Fiduciary Wealth Partners

Fiduciary Wealth Partners as of March 31, 2025

Portfolio Holdings for Fiduciary Wealth Partners

Fiduciary Wealth Partners holds 65 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf Etf (VOO) 33.0 $38M 74k 513.91
Vanguard Ftse Developed Markets Etf Etf (VEA) 23.2 $27M 529k 50.83
Vanguard Small Cap Etf Etf (VB) 10.4 $12M 54k 221.75
Vanguard Mid Cap Etf Etf (VO) 5.5 $6.3M 25k 258.62
Powershares Qqq Tr Etf (QQQ) 3.8 $4.4M 9.3k 468.92
Spdr S&p 500 Etf Trust Etf (SPY) 3.1 $3.6M 6.5k 559.37
Apple Stock (AAPL) 3.1 $3.6M 16k 222.13
Microsoft Stock (MSFT) 2.1 $2.4M 6.4k 375.39
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 1.6 $1.8M 4.3k 419.88
Ishares Russell 3000 Etf Etf (IWV) 1.5 $1.7M 5.5k 317.64
Amazon.com Stock (AMZN) 1.3 $1.5M 8.1k 190.26
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.2 $1.4M 30k 45.26
Vanguard Extended Market Etf Etf (VXF) 0.6 $697k 4.0k 172.24
Nvidia Corp Stock (NVDA) 0.6 $691k 6.4k 108.38
Jpmorgan Chase & Co Stock (JPM) 0.5 $542k 2.2k 245.25
Google Stock (GOOGL) 0.4 $515k 3.3k 154.65
Procter And Gamble Stock (PG) 0.4 $457k 2.7k 170.42
Waste Management Stock (WM) 0.4 $448k 1.9k 231.47
Vanguard Total Stk Mkt Etf (VTI) 0.4 $444k 1.6k 274.82
Paychex Stock (PAYX) 0.4 $434k 2.8k 154.28
Vanguard Russell 3000 Etf Etf (VTHR) 0.3 $367k 1.5k 246.79
General Dynamics Corp Stock (GD) 0.3 $324k 1.2k 272.58
Manulife Finl Corp Stock (MFC) 0.3 $306k 9.8k 31.15
Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.3 $304k 3.2k 95.30
Johnson & Johnson Stock (JNJ) 0.3 $303k 1.8k 165.84
Meta Platforms Inc Cl A Stock (META) 0.3 $300k 520.00 576.36
Honeywell Intl Stock (HON) 0.3 $292k 1.4k 211.75
Tjx Cos Stock (TJX) 0.2 $284k 2.3k 121.80
Amgen Stock (AMGN) 0.2 $280k 899.00 311.55
Pepsico Stock (PEP) 0.2 $268k 1.8k 149.96
Qualcomm Stock (QCOM) 0.2 $268k 1.7k 153.63
Abbvie Stock (ABBV) 0.2 $242k 1.2k 209.43
Royal Bank Of Canada Stock (RY) 0.2 $236k 2.1k 112.72
Exxon Mobil Corp Stock (XOM) 0.2 $234k 2.0k 118.90
Mastercard Stock (MA) 0.2 $226k 413.00 548.21
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.2 $220k 413.00 533.48
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.2 $218k 410.00 532.58
Eli Lilly & Co Stock (LLY) 0.2 $218k 264.00 825.91
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.2 $217k 2.1k 104.57
International Paper Stock (IP) 0.2 $216k 4.0k 53.35
Colgate Palmolive Stock (CL) 0.2 $214k 2.3k 93.70
Southern Stock (SO) 0.2 $204k 2.2k 91.95
Extra Space Storage Reit (EXR) 0.2 $192k 1.3k 148.49
Avago Technologies Stock (AVGO) 0.2 $192k 1.1k 167.43
Costco Wholesale Corp Stock (COST) 0.1 $170k 180.00 945.78
Oracle Corporation Stock (ORCL) 0.1 $169k 1.2k 139.81
Netflix Stock (NFLX) 0.1 $158k 169.00 932.53
Coca Cola Stock (KO) 0.1 $153k 2.1k 71.62
Unitedhealth Group Stock (UNH) 0.1 $151k 288.00 524.12
Home Depot Stock (HD) 0.1 $121k 331.00 366.23
Philip Morris Intl Stock (PM) 0.1 $111k 701.00 158.63
Visa Stock (V) 0.1 $85k 243.00 350.46
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $84k 535.00 156.23
Merck & Co Stock (MRK) 0.0 $48k 533.00 89.76
Applied Matls Stock (AMAT) 0.0 $46k 315.00 145.07
Ishares Russell 1000 Etf Etf (IWB) 0.0 $45k 148.00 306.70
Accenture Ltd Bermuda Cl A Stock (ACN) 0.0 $45k 145.00 312.04
Caterpillar Stock (CAT) 0.0 $45k 137.00 329.80
Ishares Msci Eafe Etf Etf (EFA) 0.0 $36k 435.00 81.80
Lam Research Corp Stock (LRCX) 0.0 $15k 200.00 72.70
Intuit Stock (INTU) 0.0 $6.1k 10.00 614.00
Dollar Tree Stores Stock (DLTR) 0.0 $5.5k 73.00 75.07
Intl Business Machines Stock (IBM) 0.0 $4.2k 17.00 248.65
Xylem Stock (XYL) 0.0 $1.4k 12.00 119.50
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $256.000000 1.00 256.00