|
Size ($ in 1000's)
At 03/31/2024: $264,429 At 12/31/2023: $234,963
Fiduciary Planning LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Fiduciary Planning LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the Fiduciary Planning LLC top holdings by largest position size, as per the latest 13f filing made by Fiduciary Planning LLC.
In the Fiduciary Planning LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Fiduciary Planning LLC in that top holding, then the share count change between reporting periods, and finally the Fiduciary Planning LLC top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
WISDOMTREE TR |
461,909 |
+14,802 |
$35,193 | DGRW | 461,909 | +14,802 | $35,193 | INVESCO EXCHANGE TRADED FD T (EQWL) |
288,855 |
+7,145 |
$27,409 | EQWL | 288,855 | +7,145 | $27,409 | FIRST TR EXCHNG TRADED FD VI (FFEB) |
573,252 |
-3,632 |
$25,953 | FFEB | 573,252 | -3,632 | $25,953 | INVESCO ACTIVELY MANAGED ETF (VRIG) |
949,570 |
+21,211 |
$23,825 | VRIG | 949,570 | +21,211 | $23,825 | VANGUARD MALVERN FDS (VTIP) |
496,862 |
+23,192 |
$23,795 | VTIP | 496,862 | +23,192 | $23,795 | HARTFORD FDS EXCHANGE TRADED (HSRT) |
603,161 |
+3,756 |
$23,493 | HSRT | 603,161 | +3,756 | $23,493 | CAPITOL SER TR |
575,689 |
+147,707 |
$14,768 | TIME | 575,689 | +147,707 | $14,768 | VANECK ETF TRUST (MOAT) |
110,708 |
+2,765 |
$9,953 | MOAT | 110,708 | +2,765 | $9,953 | SELECT SECTOR SPDR TR (XLK) |
44,345 |
+3,027 |
$9,236 | XLK | 44,345 | +3,027 | $9,236 | ALPS ETF TR (OUSM) |
150,083 |
+5,646 |
$6,389 | OUSM | 150,083 | +5,646 | $6,389 | VANECK ETF TRUST (SMH) |
27,285 |
+7,193 |
$6,139 | SMH | 27,285 | +7,193 | $6,139 | SPDR S&P 500 ETF TR (SPY) |
11,582 |
+550 |
$6,058 | SPY | 11,582 | +550 | $6,058 | ISHARES TR (IAK) |
44,172 |
+1,974 |
$5,185 | IAK | 44,172 | +1,974 | $5,185 | FIRST TR EXCHANGE TRADED FD (AIRR) |
72,765 |
-5,502 |
$4,899 | AIRR | 72,765 | -5,502 | $4,899 | DBX ETF TR (DBEU) |
90,313 |
-1,878 |
$3,707 | DBEU | 90,313 | -1,878 | $3,707 | ISHARES TR (IXC) |
82,597 |
-41,354 |
$3,548 | IXC | 82,597 | -41,354 | $3,548 | MICROSOFT CORP |
7,187 |
+1,640 |
$3,024 | MSFT | 7,187 | +1,640 | $3,024 | APPLE INC |
12,833 |
+1,419 |
$2,201 | AAPL | 12,833 | +1,419 | $2,201 | ISHARES TR (ITB) |
16,601 |
+5,735 |
$1,922 | ITB | 16,601 | +5,735 | $1,922 | EA SERIES TRUST |
48,087 |
+14,755 |
$1,750 | BRNY | 48,087 | +14,755 | $1,750 | BROADCOM INC |
1,283 |
-5 |
$1,700 | AVGO | 1,283 | -5 | $1,700 | VANECK ETF TRUST (NLR) |
22,357 |
+2,908 |
$1,698 | NLR | 22,357 | +2,908 | $1,698 | GLOBAL X FDS |
58,109 |
+6,584 |
$1,675 | URA | 58,109 | +6,584 | $1,675 | COPART INC |
25,851 |
-187 |
$1,497 | CPRT | 25,851 | -187 | $1,497 | ALPHABET INC |
9,219 |
+68 |
$1,391 | GOOGL | 9,219 | +68 | $1,391 | SELECT SECTOR SPDR TR (XLV) |
9,309 |
+764 |
$1,375 | XLV | 9,309 | +764 | $1,375 | ETF SER SOLUTIONS (ACIO) |
34,744 |
-847 |
$1,252 | ACIO | 34,744 | -847 | $1,252 | NVIDIA CORPORATION |
1,314 |
+283 |
$1,187 | NVDA | 1,314 | +283 | $1,187 | AMAZON COM INC |
5,532 |
+1,261 |
$998 | AMZN | 5,532 | +1,261 | $998 | TIDAL ETF TR (DIVY) |
34,200 |
+16,204 |
$926 | DIVY | 34,200 | +16,204 | $926 | JPMORGAN CHASE & CO |
4,581 |
+3 |
$918 | JPM | 4,581 | +3 | $918 | SPDR SER TR (SPLG) |
12,659 |
-89 |
$779 | SPLG | 12,659 | -89 | $779 | EXXON MOBIL CORP |
6,675 |
+4 |
$776 | XOM | 6,675 | +4 | $776 | AIR PRODS & CHEMS INC |
3,200 |
-10 |
$775 | APD | 3,200 | -10 | $775 | ISHARES TR (IGRO) |
10,506 |
+8 |
$708 | IGRO | 10,506 | +8 | $708 | META PLATFORMS INC |
1,449 |
+535 |
$704 | META | 1,449 | +535 | $704 | JOHNSON & JOHNSON |
4,167 |
+7 |
$659 | JNJ | 4,167 | +7 | $659 | TREX CO INC |
6,430 |
UNCH |
$641 | TREX | 6,430 | UNCH | $641 | OLD DOMINION FREIGHT LINE IN |
2,716 |
+2,716 |
$596 | ODFL | 2,716 | +2,716 | $596 | 3M CO |
5,200 |
UNCH |
$552 | MMM | 5,200 | UNCH | $552 | ADOBE INC |
1,073 |
-15 |
$541 | ADBE | 1,073 | -15 | $541 | PUBLIC SVC ENTERPRISE GRP IN |
7,788 |
+806 |
$520 | PEG | 7,788 | +806 | $520 | ISHARES TR (IYW) |
3,684 |
+3,684 |
$498 | IYW | 3,684 | +3,684 | $498 | VANGUARD TAX MANAGED FDS (VEA) |
8,684 |
+1,720 |
$436 | VEA | 8,684 | +1,720 | $436 | VANGUARD INTL EQUITY INDEX F (VWO) |
9,286 |
+4,208 |
$388 | VWO | 9,286 | +4,208 | $388 | CHURCH & DWIGHT CO INC |
3,682 |
+10 |
$384 | CHD | 3,682 | +10 | $384 | CHEVRON CORP NEW |
1,879 |
UNCH |
$296 | CVX | 1,879 | UNCH | $296 | DORMAN PRODS INC |
3,064 |
UNCH |
$295 | DORM | 3,064 | UNCH | $295 | PROGRESSIVE CORP |
1,316 |
-62 |
$272 | PGR | 1,316 | -62 | $272 | HONEYWELL INTL INC |
1,315 |
UNCH |
$270 | HON | 1,315 | UNCH | $270 |
See Full List: All Stocks Held By Fiduciary Planning LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Fiduciary Planning LLC
|
|