Fiduciary Family Office
Latest statistics and disclosures from Fiduciary Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, GOOGL, META, VOO, and represent 27.82% of Fiduciary Family Office's stock portfolio.
- Added to shares of these 10 stocks: FANG, MRK, META, KR, VB, IBKR, BMY, TFC, FI, NVDA.
- Started 23 new stock positions in SCHG, DUK, KNSL, PKG, FANG, XLK, DD, DTE, QUAL, CB. XLF, APH, PCRX, VICI, NVST, MO, SCHW, NOW, CRWD, SAP, SPGP, VRT, XPO.
- Reduced shares in these 10 stocks: VOO (-$8.0M), AAPL, QQQ, SHM, PXD, HEFA, OKE, BSV, UL, VUG.
- Sold out of its positions in APD, ARES, ARCC, AZN, Auddia, BCS, BDX, BIIB, CHRW, CARR.
- Fiduciary Family Office was a net buyer of stock by $18M.
- Fiduciary Family Office has $255M in assets under management (AUM), dropping by 11.55%.
- Central Index Key (CIK): 0002020280
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Portfolio Holdings for Fiduciary Family Office
Fiduciary Family Office holds 208 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 19.9 | $51M | -2% | 297k | 171.48 |
|
Microsoft Corporation (MSFT) | 2.4 | $6.0M | +4% | 14k | 420.70 |
|
Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $5.2M | +11% | 34k | 150.93 |
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Meta Platforms Cl A (META) | 1.8 | $4.7M | +36% | 9.7k | 485.59 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $4.2M | -65% | 8.8k | 480.70 |
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NVIDIA Corporation (NVDA) | 1.6 | $4.0M | +27% | 4.4k | 903.52 |
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Merck & Co (MRK) | 1.4 | $3.5M | +93% | 27k | 131.95 |
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Amazon (AMZN) | 1.3 | $3.4M | +13% | 19k | 180.38 |
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Vanguard Index Fds Small Cp Etf (VB) | 1.3 | $3.4M | +52% | 15k | 228.59 |
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.3 | $3.4M | 18k | 191.88 |
|
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JPMorgan Chase & Co. (JPM) | 1.2 | $3.1M | +7% | 16k | 200.30 |
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Wells Fargo & Company (WFC) | 1.1 | $2.7M | +41% | 47k | 57.96 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $2.7M | 6.5k | 420.52 |
|
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Home Depot (HD) | 1.0 | $2.6M | 6.8k | 383.60 |
|
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Visa Com Cl A (V) | 1.0 | $2.5M | 9.0k | 279.08 |
|
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Fiserv (FI) | 1.0 | $2.5M | +60% | 15k | 159.82 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $2.4M | 9.5k | 249.86 |
|
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Adobe Systems Incorporated (ADBE) | 0.9 | $2.3M | +2% | 4.5k | 504.55 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $2.2M | +2% | 6.3k | 346.60 |
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Costco Wholesale Corporation (COST) | 0.9 | $2.2M | +2% | 3.0k | 732.63 |
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Oracle Corporation (ORCL) | 0.8 | $2.1M | -2% | 17k | 125.61 |
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Novo-nordisk A S Adr (NVO) | 0.8 | $2.1M | -7% | 16k | 128.40 |
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UnitedHealth (UNH) | 0.8 | $2.1M | +15% | 4.2k | 494.70 |
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Philip Morris International (PM) | 0.8 | $2.1M | +69% | 23k | 91.62 |
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American Express Company (AXP) | 0.8 | $2.0M | +14% | 8.8k | 227.69 |
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Kroger (KR) | 0.8 | $2.0M | +155% | 35k | 57.13 |
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Broadcom (AVGO) | 0.8 | $2.0M | +32% | 1.5k | 1325.64 |
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Bristol Myers Squibb (BMY) | 0.8 | $1.9M | +108% | 36k | 54.23 |
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Mastercard Incorporated Cl A (MA) | 0.7 | $1.9M | +23% | 3.9k | 481.57 |
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Diamondback Energy (FANG) | 0.7 | $1.9M | NEW | 9.4k | 198.17 |
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Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.7 | $1.8M | 57k | 31.95 |
|
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Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $1.8M | 9.9k | 182.61 |
|
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Abbvie (ABBV) | 0.7 | $1.8M | +3% | 9.8k | 182.10 |
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Interactive Brokers Group In Com Cl A (IBKR) | 0.7 | $1.7M | +164% | 16k | 111.71 |
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Eli Lilly & Co. (LLY) | 0.7 | $1.7M | +25% | 2.1k | 777.95 |
|
salesforce (CRM) | 0.6 | $1.6M | +11% | 5.4k | 301.17 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.6M | -10% | 3.1k | 523.07 |
|
Bank of America Corporation (BAC) | 0.6 | $1.6M | 43k | 37.92 |
|
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Johnson & Johnson (JNJ) | 0.6 | $1.6M | 10k | 158.18 |
|
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Norfolk Southern (NSC) | 0.6 | $1.6M | +90% | 6.1k | 254.87 |
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Parker-Hannifin Corporation (PH) | 0.6 | $1.5M | +14% | 2.8k | 555.79 |
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Bank of New York Mellon Corporation (BK) | 0.6 | $1.5M | +78% | 27k | 57.62 |
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Comcast Corp Cl A (CMCSA) | 0.6 | $1.5M | +67% | 36k | 43.35 |
|
Truist Financial Corp equities (TFC) | 0.6 | $1.5M | +173% | 40k | 38.98 |
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Ingredion Incorporated (INGR) | 0.6 | $1.5M | +74% | 13k | 116.85 |
|
S&p Global (SPGI) | 0.5 | $1.4M | -3% | 3.3k | 425.39 |
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Goldman Sachs (GS) | 0.5 | $1.3M | 3.2k | 417.70 |
|
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Caterpillar (CAT) | 0.5 | $1.3M | +16% | 3.6k | 366.43 |
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Stryker Corporation (SYK) | 0.5 | $1.3M | +23% | 3.6k | 357.87 |
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Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.5 | $1.3M | +96% | 16k | 79.45 |
|
Watsco, Incorporated (WSO) | 0.5 | $1.2M | +69% | 2.9k | 431.97 |
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BlackRock (BLK) | 0.5 | $1.2M | +21% | 1.4k | 833.70 |
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Casey's General Stores (CASY) | 0.5 | $1.2M | +65% | 3.8k | 318.45 |
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Raytheon Technologies Corp (RTX) | 0.5 | $1.2M | +7% | 12k | 97.53 |
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Gaming & Leisure Pptys (GLPI) | 0.5 | $1.2M | +86% | 26k | 46.07 |
|
Tractor Supply Company (TSCO) | 0.5 | $1.2M | +33% | 4.4k | 261.72 |
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Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.1M | -15% | 7.4k | 152.26 |
|
Arthur J. Gallagher & Co. (AJG) | 0.4 | $1.1M | +32% | 4.4k | 250.05 |
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Discover Financial Services (DFS) | 0.4 | $1.1M | +107% | 8.3k | 131.09 |
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Qualcomm (QCOM) | 0.4 | $1.1M | +20% | 6.3k | 169.29 |
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Schlumberger Com Stk (SLB) | 0.4 | $1.1M | +78% | 19k | 54.81 |
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CVS Caremark Corporation (CVS) | 0.4 | $1.0M | +20% | 13k | 79.76 |
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Starbucks Corporation (SBUX) | 0.4 | $1.0M | -17% | 11k | 91.39 |
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Advanced Micro Devices (AMD) | 0.4 | $1.0M | +10% | 5.6k | 180.49 |
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Thermo Fisher Scientific (TMO) | 0.4 | $1.0M | +19% | 1.7k | 581.00 |
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Lowe's Companies (LOW) | 0.4 | $1.0M | +14% | 4.0k | 254.72 |
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Metropcs Communications (TMUS) | 0.4 | $995k | +25% | 6.1k | 163.23 |
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Boston Scientific Corporation (BSX) | 0.4 | $994k | +42% | 15k | 68.49 |
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Intuit (INTU) | 0.4 | $980k | +22% | 1.5k | 650.13 |
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Wal-Mart Stores (WMT) | 0.4 | $968k | +153% | 16k | 60.17 |
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McKesson Corporation (MCK) | 0.4 | $949k | +48% | 1.8k | 536.85 |
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Mondelez Intl Cl A (MDLZ) | 0.4 | $947k | +13% | 14k | 70.00 |
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Nextera Energy (NEE) | 0.4 | $938k | +63% | 15k | 63.91 |
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Analog Devices (ADI) | 0.4 | $937k | +63% | 4.7k | 197.79 |
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Exxon Mobil Corporation (XOM) | 0.4 | $932k | +29% | 8.0k | 116.23 |
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Nike CL B (NKE) | 0.4 | $928k | -18% | 9.9k | 93.98 |
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CRA International (CRAI) | 0.4 | $927k | +89% | 6.2k | 149.58 |
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Dell Technologies CL C (DELL) | 0.4 | $918k | +88% | 8.0k | 114.11 |
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Walt Disney Company (DIS) | 0.4 | $900k | 7.4k | 122.37 |
|
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General Dynamics Corporation (GD) | 0.3 | $891k | -6% | 3.2k | 282.46 |
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Cisco Systems (CSCO) | 0.3 | $879k | +14% | 18k | 49.91 |
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Caesars Entertainment (CZR) | 0.3 | $874k | +141% | 20k | 43.74 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $873k | 14k | 61.05 |
|
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Annaly Capital Management In Com New (NLY) | 0.3 | $867k | +216% | 44k | 19.69 |
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Procter & Gamble Company (PG) | 0.3 | $860k | -16% | 5.3k | 162.25 |
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Fortune Brands (FBIN) | 0.3 | $850k | +59% | 10k | 84.67 |
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Paypal Holdings (PYPL) | 0.3 | $845k | +52% | 13k | 66.99 |
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CenterPoint Energy (CNP) | 0.3 | $835k | +83% | 29k | 28.49 |
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Pulte (PHM) | 0.3 | $833k | +38% | 6.9k | 120.62 |
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Automatic Data Processing (ADP) | 0.3 | $812k | +18% | 3.3k | 249.74 |
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Marathon Petroleum Corp (MPC) | 0.3 | $792k | +142% | 3.9k | 201.50 |
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Microchip Technology (MCHP) | 0.3 | $774k | +35% | 8.6k | 89.71 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $755k | +17% | 1.4k | 525.71 |
|
Interpublic Group of Companies (IPG) | 0.3 | $754k | +67% | 23k | 32.63 |
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American Tower Reit (AMT) | 0.3 | $754k | -7% | 3.8k | 197.57 |
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Pepsi (PEP) | 0.3 | $739k | -9% | 4.2k | 174.99 |
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Home BancShares (HOMB) | 0.3 | $737k | 30k | 24.57 |
|
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Huntington Ingalls Inds (HII) | 0.3 | $724k | +57% | 2.5k | 291.47 |
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Dollar General (DG) | 0.3 | $721k | +68% | 4.6k | 156.07 |
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Iron Mountain (IRM) | 0.3 | $712k | +40% | 8.9k | 80.21 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $710k | -8% | 9.6k | 74.22 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $700k | -13% | 8.1k | 86.48 |
|
Linde SHS (LIN) | 0.3 | $695k | +3% | 1.5k | 464.32 |
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $686k | 11k | 62.06 |
|
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $680k | 2.6k | 259.90 |
|
|
Chevron Corporation (CVX) | 0.3 | $675k | 4.3k | 157.74 |
|
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Pool Corporation (POOL) | 0.3 | $667k | +17% | 1.7k | 403.50 |
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Cme (CME) | 0.3 | $667k | +21% | 3.1k | 215.29 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.3 | $661k | -15% | 5.0k | 131.25 |
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Cdw (CDW) | 0.3 | $652k | 2.5k | 255.78 |
|
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Lincoln Electric Holdings (LECO) | 0.3 | $642k | +15% | 2.5k | 255.44 |
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McDonald's Corporation (MCD) | 0.2 | $636k | +2% | 2.3k | 281.95 |
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Select Sector Spdr Tr Financial (XLF) | 0.2 | $635k | NEW | 15k | 42.12 |
|
Coca-Cola Company (KO) | 0.2 | $629k | +34% | 10k | 61.18 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $625k | NEW | 2.0k | 320.57 |
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Abbott Laboratories (ABT) | 0.2 | $623k | 5.5k | 113.65 |
|
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Lam Research Corporation (LRCX) | 0.2 | $622k | 640.00 | 971.57 |
|
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Union Pacific Corporation (UNP) | 0.2 | $614k | -3% | 2.5k | 245.89 |
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Thomson Reuters Corp. (TRI) | 0.2 | $598k | +22% | 3.8k | 155.83 |
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Roper Industries (ROP) | 0.2 | $592k | +23% | 1.1k | 560.84 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $589k | 12k | 50.17 |
|
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Marriott Intl Cl A (MAR) | 0.2 | $572k | +52% | 2.3k | 252.31 |
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Nasdaq Omx (NDAQ) | 0.2 | $569k | +4% | 9.0k | 63.10 |
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Steris Shs Usd (STE) | 0.2 | $559k | -18% | 2.5k | 224.79 |
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Iqvia Holdings (IQV) | 0.2 | $555k | +81% | 2.2k | 252.89 |
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Prologis (PLD) | 0.2 | $553k | -11% | 4.2k | 130.22 |
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Kinsale Cap Group (KNSL) | 0.2 | $544k | NEW | 1.0k | 524.74 |
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Kimberly-Clark Corporation (KMB) | 0.2 | $530k | +13% | 4.1k | 129.35 |
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SYSCO Corporation (SYY) | 0.2 | $526k | +22% | 6.5k | 81.18 |
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Blackstone Group Inc Com Cl A (BX) | 0.2 | $518k | -10% | 3.9k | 131.36 |
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Pfizer (PFE) | 0.2 | $518k | +20% | 19k | 27.75 |
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ConocoPhillips (COP) | 0.2 | $504k | -7% | 4.0k | 127.28 |
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Ishares Tr Hdg Msci Eafe (HEFA) | 0.2 | $502k | -50% | 14k | 34.88 |
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Booking Holdings (BKNG) | 0.2 | $497k | 137.00 | 3627.88 |
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Firstservice Corp (FSV) | 0.2 | $496k | +16% | 3.0k | 165.80 |
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Amphenol Corp Cl A (APH) | 0.2 | $481k | NEW | 4.2k | 115.35 |
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Servicenow (NOW) | 0.2 | $479k | NEW | 628.00 | 762.66 |
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Graphic Packaging Holding Company (GPK) | 0.2 | $478k | +82% | 16k | 29.18 |
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Reinsurance Grp Of America I Com New (RGA) | 0.2 | $477k | +68% | 2.5k | 192.88 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $475k | NEW | 5.1k | 92.72 |
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Workday Cl A (WDAY) | 0.2 | $473k | +47% | 1.7k | 272.68 |
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Gilead Sciences (GILD) | 0.2 | $471k | +10% | 6.4k | 73.25 |
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Allstate Corporation (ALL) | 0.2 | $467k | +21% | 2.7k | 173.01 |
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Icon SHS (ICLR) | 0.2 | $456k | 1.4k | 336.04 |
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Trane Technologies SHS (TT) | 0.2 | $455k | 1.5k | 300.20 |
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AutoZone (AZO) | 0.2 | $454k | +51% | 144.00 | 3151.65 |
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Vanguard Index Fds Value Etf (VTV) | 0.2 | $451k | -24% | 2.8k | 162.85 |
|
Medtronic SHS (MDT) | 0.2 | $448k | +4% | 5.1k | 87.15 |
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $446k | -61% | 9.4k | 47.44 |
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Honeywell International (HON) | 0.2 | $442k | +10% | 2.2k | 205.23 |
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Douglas Emmett (DEI) | 0.2 | $441k | +71% | 32k | 13.87 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $403k | -10% | 5.0k | 80.63 |
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EOG Resources (EOG) | 0.2 | $401k | +14% | 3.1k | 127.84 |
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Jacobs Engineering Group (J) | 0.1 | $382k | 2.5k | 153.73 |
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Kkr & Co (KKR) | 0.1 | $344k | -52% | 3.4k | 100.58 |
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Vanguard Index Fds Growth Etf (VUG) | 0.1 | $340k | -53% | 988.00 | 344.20 |
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Republic Services (RSG) | 0.1 | $334k | -32% | 1.7k | 191.44 |
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Uber Technologies (UBER) | 0.1 | $332k | -16% | 4.3k | 76.98 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $331k | +289% | 4.3k | 76.35 |
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Old Dominion Freight Line (ODFL) | 0.1 | $329k | +100% | 1.5k | 219.31 |
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Airbnb Com Cl A (ABNB) | 0.1 | $320k | 1.9k | 164.96 |
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Morgan Stanley Com New (MS) | 0.1 | $315k | +41% | 3.3k | 94.16 |
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Hershey Company (HSY) | 0.1 | $311k | 1.6k | 194.50 |
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Quanta Services (PWR) | 0.1 | $302k | -4% | 1.2k | 259.80 |
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Chubb (CB) | 0.1 | $300k | NEW | 1.2k | 259.21 |
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Cadence Design Systems (CDNS) | 0.1 | $294k | +26% | 944.00 | 311.28 |
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Pacira Pharmaceuticals (PCRX) | 0.1 | $292k | NEW | 10k | 29.22 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $289k | -41% | 2.6k | 110.52 |
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Cummins (CMI) | 0.1 | $281k | 954.00 | 294.65 |
|
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Zoetis Cl A (ZTS) | 0.1 | $281k | +30% | 1.7k | 169.16 |
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Intercontinental Exchange (ICE) | 0.1 | $281k | 2.0k | 137.44 |
|
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Select Sector Spdr Tr Technology (XLK) | 0.1 | $277k | NEW | 1.3k | 208.27 |
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Dupont De Nemours (DD) | 0.1 | $276k | NEW | 3.6k | 76.67 |
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Verizon Communications (VZ) | 0.1 | $268k | -29% | 6.4k | 41.96 |
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Copart (CPRT) | 0.1 | $266k | -46% | 4.6k | 57.92 |
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Boeing Company (BA) | 0.1 | $265k | -23% | 1.4k | 192.99 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $260k | -63% | 3.4k | 76.67 |
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Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $259k | -52% | 3.5k | 73.29 |
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Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $257k | NEW | 1.6k | 164.35 |
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Palo Alto Networks (PANW) | 0.1 | $256k | +3% | 902.00 | 284.13 |
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DTE Energy Company (DTE) | 0.1 | $256k | NEW | 2.3k | 112.16 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $252k | -35% | 1.9k | 136.07 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $250k | 6.1k | 41.08 |
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Vanguard World Inf Tech Etf (VGT) | 0.1 | $249k | -29% | 475.00 | 524.34 |
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Equinix (EQIX) | 0.1 | $249k | -24% | 301.00 | 826.07 |
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Extra Space Storage (EXR) | 0.1 | $247k | 1.7k | 147.00 |
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Packaging Corporation of America (PKG) | 0.1 | $246k | NEW | 1.3k | 189.78 |
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Capital One Financial (COF) | 0.1 | $244k | -8% | 1.6k | 148.96 |
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Xpo Logistics Inc equity (XPO) | 0.1 | $244k | NEW | 2.0k | 122.03 |
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Target Corporation (TGT) | 0.1 | $237k | -9% | 1.3k | 177.18 |
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Altria (MO) | 0.1 | $235k | NEW | 5.4k | 43.62 |
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Ishares Tr National Mun Etf (MUB) | 0.1 | $230k | -52% | 2.1k | 107.60 |
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Vici Pptys (VICI) | 0.1 | $229k | NEW | 7.7k | 29.79 |
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $228k | -13% | 2.6k | 87.23 |
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Envista Hldgs Corp (NVST) | 0.1 | $223k | NEW | 10k | 21.38 |
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Ishares Gold Tr Ishares New (IAU) | 0.1 | $221k | 5.2k | 42.01 |
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American Intl Group Com New (AIG) | 0.1 | $216k | -23% | 2.8k | 78.17 |
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Duke Energy Corp Com New (DUK) | 0.1 | $211k | NEW | 2.2k | 96.71 |
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $210k | NEW | 2.0k | 106.49 |
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Vertiv Holdings Com Cl A (VRT) | 0.1 | $210k | NEW | 2.6k | 81.67 |
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Sap Se Spon Adr (SAP) | 0.1 | $209k | NEW | 1.1k | 195.03 |
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Consolidated Edison (ED) | 0.1 | $208k | -6% | 2.3k | 90.80 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $208k | -44% | 5.0k | 41.77 |
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Charles Schwab Corporation (SCHW) | 0.1 | $204k | NEW | 2.8k | 72.34 |
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Lululemon Athletica (LULU) | 0.1 | $201k | +21% | 514.00 | 390.65 |
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $120k | 10k | 11.84 |
|
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Haleon Spon Ads (HLN) | 0.0 | $98k | 12k | 8.49 |
|
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Ambev Sa Sponsored Adr (ABEV) | 0.0 | $38k | 15k | 2.48 |
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Past Filings by Fiduciary Family Office
SEC 13F filings are viewable for Fiduciary Family Office going back to 2024
- Fiduciary Family Office 2023 Q4 filed May 7, 2024
- Fiduciary Family Office 2024 Q1 filed May 7, 2024