Fiduciary Planning LLC Top Holdings and 13F Report (2024) About Fiduciary Planning LLCInvestment ActivityFiduciary Planning LLC has $331.10 million in total holdings as of December 31, 2023.Fiduciary Planning LLC owns shares of 76 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 4.88% of the portfolio was purchased this quarter.About 2.32% of the portfolio was sold this quarter.This quarter, Fiduciary Planning LLC has purchased 75 new stocks and bought additional shares in 29 stocks.Fiduciary Planning LLC sold shares of 25 stocks and completely divested from 4 stocks this quarter.Largest Holdings WisdomTree U.S. Quality Dividend Growth Fund $45,064,516FT Vest U.S. Equity Buffer ETF - February $28,149,121Vanguard Short-Term Inflation-Protected Securities ETF $25,278,919Invesco Variable Rate Investment Grade ETF $24,779,312Hartford AAA CLO ETF $24,651,080 Largest New Holdings this Quarter 33939L746 - FlexShares US Quality Large Cap Index Fund $8,217,831 Holding52567D107 - Lemonade $310,078 Holding718546104 - Phillips 66 $276,228 Holding464287655 - iShares Russell 2000 ETF $203,856 HoldingQ4982L109 - IREN $200,264 Holding Largest Purchases this Quarter FlexShares US Quality Large Cap Index Fund 105,141 shares (about $8.22M)Technology Select Sector SPDR Fund 8,715 shares (about $1.16M)FIDELITY COVINGTON TRUST 16,601 shares (about $851.38K)iShares U.S. Insurance ETF 6,030 shares (about $773.59K)iShares Core S&P 500 ETF 1,065 shares (about $695.70K) Largest Sales this Quarter WisdomTree U.S. Quality Dividend Growth Fund 46,475 shares (about $4.08M)SPDR S&P 500 ETF Trust 858 shares (about $557.98K)ISHARES BITCOIN TRUST ETF 10,591 shares (about $406.91K)iShares Global Energy ETF 5,392 shares (about $310.64K)Aptus Collared Investment Opportunity ETF 5,332 shares (about $223.73K) 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$45,064,516$4,082,360 ▼-8.3%513,03013.6%ManufacturingFFEBFT Vest U.S. Equity Buffer ETF - February$28,149,121$109,466 ▲0.4%504,0128.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$25,278,919$179,071 ▲0.7%506,0847.6%ManufacturingVRIGInvesco Variable Rate Investment Grade ETF$24,779,312$296,690 ▲1.2%989,7877.5%ETFHSRTHartford AAA CLO ETF$24,651,080$369,715 ▲1.5%636,1547.4%ETFSMHVanEck Semiconductor ETF$16,431,870$222,757 ▼-1.3%42,8585.0%ManufacturingEQWLInvesco S&P 100 Equal Weight ETF$15,620,736$114,203 ▼-0.7%135,5504.7%ETFXLKTechnology Select Sector SPDR Fund$14,589,972$1,158,219 ▲8.6%109,7824.4%ETFFIDELITY COVINGTON TRUST$13,776,127$851,382 ▲6.6%268,6194.2%FUNDAMENTAL LARGOEFiShares S&P 100 ETF$11,109,178$481,874 ▲4.5%34,9273.4%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$9,394,036$86,519 ▼-0.9%84,7992.8%ManufacturingQLCFlexShares US Quality Large Cap Index Fund$8,217,831$8,217,831 ▲New Holding105,1412.5%ETFIAKiShares U.S. Insurance ETF$7,989,909$773,589 ▲10.7%62,2802.4%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$6,428,446$313,741 ▲5.1%130,1301.9%ETFIVViShares Core S&P 500 ETF$6,346,879$695,701 ▲12.3%9,7161.9%ETFXMMOInvesco S&P MidCap Momentum ETF$6,141,150$36,980 ▼-0.6%42,3471.9%ETFSPYSPDR S&P 500 ETF Trust$5,576,570$557,982 ▼-9.1%8,5751.7%FinanceSPMOInvesco S&P 500 Momentum ETF$4,927,775$257,067 ▲5.5%43,9551.5%ETFNLRVanEck Uranium and Nuclear ETF$4,530,610$313,664 ▲7.4%34,0161.4%ETFAVGOBroadcom$3,464,121$9,595 ▲0.3%11,1921.0%Computer and TechnologyAMZNAmazon.com$3,357,312$15,829 ▼-0.5%16,1201.0%Retail/WholesaleAAPLApple$3,016,449$23,602 ▼-0.8%11,8860.9%Computer and TechnologyNVDANVIDIA$2,813,741$57,900 ▼-2.0%16,1340.8%Computer and TechnologyTSLATesla$2,801,508$31,227 ▼-1.1%7,5360.8%Auto/Tires/TrucksMSFTMicrosoft$2,376,820$3,331 ▲0.1%6,4210.7%Computer and TechnologyGOOGLAlphabet$2,147,879$575 ▲0.0%7,4690.6%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$2,075,170$118,619 ▲6.1%18,7190.6%ETFMETAMeta Platforms$1,899,281$10,297 ▼-0.5%3,3200.6%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$1,567,817$45,159 ▼-2.8%16,2130.5%ETFJPMJPMorgan Chase & Co.$1,391,613$10,001 ▼-0.7%4,7310.4%FinanceXOMExxonMobil$1,265,339$509 ▲0.0%7,4580.4%EnergyACIOAptus Collared Investment Opportunity ETF$1,198,569$223,727 ▼-15.7%28,5650.4%ETFSHOPIFY INC$1,160,934$58,480 ▲5.3%9,7870.4%CL A SUB VTG SHSJNJJohnson & Johnson$1,099,534$1,222 ▲0.1%4,4980.3%MedicalOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$1,092,374$47,152 ▼-4.1%24,9740.3%ETFURAGlobal X Uranium ETF$1,012,131$293,387 ▲40.8%20,8990.3%ETFPEGPublic Service Enterprise Group$974,8000.0%12,0420.3%UtilitiesAPDAir Products and Chemicals$932,1820.0%3,2090.3%Basic MaterialsSPLGSPDR Portfolio S&P 500 ETF$923,509$689 ▲0.1%12,0660.3%ETFIGROiShares International Dividend Growth ETF$888,077$586 ▲0.1%10,6010.3%ETFDBEUXtrackers MSCI Europe Hedged Equity ETF$873,016$55,638 ▼-6.0%17,9190.3%ETFPALANTIR TECHNOLOGIES INC$862,174$279,980 ▲48.1%5,8940.3%CL AMMM3M$789,1800.0%5,4340.2%Multi-Sector ConglomeratesIXCiShares Global Energy ETF$720,938$310,636 ▼-30.1%12,5140.2%ETFHOODRobinhood Markets$694,663$203,118 ▲41.3%10,0240.2%FinanceBRNYBurney U.S. Factor Rotation ETF$687,080$7,215 ▼-1.0%14,0930.2%ETFIYWiShares U.S. Technology ETF$668,3510.0%3,6840.2%ManufacturingNETCloudflare$647,082$112,662 ▲21.1%3,1360.2%Computer and TechnologyMUMicron Technology$604,129$27,030 ▼-4.3%1,7880.2%Computer and TechnologyLLYEli Lilly and Company$559,1150.0%6080.2%MedicalEOSEEos Energy Enterprises$544,092$135,646 ▼-20.0%109,6960.2%IndustrialsODFLOld Dominion Freight Line$527,1890.0%2,6980.2%TransportationVEAVanguard FTSE Developed Markets ETF$406,647$8,138 ▼-2.0%6,3460.1%ETFBACBank of America$396,607$49 ▲0.0%8,1360.1%FinanceCVXChevron$389,0530.0%1,8800.1%EnergyISHARES BITCOIN TRUST ETF$376,285$406,906 ▼-52.0%9,7940.1%SHS BEN INTCRWDCrowdStrike$312,718$78,082 ▲33.3%8010.1%Computer and TechnologyLMNDLemonade$310,078$310,078 ▲New Holding4,9470.1%FinanceCOPConocoPhillips$304,2050.0%2,3050.1%EnergyHONHoneywell International$299,7730.0%1,3260.1%Multi-Sector ConglomeratesPSXPhillips 66$276,228$276,228 ▲New Holding1,5160.1%EnergyDORMDorman Products$267,5790.0%2,5640.1%Auto/Tires/TrucksTIDAL TRUST I$255,743$30,363 ▼-10.6%10,7140.1%FUNDSTRAT GRANNYIJRiShares Core S&P Small-Cap ETF$255,3330.0%2,0540.1%ETFIWViShares Russell 3000 ETF$241,872$741 ▲0.3%6530.1%ETFSOSouthern$236,7640.0%2,4530.1%UtilitiesTREXTrex$233,0880.0%6,4000.1%ConstructionIBMInternational Business Machines$226,6350.0%9350.1%Computer and TechnologyRTXRTX$222,9160.0%1,1560.1%AerospaceSPDWSPDR Portfolio Developed World ex-US ETF$222,4040.0%4,8720.1%ETFPFEPfizer$208,731$29,907 ▼-12.5%7,4330.1%MedicalBRK.BBerkshire Hathaway$205,0980.0%4280.1%FinanceXLVHealth Care Select Sector SPDR Fund$205,039$18,760 ▼-8.4%1,3990.1%ETFIWMiShares Russell 2000 ETF$203,856$203,856 ▲New Holding8220.1%FinanceABBVAbbVie$203,607$653 ▲0.3%9360.1%MedicalIRENIREN$200,264$200,264 ▲New Holding5,8420.1%FinanceSNOWSnowflake$0$350,757 ▼-100.0%00.0%Computer and TechnologyCPRTCopart$0$287,792 ▼-100.0%00.0%Business ServicesVVisa$0$231,599 ▼-100.0%00.0%Business ServicesMCDMcDonald's$0$203,244 ▼-100.0%00.0%Retail/WholesaleShowing 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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