Fiduciary Counselling
Latest statistics and disclosures from Fiduciary Counselling's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.A, IWB, WY, PCH, VOO, and represent 94.09% of Fiduciary Counselling's stock portfolio.
- Added to shares of these 5 stocks: MMM, WY, PCH, BRK.B, GE.
- Started 3 new stock positions in BRK.B, GE, MMM.
- Reduced shares in these 1 stock: VOO.
- Fiduciary Counselling was a net buyer of stock by $170k.
- Fiduciary Counselling has $37M in assets under management (AUM), dropping by -4.49%.
- Central Index Key (CIK): 0001270764
Tip: Access up to 7 years of quarterly data
Positions held by Fiduciary Counselling consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Fiduciary Counselling
Fiduciary Counselling holds 12 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Class A (BRK.A) | 27.4 | $10M | 15.00 | 680920.00 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 27.0 | $10M | 31k | 322.16 |
|
|
| Weyerhaeuser Common (WY) | 19.3 | $7.2M | 255k | 28.15 |
|
|
| Potlatchdeltic Corporation Common (PCH) | 12.3 | $4.6M | 117k | 39.25 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 8.2 | $3.1M | -2% | 5.7k | 538.81 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.5 | $1.7M | 5.8k | 289.81 |
|
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.7 | $268k | 2.0k | 132.37 |
|
|
| 3m Company Common (MMM) | 0.2 | $91k | NEW | 703.00 | 129.09 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.2 | $84k | 2.5k | 33.39 |
|
|
| Clearwater Paper Corp Common (CLW) | 0.2 | $60k | 2.0k | 29.77 |
|
|
| Berkshire Hathaway Class B (BRK.B) | 0.1 | $19k | NEW | 42.00 | 453.29 |
|
| Ge Aerospace Common (GE) | 0.0 | $18k | NEW | 110.00 | 166.79 |
|
Past Filings by Fiduciary Counselling
SEC 13F filings are viewable for Fiduciary Counselling going back to 2014
- Fiduciary Counselling 2024 Q4 filed Feb. 6, 2025
- Fiduciary Counselling 2024 Q3 filed Nov. 8, 2024
- Fiduciary Counselling 2024 Q2 filed Aug. 6, 2024
- Fiduciary Counselling 2024 Q1 filed April 30, 2024
- Fiduciary Counselling 2023 Q4 filed Feb. 6, 2024
- Fiduciary Counselling 2023 Q3 filed Nov. 3, 2023
- Fiduciary Counselling 2023 Q2 filed Aug. 4, 2023
- Fiduciary Counselling 2023 Q1 filed May 3, 2023
- Fiduciary Counselling 2022 Q4 filed Feb. 1, 2023
- Fiduciary Counselling 2022 Q3 filed Nov. 9, 2022
- Fiduciary Counselling 2022 Q2 filed Aug. 8, 2022
- Fiduciary Counselling 2022 Q1 filed May 10, 2022
- Fiduciary Counselling 2021 Q4 filed Feb. 3, 2022
- Fiduciary Counselling 2021 Q3 filed Oct. 29, 2021
- Fiduciary Counselling 2021 Q2 filed Aug. 10, 2021
- Fiduciary Counselling 2021 Q1 filed May 5, 2021