The Analysis of FIDUCIARY FAMILY OFFICE, LLC's Holdings

Currently, FIDUCIARY FAMILY OFFICE, LLC holds 183 types of securities in its portfolio with a total value $347.9M. In the most recent quarter, they have increased their positions in N/A (+2.5K shares, valued at $1.0M), ABT (+6.1K shares, valued at $768.5K), MSI (+1.8K shares, valued at $676.2K); decreased their positions in ORCL (-3.7K shares, valued at $727.8K), MMC (-3.9K shares, valued at $723.9K), VTV (-3.8K shares, valued at $721.0K); initiated new positions in N/A (+2.5K shares, valued at $1.0M), MSI (+1.8K shares, valued at $676.2K), CSX (+12.2K shares, valued at $443.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC441.3K shares-0.13%2025-12-312026-02-10

NVDA NVIDIA CORPORATION65.0K shares0.63%2025-12-312026-02-10

JEPI J P MORGAN EXCHANGE TRADED F184.3K shares-2.80%2025-12-312026-02-10

ALPHABET INC ALPHABET INC32.9K shares-5.30%2025-12-312026-02-10

JIVE J P MORGAN EXCHANGE TRADED F118.0K shares0.00%2025-12-312026-02-10

MSFT MICROSOFT CORP18.7K shares-1.45%2025-12-312026-02-10

AMZN AMAZON COM INC23.8K shares6.71%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.14.2K shares0.70%2025-12-312026-02-10

Sponsored

BROADCOM INC BROADCOM INC12.9K shares-0.23%2025-12-312026-02-10

META META PLATFORMS INC6.1K shares-6.16%2025-12-312026-02-10

VTV VANGUARD INDEX FDS20.6K shares-15.51%2025-12-312026-02-10

V VISA INC10.7K shares-5.60%2025-12-312026-02-10

VBR VANGUARD INDEX FDS17.2K shares0.00%2025-12-312026-02-10

AXP AMERICAN EXPRESS CO8.9K shares-0.40%2025-12-312026-02-10

WFC WELLS FARGO CO NEW35.0K shares-1.78%2025-12-312026-02-10

LLY ELI LILLY & CO2.8K shares-0.97%2025-12-312026-02-10

Sponsored

GLD SPDR GOLD TR7.4K shares0.00%2025-12-312026-02-10

LAM RESEARCH CORP LAM RESEARCH CORP16.6K shares-13.23%2025-12-312026-02-10

PM PHILIP MORRIS INTL INC16.1K shares-15.65%2025-12-312026-02-10

VANGUARD INDEX FDS VANGUARD INDEX FDS3.9K shares0.65%2025-12-312026-02-10

ALPHABET INC ALPHABET INC7.7K shares9.83%2025-12-312026-02-10

ORCL ORACLE CORP12.3K shares-23.30%2025-12-312026-02-10

WMT WALMART INC21.5K shares-7.00%2025-12-312026-02-10

VB VANGUARD INDEX FDS9.2K shares-6.60%2025-12-312026-02-10

Sponsored

IWD ISHARES TR11.1K shares-22.18%2025-12-312026-02-10

CSCO CISCO SYS INC29.5K shares-7.76%2025-12-312026-02-10

PLTR PALANTIR TECHNOLOGIES INC12.7K shares0.28%2025-12-312026-02-10

ABBV ABBVIE INC9.9K shares1.13%2025-12-312026-02-10

IBKR INTERACTIVE BROKERS GROUP IN34.3K shares-12.11%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.3K shares-1.11%2025-12-312026-02-10

PH PARKER-HANNIFIN CORP2.4K shares0.55%2025-12-312026-02-10

SPY SPDR S&P 500 ETF TR3.0K shares0.20%2025-12-312026-02-10

Sponsored

BAC BANK AMERICA CORP36.9K shares1.10%2025-12-312026-02-10

JNJ JOHNSON & JOHNSON9.3K shares-6.32%2025-12-312026-02-10

MCK MCKESSON CORP2.3K shares0.26%2025-12-312026-02-10

BK BANK NEW YORK MELLON CORP15.7K shares-6.96%2025-12-312026-02-10

IQV IQVIA HLDGS INC8.0K shares30.72%2025-12-312026-02-10

KR KROGER CO27.6K shares-12.74%2025-12-312026-02-10

VRT VERTIV HOLDINGS CO10.3K shares-17.94%2025-12-312026-02-10

QSR RESTAURANT BRANDS INTL INC22.8K shares4.32%2025-12-312026-02-10

Sponsored

COST COSTCO WHSL CORP NEW1.8K shares0.62%2025-12-312026-02-10

TMUS T-MOBILE US INC7.5K shares-1.59%2025-12-312026-02-10

MERCK & CO INC MERCK & CO INC14.1K shares-10.46%2025-12-312026-02-10

CNP CENTERPOINT ENERGY INC36.2K shares1.10%2025-12-312026-02-10

VIG VANGUARD SPECIALIZED FUNDS6.2K shares0.00%2025-12-312026-02-10

ADI ANALOG DEVICES INC5.0K shares27.28%2025-12-312026-02-10

VO VANGUARD INDEX FDS4.5K shares0.00%2025-12-312026-02-10

CMI CUMMINS INC2.6K shares-10.19%2025-12-312026-02-10

Sponsored

PEP PEPSICO INC9.1K shares-20.09%2025-12-312026-02-10

ABT ABBOTT LABS10.3K shares147.77%2025-12-312026-02-10

CAT CATERPILLAR INC2.2K shares-4.11%2025-12-312026-02-10

HD HOME DEPOT INC3.6K shares-25.54%2025-12-312026-02-10

IBIT ISHARES BITCOIN TRUST ETF24.1K shares104.41%2025-12-312026-02-10

STERIS PLC STERIS PLC4.5K shares64.57%2025-12-312026-02-10

RTX RTX CORPORATION6.1K shares-4.19%2025-12-312026-02-10

UNP UNION PAC CORP4.7K shares-8.54%2025-12-312026-02-10

Sponsored

KO COCA COLA CO15.5K shares-9.81%2025-12-312026-02-10

DAL DELTA AIR LINES INC DEL15.3K shares9.93%2025-12-312026-02-10

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.0K shares-39.34%2025-12-312026-02-10

COF CAPITAL ONE FINL CORP4.4K shares-9.91%2025-12-312026-02-10

LINDE PLC LINDE PLC2.5K sharesnew addition2025-12-312026-02-10

MA MASTERCARD INCORPORATED1.8K shares3.72%2025-12-312026-02-10

RSG REPUBLIC SVCS INC4.7K shares-14.17%2025-12-312026-02-10

DIS DISNEY WALT CO8.6K shares-14.09%2025-12-312026-02-10

Sponsored

AMD ADVANCED MICRO DEVICES INC4.4K shares2.12%2025-12-312026-02-10

UBER UBER TECHNOLOGIES INC11.4K shares4.73%2025-12-312026-02-10

LHX L3HARRIS TECHNOLOGIES INC3.1K shares4.41%2025-12-312026-02-10

BSX BOSTON SCIENTIFIC CORP9.7K shares-1.29%2025-12-312026-02-10

AMT AMERICAN TOWER CORP NEW5.2K shares108.99%2025-12-312026-02-10

ADBE ADOBE INC2.6K shares-16.59%2025-12-312026-02-10

SCHX SCHWAB STRATEGIC TR33.2K shares0.00%2025-12-312026-02-10

APH AMPHENOL CORP NEW6.6K shares-22.72%2025-12-312026-02-10

Sponsored

PHM PULTE GROUP INC7.5K shares2.75%2025-12-312026-02-10

IBM INTERNATIONAL BUSINESS MACHS3.0K shares-15.92%2025-12-312026-02-10

NEE NEXTERA ENERGY INC10.8K shares6.80%2025-12-312026-02-10

XOM EXXON MOBIL CORP7.2K shares18.99%2025-12-312026-02-10

TJX TJX COS INC NEW5.4K shares4.08%2025-12-312026-02-10

MEDTRONIC PLC MEDTRONIC PLC8.4K shares-14.99%2025-12-312026-02-10

TSCO TRACTOR SUPPLY CO16.1K shares-14.31%2025-12-312026-02-10

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC3.5K shares-8.72%2025-12-312026-02-10

Sponsored

REGN REGENERON PHARMACEUTICALS980 shares14.62%2025-12-312026-02-10

PG PROCTER AND GAMBLE CO5.2K shares-43.45%2025-12-312026-02-10

LOW LOWES COS INC3.1K shares-0.46%2025-12-312026-02-10

TMO THERMO FISHER SCIENTIFIC INC1.3K shares-0.24%2025-12-312026-02-10

LMT LOCKHEED MARTIN CORP1.5K shares-19.07%2025-12-312026-02-10

MCO MOODYS CORP1.4K shares-17.76%2025-12-312026-02-10

CVX CHEVRON CORP NEW4.7K shares0.00%2025-12-312026-02-10

BKNG BOOKING HOLDINGS INC133 shares1.53%2025-12-312026-02-10

Sponsored

FANG DIAMONDBACK ENERGY INC4.6K shares-0.15%2025-12-312026-02-10

SYY SYSCO CORP9.4K shares-2.47%2025-12-312026-02-10

NOW SERVICENOW INC4.5K shares418.54%2025-12-312026-02-10

MSI MOTOROLA SOLUTIONS INC1.8K sharesnew addition2025-12-312026-02-10

CRM SALESFORCE INC2.5K shares0.24%2025-12-312026-02-10

ADP AUTOMATIC DATA PROCESSING IN2.6K shares-30.24%2025-12-312026-02-10

SPGI S&P GLOBAL INC1.2K shares-4.93%2025-12-312026-02-10

TT TRANE TECHNOLOGIES PLC1.6K shares1.48%2025-12-312026-02-10

Sponsored

WDAY WORKDAY INC2.8K shares-8.28%2025-12-312026-02-10

BLACKSTONE INC BLACKSTONE INC3.9K shares-1.33%2025-12-312026-02-10

TFC TRUIST FINL CORP12.0K shares-18.07%2025-12-312026-02-10

PPL PPL CORP16.8K shares-5.31%2025-12-312026-02-10

PYPL PAYPAL HLDGS INC10.1K shares-21.73%2025-12-312026-02-10

AZO AUTOZONE INC173 shares0.00%2025-12-312026-02-10

WM WASTE MGMT INC DEL2.5K shares-36.27%2025-12-312026-02-10

ALL ALLSTATE CORP2.6K shares-3.89%2025-12-312026-02-10

Sponsored

ITW ILLINOIS TOOL WKS INC2.2K shares-34.63%2025-12-312026-02-10

NSC NORFOLK SOUTHN CORP1.9K shares-48.83%2025-12-312026-02-10

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.6K shares-1.31%2025-12-312026-02-10

BR BROADRIDGE FINL SOLUTIONS IN2.3K shares-25.77%2025-12-312026-02-10

TXN TEXAS INSTRS INC3.0K shares-40.95%2025-12-312026-02-10

BLACKROCK INC BLACKROCK INC478 shares1.49%2025-12-312026-02-10

SLB SLB LIMITED13.1K shares-8.52%2025-12-312026-02-10

MS MORGAN STANLEY2.8K shares-1.81%2025-12-312026-02-10

Sponsored

MCD MCDONALDS CORP1.6K shares1.76%2025-12-312026-02-10

DELL DELL TECHNOLOGIES INC3.7K shares-1.26%2025-12-312026-02-10

QTUM ETF SER SOLUTIONS4.1K shares0.00%2025-12-312026-02-10

CSX CSX CORP12.2K sharesnew addition2025-12-312026-02-10

SDY SPDR SERIES TRUST3.2K shares0.00%2025-12-312026-02-10

ISHARES GOLD TR ISHARES GOLD TR5.2K shares0.00%2025-12-312026-02-10

VUG VANGUARD INDEX FDS855 shares0.00%2025-12-312026-02-10

AXSM AXSOME THERAPEUTICS INC2.3K shares-14.49%2025-12-312026-02-10

Sponsored

SCHD SCHWAB STRATEGIC TR15.0K shares0.00%2025-12-312026-02-10

KDP KEURIG DR PEPPER INC14.6K shares-2.45%2025-12-312026-02-10

SYK STRYKER CORPORATION1.1K shares-9.03%2025-12-312026-02-10

BDYN BLACKROCK ETF TRUST15.4K shares0.93%2025-12-312026-02-10

RGA REINSURANCE GRP OF AMERICA I1.9K shares0.00%2025-12-312026-02-10

SCHW SCHWAB CHARLES CORP3.7K shares-2.45%2025-12-312026-02-10

IRM IRON MTN INC DEL4.4K shares-49.78%2025-12-312026-02-10

DOV DOVER CORP1.9K shares13.82%2025-12-312026-02-10

Sponsored

TSLA TESLA INC798 shares67.65%2025-12-312026-02-10

IVOO VANGUARD ADMIRAL FDS INC3.2K shares0.00%2025-12-312026-02-10

CRWD CROWDSTRIKE HLDGS INC753 shares0.67%2025-12-312026-02-10

KKR & CO INC KKR & CO INC2.7K shares-12.06%2025-12-312026-02-10

GWW WW GRAINGER INC345 shares-52.35%2025-12-312026-02-10

CCL CARNIVAL CORP11.1K shares-65.34%2025-12-312026-02-10

SCHG SCHWAB STRATEGIC TR9.9K shares1.79%2025-12-312026-02-10

ARES ARES MANAGEMENT CORPORATION2.0K shares-21.92%2025-12-312026-02-10

Sponsored

MDLZ MONDELEZ INTL INC5.8K shares-3.94%2025-12-312026-02-10

CB CHUBB LIMITED1.0K shares2.56%2025-12-312026-02-10

CL COLGATE PALMOLIVE CO3.9K shares-68.68%2025-12-312026-02-10

GPC GENUINE PARTS CO2.5K shares-10.53%2025-12-312026-02-10

DFUV DIMENSIONAL ETF TRUST6.4K shares0.00%2025-12-312026-02-10

IWY ISHARES TR1.1K shares0.00%2025-12-312026-02-10

NDAQ NASDAQ INC3.0K shares1.04%2025-12-312026-02-10

EXPD EXPEDITORS INTL WASH INC2.0K shares0.00%2025-12-312026-02-10

Sponsored

HSY HERSHEY CO1.6K shares0.00%2025-12-312026-02-10

ARKK ARK ETF TR3.7K shares0.00%2025-12-312026-02-10

SBUX STARBUCKS CORP3.3K shares-6.15%2025-12-312026-02-10

PKG PACKAGING CORP AMER1.3K shares-12.77%2025-12-312026-02-10

PFE PFIZER INC11.1K shares0.87%2025-12-312026-02-10

VGT VANGUARD WORLD FD363 shares0.00%2025-12-312026-02-10

COP CONOCOPHILLIPS2.8K shares-3.95%2025-12-312026-02-10

CDW CDW CORP1.9K shares0.00%2025-12-312026-02-10

Sponsored

MPC MARATHON PETE CORP1.6K shares2.40%2025-12-312026-02-10

CDNS CADENCE DESIGN SYSTEM INC834 shares-2.80%2025-12-312026-02-10

MMC MARSH & MCLENNAN COS INC1.4K shares-73.59%2025-12-312026-02-10

UNH UNITEDHEALTH GROUP INC780 shares-17.72%2025-12-312026-02-10

CHD CHURCH & DWIGHT CO INC3.0K shares-71.57%2025-12-312026-02-10

CZR CAESARS ENTERTAINMENT INC NE10.7K shares-39.02%2025-12-312026-02-10

INGR INGREDION INC2.3K shares-52.15%2025-12-312026-02-10

SLYG SPDR SERIES TRUST2.6K shares0.00%2025-12-312026-02-10

Sponsored

VWO VANGUARD INTL EQUITY INDEX F4.5K shares0.00%2025-12-312026-02-10

EOG EOG RES INC2.3K shares-3.19%2025-12-312026-02-10

INTU INTUIT363 shares4.61%2025-12-312026-02-10

DG DOLLAR GEN CORP NEW1.8K sharesnew addition2025-12-312026-02-10

APD AIR PRODS & CHEMS INC957 shares-69.48%2025-12-312026-02-10

DTE DTE ENERGY CO1.8K shares-1.54%2025-12-312026-02-10

ABNB AIRBNB INC1.7K shares0.00%2025-12-312026-02-10

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN10.3K sharesnew addition2025-12-312026-02-10

Sponsored

MCHP MICROCHIP TECHNOLOGY INC.3.6K shares4.42%2025-12-312026-02-10

ARCC ARES CAPITAL CORP11.2K shares0.00%2025-12-312026-02-10

EATON CORP PLC EATON CORP PLC710 shares2.45%2025-12-312026-02-10

AJG GALLAGHER ARTHUR J & CO861 shares-46.55%2025-12-312026-02-10

ELV ELEVANCE HEALTH INC FORMERLY630 sharesnew addition2025-12-312026-02-10

KMB KIMBERLY-CLARK CORP2.2K shares-36.70%2025-12-312026-02-10

MO ALTRIA GROUP INC3.8K shares3.25%2025-12-312026-02-10

FBIN FORTUNE BRANDS INNOVATIONS I4.4K shares-21.09%2025-12-312026-02-10

Sponsored

BDVL BLACKROCK ETF TRUST8.7K shares-0.74%2025-12-312026-02-10

AMGN AMGEN INC661 sharesnew addition2025-12-312026-02-10

IJH ISHARES TR3.3K shares0.00%2025-12-312026-02-10

ESI ELEMENT SOLUTIONS INC8.6K shares-18.00%2025-12-312026-02-10

J JACOBS SOLUTIONS INC1.6K shares0.00%2025-12-312026-02-10

PLD PROLOGIS INC.1.6K sharesnew addition2025-12-312026-02-10

XLF SELECT SECTOR SPDR TR3.8K shares-2.19%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available