The Analysis of Fiduciary Wealth Partners, LLC's Holdings
Currently, Fiduciary Wealth Partners, LLC holds 91 types of securities in its portfolio with a total value $238.2M. In the most recent quarter, they have increased their positions in VOO (+67.8K shares, valued at $41.5M), VEA (+480.6K shares, valued at $28.8M), VB (+49.5K shares, valued at $12.6M); decreased their positions in IWD (-4.7K shares, valued at $961.8K), ESGV (-6.6K shares, valued at $783.0K), BIV (-4.6K shares, valued at $362.6K); initiated new positions in DIA (+3.0K shares, valued at $1.4M), MDY (+1.7K shares, valued at $997.8K), VXF (+4.1K shares, valued at $854.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD S&P 500 ETF121.7K shares125.89%2025-09-302025-10-28
VEA VANGUARD FTSE DEVELOPED MARKETS ETF652.8K shares279.03%2025-09-302025-10-28 VB VANGUARD SMALL CAP ETF71.1K shares229.72%2025-09-302025-10-28 VO VANGUARD MID CAP ETF54.4K shares52.76%2025-09-302025-10-28 BIV VANGUARD INTERMEDIATE-TERM BOND124.0K shares-3.61%2025-09-302025-10-28 AAPL APPLE INC27.0K shares145.07%2025-09-302025-10-28 SPY SPDR S&P 500 ETF TRUST7.7K shares516.18%2025-09-302025-10-28 MSFT MICROSOFT9.9K shares165.53%2025-09-302025-10-28 IWF ISHARES RUSSELL 1000 GROWTH ETF9.1K shares-5.30%2025-09-302025-10-28 IWD ISHARES RUSSELL 1000 VALUE ETF20.8K shares-18.49%2025-09-302025-10-28 QQQ POWERSHARES QQQ TR6.4K shares3123.00%2025-09-302025-10-28 IWV ISHARES RUSSELL 3000 ETF9.2K shares144.64%2025-09-302025-10-28 VTEB VANGUARD TAX-EXEMPT BOND ETF53.0K shares-9.11%2025-09-302025-10-28 NVDA NVIDIA CORP14.2K shares43.05%2025-09-302025-10-28 VWO VANGUARD FTSE EMERGING MARKETS ETF46.9K shares173.27%2025-09-302025-10-28 AMZN AMAZON.COM INC11.1K shares287.42%2025-09-302025-10-28 IWB ISHARES RUSSELL 1000 ETF5.0K shares0.04%2025-09-302025-10-28 GOOGL GOOGLE INC6.5K shares60.92%2025-09-302025-10-28 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST3.0K sharesnew addition2025-09-302025-10-28 HD HOME DEPOT3.4K shares-19.53%2025-09-302025-10-28 JPM JPMORGAN CHASE & CO. COM4.0K shares136.86%2025-09-302025-10-28 MDY SPDR S&P MIDCAP 400 ETF TRUST1.7K sharesnew addition2025-09-302025-10-28 VSGX VANGUARD ESG INTERNATIONAL STOCK ETF12.8K shares-24.14%2025-09-302025-10-28 VXF VANGUARD EXTENDED MARKET ETF4.1K sharesnew addition2025-09-302025-10-28 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF10.5K sharesnew addition2025-09-302025-10-28 GOOG ALPHABET INC CAP STK CL C3.4K shares28.64%2025-09-302025-10-28 VTI VANGUARD TOTAL STK MKT2.5K shares177.00%2025-09-302025-10-28 RVTY REVVITY INC COM9.3K shares0.03%2025-09-302025-10-28 ESGV VANGUARD ESG U.S. STOCK ETF6.6K shares-50.00%2025-09-302025-10-28 JNJ JOHNSON & JOHNSON COM3.9K shares23.29%2025-09-302025-10-28 GD GENERAL DYNAMICS CORP COM2.0K shares618.51%2025-09-302025-10-28 META META PLATFORMS INC CL A927 shares20.23%2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW1.3K shares43.87%2025-09-302025-10-28 IJR ISHARES S&P SMALLCAP 600 ETF5.2K sharesnew addition2025-09-302025-10-28 PG PROCTER AND GAMBLE CO COM4.0K shares487.82%2025-09-302025-10-28 ORCL ORACLE CORPORATION2.1K shares98.33%2025-09-302025-10-28 WM WASTE MANAGEMENT INC2.7K shares5719.57%2025-09-302025-10-28 EFA ISHARES MSCI EAFE ETF6.3K shares7.57%2025-09-302025-10-28 AVGO AVAGO TECHNOLOGIES LTD1.7K shares1.90%2025-09-302025-10-28 TJX TJX COS INC NEW COM3.8K shares625.05%2025-09-302025-10-28 INTU INTUIT INC745 shares-9.37%2025-09-302025-10-28 ABBV ABBVIE INC COM2.2K shares30.76%2025-09-302025-10-28 COST COSTCO WHOLESALE CORP541 shares23.23%2025-09-302025-10-28 MA MASTERCARD INC829 sharesnew addition2025-09-302025-10-28 APP APPLOVIN CORP COM CL A649 shares32350.00%2025-09-302025-10-28 SCJ ISHARES MSCI JAPAN SMALL-CAP ETF4.9K shares0.00%2025-09-302025-10-28 LRCX LAM RESEARCH CORP3.3K shares-0.27%2025-09-302025-10-28 VTHR VANGUARD RUSSELL 3000 ETF1.5K sharesnew addition2025-09-302025-10-28 OKLO OKLO INC COM CL A3.5K sharesnew addition2025-09-302025-10-28 QCOM QUALCOMM INC COM2.3K shares118.39%2025-09-302025-10-28 PANW PALO ALTO NETWORKS INC COM1.9K sharesnew addition2025-09-302025-10-28 PEP PEPSICO INC COM2.7K shares1349.74%2025-09-302025-10-28 BKNG BOOKING HOLDINGS INC COM71 sharesnew addition2025-09-302025-10-28 AMGN AMGEN INC1.4K shares-7.88%2025-09-302025-10-28 AMAT APPLIED MATLS INC COM1.8K shares18.42%2025-09-302025-10-28 IBM INTL BUSINESS MACHINES1.3K shares-45.80%2025-09-302025-10-28 AVLV AVANTIS U.S. LARGE CAP VALUE ETF5.0K sharesnew addition2025-09-302025-10-28 CAT CATERPILLAR INC COM758 shares5.13%2025-09-302025-10-28 IWS ISHARES RUSSELL MID-CAP VALUE ETF2.6K shares0.00%2025-09-302025-10-28 XOM EXXON MOBIL CORP COM3.2K shares1058.48%2025-09-302025-10-28 PAYX PAYCHEX INC2.8K shares1941.01%2025-09-302025-10-28 CRM SALESFORCE COM1.5K sharesnew addition2025-09-302025-10-28 KO COCA COLA CO COM5.1K shares44.39%2025-09-302025-10-28 RY ROYAL BANK OF CANADA2.3K shares291.79%2025-09-302025-10-28 BAC BANK AMERICA CORP COM6.5K sharesnew addition2025-09-302025-10-28 WMT WALMART INC COM3.1K sharesnew addition2025-09-302025-10-28 JNK SPDR BLOOMBERG HIGH YIELD BOND ETF3.2K sharesnew addition2025-09-302025-10-28 MFC MANULIFE FINL CORP COM9.8K sharesnew addition2025-09-302025-10-28 TSLA TESLA MOTORS INC664 sharesnew addition2025-09-302025-10-28 ICE INTERCONTINENTAL EXCHANGE INC COM1.6K sharesnew addition2025-09-302025-10-28 LIN LINDE PLC SHS555 sharesnew addition2025-09-302025-10-28 BLK BLACKROCK INC223 sharesnew addition2025-09-302025-10-28 VRNS VARONIS SYS INC COM4.5K shares0.00%2025-09-302025-10-28 ACN ACCENTURE LTD BERMUDA CL A1.0K shares-15.60%2025-09-302025-10-28 MS MORGAN STANLEY1.6K sharesnew addition2025-09-302025-10-28 V VISA INC717 shares-45.85%2025-09-302025-10-28 LLY ELI LILLY & CO COM320 shares26.98%2025-09-302025-10-28 SGI TEMPUR PEDIC INTL INC2.8K sharesnew addition2025-09-302025-10-28 ROK ROCKWELL AUTOMATION INC COM682 sharesnew addition2025-09-302025-10-28 IWM ISHARES RUSSELL 2000 ETF958 shares80.75%2025-09-302025-10-28 COF CAPITAL ONE FINANCIAL CORP1.1K shares25.94%2025-09-302025-10-28 VIG VANGUARD DIVIDEND APPRECIATION ETF1.0K sharesnew addition2025-09-302025-10-28 DLTR DOLLAR TREE STORES INC2.3K shares-33.16%2025-09-302025-10-28 CL COLGATE PALMOLIVE CO COM2.7K shares349.18%2025-09-302025-10-28 NEE NEXTERA ENERGY INC COM2.9K sharesnew addition2025-09-302025-10-28 SYK STRYKER CORP584 sharesnew addition2025-09-302025-10-28 VGK VANGUARD EUROPEAN2.7K sharesnew addition2025-09-302025-10-28 SO SOUTHERN CO COM2.2K shares2690.00%2025-09-302025-10-28 MDT MEDTRONIC PLC SHS2.2K sharesnew addition2025-09-302025-10-28 MMC MARSH & MCLENNAN COS INC COM1.0K sharesnew addition2025-09-302025-10-28 DIS DISNEY WALT CO COM1.8K shares1088.59%2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available