Fiduciary Planning LLC Top Holdings and 13F Report (2024) About Fiduciary Planning LLCInvestment ActivityFiduciary Planning LLC has $303.51 million in total holdings as of December 31, 2023.Fiduciary Planning LLC owns shares of 75 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 5.11% of the portfolio was purchased this quarter.About 3.41% of the portfolio was sold this quarter.This quarter, Fiduciary Planning LLC has purchased 75 new stocks and bought additional shares in 40 stocks.Fiduciary Planning LLC sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings WisdomTree U.S. Quality Dividend Growth Fund $44,230,579FT Vest U.S. Equity Buffer ETF - February $28,732,919Vanguard Short-Term Inflation-Protected Securities ETF $28,183,487Invesco Variable Rate Investment Grade ETF $27,109,540Hartford AAA CLO ETF $26,822,264 Largest New Holdings this Quarter 842587107 - Southern $225,553 Holding18915M107 - Cloudflare $202,842 Holding Largest Purchases this Quarter Xtrackers MSCI EAFE Hedged Equity ETF 52,076 shares (about $2.25M)WisdomTree U.S. Quality Dividend Growth Fund 26,184 shares (about $2.09M)Invesco S&P 500 Momentum ETF 17,458 shares (about $1.62M)VanEck Semiconductor ETF 5,239 shares (about $1.11M)Fidelity Fundamental Large Cap Core ETF 23,415 shares (about $1.02M) Largest Sales this Quarter TIDAL TR II 113,066 shares (about $2.56M)Invesco S&P 100 Equal Weight ETF 15,417 shares (about $1.59M)Xtrackers MSCI Europe Hedged Equity ETF 29,417 shares (about $1.30M)iShares Global Energy ETF 30,372 shares (about $1.28M)VanEck Morningstar Wide Moat ETF 6,425 shares (about $565.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFiduciary Planning LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDGRWWisdomTree U.S. Quality Dividend Growth Fund$44,230,579$2,091,056 ▲5.0%553,85114.6%ManufacturingFFEBFT Vest U.S. Equity Buffer ETF - February$28,732,919$412,715 ▲1.5%588,9109.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$28,183,487$644,808 ▲2.3%564,7999.3%ManufacturingVRIGInvesco Variable Rate Investment Grade ETF$27,109,540$790,496 ▲3.0%1,080,9238.9%ETFHSRTHartford AAA CLO ETF$26,822,264$779,813 ▲3.0%690,4958.8%ETFEQWLInvesco S&P 100 Equal Weight ETF$16,268,513$1,589,337 ▼-8.9%157,8095.4%ETFXLKTechnology Select Sector SPDR Fund$11,523,034$118,933 ▲1.0%55,8073.8%ETFFMILFidelity Fundamental Large Cap Core ETF$10,067,205$1,018,553 ▲11.3%231,4303.3%ETFSMHVanEck Semiconductor ETF$9,913,713$1,107,891 ▲12.6%46,8803.3%ManufacturingOEFiShares S&P 100 ETF$8,764,327$236,164 ▼-2.6%32,3612.9%ETFIAKiShares U.S. Insurance ETF$7,830,381$506,866 ▲6.9%56,8202.6%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$5,998,009$430,271 ▲7.7%87,9342.0%ManufacturingSPYSPDR S&P 500 ETF Trust$5,445,506$495,046 ▼-8.3%9,7351.8%FinanceDBEFXtrackers MSCI EAFE Hedged Equity ETF$4,863,889$2,254,891 ▲86.4%112,3301.6%ETFXMMOInvesco S&P MidCap Momentum ETF$4,708,231$138,447 ▼-2.9%41,3871.6%ETFIVViShares Core S&P 500 ETF$4,700,069$275,880 ▲6.2%8,3651.5%ETFSPMOInvesco S&P 500 Momentum ETF$3,593,125$1,615,389 ▲81.7%38,8321.2%ETFAAPLApple$3,355,511$131,502 ▲4.1%15,1061.1%Computer and TechnologyAMZNAmazon.com$3,213,301$231,166 ▲7.8%16,8891.1%Retail/WholesaleMSFTMicrosoft$2,804,005$6,757 ▲0.2%7,4700.9%Computer and TechnologyNVDANVIDIA$2,606,333$337,605 ▲14.9%24,0480.9%Computer and TechnologyNLRVanEck Uranium+Nuclear Energy ETF$2,488,313$307,586 ▲14.1%33,9610.8%ETFTIDAL TR II$2,454,768$2,557,553 ▼-51.0%108,5220.8%CLOCKWISE CORE EAVGOBroadcom$2,145,018$6,697 ▲0.3%12,8110.7%Computer and TechnologyMETAMeta Platforms$2,110,344$230,513 ▲12.3%3,6620.7%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$2,096,234$565,396 ▼-21.2%23,8210.7%ETFTSLATesla$1,794,165$376,819 ▲26.6%6,9230.6%Auto/Tires/TrucksOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$1,674,221$279,142 ▼-14.3%39,8430.6%ETFXLCCommunication Services Select Sector SPDR Fund$1,662,702$717,299 ▲75.9%17,2390.5%ETFGOOGLAlphabet$1,436,706$22,113 ▲1.6%9,2910.5%Computer and TechnologyCPRTCopart$1,428,445$4,527 ▼-0.3%25,2420.5%Business ServicesDBEUXtrackers MSCI Europe Hedged Equity ETF$1,348,794$1,299,069 ▼-49.1%30,5430.4%ETFACIOAptus Collared Investment Opportunity ETF$1,310,492$503 ▲0.0%33,8720.4%ETFJPMJPMorgan Chase & Co.$1,168,253$25,018 ▲2.2%4,7630.4%FinancePEGPublic Service Enterprise Group$991,057$2,304 ▼-0.2%12,0420.3%UtilitiesIXCiShares Global Energy ETF$949,086$1,277,732 ▼-57.4%22,5600.3%ETFAPDAir Products and Chemicals$946,3980.0%3,2090.3%Basic MaterialsISHARES BITCOIN TRUST ETF$885,458$185,368 ▲26.5%18,9160.3%SHS BEN INTSHOPShopify$852,732$287,395 ▲50.8%8,9310.3%Computer and TechnologyBRNYBurney U.S. Factor Rotation ETF$828,888$251,722 ▼-23.3%20,7550.3%ETFSPLGSPDR Portfolio S&P 500 ETF$826,195$921 ▲0.1%12,5640.3%ETFXOMExxon Mobil$795,368$119 ▲0.0%6,6880.3%EnergyIGROiShares International Dividend Growth ETF$764,254$507 ▲0.1%10,5500.3%ETFMMM3M$763,6720.0%5,2000.3%Multi-Sector ConglomeratesIWOiShares Russell 2000 Growth ETF$706,5400.0%2,7650.2%ETFJNJJohnson & Johnson$694,070$1,161 ▲0.2%4,1850.2%MedicalIYWiShares U.S. Technology ETF$517,3810.0%3,6840.2%ManufacturingMSTRStrategy$468,439$47,853 ▲11.4%1,6250.2%Computer and TechnologyODFLOld Dominion Freight Line$446,3840.0%2,6980.1%TransportationPALANTIR TECHNOLOGIES INC$444,872$89,548 ▲25.2%5,2710.1%CL AURAGlobal X Uranium ETF$433,903$520,175 ▼-54.5%18,9310.1%ETFLLYEli Lilly and Company$428,401$13,207 ▲3.2%5190.1%MedicalBACBank of America$425,680$42 ▲0.0%10,2010.1%FinanceCHDChurch & Dwight$409,714$1,101 ▲0.3%3,7220.1%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$386,814$424,196 ▼-52.3%2,6490.1%ETFHOODRobinhood Markets$382,9040.0%9,2000.1%FinanceITBiShares U.S. Home Construction ETF$375,638$79,508 ▼-17.5%3,9450.1%ETFTREXTrex$371,8400.0%6,4000.1%ConstructionPGRProgressive$370,3180.0%1,3080.1%FinanceVEAVanguard FTSE Developed Markets ETF$368,212$20,942 ▼-5.4%7,2440.1%ETFDIVYSound Equity Dividend Income ETF$339,671$111,602 ▼-24.7%13,2640.1%MiscellaneousCVXChevron$317,194$167 ▲0.1%1,8960.1%EnergyDORMDorman Products$309,0650.0%2,5640.1%Auto/Tires/TrucksHONHoneywell International$280,8340.0%1,3260.1%Multi-Sector ConglomeratesIWViShares Russell 3000 ETF$278,223$635 ▲0.2%8760.1%ETFBRBroadridge Financial Solutions$251,586$970 ▲0.4%1,0380.1%Business ServicesBRK.BBerkshire Hathaway$251,3780.0%4720.1%FinanceADBEAdobe$248,911$25,697 ▼-9.4%6490.1%Computer and TechnologyMMCMarsh & McLennan Companies$234,679$976 ▲0.4%9620.1%FinanceSOSouthern$225,553$225,553 ▲New Holding2,4530.1%UtilitiesNOWServiceNow$225,308$3,981 ▼-1.7%2830.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$223,173$53,768 ▼-19.4%4,9310.1%ETFCRWDCrowdStrike$220,7150.0%6260.1%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$214,7870.0%2,0540.1%ETFNETCloudflare$202,842$202,842 ▲New Holding1,8000.1%Computer and TechnologyHDHome Depot$0$206,172 ▼-100.0%00.0%Retail/WholesaleMRVLMarvell Technology$0$203,492 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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