Fiduciary Trust Company
Latest statistics and disclosures from Fiduciary Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AAPL, TJX, MSFT, VEA, and represent 29.42% of Fiduciary Trust's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$25M), TJX (+$14M), JMST (+$12M), IEFA (+$11M), RSP (+$7.1M), VEA (+$6.0M), ESGU (+$5.4M), IJR, VTEB, NVDA.
- Started 39 new stock positions in FTSL, COF, DUOL, BG, DVY, VCIT, SJNK, IRON, WDAY, SPG.
- Reduced shares in these 10 stocks: SCHD (-$11M), AAPL (-$8.9M), MSFT (-$5.4M), , CP, XOM, STT, TMO, PH, JNJ.
- Sold out of its positions in Activision Blizzard, CAG, CEG, D, EXG, EXC, HTD, GSY, PBW, AGG.
- Fiduciary Trust was a net buyer of stock by $21M.
- Fiduciary Trust has $6.0B in assets under management (AUM), dropping by 9.45%.
- Central Index Key (CIK): 0000035442
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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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Fiduciary Trust holds 622 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Fiduciary Trust has 622 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Fiduciary Trust Dec. 31, 2023 positions
- Download the Fiduciary Trust December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 11.1 | $665M | +3% | 1.4M | 477.63 |
|
Apple (AAPL) | 5.3 | $320M | -2% | 1.7M | 192.53 |
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TJX Companies (TJX) | 4.4 | $261M | +5% | 2.8M | 93.81 |
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Microsoft Corporation (MSFT) | 4.3 | $259M | -2% | 688k | 376.04 |
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Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) | 4.3 | $257M | +2% | 5.4M | 47.90 |
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Ishares Tr Core Msci Eafe (IEFA) | 4.1 | $244M | +4% | 3.5M | 70.35 |
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Coupang Cl A (CPNG) | 3.6 | $216M | 13M | 16.19 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.0 | $177M | +4% | 1.1M | 157.80 |
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First Tr Exchange-traded Energy Inm Partn (EIPX) | 1.9 | $113M | 5.3M | 21.28 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 1.7 | $102M | +2% | 367k | 277.15 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $98M | 703k | 139.69 |
|
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Amazon (AMZN) | 1.6 | $97M | 636k | 151.94 |
|
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.3 | $80M | -12% | 1.1M | 76.13 |
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Ishares Tr 1-3 Yr Cr Bd Etf (IGSB) | 1.3 | $76M | 1.5M | 51.27 |
|
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Jp Morgan Exchange Traded Ultra Shrt Etf (JMST) | 1.2 | $74M | +18% | 1.5M | 50.74 |
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Home Depot (HD) | 1.2 | $71M | -2% | 205k | 346.55 |
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Exxon Mobil Corporation (XOM) | 0.9 | $56M | -4% | 560k | 99.98 |
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Johnson & Johnson (JNJ) | 0.9 | $53M | -4% | 340k | 156.74 |
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Procter & Gamble Company (PG) | 0.9 | $53M | 361k | 146.54 |
|
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Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $52M | +7% | 477k | 108.25 |
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Alphabet Cap Stk Cl C (GOOG) | 0.9 | $51M | 363k | 140.93 |
|
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Pepsi (PEP) | 0.9 | $51M | 301k | 169.84 |
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JPMorgan Chase & Co. (JPM) | 0.8 | $50M | 293k | 170.10 |
|
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Cabot Corporation (CBT) | 0.8 | $48M | 579k | 83.50 |
|
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Ishares Tr Etf Msci Usa (ESGU) | 0.8 | $47M | +12% | 452k | 104.92 |
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Abbvie (ABBV) | 0.8 | $47M | -2% | 300k | 154.97 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $45M | 127k | 356.66 |
|
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Merck & Co (MRK) | 0.7 | $44M | 407k | 109.02 |
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Broadcom (AVGO) | 0.7 | $41M | -2% | 37k | 1116.25 |
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UnitedHealth (UNH) | 0.6 | $37M | 70k | 526.47 |
|
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Thermo Fisher Scientific (TMO) | 0.6 | $36M | -6% | 68k | 530.79 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $35M | 81k | 436.80 |
|
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Morgan Stanley Com New (MS) | 0.6 | $35M | 379k | 93.25 |
|
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Ishares Tr Msci Usa Small (ESML) | 0.6 | $35M | 924k | 38.01 |
|
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Visa Cl A (V) | 0.6 | $35M | +2% | 135k | 260.35 |
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Abbott Laboratories (ABT) | 0.6 | $34M | 308k | 110.07 |
|
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Ishares Tr Msci Eafe Esg Op (ESGD) | 0.6 | $33M | +5% | 443k | 75.54 |
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Church & Dwight (CHD) | 0.5 | $32M | -2% | 337k | 94.56 |
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McDonald's Corporation (MCD) | 0.5 | $31M | -4% | 105k | 296.51 |
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NVIDIA Corporation (NVDA) | 0.5 | $31M | +8% | 63k | 495.22 |
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Cisco Systems (CSCO) | 0.5 | $31M | -2% | 615k | 50.52 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $28M | 59k | 475.31 |
|
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Chevron Corporation (CVX) | 0.5 | $28M | 187k | 149.16 |
|
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KLA-Tencor Corporation (KLAC) | 0.5 | $27M | 47k | 581.30 |
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Automatic Data Processing (ADP) | 0.4 | $26M | 113k | 232.97 |
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Cabot Oil & Gas Corporation (CTRA) | 0.4 | $26M | 1.0M | 25.52 |
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Costco Wholesale Corporation (COST) | 0.4 | $26M | +10% | 39k | 660.08 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $25M | 104k | 237.22 |
|
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Union Pacific Corporation (UNP) | 0.4 | $24M | 98k | 245.62 |
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Illinois Tool Works (ITW) | 0.4 | $24M | -3% | 90k | 261.94 |
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Moderna (MRNA) | 0.4 | $22M | 219k | 99.45 |
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Novo-nordisk A S Adr (NVO) | 0.4 | $22M | 210k | 103.45 |
|
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Mettler-Toledo International (MTD) | 0.3 | $21M | -4% | 17k | 1212.96 |
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Mastercard Incorporated Cl A (MA) | 0.3 | $20M | 46k | 426.51 |
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Caterpillar (CAT) | 0.3 | $19M | 64k | 295.67 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $18M | -9% | 440k | 41.10 |
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Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $18M | 114k | 155.33 |
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Nextera Energy (NEE) | 0.3 | $18M | -5% | 289k | 60.74 |
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Adobe Systems Incorporated (ADBE) | 0.3 | $18M | 29k | 596.60 |
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Raytheon Technologies Corp (RTX) | 0.3 | $18M | -8% | 208k | 84.14 |
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Amphenol Corp Cl A (APH) | 0.3 | $17M | 174k | 99.13 |
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Nike CL B (NKE) | 0.3 | $17M | 158k | 108.57 |
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American Express Company (AXP) | 0.3 | $17M | 89k | 187.34 |
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Oracle Corporation (ORCL) | 0.3 | $16M | 152k | 105.43 |
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Lowe's Companies (LOW) | 0.3 | $15M | 69k | 222.55 |
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Emerson Electric (EMR) | 0.3 | $15M | 155k | 97.33 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $15M | -9% | 135k | 111.63 |
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Amgen (AMGN) | 0.3 | $15M | -12% | 52k | 288.02 |
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Apellis Pharmaceuticals (APLS) | 0.2 | $15M | -8% | 243k | 59.86 |
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State Street Corporation (STT) | 0.2 | $15M | -15% | 187k | 77.46 |
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CVS Caremark Corporation (CVS) | 0.2 | $14M | -6% | 183k | 78.96 |
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Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $14M | 148k | 91.05 |
|
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Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $14M | +2% | 38k | 350.91 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $13M | 27k | 484.00 |
|
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Honeywell International (HON) | 0.2 | $13M | 62k | 209.71 |
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Disney Walt Com Disney (DIS) | 0.2 | $13M | -4% | 143k | 90.29 |
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Linde SHS (LIN) | 0.2 | $13M | 31k | 410.71 |
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S&p Global (SPGI) | 0.2 | $13M | 29k | 440.52 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $12M | 161k | 75.35 |
|
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Ishares Tr Na Tec-sftwr Etf (IGV) | 0.2 | $12M | -4% | 30k | 405.64 |
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American Tower Reit (AMT) | 0.2 | $12M | -6% | 55k | 215.88 |
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Public Storage (PSA) | 0.2 | $12M | 39k | 305.00 |
|
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Ishares Tr National Mun Etf (MUB) | 0.2 | $12M | +21% | 109k | 108.41 |
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Coca-Cola Company (KO) | 0.2 | $12M | 199k | 58.93 |
|
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Fastenal Company (FAST) | 0.2 | $12M | -2% | 178k | 64.77 |
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Air Products & Chemicals (APD) | 0.2 | $12M | -8% | 42k | 273.80 |
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Ishares Esg Msci Em Etf (ESGE) | 0.2 | $12M | -6% | 357k | 32.06 |
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Bristol Myers Squibb (BMY) | 0.2 | $11M | +15% | 222k | 51.31 |
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Vanguard Whitehall Fds Inc Intl High Etf (VYMI) | 0.2 | $11M | 171k | 66.49 |
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Ecolab (ECL) | 0.2 | $11M | 57k | 198.35 |
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Goldman Sachs (GS) | 0.2 | $11M | 29k | 385.77 |
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Colgate-Palmolive Company (CL) | 0.2 | $11M | -5% | 137k | 79.71 |
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Analog Devices (ADI) | 0.2 | $11M | +2% | 55k | 198.56 |
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Vanguard Mun Fd Inc Tax Exempt BD (VTEB) | 0.2 | $11M | +49% | 210k | 51.05 |
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Pfizer (PFE) | 0.2 | $11M | -13% | 371k | 28.79 |
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Zoetis Cl A (ZTS) | 0.2 | $11M | +3% | 54k | 197.37 |
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salesforce (CRM) | 0.2 | $11M | +3% | 40k | 263.14 |
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Danaher Corporation (DHR) | 0.2 | $11M | +2% | 45k | 231.34 |
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Intel Corporation (INTC) | 0.2 | $10M | +6% | 205k | 50.25 |
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.2 | $10M | 155k | 64.48 |
|
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Ishares Msci Eurzone Etf (EZU) | 0.2 | $9.7M | -2% | 204k | 47.44 |
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Stryker Corporation (SYK) | 0.1 | $9.0M | +5% | 30k | 299.46 |
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Becton, Dickinson and (BDX) | 0.1 | $9.0M | 37k | 243.83 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $8.8M | -3% | 201k | 43.85 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $8.6M | -6% | 213k | 40.21 |
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Canadian Natural Resources (CNQ) | 0.1 | $8.5M | 129k | 65.52 |
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Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $8.1M | 147k | 55.28 |
|
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International Business Machines (IBM) | 0.1 | $7.9M | +2% | 49k | 163.55 |
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IDEXX Laboratories (IDXX) | 0.1 | $7.9M | 14k | 555.05 |
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Canadian Pacific Kansas City (CP) | 0.1 | $7.8M | -27% | 99k | 79.06 |
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Parker-Hannifin Corporation (PH) | 0.1 | $7.7M | -24% | 17k | 460.70 |
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Arista Networks (ANET) | 0.1 | $7.6M | -2% | 32k | 235.51 |
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General Dynamics Corporation (GD) | 0.1 | $7.6M | 29k | 259.67 |
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O'reilly Automotive (ORLY) | 0.1 | $7.6M | +44% | 8.0k | 950.08 |
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Regeneron Pharmaceuticals (REGN) | 0.1 | $7.4M | 8.4k | 878.29 |
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Valero Energy Corporation (VLO) | 0.1 | $7.3M | 56k | 130.00 |
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Lam Research Corporation (LRCX) | 0.1 | $7.3M | 9.3k | 783.26 |
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Vanguard Index Fds Reit Etf (VNQ) | 0.1 | $7.3M | 82k | 88.36 |
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Chubb (CB) | 0.1 | $7.1M | -14% | 32k | 226.00 |
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Spdr Gold Trust Gold Shs (GLD) | 0.1 | $7.0M | 37k | 191.17 |
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Texas Instruments Incorporated (TXN) | 0.1 | $6.7M | 40k | 170.46 |
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Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $6.7M | 24k | 273.74 |
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3M Company (MMM) | 0.1 | $6.6M | -6% | 61k | 109.32 |
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Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $6.6M | -11% | 139k | 47.49 |
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Wal-Mart Stores (WMT) | 0.1 | $6.6M | 42k | 157.65 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $6.5M | 117k | 56.14 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $6.5M | 32k | 200.71 |
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Facebook Cl A (META) | 0.1 | $6.4M | +6% | 18k | 353.96 |
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SYSCO Corporation (SYY) | 0.1 | $6.3M | -2% | 87k | 73.13 |
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Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $6.3M | 84k | 75.53 |
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Toronto Dominion Bk Ont Com New (TD) | 0.1 | $6.3M | -7% | 98k | 64.62 |
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Morphic Hldg (MORF) | 0.1 | $6.2M | 214k | 28.88 |
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $6.2M | 60k | 102.88 |
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Amcor Ord (AMCR) | 0.1 | $6.1M | 628k | 9.64 |
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Starbucks Corporation (SBUX) | 0.1 | $6.0M | -5% | 63k | 96.01 |
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Prologis (PLD) | 0.1 | $6.0M | -2% | 45k | 133.30 |
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Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $5.9M | -13% | 24k | 252.22 |
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Booking Holdings (BKNG) | 0.1 | $5.8M | +32% | 1.6k | 3547.22 |
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First Internet Bancorp (INBK) | 0.1 | $5.7M | -3% | 235k | 24.19 |
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Lockheed Martin Corporation (LMT) | 0.1 | $5.7M | 13k | 453.24 |
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Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $5.6M | -3% | 11k | 489.99 |
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Roper Industries (ROP) | 0.1 | $5.5M | 10k | 545.17 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $5.4M | -16% | 10.00 | 542625.00 |
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Bank of America Corporation (BAC) | 0.1 | $5.4M | 161k | 33.67 |
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Qualcomm (QCOM) | 0.1 | $5.3M | 37k | 144.63 |
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Ishares Tr Core Msci Euro (IEUR) | 0.1 | $5.3M | -9% | 97k | 55.02 |
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Novartis A G Sponsored Adr (NVS) | 0.1 | $5.3M | 52k | 100.97 |
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Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $5.1M | -18% | 98k | 51.99 |
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Snap-on Incorporated (SNA) | 0.1 | $5.1M | 18k | 288.84 |
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Carrier Global Corporation (CARR) | 0.1 | $5.0M | -3% | 88k | 57.45 |
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Microchip Technology (MCHP) | 0.1 | $5.0M | 56k | 90.18 |
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Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $5.0M | 53k | 95.08 |
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Northrop Grumman Corporation (NOC) | 0.1 | $5.0M | +14% | 11k | 468.14 |
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Cigna Corp (CI) | 0.1 | $4.9M | -5% | 16k | 299.45 |
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Dover Corporation (DOV) | 0.1 | $4.7M | 31k | 153.81 |
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Monster Beverage Corp (MNST) | 0.1 | $4.7M | +19% | 82k | 57.61 |
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Intuit (INTU) | 0.1 | $4.7M | -2% | 7.5k | 625.03 |
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Moody's Corporation (MCO) | 0.1 | $4.5M | 12k | 390.56 |
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Ishares Tr Cohen&steer Reit (ICF) | 0.1 | $4.5M | -3% | 76k | 58.73 |
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Watsco, Incorporated (WSO) | 0.1 | $4.4M | 10k | 428.47 |
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Ishares Tr Usa Min Vol Etf (USMV) | 0.1 | $4.3M | 56k | 78.03 |
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Invesco Exchng Traded Fd Tr S&p Gbl Water (CGW) | 0.1 | $4.3M | -6% | 81k | 53.01 |
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Spdr Series Trust S&p Biotech (XBI) | 0.1 | $4.2M | -4% | 47k | 89.29 |
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Ishares Tr 1-3 Yr Tr Bd Etf (SHY) | 0.1 | $4.1M | 51k | 82.04 |
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Eli Lilly & Co. (LLY) | 0.1 | $4.1M | -3% | 7.0k | 582.92 |
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Shell Spon Ads (SHEL) | 0.1 | $4.1M | -5% | 62k | 65.80 |
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Hershey Company (HSY) | 0.1 | $4.1M | 22k | 186.44 |
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Verizon Communications (VZ) | 0.1 | $4.0M | -17% | 107k | 37.70 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $4.0M | -6% | 17k | 232.64 |
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Eaton Corp SHS (ETN) | 0.1 | $3.9M | 16k | 240.82 |
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Tesla Motors (TSLA) | 0.1 | $3.9M | 16k | 248.48 |
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BlackRock (BLK) | 0.1 | $3.9M | 4.8k | 811.80 |
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Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $3.9M | 76k | 51.04 |
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Ross Stores (ROST) | 0.1 | $3.8M | 28k | 138.39 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $3.8M | +4% | 13k | 303.17 |
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Expeditors International of Washington (EXPD) | 0.1 | $3.8M | 30k | 127.20 |
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Deere & Company (DE) | 0.1 | $3.7M | -5% | 9.4k | 399.87 |
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Otis Worldwide Corp (OTIS) | 0.1 | $3.7M | -2% | 42k | 89.47 |
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Vanguard Star Fd Vg Tl Intl Stk F Vg Tl Int Stk F (VXUS) | 0.1 | $3.7M | 64k | 57.96 |
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PPG Industries (PPG) | 0.1 | $3.7M | 25k | 149.55 |
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Fiserv (FI) | 0.1 | $3.7M | 28k | 132.84 |
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Ishares Gold Tr Ishares New (IAU) | 0.1 | $3.6M | -4% | 94k | 39.03 |
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Select Sector Spdr Tr Sbi Int-energy (XLE) | 0.1 | $3.6M | -4% | 43k | 83.84 |
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W.W. Grainger (GWW) | 0.1 | $3.5M | -2% | 4.2k | 828.69 |
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Servicenow (NOW) | 0.1 | $3.4M | 4.9k | 706.49 |
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AFLAC Incorporated (AFL) | 0.1 | $3.4M | -18% | 41k | 82.50 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $3.3M | 6.5k | 507.38 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $3.3M | +8% | 66k | 50.23 |
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Us Bancorp Del Com New (USB) | 0.1 | $3.3M | -5% | 76k | 43.28 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $3.3M | 59k | 55.67 |
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Intuitive Surgical Com New (ISRG) | 0.1 | $3.2M | 9.6k | 337.36 |
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Archer Daniels Midland Company (ADM) | 0.1 | $3.2M | +3% | 44k | 72.22 |
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Vanguard Scottsdale Fds Shtrm Gvt Bd Etf (VGSH) | 0.1 | $3.2M | -8% | 54k | 58.33 |
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Synopsys (SNPS) | 0.1 | $3.2M | 6.1k | 514.91 |
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Freeport-mcmoran CL B (FCX) | 0.1 | $3.2M | -4% | 74k | 42.57 |
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Steel Dynamics (STLD) | 0.1 | $3.2M | 27k | 118.10 |
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American Electric Power Company (AEP) | 0.1 | $3.1M | 39k | 81.22 |
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Norfolk Southern (NSC) | 0.1 | $3.1M | 13k | 236.38 |
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Palo Alto Networks (PANW) | 0.1 | $3.1M | +6% | 11k | 294.88 |
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Medtronic SHS (MDT) | 0.1 | $3.1M | 38k | 82.38 |
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Ishares Tr Esg 1 5 Yr Usd (SUSB) | 0.1 | $3.1M | +2% | 127k | 24.48 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $3.0M | -7% | 39k | 77.37 |
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Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.0 | $3.0M | -2% | 70k | 42.33 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $3.0M | +54% | 7.3k | 406.89 |
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Canadian Natl Ry (CNI) | 0.0 | $2.9M | -2% | 23k | 125.63 |
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Target Corporation (TGT) | 0.0 | $2.9M | 20k | 142.42 |
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Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $2.9M | -4% | 91k | 31.54 |
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General Electric (GE) | 0.0 | $2.8M | +2% | 22k | 127.63 |
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Rockwell Automation (ROK) | 0.0 | $2.8M | -2% | 9.1k | 310.48 |
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Select Sector Spdr Tr Technology (XLK) | 0.0 | $2.8M | 15k | 192.48 |
|
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Diageo P L C Spon Adr New (DEO) | 0.0 | $2.8M | 19k | 145.66 |
|
|
Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $2.8M | -2% | 32k | 85.06 |
|
Marriott Intl Cl A (MAR) | 0.0 | $2.8M | -3% | 12k | 225.51 |
|
Ishares Tr Nasdq Biotec Etf (IBB) | 0.0 | $2.7M | -20% | 20k | 135.85 |
|
Invesco Exchng Traded Fd Tr Treas Colaterl (TBLL) | 0.0 | $2.6M | -18% | 24k | 105.61 |
|
Msci (MSCI) | 0.0 | $2.5M | +2% | 4.5k | 565.64 |
|
Vanguard World Fds Utilities Etf (VPU) | 0.0 | $2.5M | -3% | 19k | 137.07 |
|
General Mills (GIS) | 0.0 | $2.5M | -2% | 38k | 65.14 |
|
Blackstone Group Com Cl A (BX) | 0.0 | $2.5M | 19k | 130.92 |
|
|
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $2.4M | -14% | 157k | 15.57 |
|
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $2.4M | -10% | 24k | 99.79 |
|
Tractor Supply Company (TSCO) | 0.0 | $2.4M | 11k | 215.03 |
|
|
FTI Consulting (FCN) | 0.0 | $2.4M | 12k | 199.15 |
|
|
Vanguard Specialized Portfol Div App Etf (VIG) | 0.0 | $2.4M | 14k | 170.40 |
|
|
Vanguard World Fds Telcomm Etf (VOX) | 0.0 | $2.4M | -2% | 20k | 117.72 |
|
First Tr Exchange Traded Senior Ln Fd (FTSL) | 0.0 | $2.4M | NEW | 51k | 46.07 |
|
Unilever Spon Adr New (UL) | 0.0 | $2.3M | +5% | 48k | 48.48 |
|
Schlumberger (SLB) | 0.0 | $2.3M | +5% | 44k | 52.04 |
|
Wells Fargo & Company (WFC) | 0.0 | $2.2M | -5% | 45k | 49.22 |
|
Waste Management (WM) | 0.0 | $2.2M | +7% | 13k | 179.10 |
|
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $2.2M | +39% | 21k | 105.43 |
|
Voyager Therapeutics (VYGR) | 0.0 | $2.2M | 259k | 8.44 |
|
|
Ishares Tr 3-7 Yr Tr Bd Etf (IEI) | 0.0 | $2.2M | 19k | 117.13 |
|
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $2.1M | 5.2k | 409.52 |
|
|
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $2.1M | 10k | 213.33 |
|
|
CBOE Holdings (CBOE) | 0.0 | $2.1M | 12k | 178.56 |
|
|
Lululemon Athletica (LULU) | 0.0 | $2.1M | 4.1k | 511.29 |
|
|
FactSet Research Systems (FDS) | 0.0 | $2.1M | 4.4k | 477.06 |
|
|
Philip Morris International (PM) | 0.0 | $2.1M | +18% | 22k | 94.08 |
|
Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $2.0M | 8.0k | 255.32 |
|
|
Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $2.0M | 7.6k | 262.26 |
|
|
Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $2.0M | 16k | 124.97 |
|
|
At&t (T) | 0.0 | $2.0M | -25% | 119k | 16.78 |
|
First Trust ISE Water Index Fund (FIW) | 0.0 | $2.0M | +211% | 21k | 94.80 |
|
Allstate Corporation (ALL) | 0.0 | $2.0M | 14k | 139.98 |
|
|
Vanguard Admiral Fds Inc Midcp 400 Idx (IVOO) | 0.0 | $1.9M | 21k | 93.97 |
|
|
Centene Corporation (CNC) | 0.0 | $1.9M | +6% | 26k | 74.21 |
|
Vanguard World Fds Energy Etf (VDE) | 0.0 | $1.9M | 16k | 117.28 |
|
|
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.0 | $1.9M | 50k | 37.60 |
|
|
Mondelez Intl Cl A (MDLZ) | 0.0 | $1.9M | +7% | 26k | 72.43 |
|
Past Filings by Fiduciary Trust
SEC 13F filings are viewable for Fiduciary Trust going back to 2010
- Fiduciary Trust 2023 Q4 filed Feb. 12, 2024
- Fiduciary Trust 2023 Q3 filed Nov. 14, 2023
- Fiduciary Trust 2023 Q2 filed Aug. 1, 2023
- Fiduciary Trust 2023 Q1 filed May 15, 2023
- Fiduciary Trust 2022 Q4 filed Feb. 14, 2023
- Fiduciary Trust 2022 Q3 filed Nov. 14, 2022
- Fiduciary Trust 2022 Q2 filed Aug. 12, 2022
- Fiduciary Trust 2022 Q1 filed May 12, 2022
- Fiduciary Trust 2021 Q4 filed Feb. 14, 2022
- Fiduciary Trust 2021 Q3 filed Nov. 12, 2021
- Fiduciary Trust 2021 Q2 filed Aug. 16, 2021
- Fiduciary Trust 2021 Q1 filed May 19, 2021
- Fiduciary Trust 2020 Q4 filed Jan. 26, 2021
- Fiduciary Trust 2020 Q3 filed Nov. 13, 2020
- Fiduciary Trust 2020 Q2 filed Aug. 13, 2020
- Fiduciary Trust 2020 Q1 filed May 15, 2020