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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Fiduciary Group LLC

Quarter ended Q4 2024 · Filed February 11, 2025 · Accession 0001645890-25-000001

Total Value
$997.1M
Positions
268
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (268)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL226,443$56.7M5.69%
2VANGUARD INDEX FDS92290836375,896$40.9M4.10%
3MICROSOFT CORPMSFT93,500$39.4M3.95%
4ISHARES TR464287457398,281$32.7M3.27%
5ALPHABET INCGOOG168,947$32.2M3.23%
6BERKSHIRE HATHAWAY INC DELBRK-A54,963$24.9M2.50%
7AMAZON COM INCAMZN103,047$22.6M2.27%
8JPMORGAN CHASE & CO.VYLD92,703$22.2M2.23%
9MOODYS CORPMCO46,716$22.1M2.22%
10ISHARES TR464288646412,886$21.3M2.14%
11VANGUARD TAX-MANAGED FDS921943858396,721$19.0M1.90%
12ISHARES TR464287226191,071$18.5M1.86%
13WALMART INCWMT195,948$17.7M1.78%
14PALO ALTO NETWORKS INCPANW82,933$15.1M1.51%
15HOME DEPOT INCHD35,827$13.9M1.40%
16VISA INCV44,037$13.9M1.40%
17UNION PAC CORPUNP55,116$12.6M1.26%
18JOHNSON & JOHNSONJNJ86,411$12.5M1.25%
19INTUITIVE SURGICAL INCISRG22,767$11.9M1.19%
20PGIM ETF TR69344A834230,243$11.8M1.18%
21ISHARES TR464287804100,549$11.6M1.16%
22DISNEY WALT CO254687106102,576$11.4M1.15%
23VANGUARD INDEX FDS92290865259,367$11.3M1.13%
24ALPHABET INCGOOG59,341$11.2M1.13%
25PEPSICO INCPEP72,989$11.1M1.11%
26RTX CORPORATIONRTX85,076$9.8M0.99%
27MASTERCARD INCORPORATEDMA17,755$9.3M0.94%
28SELECT SECTOR SPDR TR81369Y506108,317$9.3M0.93%
29META PLATFORMS INCMETA15,362$9.0M0.90%
30SPDR SER TR78468R101297,359$8.6M0.87%
31AMGEN INCAMGN31,650$8.2M0.83%
32SOUTHERN COSOMN99,467$8.2M0.82%
33AON PLCAON22,111$7.9M0.80%
34ORACLE CORPORCL-PD46,008$7.7M0.77%
35BLACKSTONE INCBX44,392$7.7M0.77%
36PROCTER AND GAMBLE CO74271810944,267$7.4M0.74%
37ISHARES TR464287507118,864$7.4M0.74%
38COCA COLA COKO115,356$7.2M0.72%
39COSTCO WHSL CORP NEW22160K1057,681$7.0M0.71%
40STARBUCKS CORPSBUX75,636$6.9M0.69%
41HONEYWELL INTL INC43851610629,837$6.7M0.68%
42AMERICAN EXPRESS COAXP21,400$6.4M0.64%
43WISDOMTREE TRWT78,294$6.3M0.64%
44ELECTRONIC ARTS INCEA42,372$6.2M0.62%
45AMERICAN TOWER CORP NEW03027X10033,636$6.2M0.62%
46VANGUARD INTL EQUITY INDEX F922042858139,203$6.1M0.61%
47COMCAST CORP NEWCCZ162,294$6.1M0.61%
48EXXON MOBIL CORPXOM53,063$5.7M0.57%
49ELI LILLY & COLLY7,373$5.7M0.57%
50NVIDIA CORPORATIONNVDA42,024$5.6M0.57%
51SELECT SECTOR SPDR TR81369Y80323,583$5.5M0.55%
52TEXAS INSTRS INC88250810427,919$5.2M0.53%
53VERIZON COMMUNICATIONS INCVZ129,109$5.2M0.52%
54DANAHER CORPORATION23585110222,223$5.1M0.51%
55ISHARES TR4642872008,443$5.0M0.50%
56BANK AMERICA CORP060505104105,244$4.6M0.46%
57MARRIOTT INTL INC NEW57190320216,232$4.5M0.45%
58CISCO SYS INCCSCO75,724$4.5M0.45%
59SELECT SECTOR SPDR TR81369Y20930,931$4.3M0.43%
60ABBVIE INCABBV23,895$4.2M0.43%
61SIMON PPTY GROUP INC NEW82880610924,273$4.2M0.42%
62ISHARES TR46432F84259,033$4.1M0.42%
63VANGUARD WHITEHALL FDS92194640632,382$4.1M0.41%
64ISHARES TR46432F85985,973$4.1M0.41%
65BECTON DICKINSON & COBDX17,699$4.0M0.40%
66AUTOMATIC DATA PROCESSING INADP13,624$4.0M0.40%
67VANGUARD SCOTTSDALE FDS92206C40950,531$3.9M0.40%
68ISHARES TR46428943816,668$3.9M0.39%
69VANGUARD INDEX FDS92290876913,440$3.9M0.39%
70VANGUARD STAR FDS92190976864,782$3.8M0.38%
71SELECT SECTOR SPDR TR81369Y88646,295$3.5M0.35%
72MARKEL GROUP INCMKL1,951$3.4M0.34%
73ASTRAZENECA PLCAZN50,912$3.3M0.33%
74CLOROX CO DELCLX20,374$3.3M0.33%
75EQUINIX INCEQIX3,481$3.3M0.33%
76SCHWAB CHARLES CORPSCHW-PJ43,965$3.3M0.33%
77SELECT SECTOR SPDR TR81369Y40714,463$3.2M0.33%
78AIR PRODS & CHEMS INCAIIR11,152$3.2M0.32%
79PFIZER INCPFE117,669$3.1M0.31%
80AT&T INCT-PC134,792$3.1M0.31%
81ILLINOIS TOOL WKS INC45230810912,058$3.1M0.31%
82BLACKROCK INCBLK2,837$2.9M0.29%
83INVESCO EXCHANGE TRADED FD TIVZ16,307$2.9M0.29%
84NIKE INCNKE37,592$2.8M0.29%
85VANGUARD WHITEHALL FDS92194679441,806$2.8M0.28%
86SELECT SECTOR SPDR TR81369Y70421,162$2.8M0.28%
87EATON CORP PLCETN8,297$2.8M0.28%
88VANGUARD BD INDEX FDS92193782733,769$2.6M0.26%
89HARBOR ETF TRUST41151J885100,439$2.6M0.26%
90AFLAC INCAFL24,045$2.5M0.25%
91MCDONALDS CORPMCD8,554$2.5M0.25%
92ROPER TECHNOLOGIES INCROP4,537$2.4M0.24%
93CHEVRON CORP NEWCVX15,927$2.3M0.23%
94ADOBE INCADBE5,146$2.3M0.23%
95ASML HOLDING N VASMLF3,276$2.3M0.23%
96LOWES COS INC5486611078,925$2.2M0.22%
97MERCK & CO INCMRK21,783$2.2M0.22%
98NORFOLK SOUTHN CORP6558441088,867$2.1M0.21%
99SALESFORCE INCCRM6,137$2.1M0.21%
100SELECT SECTOR SPDR TR81369Y85220,697$2.0M0.20%
101TJX COS INC NEW87254010915,746$1.9M0.19%
102KENVUE INCKVUE86,668$1.9M0.19%
103UNITEDHEALTH GROUP INCUNH3,637$1.8M0.18%
104ACCENTURE PLC IRELANDACN5,214$1.8M0.18%
105GENERAL DYNAMICS CORPGD6,899$1.8M0.18%
106INTERNATIONAL BUSINESS MACHSINTR8,230$1.8M0.18%
107ABBOTT LABSABLZF15,796$1.8M0.18%
108CUMMINS INCCMI5,071$1.8M0.18%
109ISHARES INC46434G10333,802$1.8M0.18%
110ISHARES TR46429B66315,364$1.7M0.17%
111DEERE & CODE3,977$1.7M0.17%
112SPDR SER TR78468R85337,358$1.7M0.17%
113WELLS FARGO CO NEW94974610123,832$1.7M0.17%
114SELECT SECTOR SPDR TR81369Y60534,193$1.7M0.17%
115ACUITY BRANDS INCAYI5,585$1.6M0.16%
116BROADCOM INCAVGO6,970$1.6M0.16%
117SCHWAB STRATEGIC TR80852410270,771$1.6M0.16%
118DOMINOS PIZZA INCDPZ3,760$1.6M0.16%
119T-MOBILE US INCTMUSZ7,114$1.6M0.16%
120QUALCOMM INCQCOM9,677$1.5M0.15%
121ISHARES TR46434V62124,139$1.5M0.15%
122STRYKER CORPORATIONSYK4,107$1.5M0.15%
123FEDEX CORPFDX5,192$1.5M0.15%
124SELECT SECTOR SPDR TR81369Y10016,418$1.4M0.14%
125CSX CORPCSX42,601$1.4M0.14%
126US BANCORP DELUSB-PS28,473$1.4M0.14%
127BERKSHIRE HATHAWAY INC DELBRK-A2$1.4M0.14%
128PHILIP MORRIS INTL INC71817210911,097$1.3M0.13%
129UNITED PARCEL SERVICE INCUPS10,486$1.3M0.13%
130SPDR S&P 500 ETF TRSPY2,208$1.3M0.13%
131KKR & CO INCKKRT8,700$1.3M0.13%
132LOCKHEED MARTIN CORPLMT2,540$1.2M0.12%
133BLACKSTONE SECD LENDING FDBX37,096$1.2M0.12%
134HEICO CORP NEWHEI-A6,409$1.2M0.12%
135BRISTOL-MYERS SQUIBB COCELG-RI20,872$1.2M0.12%
136CHUBB LIMITEDCB4,215$1.2M0.12%
137SELECT SECTOR SPDR TR81369Y30814,629$1.1M0.12%
138ANALOG DEVICES INCADI5,364$1.1M0.11%
139INVESCO QQQ TRIVZ2,213$1.1M0.11%
140ISHARES TR4642871013,865$1.1M0.11%
141EMERSON ELEC COEMR9,000$1.1M0.11%
142COLGATE PALMOLIVE COCL12,043$1.1M0.11%
143FASTENAL COFAST15,172$1.1M0.11%
144VANGUARD BD INDEX FDS92193783515,127$1.1M0.11%
145MCKESSON CORPMCK1,878$1.1M0.11%
146GLOBAL X FDS37954Y48358,139$1.1M0.11%
147VANGUARD WORLD FD92204A3068,732$1.1M0.11%
148GE AEROSPACE3696043016,260$1.0M0.10%
149APOLLO GLOBAL MGMT INC03769M1066,308$1.0M0.10%
150AMPHENOL CORP NEW03209510114,990$1.0M0.10%
151THE CIGNA GROUP1255231003,625$1.0M0.10%
152VANGUARD SPECIALIZED FUNDS9219088444,911$961,7210.10%
153NORTHERN TR CORPNTRSO9,225$945,5390.09%
154SELECT SECTOR SPDR TR81369Y86023,243$945,2860.09%
155MONDELEZ INTL INC60920710515,565$929,6970.09%
156SERVICENOW INCNOW856$907,4630.09%
157EQUIFAX INCEFX3,496$890,9560.09%
158BLACKSTONE MTG TR INCBX50,922$886,5520.09%
159PHILLIPS 66PSX7,454$849,2340.09%
160BOEING COBA-PA4,673$827,1210.08%
161CATERPILLAR INCCAT2,278$826,1930.08%
162JOHNSON CTLS INTL PLCG5150210510,425$822,8740.08%
163GRAINGER W W INC384802104774$816,2870.08%
164DUKE ENERGY CORP NEWDUKB7,546$813,0060.08%
165DOW INCDOW20,075$805,6070.08%
166KIMBERLY-CLARK CORPKMB6,100$799,3440.08%
167ENERGY TRANSFER L PET-PI40,281$789,1050.08%
168ENTERPRISE PRODS PARTNERS L29379210724,342$763,3680.08%
169MEDTRONIC PLCMDT9,552$763,0140.08%
170ISHARES TR46429B6978,579$761,7290.08%
171GENUINE PARTS COGPC6,343$740,6090.07%
172IRON MTN INC DEL46284V1017,000$735,7700.07%
173VANGUARD INDEX FDS9229087361,757$721,0250.07%
174ALTRIA GROUP INCMO13,778$720,4520.07%
175PROGRESSIVE CORP7433151032,784$667,0740.07%
176PAYCHEX INCPAYX4,722$662,1190.07%
177CARRIER GLOBAL CORPORATIONCARR9,573$653,4530.07%
178SPDR SER TR78464A84711,871$649,2260.07%
179EQUITY RESIDENTIALEQR8,391$602,1380.06%
180TRUIST FINL CORP89832Q10913,717$595,0430.06%
181NEXTERA ENERGY INCNEE-PW8,258$592,0160.06%
182DUPONT DE NEMOURS INCDD7,715$588,2690.06%
183TRANE TECHNOLOGIES PLCTT1,528$564,3670.06%
184ISHARES TR4642871684,264$559,7890.06%
185GENERAL MLS INC3703341048,431$537,6450.05%
186SPDR SER TR78468R79611,151$536,9210.05%
187CONOCOPHILLIPSCOP5,392$534,7150.05%
188REGIONS FINANCIAL CORP NEWRF-PF21,924$515,6530.05%
189WISDOMTREE TRWT6,606$513,9190.05%
190ALPS ETF TR00162Q45210,650$512,9040.05%
191GE VERNOVA INCGEV1,546$508,5260.05%
192FIDELITY COVINGTON TRUST31609A40418,193$500,8640.05%
1933M COMMM3,839$495,5770.05%
194PUBLIC SVC ENTERPRISE GRP IN7445731065,765$487,0850.05%
195ARES CAPITAL CORPARCC21,851$478,3180.05%
196VANGUARD INDEX FDS9229087442,786$471,6380.05%
197HENRY SCHEIN INCHSIC6,712$464,4700.05%
198S&P GLOBAL INCSPGI929$462,6700.05%
199BOOKING HOLDINGS INCBKNG92$457,0950.05%
200DOMINION ENERGY INCD8,285$446,2300.04%
201CARLYLE GROUP INCCGABL8,800$444,3120.04%
202STARWOOD PPTY TR INCSTHO23,339$442,2740.04%
203KINDER MORGAN INC DELEP-PC15,975$437,7220.04%
204PROLOGIS INC.PLDGP4,098$433,1590.04%
205VANGUARD INDEX FDS9229086371,599$431,2500.04%
206FLOOR & DECOR HLDGS INCFND4,265$425,2210.04%
207ONEOK INC NEWOKE4,200$421,6800.04%
208ISHARES TR46428844814,481$396,4880.04%
209TRAVELERS COMPANIES INCTRV1,633$393,3730.04%
210INTERNATIONAL PAPER CO4601461037,269$391,2180.04%
211SPDR SER TR78464A47412,923$385,8810.04%
212SEAGATE TECHNOLOGY HLDNGS PLSE4,400$379,7640.04%
213OTIS WORLDWIDE CORPOTIS4,086$378,4040.04%
214SPDR SER TR78464A5087,263$371,4270.04%
215ISHARES TR4642876551,677$370,5140.04%
216SPDR SER TR78464A4094,205$369,6170.04%
217NORTHROP GRUMMAN CORPNOC769$360,8840.04%
218ENBRIDGE INCENNPF8,494$360,4000.04%
219DIAGEO PLCDGEAF2,720$345,7940.03%
220BLUE OWL CAPITAL CORPORATIONOWL22,497$340,1550.03%
221AMERICAN INTL GROUP INC0268747844,672$340,1220.03%
222GOLDMAN SACHS GROUP INCGSCE593$339,5640.03%
223FEDERAL RLTY INVT TR NEW3137451013,023$338,4250.03%
224BANK NEW YORK MELLON CORP0640581004,267$327,8340.03%
225VANGUARD INTL EQUITY INDEX F9220427422,783$326,9470.03%
226INTEL CORPINTC16,141$323,6270.03%
227PNC FINL SVCS GROUP INC6934751051,643$316,8530.03%
228MONROE CAP CORPMRCC37,000$314,5000.03%
229ARES MANAGEMENT CORPORATIONARES-PB1,772$313,6970.03%
230ISHARES TR4642874654,142$313,1650.03%
231ALLSTATE CORPALL-PJ1,616$311,5490.03%
232J P MORGAN EXCHANGE TRADED F46641Q3325,350$307,7860.03%
233EXTRA SPACE STORAGE INCEXR2,036$304,5860.03%
234MICRON TECHNOLOGY INCMU3,583$301,5450.03%
235MAIN STR CAP CORP56035L1045,103$298,9500.03%
236LINDE PLCLIN706$295,5810.03%
237BLACK STONE MINERALS L PBSMLP19,812$289,2550.03%
238ADVANCED MICRO DEVICES INCAMD2,373$286,6350.03%
239SCHWAB STRATEGIC TR80852480515,332$283,6420.03%
240BAXTER INTL INC0718131099,570$279,0610.03%
241PRUDENTIAL FINL INCPUKPF2,326$275,7010.03%
242CORNING INCGLW5,686$270,1990.03%
243GARMIN LTDGRMN1,300$268,1380.03%
244ROYAL BK CDA7800871022,158$260,0090.03%
245ISHARES TR464287614641$257,4130.03%
246L3HARRIS TECHNOLOGIES INCLHX1,200$252,3360.03%
247SHERWIN WILLIAMS COSHW728$247,4690.02%
248TORONTO DOMINION BK ONTTORO4,644$247,2520.02%
249DIGITAL RLTY TR INC2538681031,375$243,8290.02%
250ALLIANCEBERNSTEIN HLDG L P01881G1066,465$239,7870.02%
251CORTEVA INCCTVA4,130$235,2450.02%
252UNILEVER PLCUNLYF4,134$234,3980.02%
253FISERV INCFISV1,128$231,7140.02%
254WISDOMTREE TRWT6,740$231,5190.02%
255ISHARES TR4642874081,210$230,9750.02%
256SPDR SER TR78464A7631,738$229,5960.02%
257AMERICAN ELEC PWR CO INC0255371012,389$220,3370.02%
258YUM BRANDS INCYUM1,584$212,5090.02%
259WASTE MGMT INC DEL94106L1091,047$211,2760.02%
260MARATHON PETE CORPMARA1,506$210,0870.02%
261CARDINAL HEALTH INCCAH1,772$209,5740.02%
262FIDELITY COVINGTON TRUST3160921136,329$208,4000.02%
263SHELL PLCRYDAF3,286$205,8680.02%
264ISHARES TR4642874992,268$200,4910.02%
265GLADSTONE LD CORP37654910111,337$123,0040.01%
266RIVERNORTH DOUBLELINE STRATEOPP-PC13,000$108,4200.01%
267NUVEEN CR STRATEGIES INCOMENU12,950$73,6860.01%
268CBRE GBL REAL ESTATE INC FD12504G10014,980$72,0540.01%