Fiduciary Wealth Partners, LLC Portfolio Holdings
Q3 2025•92 long positions•$238.4M portfolio value
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Holding100 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $74.5M 31.25% | +$41.5M Bought | — 121.7K shares | 53.9K → 121.7K +$41.5M | +125.89% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $39.1M 16.41% | +$28.8M Bought | — 652.8K shares | 172.2K → 652.8K +$28.8M | +279.03% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $18.1M 7.58% | +$12.6M Bought | — 71.1K shares | 21.6K → 71.1K +$12.6M | +229.72% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $16.0M 6.71% | +$5.5M Bought | — 54.4K shares | 35.6K → 54.4K +$5.5M | +52.76% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $9.7M 4.06% | -$362.6K Sold | — 124.0K shares | 128.6K → 124.0K −$362.6K | -3.61% | — — | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $6.9M 2.88% | +$4.1M Bought | 0.0% 27.0K shares | 11.0K → 27.0K +$4.1M | +145.07% | $3.78T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $5.2M 2.16% | +$4.3M Bought | — 7.7K shares | 1.3K → 7.7K +$4.3M | +516.18% | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $5.1M 2.16% | +$3.2M Bought | 0.0% 9.9K shares | 3.7K → 9.9K +$3.2M | +165.53% | $3.85T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $4.3M 1.78% | -$238.0K Sold | — 9.1K shares | 9.6K → 9.1K −$238.0K | -5.3% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.2M 1.78% | -$961.8K Sold | — 20.8K shares | 25.5K → 20.8K −$961.8K | -18.49% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.9M 1.62% | +$3.7M Bought | — 6.4K shares | 200.0 → 6.4K +$3.7M | +3,123.0% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.5M 1.47% | +$2.1M Bought | — 9.2K shares | 3.8K → 9.2K +$2.1M | +144.64% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.7M 1.11% | -$266.0K Sold | — 53.0K shares | 58.3K → 53.0K −$266.0K | -9.11% | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $2.6M 1.11% | +$797.1K Bought | 0.0% 14.2K shares | 9.9K → 14.2K +$797.1K | +43.05% | $4.54T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $2.5M 1.07% | +$1.6M Bought | — 46.9K shares | 17.2K → 46.9K +$1.6M | +173.27% | — — | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $2.4M 1.02% | +$1.8M Bought | 0.0% 11.1K shares | 2.9K → 11.1K +$1.8M | +287.42% | $2.34T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.8M 0.768% | +$730.9 Bought | — 5.0K shares | 5.0K → 5.0K +$730.9 | +0.04% | — — | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $1.6M 0.666% | +$600.9K Bought | 0.0% 6.5K shares | 4.1K → 6.5K +$600.9K | +60.92% | $2.95T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.4M 0.586% | +$1.4M Bought | — 3.0K shares | — | — | — — | Q1 2025 Held for 8 months | |
Home Improvement Consumer Cyclical | $1.4M 0.584% | -$338.0K Sold | 0.0% 3.4K shares | 4.3K → 3.4K −$338.0K | -19.53% | $403.32B Mega Cap | Q1 2025 Held for 8 months | |
Banks - Diversified Financial Services | $1.3M 0.527% | +$726.2K Bought | 0.0% 4.0K shares | 1.7K → 4.0K +$726.2K | +136.86% | $867.35B Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $997.8K 0.419% | +$997.8K Bought | — 1.7K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $885.2K 0.371% | -$281.6K Sold | — 12.8K shares | 16.8K → 12.8K −$281.6K | -24.14% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $854.2K 0.358% | +$854.2K Bought | — 4.1K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $838.2K 0.352% | +$838.2K New | — 10.5K shares | 0 → 10.5K +$838.2K | New | — — | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $820.6K 0.344% | +$182.7K Bought | 0.0% 3.4K shares | 2.6K → 3.4K +$182.7K | +28.64% | $2.95T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $818.2K 0.343% | +$522.8K Bought | — 2.5K shares | 900.0 → 2.5K +$522.8K | +177.0% | — — | Q1 2025 Held for 8 months | |
Medical - Diagnostics & Research Healthcare | $813.2K 0.341% | +$263.0 Bought | 0.008% 9.3K shares | 9.3K → 9.3K +$263.0 | +0.03% | $10.2B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $783.0K 0.328% | -$783.0K Sold | — 6.6K shares | 13.2K → 6.6K −$783.0K | -50.0% | — — | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $714.6K 0.3% | +$135.0K Bought | 0.0% 3.9K shares | 3.1K → 3.9K +$135.0K | +23.29% | $446.55B Mega Cap | Q1 2025 Held for 8 months | |
Aerospace & Defense Industrials | $688.5K 0.289% | +$592.7K Bought | 0.001% 2.0K shares | 281.0 → 2.0K +$592.7K | +618.51% | $91.7B Large Cap | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $680.6K 0.285% | +$114.5K Bought | 0.0% 927.0 shares | 771.0 → 927.0 +$114.5K | +20.23% | $1.84T Mega Cap | Q1 2025 Held for 8 months | |
Insurance - Diversified Financial Services | $631.4K 0.265% | +$192.5K Bought | 0.0% 1.3K shares | 873.0 → 1.3K +$192.5K | +43.87% | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $615.9K 0.258% | +$615.9K Bought | — 5.2K shares | — | — | — — | Q1 2025 Held for 8 months | |
Household & Personal Products Consumer Defensive | $607.8K 0.255% | +$504.4K Bought | 0.0% 4.0K shares | 673.0 → 4.0K +$504.4K | +487.82% | $359.62B Mega Cap | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $602.4K 0.253% | +$298.7K Bought | 0.0% 2.1K shares | 1.1K → 2.1K +$298.7K | +98.33% | $801.76B Mega Cap | Q1 2025 Held for 8 months | |
Waste Management Industrials | $591.1K 0.248% | +$580.9K Bought | 0.001% 2.7K shares | 46.0 → 2.7K +$580.9K | +5,719.57% | $89.0B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $587.5K 0.246% | +$41.4K Bought | — 6.3K shares | 5.8K → 6.3K +$41.4K | +7.57% | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $567.6K 0.238% | +$10.6K Bought | 0.0% 1.7K shares | 1.7K → 1.7K +$10.6K | +1.9% | $1.56T Mega Cap | Q1 2025 Held for 8 months | |
Apparel - Retail Consumer Cyclical | $543.9K 0.228% | +$468.9K Bought | 0.0% 3.8K shares | 519.0 → 3.8K +$468.9K | +625.05% | $160.86B Large Cap | Q1 2025 Held for 8 months | |
Software - Application Technology | $508.8K 0.213% | -$52.6K Sold | 0.0% 745.0 shares | 822.0 → 745.0 −$52.6K | -9.37% | $190.40B Large Cap | Q1 2025 Held for 8 months | |
Drug Manufacturers - General Healthcare | $501.9K 0.211% | +$118.1K Bought | 0.0% 2.2K shares | 1.7K → 2.2K +$118.1K | +30.76% | $409.03B Mega Cap | Q1 2025 Held for 8 months | |
Discount Stores Consumer Defensive | $500.8K 0.21% | +$94.4K Bought | 0.0% 541.0 shares | 439.0 → 541.0 +$94.4K | +23.23% | $410.27B Mega Cap | Q1 2025 Held for 8 months | |
Financial - Credit Services Financial Services | $471.6K 0.198% | +$471.6K Bought | 0.0% 829.0 shares | — | — | $514.21B Mega Cap | Q1 2025 Held for 8 months | |
Software - Application Technology | $466.3K 0.196% | +$464.9K Bought | 0.0% 649.0 shares | 2.0 → 649.0 +$464.9K | +32,350.0% | $243.05B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $451.0K 0.189% | — | — 4.9K shares | — | — | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $444.8K 0.187% | -$1.2K Sold | 0.0% 3.3K shares | 3.3K → 3.3K −$1.2K | -0.27% | $168.85B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $437.9K 0.184% | +$437.9K Bought | — 1.5K shares | — | — | — — | Q1 2025 Held for 8 months | |
Regulated Electric Utilities | $393.5K 0.165% | +$393.5K New | 0.002% 3.5K shares | 0 → 3.5K +$393.5K | New | $16.5B Large Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $389.1K 0.163% | +$210.9K Bought | 0.0% 2.3K shares | 1.1K → 2.3K +$210.9K | +118.39% | $179.50B Large Cap | Q1 2025 Held for 8 months |
