FIDUCIARY FAMILY OFFICE, LLC

Q1 2025 13F Holdings

  • Location
    boca raton, FL
  • Num holdings

    187

  • Value ($000)

    $300,554

  • Date Filed
    05/12/2025
  • Form type
    13F-HR
  • CIK
    0002020280
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$98.93M
33 %

445,379

JEPI
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
46641Q332
$11.28M
4 %

197,390

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$6.80M
2 %

18,113

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.59M
2 %

60,765

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$5.59M
2 %

36,151

AMZN
AMZN

AMAZON COM INC

COM
023135106
$4.15M
1 %

21,795

META
META

META PLATFORMS INC

CL A
30303M102
$4.05M
1 %

7,020

V
V

VISA INC

COM CL A
92826C839
$3.90M
1 %

11,133

PM
PM

PHILIP MORRIS INTL INC

COM
718172109
$3.60M
1 %

22,688

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$3.51M
1 %

14,318

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