Top 50 Fiduciary Trust Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.72% | 1.52M | $991.3M | -2.66%(-41.53K) | $200.35(+270.58%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 5.46% | 643 | $461.8M | -0.16%(-1) | $679549.70(+6.51%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 5.4% | 2.86M | $456.4M | -2.37%(-69.50K) | $40.89(+260.59%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.9% | 4.57M | $414.2M | +0.90%(+40.86K) | $67.48(+41.09%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.38% | 1.46M | $370.8M | -3.29%(-49.72K) | $52.02(+477.19%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.62% | 4.78M | $306.1M | -0.95%(-45.72K) | $42.19(+63.75%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.81% | 642.3K | $237.8M | -2.89%(-19.14K) | $57.97(+627.85%) | 2026-03-31 | |
| CPNG | COUPANG INC | 2.61% | 11.67M | $220.4M | -5.76%(-713.14K) | $34.54(-53.34%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.32% | 681.7K | $196.0M | -5.50%(-39.69K) | $36.75(+979.73%) | 2026-03-31 | |
| EIPX | FIRST TR EXCHANGE-TRADED FD | 1.92% | 5.04M | $162.2M | -2.91%(-151.37K) | $17337.56(-99.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.29% | +49.30% |
| Top 20 Holdings Unweighted | +13.10% | +44.67% |
Sign up free to track Fiduciary Trust Co, compare funds side by side, and get alerts the moment positions change.