The Analysis of Fiduciary Wealth Partners, LLC's Holdings
Currently, Fiduciary Wealth Partners, LLC holds 89 types of securities in its portfolio with a total value $243.9M. In the most recent quarter, they have increased their positions in VEA (+23.3K shares, valued at $1.5M), VTEB (+25.6K shares, valued at $1.3M), VWO (+10.4K shares, valued at $561.0K); decreased their positions in VO (-3.7K shares, valued at $1.1M), N/A (-1.3K shares, valued at $801.5K), IWV (-572 shares, valued at $221.3K); initiated new positions in CVNA (+538 shares, valued at $227.0K), N/A (+2.0K shares, valued at $213.8K), DHR (+927 shares, valued at $212.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD FTSE DEVELOPED MARKETS ETF676.1K shares3.57%2025-12-312026-01-28
VB VANGUARD SMALL CAP ETF70.9K shares-0.31%2025-12-312026-01-28 VO VANGUARD MID CAP ETF50.7K shares-6.86%2025-12-312026-01-28 BIV VANGUARD INTERMEDIATE-TERM BOND127.6K shares2.88%2025-12-312026-01-28 AAPL APPLE INC26.7K shares-1.16%2025-12-312026-01-28 SPY SPDR S&P 500 ETF TRUST7.8K shares0.56%2025-12-312026-01-28 MSFT MICROSOFT9.9K shares-0.63%2025-12-312026-01-28 IWD ISHARES RUSSELL 1000 VALUE ETF20.8K shares0.00%2025-12-312026-01-28 IWF ISHARES RUSSELL 1000 GROWTH ETF9.1K shares0.00%2025-12-312026-01-28 VTEB VANGUARD TAX-EXEMPT BOND ETF78.6K shares48.31%2025-12-312026-01-28 IWV ISHARES RUSSELL 3000 ETF8.7K shares-6.19%2025-12-312026-01-28 VWO VANGUARD FTSE EMERGING MARKETS ETF57.3K shares22.24%2025-12-312026-01-28 NVDA NVIDIA CORP14.1K shares-0.61%2025-12-312026-01-28 AMZN AMAZON.COM INC11.0K shares-0.69%2025-12-312026-01-28 GOOGLE INC GOOGLE INC6.5K shares-1.13%2025-12-312026-01-28 IWB ISHARES RUSSELL 1000 ETF5.0K shares0.00%2025-12-312026-01-28 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST3.0K shares0.00%2025-12-312026-01-28 JPM JPMORGAN CHASE & CO. COM3.7K shares-6.20%2025-12-312026-01-28 HD HOME DEPOT3.4K shares-0.47%2025-12-312026-01-28 MDY SPDR S&P MIDCAP 400 ETF TRUST1.7K shares0.00%2025-12-312026-01-28 VSGX VANGUARD ESG INTERNATIONAL STOCK ETF12.8K shares0.00%2025-12-312026-01-28 RVTY REVVITY INC COM9.3K shares0.00%2025-12-312026-01-28 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF10.5K shares0.00%2025-12-312026-01-28 VXF VANGUARD EXTENDED MARKET ETF4.1K shares0.29%2025-12-312026-01-28 VTI VANGUARD TOTAL STK MKT2.5K shares0.04%2025-12-312026-01-28 ESGV VANGUARD ESG U.S. STOCK ETF6.6K shares0.00%2025-12-312026-01-28 JNJ JOHNSON & JOHNSON COM3.8K shares-1.50%2025-12-312026-01-28 IJR ISHARES S&P SMALLCAP 600 ETF5.2K shares0.00%2025-12-312026-01-28 EFA ISHARES MSCI EAFE ETF6.3K shares0.13%2025-12-312026-01-28 META META PLATFORMS INC CL A908 shares-2.05%2025-12-312026-01-28 WM WASTE MANAGEMENT INC2.7K shares0.00%2025-12-312026-01-28 TJX TJX COS INC NEW COM3.7K shares-0.40%2025-12-312026-01-28 PG PROCTER & GAMBLE CO COM3.9K shares-2.28%2025-12-312026-01-28 INTU INTUIT INC745 shares0.00%2025-12-312026-01-28 ABBV ABBVIE INC COM2.1K shares-1.29%2025-12-312026-01-28 MA MASTERCARD INC821 shares-0.97%2025-12-312026-01-28 AMAT APPLIED MATLS INC COM1.8K shares-1.04%2025-12-312026-01-28 COST COSTCO WHOLESALE CORP536 shares-0.92%2025-12-312026-01-28 SCJ ISHARES MSCI JAPAN SMALL-CAP ETF4.9K shares0.00%2025-12-312026-01-28 VTHR VANGUARD RUSSELL 3000 ETF1.5K shares0.00%2025-12-312026-01-28 APP APPLOVIN CORP COM CL A653 shares0.62%2025-12-312026-01-28 AMGN AMGEN INC1.3K shares-2.21%2025-12-312026-01-28 CAT CATERPILLAR INC COM749 shares-1.19%2025-12-312026-01-28 ORCL ORACLE CORPORATION2.1K shares-1.03%2025-12-312026-01-28 RY ROYAL BANK OF CANADA2.3K shares0.00%2025-12-312026-01-28 PEP PEPSICO INC COM2.7K shares-1.17%2025-12-312026-01-28 IBM INTL BUSINESS MACHINES1.3K shares-1.28%2025-12-312026-01-28 QCOM QUALCOMM INC COM2.3K shares-2.95%2025-12-312026-01-28 AVLV AVANTIS U.S. LARGE CAP VALUE ETF5.0K shares0.00%2025-12-312026-01-28 CRM SALESFORCE COM1.4K shares-4.58%2025-12-312026-01-28 BKNG BOOKING HOLDINGS INC COM70 shares-1.41%2025-12-312026-01-28 IWS ISHARES RUSSELL MID-CAP VALUE ETF2.6K shares0.00%2025-12-312026-01-28 XOM EXXON MOBIL CORP COM3.0K shares-5.58%2025-12-312026-01-28 MFC MANULIFE FINL CORP COM9.8K shares0.00%2025-12-312026-01-28 PANW PALO ALTO NETWORKS INC COM1.9K shares0.00%2025-12-312026-01-28 LLY ELI LILLY & CO COM324 shares1.25%2025-12-312026-01-28 BAC BANK AMERICA CORP COM6.2K shares-3.78%2025-12-312026-01-28 WMT WALMART INC COM2.9K shares-4.08%2025-12-312026-01-28 PAYX PAYCHEX INC2.8K shares-0.42%2025-12-312026-01-28 TSLA TESLA MOTORS INC661 shares-0.45%2025-12-312026-01-28 MS MORGAN STANLEY1.6K shares-2.02%2025-12-312026-01-28 ICE INTERCONTINENTAL EXCHANGE INC COM1.6K shares-0.43%2025-12-312026-01-28 KO COCA COLA CO COM3.8K shares-26.87%2025-12-312026-01-28 ROK ROCKWELL AUTOMATION INC COM670 shares-1.76%2025-12-312026-01-28 V VISA INC728 shares1.53%2025-12-312026-01-28 SGI TEMPUR PEDIC INTL INC2.8K shares0.14%2025-12-312026-01-28 OKLO OKLO INC COM CL A3.5K shares0.00%2025-12-312026-01-28 COF CAPITAL ONE FINANCIAL CORP1.0K shares-5.96%2025-12-312026-01-28 IWM ISHARES RUSSELL 2000 ETF960 shares0.21%2025-12-312026-01-28 CVNA CARVANA CO CL A538 sharesnew addition2025-12-312026-01-28 VIG VANGUARD DIVIDEND APPRECIATION ETF1.0K shares0.00%2025-12-312026-01-28 VGK VANGUARD EUROPEAN2.7K shares0.00%2025-12-312026-01-28 MERCK & CO INC MERCK & CO INC2.0K sharesnew addition2025-12-312026-01-28 DHR DANAHER CORP927 sharesnew addition2025-12-312026-01-28 CL COLGATE PALMOLIVE CO COM2.6K shares-3.77%2025-12-312026-01-28 SYK STRYKER CORP580 shares-0.68%2025-12-312026-01-28 NVS NOVARTIS AG ADR1.5K sharesnew addition2025-12-312026-01-28 WFC WELLS FARGO CO NEW COM2.2K sharesnew addition2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available