Fiduciary Trust Co

CIK Number: 0000035442

7.64B
Market Value
671
# of Holdings
26 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 IVV iShares Core S&...
614.96
+0.82% 1.56M +1.14% 921.26M 285.97 12.16%
2 BRK-A Berkshire Hatha...
728620.02
-0.19% 644 +6.34K% 438.51M 674528.79 5.79%
3 AAPL Apple Inc.
201.21
-0.18% 1.59M -0.8% 398.02M 20.5 5.25%
4 TJX The TJX Compani...
122.30
-0.15% 2.89M +5.25% 349.28M 48.31 4.61%
5 IEFA iShares Core MS...
82.55
+1.22% 4.3M +2.22% 302.36M 67.39 3.99%
6 CPNG Coupang, Inc.
29.86
+3.54% 13.19M +0.09% 289.85M 27.64 3.83%
7 MSFT Microsoft Corpo...
497.50
+1.06% 671.37K +0.27% 282.98M 62.56 3.74%
8 VEA Vanguard Develo...
56.48
+1.10% 5.24M -1.32% 250.74M 41.35 3.31%
9 GOOGL Alphabet Inc.
173.50
+1.65% 751.83K +1.13% 142.32M 49.39 1.88%
10 EPS WisdomTree U.S....
63.38
+0.88% 2.26M +5.92% 138.31M 57.21 1.83%
11 AMZN Amazon.com, Inc...
217.26
+2.49% 620.25K +1.60% 136.08M 44.36 1.80%
12 EIPX FT Energy Incom...
25.68
+0.31% 5.39M +0.74% 132.23M 20.08 1.75%
13 IJH iShares Core S&...
61.88
+1.38% 1.86M +1.39% 116.09M 41.87 1.53%
14 RSP Invesco S&P 500...
180.32
+0.81% 596.23K -12.77% 104.48M 145.75 1.38%
15 NVDA NVIDIA Corporat...
155.10
+0.51% 642.79K +3.91% 86.32M 30.42 1.14%
16 AVGO Broadcom Inc.
270.21
+2.10% 352.43K -1.55% 81.71M 36.82 1.08%
17 JPM JPMorgan Chase ...
288.83
+1.68% 329.29K +2.61% 78.93M 74.82 1.04%
18 HD The Home Depot,...
363.71
+0.51% 198.82K -1.45% 77.34M 76.02 1.02%
19 ESGU iShares ESG Awa...
133.79
+0.79% 553.9K +6.11% 71.35M 93.78 0.94%
20 GOOG Alphabet Inc.
174.38
+1.69% 369.58K +1.38% 70.38M 52.12 0.93%
21 XOM Exxon Mobil Cor...
110.07
+1.57% 606.47K -0.69% 65.24M 51.8 0.86%
22 PG The Procter & G...
158.66
-0.19% 372.68K +1.32% 62.48M 63.72 0.82%
23 BRK-B Berkshire Hatha...
485.71
-0.1% 123.11K +0.06% 55.8M 150.97 0.74%
24 ABBV AbbVie Inc.
186.97
+0.85% 303.28K +1.23% 53.89M 56.98 0.71%
25 IJR iShares Core S&...
109.20
+1.52% 456.56K -1.55% 52.6M 82.68 0.69%
26 IGSB iShares 1-5 Yea...
52.70
+0.18% 1.01M -20.89% 52.35M 52.63 0.69%
27 CBT Cabot Corporati...
76.38
+1.73% 554.38K +0.06% 50.62M 46.44 0.67%
28 KBWB Invesco KBW Ban...
71.07
+1.69% 745.39K +61.13% 48.71M 61.17 0.64%
29 VOO Vanguard 500 In...
564.28
+0.81% 85.3K -0.77% 45.96M 264.5 0.61%
30 VTI Vanguard Total ...
302.04
+0.90% 156.67K +9.52% 45.4M 180.76 0.60%
31 JNJ Johnson & Johns...
152.17
-0.07% 308.86K -2.01% 44.67M 72.59 0.59%
32 MS Morgan Stanley
139.78
+1.50% 352.68K -3.7% 44.34M 72.12 0.59%
33 V Visa Inc.
346.26
+0.29% 135.39K +1.15% 42.79M 173.24 0.56%
34 ESML iShares ESG Awa...
41.28
+1.60% 992.46K -0.26% 41.73M 29.43 0.55%
35 MRK Merck & Co., In...
78.92
-0.94% 415.9K -3.11% 41.37M 47.72 0.55%
36 PEP PepsiCo, Inc.
128.20
+0.14% 267.68K -7.76% 40.7M 60.41 0.54%
37 ESGD iShares ESG Awa...
88.26
+1.12% 524.93K +5.75% 39.97M 69.73 0.53%
38 COST Costco Wholesal...
983.03
-0.36% 43.2K +3.84% 39.59M 356.51 0.52%
39 UNH UnitedHealth Gr...
302.52
+0.17% 69.83K +1.07% 35.32M 211.62 0.47%
40 ABT Abbott Laborato...
133.70
-2.69% 308.63K +2.24% 34.91M 34.65 0.46%
41 JMST JPMorgan Ultra-...
50.89
+0.01% 682.94K -30.12% 34.63M 50.58 0.46%
42 TMO Thermo Fisher S...
411.91
+0.31% 66.31K -0.53% 34.5M 81.19 0.46%
43 CSCO Cisco Systems, ...
68.97
+1.15% 560.28K -2.72% 33.17M 38.33 0.44%
44 CHD Church & Dwight...
94.95
-0.31% 303.08K -1.87% 31.74M 25.84 0.42%
45 ADP Automatic Data ...
303.09
+1.64% 102.52K -2.94% 30.01M 66.85 0.40%
46 SPY SPDR S&P 500 ET...
611.96
+0.80% 50.07K +0.94% 29.35M 308.54 0.39%
47 MCD McDonald's Corp...
285.78
+0.08% 101.06K -0.8% 29.3M 82.94 0.39%
48 KLAC KLA Corporation
903.10
+1.08% 45.26K -0.65% 28.52M 263.92 0.38%
49 MA Mastercard Inco...
546.24
-0.63% 52.21K +4.27% 27.49M 295.35 0.36%
50 ORCL Oracle Corporat...
213.02
+1.09% 163.36K +3.57% 27.22M 49.82 0.36%
51 AXP American Expres...
311.66
+0.99% 88.14K +0.12% 26.16M 85.98 0.35%
52 CTRA Coterra Energy ...
25.97
-0.38% 999.17K +0.01% 25.52M 21.02 0.34%
53 UNP Union Pacific C...
229.69
+1.27% 102.21K +2.82% 23.31M 76.19 0.31%
54 CAT Caterpillar Inc...
382.01
+2.81% 64.18K +2.48% 23.28M 107.69 0.31%
55 CVX Chevron Corpora...
144.42
+0.83% 159.17K -5.1% 23.05M 86.02 0.30%
56 APH Amphenol Corpor...
97.03
+0.01% 328.78K -0.09% 22.83M 10.4 0.30%
57 IGIB iShares 5-10 Ye...
53.13
+0.32% 442.94K +135.22% 22.82M 52.45 0.30%
58 RTX RTX Corporation
142.71
+0.94% 193.03K +1.06% 22.34M 62.95 0.29%
59 ITW Illinois Tool W...
246.95
+0.51% 82.97K -2.71% 21.04M 78.28 0.28%
60 NEE NextEra Energy,...
71.02
+0.97% 292.47K -1.07% 20.97M 36.27 0.28%
61 VGT Vanguard Inform...
656.89
+0.75% 32.57K +23.83% 20.25M 250.16 0.27%
62 MTD Mettler-Toledo ...
1195.20
+0.20% 15.32K -1.81% 18.74M 81.13 0.25%
63 EMR Emerson Electri...
132.87
+2.65% 149.43K -1.59% 18.52M 42.8 0.24%
64 META Meta Platforms,...
726.45
+2.51% 30.73K +5.74% 17.99M 323.53 0.24%
65 IWN iShares Russell...
157.65
+1.62% 106.73K -0.84% 17.52M 74.98 0.23%
66 PANW Palo Alto Netwo...
202.23
-1.01% 94.26K +103.48% 17.15M 151.17 0.23%
67 VWO Vanguard Emergi...
49.45
+0.69% 387.28K -1.45% 17.06M 40.97 0.23%
68 NVO Novo Nordisk A/...
67.75
+0.60% 197.57K -0.56% 16.99M 27.1 0.22%
69 GS The Goldman Sac...
687.95
+2.70% 29.5K +5.63% 16.89M 217.52 0.22%
70 LOW Lowe's Companie...
221.42
+0.33% 67.71K -3.22% 16.71M 57.91 0.22%
71 SPGI S&P Global Inc.
515.63
-1.09% 32.48K -1.62% 16.18M 255.79 0.21%
72 VYM Vanguard High D...
132.15
+0.88% 126.38K -3.91% 16.12M 96.92 0.21%
73 DSI iShares MSCI KL...
115.03
+0.73% 143.97K -0.92% 15.87M 65.07 0.21%
74 EFA iShares MSCI EA...
88.55
+1.13% 206.37K +21.53% 15.6M 69.1 0.21%
75 CRM Salesforce, Inc...
270.60
+1.06% 45.24K +3.84% 15.12M 213.16 0.20%
76 STT State Street Co...
105.54
+1.14% 153.37K -0.52% 15.05M 56.62 0.20%
77 HON Honeywell Inter...
226.44
+2.10% 64.36K +10.51% 14.54M 155.15 0.19%
78 ACN Accenture plc
296.02
+0.48% 40.83K -2.89% 14.36M 210.9 0.19%
79 DIS The Walt Disney...
121.64
+1.86% 128.44K -1.83% 14.3M 69.18 0.19%
80 VXUS Vanguard Total ...
68.64
+1.01% 241.32K +0.50% 14.22M 55.86 0.19%
81 IGV iShares Expande...
108.75
+0.91% 136.82K -0.65% 13.7M 11.51 0.18%
82 ANET Arista Networks...
101.72
+5.62% 123.89K +100.00% 13.69M 110.53 0.18%
83 AMGN Amgen Inc.
279.05
-0.47% 51.89K -2.64% 13.52M 140.82 0.18%
84 GEV GE Vernova Inc.
506.71
+0.80% 40.96K +7.22% 13.47M 240.64 0.18%
85 ADI Analog Devices,...
237.38
+1.15% 62.63K +0.60% 13.31M 80.88 0.18%
86 LIN Linde plc
464.83
+1.01% 31.58K +1.70% 13.22M 359.05 0.17%
87 ECL Ecolab Inc.
263.45
-1.13% 56.4K +1.63% 13.21M 116.04 0.17%
88 SCHD Schwab U.S. Div...
26.39
+0.71% 472.72K +85.02% 12.91M 24.28 0.17%
89 KO The Coca-Cola C...
69.48
-0.21% 206.1K +1.38% 12.83M 42.32 0.17%
90 CL Colgate-Palmoli...
87.83
+0.04% 138.52K +1.97% 12.59M 55.12 0.17%
91 IWB iShares Russell...
336.34
+0.86% 38.61K 0.00% 12.44M 285.67 0.16%
92 MUB iShares Nationa...
104.33
+0.13% 114.1K -0.17% 12.16M 105.58 0.16%
93 FAST Fastenal Compan...
41.34
+0.54% 168.32K -1.61% 12.1M 18.1 0.16%
94 IBM International B...
292.32
+0.43% 54.97K +3.15% 12.08M 106.63 0.16%
95 WMT Walmart Inc.
96.16
-1.13% 132.96K +3.96% 12.01M 30.9 0.16%
96 ESGE iShares ESG Awa...
39.19
+0.55% 357.35K +1.73% 11.93M 36.89 0.16%
97 SYK Stryker Corpora...
390.56
-0.43% 32.41K +2.57% 11.67M 147.09 0.15%
98 APD Air Products an...
283.10
+0.39% 40.14K -2.97% 11.64M 113.3 0.15%
99 DHR Danaher Corpora...
201.71
+0.35% 49.49K -1.1% 11.36M 137.23 0.15%
100 AMT American Tower ...
217.64
-1.17% 60.61K +1.54% 11.12M 94.87 0.15%
101 PSA Public Storage
288.84
-0.21% 35.66K -1.52% 10.68M 114.97 0.14%
102 ADBE Adobe Inc.
385.00
-0.66% 23.76K -14.18% 10.57M 397.07 0.14%
103 ORLY O'Reilly Automo...
88.22
+0.43% 8.62K +0.55% 10.22M 658.07 0.14%
104 GLD SPDR Gold Share...
306.79
-0.11% 42.22K +10.77% 10.22M 156.07 0.14%
105 PH Parker-Hannifin...
693.35
+2.95% 15.95K +0.01% 10.14M 174.61 0.13%
106 VTEB Vanguard Tax-Ex...
48.95
+0.09% 200.12K +7.01% 10.03M 50.59 0.13%
107 VGK Vanguard Europe...
76.61
+0.86% 152.17K +0.28% 9.66M 55.62 0.13%
108 BMY Bristol-Myers S...
46.69
+0.01% 167.62K -6.65% 9.48M 58.4 0.13%
109 ZTS Zoetis Inc.
155.91
-0.84% 55.23K -1.71% 9M 148.04 0.12%
110 EZU iShares MSCI Eu...
58.55
+0.61% 189.48K -0.34% 8.94M 34.23 0.12%
111 ETN Eaton Corporati...
348.68
+1.85% 26.67K +5.75% 8.85M 192.33 0.12%
112 BAC Bank of America...
47.51
+1.40% 199.38K +12.01% 8.76M 29.64 0.12%
113 MMM 3M Company
150.88
+2.12% 65.39K +5.60% 8.44M 94.12 0.11%
114 CB Chubb Limited
283.91
+0.39% 30.34K -1.97% 8.38M 130.33 0.11%
115 TXN Texas Instrumen...
206.37
+0.48% 44.27K +17.55% 8.3M 111.12 0.11%
116 SCHB Schwab U.S. Bro...
23.61
+0.92% 363.36K +194.95% 8.25M 18.08 0.11%
117 VB Vanguard Small ...
237.05
+1.40% 33.38K +7.43% 8.02M 214.03 0.11%
118 VSGX Vanguard ESG In...
65.08
+0.81% 140.56K 0.00% 7.97M 48.11 0.11%
119 IWF iShares Russell...
419.42
+0.96% 19.51K +1.41% 7.83M 262.29 0.10%
120 DELL Dell Technologi...
126.10
+4.68% 67.54K +116.85% 7.78M 104.69 0.10%
121 EEM iShares MSCI Em...
48.28
+0.67% 185.79K -4% 7.77M 44.85 0.10%
122 IWV iShares Russell...
348.00
+0.88% 23.24K 0.00% 7.77M 167.72 0.10%
123 VYMI Vanguard Intern...
79.74
+1.01% 113.53K -0.9% 7.71M 59.26 0.10%
124 IWM iShares Russell...
215.50
+1.67% 34.78K -1.21% 7.68M 174.77 0.10%
125 NKE NIKE, Inc.
62.65
+2.99% 100.61K -15.27% 7.61M 47.75 0.10%
126 PFE Pfizer Inc.
24.28
+0.08% 277.99K -9.23% 7.37M 29.7 0.10%
127 BKNG Booking Holding...
5600.68
+2.10% 1.48K 0.00% 7.36M 2726.97 0.10%
128 APLS Apellis Pharmac...
18.41
+0.08% 229.8K -2.65% 7.33M 13.54 0.10%
129 GD General Dynamic...
291.49
+1.95% 27.57K -0.58% 7.26M 142.92 0.10%
130 LLY Eli Lilly and C...
795.71
+0.43% 9.34K +9.10% 7.21M 309.43 0.10%
131 LRCX Lam Research Co...
96.86
+0.88% 99.75K +100.00% 7.2M 72.23 0.10%
132 FBTC Fidelity Wise O...
93.96
-0.18% 84.95K +94.13% 6.93M 70.8 0.09%
133 NOC Northrop Grumma...
493.68
+1.39% 14.7K -1.44% 6.9M 355.36 0.09%
134 BLK BlackRock, Inc.
1031.27
+1.30% 6.66K +100.00% 6.83M 1025.11 0.09%
135 VT Vanguard Total ...
127.47
+0.95% 57.45K 0.00% 6.75M 62.8 0.09%
136 MRNA Moderna, Inc.
27.58
+2.68% 161.99K +0.01% 6.74M 382.56 0.09%
137 VNQ Vanguard Real E...
88.31
-1.01% 73.88K -2.89% 6.58M 75.07 0.09%
138 VEU Vanguard FTSE A...
66.77
+0.98% 114.24K -0.21% 6.56M 45.87 0.09%
139 INBK First Internet ...
27.78
+4.51% 182K -5.01% 6.55M 28.25 0.09%
140 IWO iShares Russell...
284.86
+1.70% 22.48K -0.05% 6.47M 131.24 0.09%
141 DOV Dover Corporati...
183.40
+1.86% 34.24K -1.08% 6.42M 85.57 0.08%
142 VLO Valero Energy C...
137.04
+0.97% 51.85K -3.06% 6.36M 70.23 0.08%
143 CMCSA Comcast Corpora...
35.22
+1.08% 168.77K -3.28% 6.33M 33.05 0.08%
144 ROP Roper Technolog...
565.34
-0.28% 11.89K +4.13% 6.18M 328.68 0.08%
145 CARR Carrier Global ...
72.59
+0.23% 88.1K +3.85% 6.01M 24.59 0.08%
146 FI Fiserv, Inc.
171.40
+0.61% 29.18K +5.31% 5.99M 92.48 0.08%
147 AMCR Amcor plc
9.23
+2.04% 632.44K 0.00% 5.95M 9.76 0.08%
148 NOW ServiceNow, Inc...
1012.00
+0.68% 5.58K +0.40% 5.91M 583.44 0.08%
149 CTSH Cognizant Techn...
77.61
+0.82% 76.49K -2.15% 5.88M 50.43 0.08%
150 REGN Regeneron Pharm...
521.02
+0.14% 8.21K -3.71% 5.85M 405.94 0.08%