Fiduciary Family Office, LLC Top Holdings and 13F Report (2025) About Fiduciary Family Office, LLCInvestment ActivityFiduciary Family Office, LLC has $339.88 million in total holdings as of December 31, 2024.Fiduciary Family Office, LLC owns shares of 59 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 97.36% of the portfolio was purchased this quarter.About 89.10% of the portfolio was sold this quarter.This quarter, Fiduciary Family Office, LLC has purchased 201 new stocks and bought additional shares in 3 stocks.Fiduciary Family Office, LLC sold shares of 10 stocks and completely divested from 188 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $45,106,130VanEck Gold Miners ETF $25,806,959Utilities Select Sector SPDR Fund $24,185,856iShares 20+ Year Treasury Bond ETF $23,577,971HARBOR ETF TRUST $23,324,979 Largest New Holdings this Quarter Invesco S&P 500 Equal Weight ETF $45,106,130 HoldingVanEck Gold Miners ETF $25,806,959 HoldingUtilities Select Sector SPDR Fund $24,185,856 HoldingiShares 20+ Year Treasury Bond ETF $23,577,971 HoldingHARBOR ETF TRUST $23,324,979 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 257,411 shares (about $45.11M)VanEck Gold Miners ETF 761,043 shares (about $25.81M)Utilities Select Sector SPDR Fund 319,538 shares (about $24.19M)iShares 20+ Year Treasury Bond ETF 269,987 shares (about $23.58M)HARBOR ETF TRUST 1,053,741 shares (about $23.32M) Largest Sales this Quarter Apple 435,917 shares (about $109.16M)Meta Platforms 7,041 shares (about $4.12M)Amazon.com 15,601 shares (about $3.42M)Microsoft 8,036 shares (about $3.39M)NVIDIA 24,536 shares (about $3.29M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFiduciary Family Office, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$45,106,130$45,106,130 ▲New Holding257,41113.3%ETFGDXVanEck Gold Miners ETF$25,806,959$25,806,959 ▲New Holding761,0437.6%ETFXLUUtilities Select Sector SPDR Fund$24,185,856$24,185,856 ▲New Holding319,5387.1%ETFTLTiShares 20+ Year Treasury Bond ETF$23,577,971$23,577,971 ▲New Holding269,9876.9%ETFHARBOR ETF TRUST$23,324,979$23,324,979 ▲New Holding1,053,7416.9%HARBOR COMMODITYEMXCiShares MSCI Emerging Markets ex China ETF$22,919,449$22,919,449 ▲New Holding413,3356.7%ManufacturingXLFFinancial Select Sector SPDR Fund$22,843,996$22,530,673 ▲7,190.9%472,6676.7%ETFIJHiShares Core S&P Mid-Cap ETF$22,573,418$22,226,040 ▲6,398.2%362,2766.6%ETFXLIIndustrial Select Sector SPDR Fund$22,444,789$22,444,789 ▲New Holding170,3466.6%ETFXTLSPDR S&P Telecom ETF$13,538,312$13,538,312 ▲New Holding126,4794.0%ETFINDAiShares MSCI India ETF$11,980,549$11,980,549 ▲New Holding227,5943.5%ETFAMLPAlerian MLP ETF$11,850,779$11,850,779 ▲New Holding246,0713.5%ETFOUNZVan Eck Merk Gold Trust$11,629,019$11,629,019 ▲New Holding459,6453.4%ETFSPTLSPDR Portfolio Long Term Treasury ETF$10,872,229$10,872,229 ▲New Holding415,1293.2%ETFRWRSPDR Dow Jones REIT ETF$10,561,412$10,561,412 ▲New Holding106,8323.1%ETFSPROTT PHYSICAL GOLD & SILVE$8,614,236$8,614,236 ▲New Holding362,5522.5%TR UNITSGOViShares 0-3 Month Treasury Bond ETF$3,210,039$3,210,039 ▲New Holding31,9980.9%ETFMSFTMicrosoft$2,708,981$3,387,175 ▼-55.6%6,4270.8%Computer and TechnologyGDXJVanEck Junior Gold Miners ETF$2,707,871$2,707,871 ▲New Holding63,3420.8%ETFSPROTT PHYSICAL GOLD TR$2,064,471$2,064,471 ▲New Holding102,5060.6%UNITNVDANVIDIA$1,522,582$3,294,944 ▼-68.4%11,3380.4%Computer and TechnologySPROTT PHYSICAL SILVER TR$1,521,390$1,521,390 ▲New Holding157,6570.4%TR UNITTSLATesla$1,119,848$1,119,848 ▲New Holding2,7730.3%Auto/Tires/TrucksBITWISE BITCOIN ETF TR$1,049,646$1,049,646 ▲New Holding20,6420.3%SHS BEN INTAAPLApple$889,492$109,162,355 ▼-99.2%3,5520.3%Computer and TechnologyISRGIntuitive Surgical$730,744$730,744 ▲New Holding1,4000.2%MedicalGLDSPDR Gold Shares$714,526$714,526 ▲New Holding2,9510.2%FinanceSPYSPDR S&P 500 ETF Trust$690,402$1,275,896 ▼-64.9%1,1780.2%FinanceSILGlobal X Silver Miners ETF$644,709$644,709 ▲New Holding20,2930.2%ETFSLViShares Silver Trust$625,653$625,653 ▲New Holding23,7620.2%ETFAMZNAmazon.com$605,516$3,422,701 ▼-85.0%2,7600.2%Retail/WholesaleSGDMSprott Gold Miners ETF$488,927$488,927 ▲New Holding17,6120.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$474,430$474,430 ▲New Holding20,9000.1%ETFJPMJPMorgan Chase & Co.$435,074$2,835,052 ▼-86.7%1,8150.1%FinanceIVViShares Core S&P 500 ETF$388,341$148,276 ▼-27.6%6600.1%ETFLLYEli Lilly and Company$386,000$1,259,904 ▼-76.5%5000.1%MedicalMELIMercadoLibre$340,088$340,088 ▲New Holding2000.1%Retail/WholesaleAGQProShares Ultra Silver$324,343$324,343 ▲New Holding9,6330.1%ManufacturingSASeabridge Gold$316,513$316,513 ▲New Holding27,7400.1%Basic MaterialsTEITempleton Emerging Markets Income Fund$307,800$307,800 ▲New Holding60,0000.1%Financial ServicesAEMAgnico Eagle Mines$289,768$289,768 ▲New Holding3,7050.1%Basic MaterialsIWMiShares Russell 2000 ETF$285,480$285,480 ▲New Holding1,2920.1%FinanceBNDXVanguard Total International Bond ETF$274,680$274,680 ▲New Holding5,6000.1%ETFXOMExxon Mobil$264,730$423,396 ▼-61.5%2,4610.1%Oils/EnergyVWOVanguard FTSE Emerging Markets ETF$261,762$62,842 ▲31.6%5,9440.1%ETFWPMWheaton Precious Metals$251,899$251,899 ▲New Holding4,4790.1%Basic MaterialsVRTXVertex Pharmaceuticals$241,620$241,620 ▲New Holding6000.1%MedicalQQQInvesco QQQ$235,166$235,166 ▲New Holding4600.1%FinanceMETAMeta Platforms$234,204$4,122,576 ▼-94.6%4000.1%Computer and TechnologyTLTWiShares 20+ Year Treasury Bond BuyWrite Strategy ETF$232,472$232,472 ▲New Holding9,8840.1%ETFNXENexGen Energy$231,000$231,000 ▲New Holding35,0000.1%Basic MaterialsFNVFranco-Nevada$217,659$217,659 ▲New Holding1,8510.1%Basic MaterialsKGCKinross Gold$201,233$201,233 ▲New Holding21,7080.1%Basic MaterialsUECUranium Energy$189,715$189,715 ▲New Holding28,3580.1%Basic MaterialsSANDSandstorm Gold$93,074$93,074 ▲New Holding16,6800.0%Basic MaterialsAGFirst Majestic Silver$85,858$85,858 ▲New Holding15,6390.0%Basic MaterialsHLHecla Mining$72,609$72,609 ▲New Holding14,7880.0%Basic MaterialsMGRMMonogram Orthopaedics$69,555$69,555 ▲New Holding29,3480.0%MedicalDNNDenison Mines$50,400$50,400 ▲New Holding28,0000.0%Basic MaterialsGOOGLAlphabet$0$5,582,179 ▼-100.0%00.0%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$0$4,323,699 ▼-100.0%00.0%ETFVBVanguard Small-Cap ETF$0$3,527,075 ▼-100.0%00.0%ETFVBRVanguard Small-Cap Value ETF$0$3,482,931 ▼-100.0%00.0%ETFPMPhilip Morris International$0$3,408,676 ▼-100.0%00.0%Consumer StaplesMRKMerck & Co., Inc.$0$3,200,344 ▼-100.0%00.0%MedicalVVisa$0$2,883,973 ▼-100.0%00.0%Business ServicesFIFiserv$0$2,741,279 ▼-100.0%00.0%Business ServicesORCLOracle$0$2,545,224 ▼-100.0%00.0%Computer and TechnologyVOVanguard Mid-Cap ETF$0$2,509,023 ▼-100.0%00.0%ETFVOOVanguard S&P 500 ETF$0$2,409,869 ▼-100.0%00.0%ETFBRK.BBerkshire Hathaway$0$2,402,557 ▼-100.0%00.0%FinanceWFCWells Fargo & Company$0$2,394,668 ▼-100.0%00.0%FinanceHDHome Depot$0$2,345,777 ▼-100.0%00.0%Retail/WholesaleAXPAmerican Express$0$2,261,829 ▼-100.0%00.0%FinanceUNHUnitedHealth Group$0$2,225,292 ▼-100.0%00.0%MedicalAVGOBroadcom$0$2,179,193 ▼-100.0%00.0%Computer and TechnologyIBKRInteractive Brokers Group$0$2,107,123 ▼-100.0%00.0%FinanceKRKroger$0$2,077,412 ▼-100.0%00.0%Retail/WholesaleADBEAdobe$0$2,001,220 ▼-100.0%00.0%Computer and TechnologyWMTWalmart$0$1,951,227 ▼-100.0%00.0%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$0$1,950,891 ▼-100.0%00.0%ETFNSCNorfolk Southern$0$1,915,687 ▼-100.0%00.0%TransportationBKBank of New York Mellon$0$1,791,326 ▼-100.0%00.0%FinanceCOSTCostco Wholesale$0$1,771,267 ▼-100.0%00.0%Retail/WholesaleNVONovo Nordisk A/S$0$1,727,587 ▼-100.0%00.0%MedicalACNAccenture$0$1,691,048 ▼-100.0%00.0%Computer and TechnologyFANGDiamondback Energy$0$1,676,245 ▼-100.0%00.0%Oils/EnergyTFCTruist Financial$0$1,669,185 ▼-100.0%00.0%FinanceINGRIngredion$0$1,619,750 ▼-100.0%00.0%Consumer StaplesPHParker-Hannifin$0$1,568,809 ▼-100.0%00.0%Industrial ProductsJNJJohnson & Johnson$0$1,564,495 ▼-100.0%00.0%MedicalBACBank of America$0$1,542,526 ▼-100.0%00.0%FinanceBMYBristol-Myers Squibb$0$1,531,607 ▼-100.0%00.0%MedicalCMCSAComcast$0$1,525,524 ▼-100.0%00.0%Consumer DiscretionaryGLPIGaming and Leisure Properties$0$1,489,941 ▼-100.0%00.0%FinanceABBVAbbVie$0$1,367,719 ▼-100.0%00.0%MedicalIQVIQVIA$0$1,342,672 ▼-100.0%00.0%MedicalTSCOTractor Supply$0$1,332,750 ▼-100.0%00.0%Retail/WholesaleDFSDiscover Financial Services$0$1,270,607 ▼-100.0%00.0%FinanceCRMSalesforce$0$1,267,277 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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