Fiduciary Planning LLC Top Holdings and 13F Report (2024) About Fiduciary Planning LLCInvestment ActivityFiduciary Planning LLC has $382.33 million in total holdings as of December 31, 2023.Fiduciary Planning LLC owns shares of 80 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 5.64% of the portfolio was purchased this quarter.About 4.28% of the portfolio was sold this quarter.This quarter, Fiduciary Planning LLC has purchased 76 new stocks and bought additional shares in 29 stocks.Fiduciary Planning LLC sold shares of 25 stocks and completely divested from 5 stocks this quarter.Largest Holdings WisdomTree U.S. Quality Dividend Growth Fund $59,523,091FT Vest U.S. Equity Buffer ETF - February $30,361,210VanEck Semiconductor ETF $27,617,713Vanguard Short-Term Inflation-Protected Securities ETF $25,417,959Invesco Variable Rate Investment Grade ETF $25,116,926 Largest New Holdings this Quarter 30233Q108 - EXXON MOBIL CORP $1,020,094 Holding007903107 - Advanced Micro Devices $317,177 Holding92826C839 - Visa $238,949 Holding02079K107 - Alphabet $225,226 Holding020002101 - Allstate $219,926 Holding Largest Purchases this Quarter WisdomTree U.S. Quality Dividend Growth Fund 109,466 shares (about $10.47M)iShares Core S&P 500 ETF 4,919 shares (about $3.68M)EXXON MOBIL CORP 7,461 shares (about $1.02M)FIDELITY COVINGTON TRUST 13,254 shares (about $780.79K)iShares U.S. Insurance ETF 4,197 shares (about $589.93K) Largest Sales this Quarter FlexShares US Quality Large Cap Index Fund 85,467 shares (about $7.68M)SPDR S&P 500 ETF Trust 4,697 shares (about $3.51M)Johnson & Johnson 3,194 shares (about $811.10K)VanEck Semiconductor ETF 751 shares (about $492.58K)Micron Technology 329 shares (about $379.82K) 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$59,523,091$10,467,143 â–²21.3%622,49615.6%ETFFFEBFT Vest U.S. Equity Buffer ETF - February$30,361,210$373,442 â–¼-1.2%497,8887.9%ETFSMHVanEck Semiconductor ETF$27,617,713$492,576 â–¼-1.8%42,1077.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$25,417,959$2,662 â–¼0.0%506,0316.6%ETFVRIGInvesco Variable Rate Investment Grade ETF$25,116,926$302,971 â–²1.2%1,001,8726.6%ETFHSRTHartford AAA CLO ETF$24,923,724$203,812 â–²0.8%641,3996.5%ETFXLKTechnology Select Sector SPDR Fund$21,111,395$195,665 â–²0.9%110,8095.5%ETFEQWLInvesco S&P 100 Equal Weight ETF$17,904,090$415,444 â–²2.4%138,7704.7%ETFFIDELITY COVINGTON TRUST$16,605,160$780,794 â–²4.9%281,8734.3%FUN LAR COR ETFOEFiShares S&P 100 ETF$13,271,659$492,830 â–²3.9%36,2743.5%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$11,392,208$92,742 â–²0.8%85,4953.0%ETFIVViShares Core S&P 500 ETF$10,960,282$3,683,883 â–²50.6%14,6352.9%ETFIAKiShares U.S. Insurance ETF$9,344,007$589,930 â–²6.7%66,4772.4%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$7,380,032$271,020 â–²3.8%135,0911.9%ETFXMMOInvesco S&P MidCap Momentum ETF$7,237,650$32,667 â–²0.5%42,5391.9%ETFSPMOInvesco S&P 500 Momentum ETF$7,091,011$9,531 â–¼-0.1%43,8961.9%ETFNLRVanEck Uranium and Nuclear ETF$4,314,180$369,045 â–²9.4%37,1981.1%ETFAVGOBroadcom$4,218,110$9,822 â–¼-0.2%11,1661.1%TechnologyAMZNAmazon.com$3,817,492$24,549 â–¼-0.6%16,0171.0%Consumer DiscretionaryNVDANVIDIA$3,570,910$342,745 â–²10.6%17,8470.9%TechnologyAAPLApple$3,454,391$15,047 â–²0.4%11,9380.9%TechnologyTSLATesla$3,169,6420.0%7,5360.8%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$2,895,932$3,507,528 â–¼-54.8%3,8780.8%ETFGOOGLAlphabet$2,644,736$24,300 â–¼-0.9%7,4010.7%Communication ServicesMSFTMicrosoft$2,547,258$152,186 â–²6.4%6,8290.7%TechnologyXLCCommunication Services Select Sector SPDR Fund$2,135,546$130,164 â–²6.5%19,9340.6%ETFMETAMeta Platforms$1,862,220$7,886 â–¼-0.4%3,3060.5%Communication ServicesQLCFlexShares US Quality Large Cap Index Fund$1,768,102$7,680,918 â–¼-81.3%19,6740.5%ETFMUMicron Technology$1,684,372$379,821 â–¼-18.4%1,4590.4%TechnologyMOATVanEck Morningstar Wide Moat ETF$1,623,435$62,064 â–¼-3.7%15,6160.4%ETFJPMJPMorgan Chase & Co.$1,549,218$655 â–²0.0%4,7330.4%FinanceACIOAptus Collared Investment Opportunity ETF$1,317,9690.0%28,5650.3%ETFSHOPIFY INC$1,167,719$50,239 â–²4.5%10,2270.3%CL A SUB VTG SHSOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$1,142,644$44,098 â–¼-3.7%24,0460.3%ETFSPLGSPDR Portfolio S&P 500 ETF$1,061,172$791 â–²0.1%12,0750.3%ETFEXXON MOBIL CORP$1,020,094$1,020,094 â–²New Holding7,4610.3%COMHOODRobinhood Markets$1,005,2070.0%10,0240.3%FinancePEGPublic Service Enterprise Group$977,3290.0%12,0420.3%UtilitiesAPDAir Products and Chemicals$940,8150.0%3,2090.2%MaterialsIGROiShares International Dividend Growth ETF$934,533$2,374 â–²0.3%10,6280.2%ETFMMM3M$879,8190.0%5,4340.2%IndustrialsDBEUXtrackers MSCI Europe Hedged Equity ETF$864,817$102,032 â–¼-10.6%16,0280.2%ETFURAGlobal X Uranium ETF$831,338$81,936 â–¼-9.0%19,0240.2%ETFNETCloudflare$830,518$61,320 â–²8.0%3,3860.2%TechnologyBRNYBurney U.S. Factor Rotation ETF$785,367$34,802 â–¼-4.2%13,4950.2%ETFLLYEli Lilly and Company$729,4990.0%6080.2%HealthcarePALANTIR TECHNOLOGIES INC$725,454$37,801 â–²5.5%6,2180.2%CL AIYWiShares U.S. Technology ETF$722,891$206,324 â–¼-22.2%2,8660.2%ETFIXCiShares Global Energy ETF$601,596$13,216 â–¼-2.1%12,2450.2%ETFEOSEEos Energy Enterprises$588,453$56,560 â–¼-8.8%100,0770.2%IndustrialsCRWDCrowdStrike$544,882$66,393 â–¼-10.9%7140.1%TechnologyODFLOld Dominion Freight Line$495,364$89,023 â–¼-15.2%2,2870.1%IndustrialsBACBank of America$463,5970.0%8,1360.1%FinanceVEAVanguard FTSE Developed Markets ETF$452,105$71 â–¼0.0%6,3450.1%ETFLMNDLemonade$352,701$30,899 â–²9.6%5,4220.1%FinanceDORMDorman Products$349,8580.0%2,5640.1%Consumer DiscretionaryIRENIREN$342,609$75,454 â–²28.2%7,4920.1%TechnologyJNJJohnson & Johnson$331,143$811,097 â–¼-71.0%1,3040.1%HealthcareISHARES BITCOIN TRUST ETF$326,0420.0%9,7940.1%SHS BEN INTTREXTrex$320,2560.0%6,4000.1%IndustrialsAMDAdvanced Micro Devices$317,177$317,177 â–²New Holding5460.1%TechnologyCVXChevron$311,773$166 â–²0.1%1,8810.1%EnergyTIDAL TRUST I$296,2420.0%10,7140.1%FUND GRAN US ETFIWViShares Russell 3000 ETF$278,859$426 â–²0.2%6540.1%ETFPSXPhillips 66$256,3200.0%1,5160.1%EnergySPDWSPDR Portfolio Developed World ex-US ETF$246,253$756 â–²0.3%4,8870.1%ETFCOPConocoPhillips$239,5840.0%2,3050.1%EnergyVVisa$238,949$238,949 â–²New Holding6960.1%FinanceABBVAbbVie$236,380$755 â–²0.3%9390.1%HealthcareIBMInternational Business Machines$234,810$28,121 â–¼-10.7%8350.1%TechnologySOSouthern$234,7770.0%2,4530.1%UtilitiesGOOGAlphabet$225,226$225,226 â–²New Holding6370.1%Communication ServicesALLAllstate$219,926$219,926 â–²New Holding9240.1%FinanceRTXRTX$219,2530.0%1,1560.1%IndustrialsBRK.BBerkshire Hathaway$214,1670.0%4280.1%FinanceARKGARK Genomic Revolution ETF$210,132$210,132 â–²New Holding4,9960.1%ETFXLVHealth Care Select Sector SPDR Fund$207,692$14,280 â–¼-6.4%1,3090.1%ETFDVYiShares Select Dividend ETF$207,594$207,594 â–²New Holding1,3280.1%ETFVTIVanguard Total Stock Market ETF$201,115$201,115 â–²New Holding5430.1%ETFINNVENTURE INC$111,540$111,540 â–²New Holding22,0000.0%COMXOMExxonMobil$0$1,265,339 â–¼-100.0%00.0%EnergyHONHoneywell International$0$299,773 â–¼-100.0%00.0%IndustrialsIJRiShares Core S&P Small-Cap ETF$0$255,333 â–¼-100.0%00.0%ETFPFEPfizer$0$208,731 â–¼-100.0%00.0%HealthcareIWMiShares Russell 2000 ETF$0$203,856 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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