Fiduciary Planning LLC Top Holdings and 13F Report (2024) About Fiduciary Planning LLCInvestment ActivityFiduciary Planning LLC has $327.14 million in total holdings as of December 31, 2023.Fiduciary Planning LLC owns shares of 83 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 3.68% of the portfolio was purchased this quarter.About 2.12% of the portfolio was sold this quarter.This quarter, Fiduciary Planning LLC has purchased 77 new stocks and bought additional shares in 29 stocks.Fiduciary Planning LLC sold shares of 29 stocks and completely divested from 6 stocks this quarter.Largest Holdings WisdomTree U.S. Quality Dividend Growth Fund $49,044,167FT Vest U.S. Equity Buffer ETF - February $27,865,212Vanguard Short-Term Inflation-Protected Securities ETF $25,122,541Invesco Variable Rate Investment Grade ETF $24,199,410Hartford AAA CLO ETF $24,050,693 Largest New Holdings this Quarter 46438R105 - ISHARES ETHEREUM TR $524,389 HoldingQ4982L109 - IREN $312,225 Holding886364231 - TIDAL TRUST I $299,530 Holding20825C104 - ConocoPhillips $284,771 Holding459200101 - International Business Machines $263,820 Holding Largest Purchases this Quarter WisdomTree U.S. Quality Dividend Growth Fund 30,044 shares (about $2.67M)Fidelity Fundamental Large Cap Core ETF 21,516 shares (about $1.12M)iShares S&P 100 ETF 2,626 shares (about $874.04K)Eos Energy Enterprises 74,299 shares (about $846.27K)ISHARES ETHEREUM TR 16,642 shares (about $524.39K) Largest Sales this Quarter FT Vest U.S. Equity Buffer ETF - February 16,704 shares (about $921.14K)Invesco S&P 100 Equal Weight ETF 2,613 shares (about $299.66K)Vanguard Short-Term Inflation-Protected Securities ETF 5,774 shares (about $292.34K)Robinhood Markets 1,900 shares (about $272.04K)NVIDIA 1,133 shares (about $211.39K) 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$49,044,167$2,672,713 ▲5.8%551,30615.0%ManufacturingFFEBFT Vest U.S. Equity Buffer ETF - February$27,865,212$921,142 ▼-3.2%505,3088.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$25,122,541$292,337 ▼-1.2%496,1997.7%ManufacturingVRIGInvesco Variable Rate Investment Grade ETF$24,199,410$145,103 ▼-0.6%964,1207.4%ETFHSRTHartford AAA CLO ETF$24,050,693$158,596 ▼-0.7%618,4197.4%ETFEQWLInvesco S&P 100 Equal Weight ETF$15,814,409$299,660 ▼-1.9%137,9004.8%ETFSMHVanEck Semiconductor ETF$14,607,935$293,073 ▲2.0%44,7604.5%ManufacturingXLKTechnology Select Sector SPDR Fund$14,446,176$80,048 ▼-0.6%51,2534.4%ETFFMILFidelity Fundamental Large Cap Core ETF$12,740,537$1,119,693 ▲9.6%244,8223.9%ETFOEFiShares S&P 100 ETF$11,001,106$874,044 ▲8.6%33,0523.4%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$8,291,296$136,899 ▲1.7%85,7602.5%ManufacturingIAKiShares U.S. Insurance ETF$7,306,501$240,588 ▲3.4%54,5132.2%ETFSPYSPDR S&P 500 ETF Trust$6,332,0670.0%9,5051.9%FinanceIVViShares Core S&P 500 ETF$5,719,209$339,338 ▲6.3%8,5451.7%ETFXMMOInvesco S&P MidCap Momentum ETF$5,685,288$448,419 ▲8.6%42,0421.7%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$5,573,882$429,849 ▲8.4%120,0751.7%ETFSPMOInvesco S&P 500 Momentum ETF$4,938,646$347,685 ▲7.6%40,7951.5%ETFNLRVanEck Uranium and Nuclear ETF$4,360,968$135,377 ▲3.2%32,1491.3%ETFAVGOBroadcom$3,683,953$73,567 ▼-2.0%11,1671.1%Computer and TechnologyAMZNAmazon.com$3,620,051$56,649 ▼-1.5%16,4871.1%Retail/WholesaleTSLATesla$3,359,860$379,346 ▲12.7%7,5551.0%Auto/Tires/TrucksMSFTMicrosoft$3,346,906$86,495 ▼-2.5%6,4621.0%Computer and TechnologyNVDANVIDIA$3,106,121$211,391 ▼-6.4%16,6480.9%Computer and TechnologyAAPLApple$3,029,762$199,625 ▼-6.2%11,8990.9%Computer and TechnologyMETAMeta Platforms$2,477,950$71,974 ▼-2.8%3,3740.8%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$2,052,657$90,553 ▲4.6%17,3410.6%ETFGOOGLAlphabet$1,752,568$70,745 ▼-3.9%7,2090.5%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$1,751,580$192,175 ▼-9.9%17,6730.5%ETFJPMJPMorgan Chase & Co.$1,486,739$1,893 ▲0.1%4,7130.5%FinanceACIOAptus Collared Investment Opportunity ETF$1,471,833$261 ▲0.0%33,8900.4%ETFSHOPIFY INC$1,416,253$89,017 ▲6.7%9,5300.4%CL A SUB VTG SHSEOSEEos Energy Enterprises$1,370,206$846,266 ▲161.5%120,2990.4%IndustrialsISHARES BITCOIN TRUST ETF$1,360,190$19,760 ▲1.5%20,9260.4%SHS BEN INTOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$1,301,558$178,167 ▼-12.0%29,0530.4%ETFHOODRobinhood Markets$1,072,848$272,042 ▼-20.2%7,4930.3%FinanceDBEUXtrackers MSCI Europe Hedged Equity ETF$1,022,448$118,210 ▼-10.4%22,2030.3%ETFPEGPublic Service Enterprise Group$1,005,0250.0%12,0420.3%UtilitiesSPLGSPDR Portfolio S&P 500 ETF$943,739$30,944 ▼-3.2%12,0470.3%ETFCPRTCopart$902,008$107,748 ▼-10.7%20,0580.3%Business ServicesAPDAir Products and Chemicals$875,1580.0%3,2090.3%Basic MaterialsMMM3M$843,248$36,312 ▲4.5%5,4340.3%Multi-Sector ConglomeratesIGROiShares International Dividend Growth ETF$843,100$797 ▲0.1%10,5820.3%ETFXOMExxon Mobil$838,078$85,465 ▲11.4%7,4330.3%EnergyJNJJohnson & Johnson$831,895$54,508 ▲7.0%4,4870.3%MedicalBRNYBurney U.S. Factor Rotation ETF$771,687$107,765 ▼-12.3%15,9400.2%ETFIXCiShares Global Energy ETF$768,937$25,467 ▲3.4%18,4180.2%ETFURAGlobal X Uranium ETF$731,788$17,590 ▼-2.3%15,3510.2%ETFIYWiShares U.S. Technology ETF$721,5480.0%3,6840.2%ManufacturingPALANTIR TECHNOLOGIES INC$695,750$153,050 ▼-18.0%3,8140.2%CL ANETCloudflare$572,097$174,247 ▲43.8%2,6660.2%Computer and TechnologyISHARES ETHEREUM TR$524,389$524,389 ▲New Holding16,6420.2%SHSMSTRStrategy$523,913$6,444 ▲1.2%1,6260.2%Computer and TechnologyLLYEli Lilly and Company$450,320$4,580 ▲1.0%5900.1%MedicalBACBank of America$420,415$105,865 ▼-20.1%8,1490.1%FinanceDORMDorman Products$399,6760.0%2,5640.1%Auto/Tires/TrucksVEAVanguard FTSE Developed Markets ETF$389,285$35,711 ▼-8.4%6,4970.1%ETFODFLOld Dominion Freight Line$379,8240.0%2,6980.1%TransportationSNOWSnowflake$360,6540.0%1,5990.1%Computer and TechnologyIWViShares Russell 3000 ETF$333,611$758 ▲0.2%8800.1%ETFTREXTrex$330,6880.0%6,4000.1%ConstructionFIXComfort Systems USA$330,0720.0%4000.1%ConstructionCRWDCrowdStrike$319,237$3,923 ▲1.2%6510.1%Computer and TechnologyITBiShares U.S. Home Construction ETF$314,832$42,693 ▼-11.9%2,9350.1%ETFIRENIREN$312,225$312,225 ▲New Holding6,6530.1%FinanceTIDAL TRUST I$299,530$299,530 ▲New Holding11,9860.1%FUNDSTRAT GRANNYMUMicron Technology$292,489$36,645 ▼-11.1%1,7480.1%Computer and TechnologyCVXChevron$291,8450.0%1,8790.1%EnergyCOPConocoPhillips$284,771$284,771 ▲New Holding3,0110.1%EnergyHONHoneywell International$279,1770.0%1,3260.1%Multi-Sector ConglomeratesIBMInternational Business Machines$263,820$263,820 ▲New Holding9350.1%Computer and TechnologyNOWServiceNow$263,200$2,761 ▲1.1%2860.1%Computer and TechnologySUPER MICRO COMPUTER INC$245,788$3,835 ▼-1.5%5,1270.1%COM NEWIJRiShares Core S&P Small-Cap ETF$244,0770.0%2,0540.1%ETFIRMIron Mountain$242,856$242,856 ▲New Holding2,3820.1%Business ServicesSOSouthern$232,4710.0%2,4530.1%UtilitiesXLVHealth Care Select Sector SPDR Fund$222,035$72,944 ▼-24.7%1,5950.1%ETFPFEPfizer$215,777$215,777 ▲New Holding8,4680.1%MedicalABBVAbbVie$215,473$215,473 ▲New Holding9310.1%MedicalADBEAdobe$214,472$14,463 ▼-6.3%6080.1%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$207,689$207,689 ▲New Holding4,8540.1%ETFPSXPhillips 66$206,239$206,239 ▲New Holding1,5160.1%EnergyHDHome Depot$203,579$203,579 ▲New Holding5020.1%Retail/WholesaleMCDMcDonald's$202,087$202,087 ▲New Holding6650.1%Retail/WholesaleTIDAL TR II$0$1,321,458 ▼-100.0%00.0%CLOCKWISE CORE EIWOiShares Russell 2000 Growth ETF$0$371,618 ▼-100.0%00.0%ETFCHDChurch & Dwight$0$358,755 ▼-100.0%00.0%Consumer StaplesDIVYSound Equity Dividend Income ETF$0$294,118 ▼-100.0%00.0%MiscellaneousVWOVanguard FTSE Emerging Markets ETF$0$221,637 ▼-100.0%00.0%ETFMMCMarsh & McLennan Companies$0$211,012 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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