Fiduciary Trust Company

Latest statistics and disclosures from Fiduciary Trust's latest quarterly 13F-HR filing:

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Positions held by Fiduciary Trust Company consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Fiduciary Trust

Fiduciary Trust holds 865 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Fiduciary Trust has 865 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.7 $991M -2% 1.5M 653.21
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Berkshire Hathaway Inc Del Cl A (BRK.A) 5.5 $462M 643.00 718140.00
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TJX Companies (TJX) 5.4 $456M -2% 2.9M 159.70
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Ishares Tr Core Msci Eafe (IEFA) 4.9 $414M 4.6M 90.53
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Apple (AAPL) 4.4 $371M -3% 1.5M 253.79
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.6 $306M 4.8M 64.08
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Microsoft Corporation (MSFT) 2.8 $238M -2% 642k 370.17
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Coupang Cl A (CPNG) 2.6 $220M -5% 12M 18.88
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Alphabet Cap Stk Cl A (GOOGL) 2.3 $196M -5% 682k 287.56
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First Tr Exchange-traded Energy Inm Partn (EIPX) 1.9 $162M -2% 5.0M 32.16
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Wisdomtree Tr Us Largecap Fund (EPS) 1.5 $127M 1.9M 68.11
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Amazon (AMZN) 1.5 $126M 605k 208.27
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NVIDIA Corporation (NVDA) 1.4 $121M -3% 695k 174.40
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Ishares Tr Core S&p Mcp Etf (IJH) 1.4 $120M 1.8M 67.53
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Exxon Mobil Corporation (XOM) 1.2 $100M -3% 591k 169.66
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Alphabet Cap Stk Cl C (GOOG) 1.2 $100M -3% 349k 286.86
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Ishares Tr Esg Awr Msci Usa (ESGU) 1.2 $99M +2% 697k 141.42
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Broadcom (AVGO) 1.1 $95M -3% 306k 309.51
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JPMorgan Chase & Co. (JPM) 1.1 $92M -2% 313k 294.16
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Spdr Series Trust State Street Spd (KRE) 1.0 $84M +35% 1.3M 65.15
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Johnson & Johnson (JNJ) 0.9 $79M -3% 323k 244.44
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Home Depot (HD) 0.9 $75M 228k 328.89
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Abbvie (ABBV) 0.8 $68M -4% 311k 217.49
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First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.7 $62M +34% 3.7M 16.77
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $62M +4% 644k 95.62
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $61M +2% 126k 479.20
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $60M 314k 191.92
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Kla Corp Com New (KLAC) 0.7 $58M -4% 40k 1472.41
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Morgan Stanley Com New (MS) 0.7 $56M 340k 164.57
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Ishares Tr Core S&p Scp Etf (IJR) 0.6 $53M -3% 426k 124.31
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Procter & Gamble Company (PG) 0.6 $51M -3% 350k 144.44
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Merck & Co (MRK) 0.6 $49M -4% 406k 120.29
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $47M 79k 597.55
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $45M 846k 52.56
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Cisco Systems (CSCO) 0.5 $44M -2% 569k 77.59
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Caterpillar (CAT) 0.5 $43M 61k 708.46
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Visa Com Cl A (V) 0.5 $42M -3% 140k 302.24
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Costco Wholesale Corporation (COST) 0.5 $41M 41k 996.43
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Cabot Corporation (CBT) 0.5 $40M 537k 75.31
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Ishares Tr Esg Aware Msci (ESML) 0.5 $40M 854k 47.02
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.5 $40M +2% 742k 53.22
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Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.5 $38M -24% 482k 79.12
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Amphenol Corp Cl A (APH) 0.4 $37M -5% 293k 126.35
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Abbott Laboratories (ABT) 0.4 $37M -3% 361k 102.67
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Raytheon Technologies Corp (RTX) 0.4 $35M -2% 183k 192.90
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Pepsi (PEP) 0.4 $34M -3% 216k 155.29
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Cabot Oil & Gas Corporation (CTRA) 0.4 $32M 909k 35.14
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McDonald's Corporation (MCD) 0.4 $30M 96k 310.79
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Thermo Fisher Scientific (TMO) 0.3 $30M -5% 60k 491.53
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $29M 45k 650.34
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Mastercard Incorporated Cl A (MA) 0.3 $29M 58k 499.66
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American Express Company (AXP) 0.3 $29M +6% 96k 302.48
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Chevron Corporation (CVX) 0.3 $28M -2% 135k 206.90
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Nextera Energy (NEE) 0.3 $27M -3% 289k 92.88
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Tidal Trust Iii Rockefeller Glob (RGEF) 0.3 $27M 886k 30.05
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Analog Devices (ADI) 0.3 $24M +3% 77k 318.14
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Goldman Sachs (GS) 0.3 $24M -2% 29k 845.99
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Ge Vernova (GEV) 0.3 $24M 27k 872.90
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Oracle Corporation (ORCL) 0.3 $23M 158k 147.11
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Union Pacific Corporation (UNP) 0.3 $23M -5% 93k 242.62
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Church & Dwight (CHD) 0.3 $22M -2% 239k 93.32
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Meta Platforms Cl A (META) 0.3 $22M 39k 572.13
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $21M 217k 97.13
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $21M +4% 65k 320.81
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Lam Research Corp Com New (LRCX) 0.2 $20M 94k 213.66
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $20M +3% 371k 54.05
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Wal-Mart Stores (WMT) 0.2 $20M 160k 124.28
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Emerson Electric (EMR) 0.2 $19M 148k 131.02
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Ishares Esg Awr Msci Em (ESGE) 0.2 $19M +3% 425k 45.47
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Spdr Gold Tr Gold Shs (GLD) 0.2 $19M -2% 45k 430.29
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Automatic Data Processing (ADP) 0.2 $19M -6% 93k 203.18
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Illinois Tool Works (ITW) 0.2 $19M -3% 72k 260.29
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State Street Corporation (STT) 0.2 $18M -2% 146k 126.56
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Vanguard World Inf Tech Etf (VGT) 0.2 $18M -11% 26k 697.72
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Amgen (AMGN) 0.2 $18M 51k 351.85
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Coca-Cola Company (KO) 0.2 $17M 222k 76.05
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International Business Machines (IBM) 0.2 $17M 69k 242.39
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Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $17M 88k 189.59
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Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $17M 137k 121.19
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Fastenal Company (FAST) 0.2 $16M +2% 350k 46.40
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $16M -4% 316k 50.98
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Mettler-Toledo International (MTD) 0.2 $16M -3% 13k 1261.20
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $15M -2% 295k 49.89
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Ecolab (ECL) 0.2 $14M 54k 266.02
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Linde SHS (LIN) 0.2 $14M -6% 29k 495.76
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Lowe's Companies (LOW) 0.2 $14M -6% 60k 236.28
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Stryker Corporation (SYK) 0.2 $13M 40k 328.59
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Eli Lilly & Co. (LLY) 0.2 $13M +2% 14k 919.77
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UnitedHealth (UNH) 0.2 $13M -14% 48k 270.59
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Honeywell International 0.2 $13M -2% 58k 226.03
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Arista Networks Com Shs (ANET) 0.2 $13M 106k 122.78
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Parker-Hannifin Corporation (PH) 0.2 $13M -7% 14k 895.24
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Palo Alto Networks (PANW) 0.1 $13M -16% 78k 160.32
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Dell Technologies CL C (DELL) 0.1 $12M 75k 164.13
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Ishares Core Msci Emkt (IEMG) 0.1 $12M +66% 173k 69.75
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S&p Global (SPGI) 0.1 $12M -10% 28k 425.34
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $12M 81k 148.10
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $12M 33k 356.56
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Valero Energy Corporation (VLO) 0.1 $12M 47k 247.08
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $11M -4% 138k 82.43
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Ishares Tr National Mun Etf (MUB) 0.1 $11M 104k 106.15
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O'reilly Automotive (ORLY) 0.1 $11M 119k 92.31
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Eaton Corp SHS (ETN) 0.1 $11M +2% 30k 357.67
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $10M 109k 94.24
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Ishares Tr Expanded Tech (IGV) 0.1 $10M -2% 126k 80.05
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Air Products & Chemicals (APD) 0.1 $10M 34k 290.49
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Walt Disney Company (DIS) 0.1 $10M -3% 103k 96.38
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Northrop Grumman Corporation (NOC) 0.1 $9.8M 14k 682.24
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Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $9.8M 137k 71.73
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Bank of America Corporation (BAC) 0.1 $9.8M 200k 48.75
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Danaher Corporation (DHR) 0.1 $9.5M -3% 50k 189.60
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Ishares Msci Eurzone Etf (EZU) 0.1 $9.3M -6% 149k 62.64
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Colgate-Palmolive Company (CL) 0.1 $9.3M 109k 85.23
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $9.3M 370k 25.10
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $9.2M -3% 163k 56.79
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $9.2M 22k 426.40
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Chubb (CB) 0.1 $9.2M +2% 28k 325.93
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $8.9M 20k 446.54
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Texas Instruments Incorporated (TXN) 0.1 $8.6M +10% 44k 194.14
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3M Company (MMM) 0.1 $8.6M 59k 145.23
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American Tower Reit (AMT) 0.1 $8.6M -14% 50k 172.58
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General Dynamics Corporation (GD) 0.1 $8.3M 24k 343.22
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Pfizer (PFE) 0.1 $8.3M 294k 28.08
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $8.1M -5% 22k 370.68
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Bristol Myers Squibb (BMY) 0.1 $8.0M 133k 60.65
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Toronto Dominion Bk Ont Com New (TD) 0.1 $8.0M 86k 93.31
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Novartis Sponsored Adr (NVS) 0.1 $7.9M -7% 52k 152.75
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $7.8M 56k 138.32
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Canadian Natural Resources (CNQ) 0.1 $7.7M -2% 158k 48.73
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $7.6M -2% 29k 261.92
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Ge Aerospace Com New (GE) 0.1 $7.5M +2% 27k 283.77
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Public Storage (PSA) 0.1 $7.5M -9% 28k 270.88
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SLB Com Stk (SLB) 0.1 $7.4M 145k 51.39
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Apellis Pharmaceuticals 0.1 $7.2M 180k 40.23
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Ishares Gold Tr Ishares New (IAU) 0.1 $7.1M 80k 88.16
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Lockheed Martin Corporation (LMT) 0.1 $7.0M 12k 604.39
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Booking Holdings (BKNG) 0.1 $6.6M +4% 1.6k 4210.32
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Regeneron Pharmaceuticals (REGN) 0.1 $6.6M 8.5k 772.64
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $6.5M 26k 248.00
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Philip Morris International (PM) 0.1 $6.5M 39k 165.34
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $6.4M -14% 32k 198.29
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $6.4M 21k 313.81
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $6.4M -2% 209k 30.68
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salesforce (CRM) 0.1 $6.4M -20% 34k 186.67
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Proshares Tr Short Qqq (PSQ) 0.1 $6.4M +26% 198k 32.19
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Blackrock (BLK) 0.1 $6.2M -8% 6.4k 961.71
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Unilever Spon Adr New (UL) 0.1 $6.0M 105k 56.97
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Leidos Holdings (LDOS) 0.1 $6.0M -4% 39k 155.52
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Ishares Tr Eafe Value Etf (EFV) 0.1 $5.9M 80k 74.35
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Netflix (NFLX) 0.1 $5.9M 61k 96.15
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Deere & Company (DE) 0.1 $5.8M -6% 10k 563.30
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Carrier Global Corporation (CARR) 0.1 $5.7M -4% 102k 56.31
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $5.6M 96k 59.03
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Palantir Technologies Cl A (PLTR) 0.1 $5.6M -3% 38k 146.28
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Shell Spon Ads (SHEL) 0.1 $5.6M 60k 93.00
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Amcor Com New (AMCR) 0.1 $5.5M NEW 139k 39.75
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CVS Caremark Corporation (CVS) 0.1 $5.5M +4% 76k 71.82
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Snap-on Incorporated (SNA) 0.1 $5.5M 15k 363.22
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $5.4M 61k 88.70
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Intuitive Surgical Com New (ISRG) 0.1 $5.4M 12k 460.99
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Dover Corporation (DOV) 0.1 $5.4M 26k 208.45
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Tesla Motors (TSLA) 0.1 $5.3M +14% 14k 371.75
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Verizon Communications (VZ) 0.1 $5.2M -10% 104k 50.20
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $5.2M 24k 215.06
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Antero Res (AR) 0.1 $5.2M 123k 42.44
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Qualcomm (QCOM) 0.1 $5.1M +3% 39k 128.78
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Quanta Services (PWR) 0.1 $5.0M +2% 9.1k 549.02
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Hershey Company (HSY) 0.1 $4.9M 24k 207.89
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Starbucks Corporation (SBUX) 0.1 $4.9M +10% 55k 89.59
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Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $4.8M 113k 42.49
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $4.7M 63k 75.10
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Ishares Tr Core Msci Euro (IEUR) 0.1 $4.7M -4% 67k 70.27
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Trane Technologies SHS (TT) 0.1 $4.7M 11k 416.74
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $4.7M -2% 68k 68.47
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Ross Stores (ROST) 0.1 $4.6M 21k 216.63
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $4.6M 93k 49.95
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Micron Technology (MU) 0.1 $4.6M -29% 14k 337.84
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $4.5M +23% 13k 337.95
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Waste Management (WM) 0.1 $4.5M -4% 20k 229.79
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Spdr Series Trust State Street Spd (XBI) 0.1 $4.5M 35k 127.73
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Servicenow (NOW) 0.1 $4.4M +16% 42k 104.55
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Rockwell Automation (ROK) 0.1 $4.3M 12k 358.88
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $4.3M -3% 39k 111.37
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AFLAC Incorporated (AFL) 0.0 $4.2M +2% 38k 109.71
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Cigna Corp (CI) 0.0 $4.2M 16k 266.75
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Norfolk Southern (NSC) 0.0 $4.2M 15k 287.00
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Intuit (INTU) 0.0 $4.2M -3% 9.7k 432.38
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Microchip Technology (MCHP) 0.0 $4.2M +16% 64k 64.61
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Sprott Asset Management Physical Silver (PSLV) 0.0 $4.1M -3% 170k 24.39
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $4.1M 44k 92.74
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Medtronic SHS (MDT) 0.0 $4.1M +28% 48k 86.65
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Uber Technologies (UBER) 0.0 $4.1M +15% 57k 71.93
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Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.0 $4.1M +20% 51k 80.06
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SYSCO Corporation (SYY) 0.0 $4.1M -3% 57k 71.33
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W.W. Grainger (GWW) 0.0 $4.0M 3.7k 1090.81
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Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $4.0M -10% 63k 63.94
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Watsco, Incorporated (WSO) 0.0 $3.9M -18% 11k 363.79
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Xylem (XYL) 0.0 $3.8M +4% 32k 119.50
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Select Sector Spdr Tr State Street Fin (XLF) 0.0 $3.8M -3% 77k 49.37
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IDEXX Laboratories (IDXX) 0.0 $3.8M -7% 6.8k 561.89
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New York Times Co Mtn Be Cl A (NYT) 0.0 $3.8M -7% 45k 83.73
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Roper Industries (ROP) 0.0 $3.7M -8% 10k 353.86
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Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $3.7M -6% 104k 35.44
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Moody's Corporation (MCO) 0.0 $3.6M 8.4k 436.25
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Corning Incorporated (GLW) 0.0 $3.6M -19% 27k 135.97
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Wells Fargo & Company (WFC) 0.0 $3.6M -2% 45k 79.61
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Select Sector Spdr Tr State Street Tec (XLK) 0.0 $3.5M 27k 132.90
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $3.5M +6% 141k 25.07
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Expeditors International of Washington (EXPD) 0.0 $3.5M -2% 25k 143.23
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Cheniere Energy Com New (LNG) 0.0 $3.5M 12k 283.76
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $3.4M -5% 6.6k 522.71
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Citigroup Com New (C) 0.0 $3.4M 30k 113.41
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Ishares Tr Select Us Reit (ICF) 0.0 $3.4M -5% 55k 61.89
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $3.4M +5% 8.7k 390.41
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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $3.4M -7% 5.5k 616.76
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Intercontinental Exchange (ICE) 0.0 $3.4M 21k 157.28
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Novo-nordisk A S Adr (NVO) 0.0 $3.3M -13% 90k 36.75
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Marriott Intl Cl A (MAR) 0.0 $3.2M 9.9k 327.07
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $3.2M 5.6k 577.18
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Cognizant Technology Solutio Cl A (CTSH) 0.0 $3.2M -21% 52k 61.35
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CBOE Holdings (CBOE) 0.0 $3.2M 11k 281.07
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Us Bancorp Com New (USB) 0.0 $3.2M 61k 52.01
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Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.0 $3.2M 82k 38.77
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Adobe Systems Incorporated (ADBE) 0.0 $3.2M -18% 13k 243.08
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Allstate Corporation (ALL) 0.0 $3.1M 15k 207.34
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Zoetis Cl A (ZTS) 0.0 $3.0M 26k 118.21
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Blue Owl Technology Fin Corp Common Stock (OTF) 0.0 $3.0M +86% 242k 12.39
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $3.0M +10% 30k 100.57
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Vanguard World Comm Srvc Etf (VOX) 0.0 $3.0M 17k 179.84
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $2.9M -3% 32k 91.77
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American Electric Power Company (AEP) 0.0 $2.9M 23k 131.08
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Applied Materials (AMAT) 0.0 $2.9M +33% 8.6k 341.79
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Nike CL B (NKE) 0.0 $2.9M -14% 55k 52.82
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Entergy Corporation (ETR) 0.0 $2.9M 26k 112.36
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L3harris Technologies (LHX) 0.0 $2.8M -10% 8.2k 345.15
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $2.8M +2% 26k 106.50
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Pimco Etf Tr Multisector Bd (PYLD) 0.0 $2.8M +95% 107k 26.20
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Vanguard World Esg Us Stk Etf (ESGV) 0.0 $2.8M 25k 112.27
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At&t (T) 0.0 $2.8M +2% 96k 28.99
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Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $2.8M -9% 2.1k 1320.83
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Kimberly-Clark Corporation (KMB) 0.0 $2.7M 29k 96.47
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $2.7M +3% 9.6k 287.18
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Prologis (PLD) 0.0 $2.7M -13% 21k 132.18
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Tractor Supply Company (TSCO) 0.0 $2.7M -2% 60k 45.30
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Cameco Corporation (CCJ) 0.0 $2.7M 25k 108.61
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $2.7M +13% 45k 59.55
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.0 $2.6M 23k 114.32
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Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.0 $2.6M 63k 41.08
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Becton, Dickinson and (BDX) 0.0 $2.6M -5% 16k 157.23
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World Gold Tr Spdr Gld Minis (GLDM) 0.0 $2.6M +13% 28k 92.69
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Past Filings by Fiduciary Trust

SEC 13F filings are viewable for Fiduciary Trust going back to 2010

View all past filings