Fiduciary Planning LLC Top Holdings and 13F Report (2024) About Fiduciary Planning LLCInvestment ActivityFiduciary Planning LLC has $302.31 million in total holdings as of December 31, 2023.Fiduciary Planning LLC owns shares of 77 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 0.50% of the portfolio was purchased this quarter.About 9.64% of the portfolio was sold this quarter.This quarter, Fiduciary Planning LLC has purchased 75 new stocks and bought additional shares in 11 stocks.Fiduciary Planning LLC sold shares of 47 stocks and completely divested from 3 stocks this quarter.Largest Holdings WisdomTree U.S. Quality Dividend Growth Fund $43,650,451FT Vest U.S. Equity Buffer ETF - February $27,359,066Vanguard Short-Term Inflation-Protected Securities ETF $25,234,179Invesco Variable Rate Investment Grade ETF $24,296,030Hartford AAA CLO ETF $24,202,677 Largest New Holdings this Quarter 833445109 - Snowflake $357,808 Holding86800U302 - SUPER MICRO COMPUTER INC $255,195 Holding595112103 - Micron Technology $242,443 Holding29415C101 - Eos Energy Enterprises $235,520 Holding199908104 - Comfort Systems USA $214,484 Holding Largest Purchases this Quarter Snowflake 1,599 shares (about $357.81K)SUPER MICRO COMPUTER INC 5,207 shares (about $255.20K)Micron Technology 1,967 shares (about $242.44K)Eos Energy Enterprises 46,000 shares (about $235.52K)Comfort Systems USA 400 shares (about $214.48K) Largest Sales this Quarter FT Vest U.S. Equity Buffer ETF - February 66,898 shares (about $3.51M)Vanguard Short-Term Inflation-Protected Securities ETF 62,826 shares (about $3.16M)Invesco Variable Rate Investment Grade ETF 111,022 shares (about $2.78M)WisdomTree U.S. Quality Dividend Growth Fund 32,589 shares (about $2.73M)Hartford AAA CLO ETF 67,998 shares (about $2.64M) 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$43,650,451$2,729,001 ▼-5.9%521,26214.4%ManufacturingFFEBFT Vest U.S. Equity Buffer ETF - February$27,359,066$3,506,178 ▼-11.4%522,0129.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$25,234,179$3,158,263 ▼-11.1%501,9738.3%ManufacturingVRIGInvesco Variable Rate Investment Grade ETF$24,296,030$2,781,102 ▼-10.3%969,9018.0%ETFHSRTHartford AAA CLO ETF$24,202,677$2,643,762 ▼-9.8%622,4978.0%ETFEQWLInvesco S&P 100 Equal Weight ETF$15,452,233$1,902,043 ▼-11.0%140,5135.1%ETFXLKTechnology Select Sector SPDR Fund$13,050,663$1,081,288 ▼-7.7%51,5374.3%ETFSMHVanEck Semiconductor ETF$12,232,195$841,657 ▼-6.4%43,8624.0%ManufacturingFMILFidelity Fundamental Large Cap Core ETF$10,910,731$396,939 ▼-3.5%223,3063.6%ETFOEFiShares S&P 100 ETF$9,260,031$588,909 ▼-6.0%30,4263.1%ETFIAKiShares U.S. Insurance ETF$7,088,425$551,552 ▼-7.2%52,7182.3%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$6,865,563$292,224 ▼-4.1%84,3442.3%ManufacturingSPYSPDR S&P 500 ETF Trust$5,872,719$142,107 ▼-2.4%9,5051.9%FinanceIVViShares Core S&P 500 ETF$4,991,006$203,043 ▼-3.9%8,0381.7%ETFXMMOInvesco S&P MidCap Momentum ETF$4,981,338$342,285 ▼-6.4%38,7261.6%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$4,848,156$66,281 ▼-1.3%110,8151.6%ETFSPMOInvesco S&P 500 Momentum ETF$4,265,200$102,235 ▼-2.3%37,9231.4%ETFAMZNAmazon.com$3,673,686$31,592 ▼-0.9%16,7451.2%Retail/WholesaleNLRVanEck Uranium and Nuclear ETF$3,463,358$312,415 ▼-8.3%31,1511.1%ETFMSFTMicrosoft$3,297,152$418,299 ▼-11.3%6,6291.1%Computer and TechnologyAVGOBroadcom$3,139,740$391,709 ▼-11.1%11,3901.0%Computer and TechnologyNVDANVIDIA$2,809,228$990,126 ▼-26.1%17,7810.9%Computer and TechnologyAAPLApple$2,602,272$497,146 ▼-16.0%12,6830.9%Computer and TechnologyMETAMeta Platforms$2,562,940$140,253 ▼-5.2%3,4720.8%Computer and TechnologyTSLATesla$2,128,957$70,203 ▼-3.2%6,7020.7%Auto/Tires/TrucksMOATVanEck Morningstar Wide Moat ETF$1,839,395$394,759 ▼-17.7%19,6120.6%ETFXLCCommunication Services Select Sector SPDR Fund$1,798,993$71,955 ▼-3.8%16,5760.6%ETFOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$1,427,242$294,393 ▼-17.1%33,0300.5%ETFACIOAptus Collared Investment Opportunity ETF$1,402,787$497 ▲0.0%33,8840.5%ETFJPMJPMorgan Chase & Co.$1,364,505$16,234 ▼-1.2%4,7070.5%FinanceGOOGLAlphabet$1,321,812$315,649 ▼-19.3%7,5000.4%Computer and TechnologyTIDAL TR II$1,321,458$1,437,117 ▼-52.1%51,9860.4%CLOCKWISE CORE EISHARES BITCOIN TRUST ETF$1,262,273$104,424 ▲9.0%20,6220.4%SHS BEN INTCPRTCopart$1,101,818$136,807 ▼-11.0%22,4540.4%Business ServicesDBEUXtrackers MSCI Europe Hedged Equity ETF$1,091,869$254,476 ▼-18.9%24,7700.4%ETFSHOPShopify$1,030,1910.0%8,9310.3%Computer and TechnologyPEGPublic Service Enterprise Group$1,013,6960.0%12,0420.3%UtilitiesAPDAir Products and Chemicals$905,1310.0%3,2090.3%Basic MaterialsSPLGSPDR Portfolio S&P 500 ETF$904,385$8,868 ▼-1.0%12,4420.3%ETFHOODRobinhood Markets$879,467$18,071 ▲2.1%9,3930.3%FinanceIGROiShares International Dividend Growth ETF$834,016$1,736 ▲0.2%10,5720.3%ETFBRNYBurney U.S. Factor Rotation ETF$820,195$116,893 ▼-12.5%18,1660.3%ETFMMM3M$791,6480.0%5,2000.3%Multi-Sector ConglomeratesXOMExxon Mobil$719,598$1,401 ▼-0.2%6,6750.2%EnergyIXCiShares Global Energy ETF$699,688$186,709 ▼-21.1%17,8080.2%ETFMSTRStrategy$649,193$7,680 ▼-1.2%1,6060.2%Computer and TechnologyJNJJohnson & Johnson$640,528$1,222 ▲0.2%4,1930.2%MedicalIYWiShares U.S. Technology ETF$638,3270.0%3,6840.2%ManufacturingPALANTIR TECHNOLOGIES INC$634,297$84,246 ▼-11.7%4,6530.2%CL AURAGlobal X Uranium ETF$610,087$124,618 ▼-17.0%15,7200.2%ETFBACBank of America$482,7350.0%10,2010.2%FinanceLLYEli Lilly and Company$455,068$50,650 ▲12.5%5840.2%MedicalODFLOld Dominion Freight Line$437,8850.0%2,6980.1%TransportationVEAVanguard FTSE Developed Markets ETF$404,400$8,609 ▼-2.1%7,0930.1%ETFIWOiShares Russell 2000 Growth ETF$371,618$418,785 ▼-53.0%1,3000.1%ETFNETCloudflare$363,069$10,575 ▲3.0%1,8540.1%Computer and TechnologyCHDChurch & Dwight$358,755$1,057 ▲0.3%3,7330.1%Consumer StaplesSNOWSnowflake$357,808$357,808 ▲New Holding1,5990.1%Computer and TechnologyTREXTrex$348,0320.0%6,4000.1%ConstructionCRWDCrowdStrike$327,486$8,658 ▲2.7%6430.1%Computer and TechnologyDORMDorman Products$314,5260.0%2,5640.1%Auto/Tires/TrucksITBiShares U.S. Home Construction ETF$310,579$57,028 ▼-15.5%3,3330.1%ETFHONHoneywell International$308,8580.0%1,3260.1%Multi-Sector ConglomeratesIWViShares Russell 3000 ETF$308,246$702 ▲0.2%8780.1%ETFDIVYSound Equity Dividend Income ETF$294,118$45,351 ▼-13.4%11,4920.1%MiscellaneousNOWServiceNow$290,9470.0%2830.1%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$285,573$71,427 ▼-20.0%2,1190.1%ETFCVXChevron$269,028$2,434 ▼-0.9%1,8790.1%EnergySUPER MICRO COMPUTER INC$255,195$255,195 ▲New Holding5,2070.1%COM NEWADBEAdobe$251,0850.0%6490.1%Computer and TechnologyMUMicron Technology$242,443$242,443 ▲New Holding1,9670.1%Computer and TechnologyEOSEEos Energy Enterprises$235,520$235,520 ▲New Holding46,0000.1%IndustrialsSOSouthern$225,2590.0%2,4530.1%UtilitiesIJRiShares Core S&P Small-Cap ETF$224,4820.0%2,0540.1%ETFVWOVanguard FTSE Emerging Markets ETF$221,637$22,258 ▼-9.1%4,4810.1%ETFFIXComfort Systems USA$214,484$214,484 ▲New Holding4000.1%ConstructionMMCMarsh & McLennan Companies$211,012$656 ▲0.3%9650.1%FinancePGRProgressive$0$370,318 ▼-100.0%00.0%FinanceBRBroadridge Financial Solutions$0$251,586 ▼-100.0%00.0%Computer and TechnologyBRK.BBerkshire Hathaway$0$251,378 ▼-100.0%00.0%FinanceShowing 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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