Fiduciary Trust Co Holdings & Portfolio - 13F Filings Analysis - Stocknear

Fiduciary Trust Co

CIK Number: 0000035442

8.13B
Market Value
804
# of Holdings
26 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IVV iShares Core S&...
653.63
+0.23% 1.58M +1.05% 888.58M 288.84 11.64% Share
2 BRK-A Berkshire Hatha...
739455.20
-0.09% 643 -0.16% 513.4M 674528.79 6.72% Share
3 TJX The TJX Compani...
139.96
-0.62% 2.91M +0.51% 353.93M 48.68 4.63% Share
4 AAPL Apple Inc.
234.35
-1.48% 1.59M -0.26% 352.13M 19.36 4.61% Share
5 IEFA iShares Core MS...
86.44
-0.35% 4.22M -1.95% 319.11M 67.39 4.18% Share
6 CPNG Coupang, Inc.
32.34
+2.65% 12.97M -1.61% 284.52M 27.64 3.73% Share
7 VEA Vanguard Develo...
59.37
-0.28% 5.12M -2.38% 260.19M 41.35 3.41% Share
8 MSFT Microsoft Corpo...
498.41
+0.04% 677.96K +0.98% 254.5M 65.6 3.33% Share
9 EPS WisdomTree U.S....
67.77
+0.53% 2.41M +6.82% 143.16M 57.34 1.87% Share
10 EIPX FT Energy Incom...
25.86
+0.37% 5.39M +0.00% 140.54M 20.08 1.84% Share
11 AMZN Amazon.com, Inc...
238.24
+1.02% 627.03K +1.09% 119.3M 45.94 1.56% Share
12 GOOGL Alphabet Inc.
239.63
+2.39% 763.11K +1.50% 118.01M 50.95 1.55% Share
13 IJH iShares Core S&...
65.46
-0.89% 1.9M +1.75% 110.62M 42.16 1.45% Share
14 HD The Home Depot,...
415.33
-1.1% 237.05K +19.23% 86.88M 122.86 1.14% Share
15 RSP Invesco S&P 500...
187.73
-0.3% 500.14K -16.12% 86.64M 145.75 1.13% Share
16 JPM JPMorgan Chase ...
297.80
+1.67% 339.04K +2.96% 83.17M 79.72 1.09% Share
17 ESGU iShares ESG Awa...
142.13
+0.23% 661.13K +19.36% 80.6M 98.34 1.06% Share
18 NVDA NVIDIA Corporat...
170.76
+1.46% 697.91K +8.58% 75.64M 36.58 0.99% Share
19 XOM Exxon Mobil Cor...
110.67
+0.75% 623.75K +2.85% 74.18M 53.66 0.97% Share
20 ABBV AbbVie Inc.
210.41
+0.30% 328.56K +8.33% 68.84M 68.71 0.90% Share
21 BRK-B Berkshire Hatha...
492.72
-0.21% 119.52K -2.92% 63.65M 150.97 0.83% Share
22 PG The Procter & G...
159.46
+0.28% 367.98K -1.26% 62.71M 63.72 0.82% Share
23 GOOG Alphabet Inc.
239.94
+2.47% 386.62K +4.61% 60.4M 56.71 0.79% Share
24 AVGO Broadcom Inc.
336.67
-2.6% 357.27K +1.38% 59.82M 38.6 0.78% Share
25 JNJ Johnson & Johns...
176.97
-0.65% 342.45K +10.88% 56.79M 81.74 0.74% Share
26 KBWB Invesco KBW Ban...
77.18
+0.89% 862.54K +15.72% 54.14M 61.38 0.71% Share
27 ABT Abbott Laborato...
131.95
-0.19% 374.79K +21.44% 49.72M 51.95 0.65% Share
28 V Visa Inc.
343.99
+0.49% 141.1K +4.22% 49.45M 180.41 0.65% Share
29 IGSB iShares 1-5 Yea...
52.99
-0.04% 926.85K -8.46% 48.54M 52.63 0.64% Share
30 IJR iShares Core S&...
117.93
-0.86% 459.95K +0.74% 48.1M 82.84 0.63% Share
31 CBT Cabot Corporati...
80.47
-0.78% 554.39K +0.00% 46.09M 46.44 0.60% Share
32 VOO Vanguard S&P 50...
597.87
+0.23% 85.91K +0.72% 44.15M 266.28 0.58% Share
33 ESGD iShares ESG Awa...
91.86
-0.34% 531.92K +1.33% 43.45M 69.89 0.57% Share
34 MS Morgan Stanley
152.21
+2.30% 364.15K +3.25% 42.49M 73.52 0.56% Share
35 COST Costco Wholesal...
979.25
+0.76% 43.63K +0.99% 41.27M 362.31 0.54% Share
36 MRK Merck & Co., In...
84.61
+0.62% 449.18K +8.00% 40.32M 50.84 0.53% Share
37 UNH UnitedHealth Gr...
348.18
+8.72% 73.14K +4.74% 38.31M 225.49 0.50% Share
38 PEP PepsiCo, Inc.
143.10
+0.98% 251.79K -5.94% 37.75M 60.41 0.49% Share
39 ESML iShares ESG Awa...
44.73
-0.71% 973.33K -1.93% 37.39M 29.43 0.49% Share
40 CSCO Cisco Systems, ...
67.34
+0.69% 587K +4.77% 36.22M 39.4 0.47% Share
41 TMO Thermo Fisher S...
482.51
-1.05% 66.23K -0.13% 32.95M 81.19 0.43% Share
42 CHD Church & Dwight...
94.96
+0.40% 291.31K -3.88% 32.07M 25.84 0.42% Share
43 MCD McDonald's Corp...
312.44
-0.12% 100.81K -0.25% 31.49M 82.94 0.41% Share
44 MA Mastercard Inco...
583.89
-0.46% 57.41K +9.97% 31.47M 318.27 0.41% Share
45 ADP Automatic Data ...
297.24
-0.4% 101.56K -0.93% 31.03M 66.85 0.41% Share
46 KLAC KLA Corporation
917.73
+0.96% 44.44K -1.8% 30.21M 263.92 0.40% Share
47 SPY SPDR S&P 500 ET...
650.36
+0.24% 51.09K +2.03% 28.58M 313.53 0.37% Share
48 IGIB iShares 5-10 Ye...
54.04
-0.11% 533.66K +20.48% 28.03M 52.46 0.37% Share
49 CTRA Coterra Energy ...
23.86
+0.03% 955.61K -4.36% 27.62M 21.02 0.36% Share
50 RTX RTX Corporation
151.75
-1.6% 189.56K -1.8% 25.11M 62.95 0.33% Share
51 JMST JPMorgan Ultra-...
51.03
-0.02% 481.17K -29.54% 24.47M 50.58 0.32% Share
52 AXP American Expres...
324.29
-0.34% 88.37K +0.27% 23.78M 86.51 0.31% Share
53 UNP Union Pacific C...
216.04
-0.56% 99.78K -2.39% 23.57M 76.19 0.31% Share
54 CVX Chevron Corpora...
154.78
+0.51% 139.83K -12.15% 23.39M 86.02 0.31% Share
55 APH Amphenol Corpor...
116.79
+5.65% 353.01K +7.37% 23.15M 14.18 0.30% Share
56 ORCL Oracle Corporat...
241.58
+1.30% 164.28K +0.56% 22.97M 50.33 0.30% Share
57 RGEF Rockefeller Glo...
28.95
+0.26% 898.39K +100.00% 22.78M 25.36 0.30% Share
58 CAT Caterpillar Inc...
417.96
-1.14% 65.05K +1.34% 21.45M 110.63 0.28% Share
59 NEE NextEra Energy,...
70.08
+0.44% 295.17K +0.92% 20.92M 36.58 0.27% Share
60 ITW Illinois Tool W...
262.22
-1.67% 82.32K -0.78% 20.42M 78.28 0.27% Share
61 META Meta Platforms,...
765.70
+1.78% 33.04K +7.52% 19.04M 341.22 0.25% Share
62 SPGI S&P Global Inc.
547.52
+0.30% 35.13K +8.15% 17.85M 274.81 0.23% Share
63 VGT Vanguard Inform...
705.61
+0.10% 32.51K -0.18% 17.63M 250.16 0.23% Share
64 VWO Vanguard Emergi...
52.66
+0.35% 385.2K -0.54% 17.43M 40.97 0.23% Share
65 IBM International B...
259.08
+1.17% 70.06K +27.45% 17.42M 137.22 0.23% Share
66 MTD Mettler-Toledo ...
1284.94
-2.26% 14.67K -4.22% 17.33M 81.13 0.23% Share
67 AMGN Amgen Inc.
279.97
-0.08% 54.25K +4.54% 16.9M 148.23 0.22% Share
68 EMR Emerson Electri...
132.04
-0.52% 153.98K +3.05% 16.88M 44.78 0.22% Share
69 EFA iShares MSCI EA...
92.39
-0.34% 204.67K -0.83% 16.73M 69.1 0.22% Share
70 GS The Goldman Sac...
763.85
+2.97% 29.95K +1.53% 16.36M 222.47 0.21% Share
71 PANW Palo Alto Netwo...
197.55
+0.09% 95.37K +1.17% 16.27M 151.39 0.21% Share
72 IWN iShares Russell...
174.66
-0.74% 105.28K -1.36% 15.9M 74.98 0.21% Share
73 LOW Lowe's Companie...
269.10
-1.44% 67.66K -0.07% 15.78M 57.91 0.21% Share
74 KO The Coca-Cola C...
67.90
+0.70% 215.8K +4.71% 15.46M 43.64 0.20% Share
75 LIN Linde plc
473.44
-0.25% 32.86K +4.06% 15.3M 363.21 0.20% Share
76 SYK Stryker Corpora...
392.80
-0.08% 40.45K +24.80% 15.06M 191.84 0.20% Share
77 DSI iShares MSCI KL...
121.74
+0.25% 143.47K -0.35% 14.69M 65.07 0.19% Share
78 ECL Ecolab Inc.
270.66
-1.7% 56.78K +0.69% 14.4M 116.98 0.19% Share
79 ADI Analog Devices,...
248.18
-0.32% 71.07K +13.47% 14.33M 95.22 0.19% Share
80 VTI Vanguard Total ...
320.97
+0.12% 51.86K -66.9% 14.25M 180.76 0.19% Share
81 FAST Fastenal Compan...
47.90
-0.6% 179.29K +6.51% 13.9M 21.74 0.18% Share
82 STT State Street Co...
112.03
+0.34% 152.72K -0.42% 13.67M 56.62 0.18% Share
83 HON Honeywell Inter...
214.20
-0.26% 64.18K -0.28% 13.59M 155.15 0.18% Share
84 AMT American Tower ...
194.57
+0.48% 62.31K +2.82% 13.56M 98.23 0.18% Share
85 ACN Accenture plc
251.94
-1.42% 42.95K +5.20% 13.4M 215.9 0.18% Share
86 GLD SPDR Gold Share...
334.11
-0.21% 45.76K +8.38% 13.18M 166.28 0.17% Share
87 WMT Walmart Inc.
102.30
+0.02% 147.32K +10.80% 12.93M 36.45 0.17% Share
88 ESGE iShares ESG Awa...
41.57
+0.65% 354.91K -0.68% 12.4M 36.89 0.16% Share
89 CRM Salesforce, Inc...
252.03
-0.1% 45.79K +1.22% 12.29M 213.83 0.16% Share
90 MUB iShares Nationa...
105.68
-0.14% 115.75K +1.45% 12.2M 105.58 0.16% Share
91 ORLY O'Reilly Automo...
106.92
+0.49% 8.5K -1.43% 12.18M 658.07 0.16% Share
92 IGV iShares Expande...
110.50
+0.44% 135.58K -0.91% 12.07M 11.51 0.16% Share
93 DIS The Walt Disney...
117.38
-1.23% 121.6K -5.33% 12M 69.18 0.16% Share
94 CL Colgate-Palmoli...
84.28
+0.11% 128.07K -7.55% 12M 55.12 0.16% Share
95 APD Air Products an...
287.21
-0.59% 40.23K +0.22% 11.86M 113.7 0.16% Share
96 IWB iShares Russell...
357.77
+0.17% 38.67K +0.14% 11.86M 285.7 0.16% Share
97 NVO Novo Nordisk A/...
54.29
+0.02% 167.19K -15.37% 11.61M 27.1 0.15% Share
98 DHR Danaher Corpora...
194.28
-2.19% 55.64K +12.42% 11.41M 144.72 0.15% Share
99 VGK Vanguard Europe...
78.98
-0.19% 150.63K -1.01% 10.58M 55.62 0.14% Share
100 SCHD Schwab U.S. Div...
27.44
-0.02% 373.88K -20.91% 10.45M 24.28 0.14% Share
101 PSA Public Storage
290.10
-1.57% 34.05K -4.52% 10.19M 114.97 0.13% Share
102 BMY Bristol-Myers S...
47.24
+1.11% 160.13K -4.47% 9.77M 58.4 0.13% Share
103 VYM Vanguard High D...
139.61
-0.03% 74.29K -41.22% 9.58M 96.92 0.13% Share
104 BAC Bank of America...
50.28
+1.67% 229.01K +14.86% 9.56M 31.2 0.13% Share
105 PH Parker-Hannifin...
755.60
-0.6% 15.71K -1.51% 9.55M 174.61 0.13% Share
106 VTEB Vanguard Tax-Ex...
49.63
-0.05% 191.33K -4.39% 9.49M 50.59 0.12% Share
107 EZU iShares MSCI Eu...
60.19
-0.03% 177.4K -6.37% 9.45M 34.23 0.12% Share
108 MMM 3M Company
153.10
-0.58% 63.64K -2.67% 9.35M 94.12 0.12% Share
109 ANET Arista Networks...
141.90
+1.35% 117.87K -4.86% 9.13M 110.53 0.12% Share
110 CB Chubb Limited
277.00
-0.17% 28.22K -7% 8.52M 130.33 0.11% Share
111 VRTX Vertex Pharmace...
396.48
+0.31% 17.26K +31.19% 8.37M 402.37 0.11% Share
112 VYMI Vanguard Intern...
84.66
-0.17% 113.38K -0.13% 8.35M 59.26 0.11% Share
113 VSGX Vanguard ESG In...
68.58
-0.1% 140.34K -0.15% 8.28M 48.11 0.11% Share
114 TXN Texas Instrumen...
185.03
-0.43% 45.9K +3.68% 8.25M 113.56 0.11% Share
115 GEV GE Vernova Inc.
605.79
+0.93% 27.01K -34.06% 8.25M 240.64 0.11% Share
116 SCHB Schwab U.S. Bro...
25.15
+0.18% 380.19K +4.63% 8.19M 18.23 0.11% Share
117 LLY Eli Lilly and C...
750.59
+1.62% 9.85K +5.45% 8.13M 336.12 0.11% Share
118 PFE Pfizer Inc.
24.73
+0.71% 319.29K +14.86% 8.09M 29.13 0.11% Share
119 FI Fiserv, Inc.
136.38
+0.87% 36.47K +24.98% 8.05M 118.14 0.11% Share
120 EEM iShares MSCI Em...
51.19
+0.55% 179.31K -3.49% 7.84M 44.85 0.10% Share
121 ETN Eaton Corporati...
348.18
-0.37% 28.51K +6.89% 7.75M 197.46 0.10% Share
122 FBTC Fidelity Wise O...
97.13
-0.7% 105.17K +23.81% 7.57M 71.03 0.10% Share
123 BLK BlackRock, Inc.
1107.36
+0.22% 7.93K +19.03% 7.51M 1012.54 0.10% Share
124 IWV iShares Russell...
370.92
+0.20% 23.43K +0.80% 7.44M 168.9 0.10% Share
125 IWF iShares Russell...
453.07
+0.27% 20.52K +5.22% 7.41M 267.19 0.10% Share
126 NOC Northrop Grumma...
571.67
-1.76% 14.47K -1.52% 7.41M 355.36 0.10% Share
127 ZTS Zoetis Inc.
149.78
-1.3% 44.88K -18.74% 7.39M 148.04 0.10% Share
128 VB Vanguard Small ...
253.96
-0.76% 33.02K -1.08% 7.32M 214.03 0.10% Share
129 CARR Carrier Global ...
63.48
-3.24% 115.04K +30.58% 7.29M 33.68 0.10% Share
130 LRCX Lam Research Co...
105.57
+0.48% 99.92K +0.17% 7.26M 72.23 0.10% Share
131 ADBE Adobe Inc.
354.06
-1.28% 18.91K -20.41% 7.25M 397.07 0.10% Share
132 PM Philip Morris I...
164.72
+1.23% 45.13K +35.46% 7.16M 102.53 0.09% Share
133 DELL Dell Technologi...
121.28
-1.4% 77.4K +14.59% 7.06M 102.96 0.09% Share
134 ROP Roper Technolog...
519.67
-0.72% 11.9K +0.07% 7.01M 328.85 0.09% Share
135 GD General Dynamic...
321.26
-0.45% 25.57K -7.27% 6.97M 142.92 0.09% Share
136 IWM iShares Russell...
236.83
-0.6% 34.79K +0.04% 6.94M 174.78 0.09% Share
137 UL Unilever PLC
63.10
-1.4% 114.16K +137.00% 6.8M 58.93 0.09% Share
138 BKNG Booking Holding...
5571.83
+0.04% 1.47K -0.88% 6.77M 2726.97 0.09% Share
139 NVS Novartis AG
128.07
-0.5% 59.42K +19.91% 6.62M 70.35 0.09% Share
140 VT Vanguard Total ...
135.22
+0.09% 56.95K -0.87% 6.6M 62.8 0.09% Share
141 VLO Valero Energy C...
161.84
+2.85% 49.8K -3.95% 6.58M 70.23 0.09% Share
142 BDX Becton, Dickins...
190.52
-0.55% 28.7K +20.96% 6.57M 149.11 0.09% Share
143 VNQ Vanguard Real E...
91.69
-0.26% 72.55K -1.8% 6.57M 75.07 0.09% Share
144 WSO Watsco, Inc.
401.86
-1.71% 12.31K +31.50% 6.26M 300.07 0.08% Share
145 CMCSA Comcast Corpora...
33.67
-0.97% 167.21K -0.92% 6.17M 33.05 0.08% Share
146 DOV Dover Corporati...
174.65
-1.88% 34.95K +2.07% 6.14M 87.4 0.08% Share
147 AMCR Amcor plc
8.19
-0.36% 627.4K -0.8% 6.09M 9.76 0.08% Share
148 CI The Cigna Group
302.12
+0.41% 18.05K -9.93% 5.94M 218.36 0.08% Share
149 VZ Verizon Communi...
43.56
+0.55% 129.65K +30.24% 5.88M 45.91 0.08% Share
150 NKE NIKE, Inc.
73.58
-0.77% 90.73K -9.82% 5.76M 47.75 0.08% Share