Fiduciary Wealth Partners, LLC
Q1 2025 13F Holdings
- Locationnewton, MA
- Num holdings
65
- Value ($000)
$115,730
- Date Filed05/08/2025
- Form type13F-HR
- CIK0001666504
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $38.22M | 33 % | 74,373 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $26.90M | 23 % | 529,141 | ||
VB VANGUARD SMALL CAP ETF | ETF | 922908751 | $12.01M | 10 % | 54,177 | ||
VO VANGUARD MID CAP ETF | ETF | 922908629 | $6.33M | 6 % | 24,471 | ||
NDQ POWERSHARES QQQ TR | ETF | 46090E103 | $4.37M | 4 % | 9,320 | ||
SPY SPDR S&P 500 ETF TRUST | ETF | 78462F103 | $3.62M | 3 % | 6,467 | ||
AAPL APPLE INC | STOCK | 037833100 | $3.57M | 3 % | 16,062 | ||
MSFT MICROSOFT | STOCK | 594918104 | $2.41M | 2 % | 6,411 | ||
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 78467X109 | $1.81M | 2 % | 4,299 | ||
IWV ISHARES RUSSELL 3000 ETF | ETF | 464287689 | $1.73M | 2 % | 5,460 |
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