K	0.1% ($379.3K/$300.6M)	QoQ NEW(+$379.3K) YoY -55.35% (-$470.2K)
PFIZER INC(PFEcusip717081103)	14.5K	QoQ NEW(+14.5K) YoY -22.51% (-4.2K)	All Managers (Combined)	$366.2K	0.1% ($366.2K/$300.6M)	QoQ NEW(+$366.2K) YoY -29.24% (-$151.4K)