FW
| |
Fiduciary Wealth Partners, LLC13F | |
| Fiduciary Wealth Partners, LLC | |
| Last update 2025-05-08 | 65 Stocks (59 new) |
| Value $116.00 Mil | Turnover 27 % |
Fiduciary Wealth Partners, LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 74,373 | 38,221.1 | -39.24% | 33.030 | -14.79% | 0.010 | +18.82% | +8.89% | 663,622.4 | ||
VEA | Vanguard FTSE Developed Markets ETF | 529,141 | 26,896.2 | -22.57% | 23.240 | -8.93% | 0.020 | +14.16% | +23.88% | 163,588.6 | ||
VB | Vanguard Small Cap ETF | 54,177 | 12,013.7 | -15.02% | 10.380 | -1.81% | 0.020 | +17.97% | +3.73% | 62,181.4 | ||
VO | Vanguard Mid-Cap ETF | 24,471 | 6,328.7 | -44.90% | 5.470 | -3.91% | 0.010 | +15.88% | +9.89% | 80,725.0 | ||
QQQ | INVESCO QQQ Trust | 9,320 | 4,370.3 | New Holding | 3.780 | +3.78% | 0.000 | +24.17% | +10.57% | 359,485.3 | ||
SPY | SPDR S&P 500 ETF Trust | 6,467 | 3,617.4 | New Holding | 3.130 | +3.13% | 0.000 | +18.80% | +8.86% | 654,366.5 | ||
AAPL | Apple Inc | 16,062 | 3,567.8 | New Holding | 3.080 | +3.08% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
MSFT | Microsoft Corp | 6,411 | 2,406.6 | New Holding | 2.080 | +2.08% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 4,299 | 1,805.1 | New Holding | 1.560 | +1.56% | 0.000 | +14.17% | +6.69% | 38,287.2 | ||
IWV | iShares Russell 3000 ETF | 5,460 | 1,734.3 | New Holding | 1.500 | +1.50% | 0.010 | +18.79% | +8.50% | 16,270.8 |
Fiduciary Wealth Partners, LLC's Historical Top Holdings Breakdowns
Fiduciary Wealth Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -14.79% | 507.05 ($540.58) 563.67 | $582.86 | 7.82% | Reduce -39.24% | 74,373 | -48,035 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Reduce Reduce | -8.93% | 47.4 ($50.6) 52.99 | $58.50 | 15.61% | Reduce -22.57% | 529,141 | -154,268 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -3.91% | 251.87 ($268.43) 277.95 | $287.85 | 7.23% | Reduce -44.9% | 24,471 | -19,938 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | New Buy New Buy | +3.78% | 468.34 ($508.07) 539.52 | $563.81 | 10.97% | New holding | 9,320 | 9,320 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | New Buy New Buy | +3.13% | 551.42 ($587.78) 612.93 | $634.21 | 7.90% | New holding | 6,467 | 6,467 | |
AAPL | Apple Inc | 2025-03-31 | New Buy New Buy | +3.08% | 209.68 ($231.67) 247.1 | $214.15 | -7.56% | New holding | 16,062 | 16,062 | |
MSFT | Microsoft Corp | 2025-03-31 | New Buy New Buy | +2.08% | 375.39 ($407.71) 447.2 | $505.87 | 24.08% | New holding | 6,411 | 6,411 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Reduce Reduce | -1.81% | 217.89 ($238.81) 252.64 | $247.42 | 3.61% | Reduce -15.02% | 54,177 | -9,578 | |
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 2025-03-31 | New Buy New Buy | +1.56% | 408.78 ($432.49) 448.82 | $450.21 | 4.10% | New holding | 4,299 | 4,299 | |
IWV | iShares Russell 3000 ETF | 2025-03-31 | New Buy New Buy | +1.50% | 313.1 ($335.28) 349.83 | $360.77 | 7.60% | New holding | 5,460 | 5,460 |
Fiduciary Wealth Partners, LLC Total Holding History ($B)
Fiduciary Wealth Partners, LLC's Asset Allocation
Fiduciary Wealth Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Fiduciary Wealth Partners, LLC's Hypothetical Growth since 2025-03-31
Fiduciary Wealth Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Fiduciary Wealth Partners, LLC's Holdings Heat Map
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Fiduciary Wealth Partners, LLC's Holdings Bubble Chart
Fiduciary Wealth Partners, LLC News
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