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Home > Institutional Investor > Fiduciary Family Office, Llc > Profile

Instuitional Investor - Fiduciary Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Fiduciary Family Office, Llc
Portfolio Value $305,351,147
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 442,469 $90,781,454 29.73%
2.
J P Morgan Exchange Traded F
 192,984 $10,971,140 3.59%
3.
Nvidia Corp
 NVDA 58,428 $9,231,040 3.02%
4.
Microsoft Corp
 MSFT 17,622 $8,765,441 2.87%
5.
Alphabet Inc.
 GOOGL 34,823 $6,136,857 2.01%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)