Holdings Channel
EntityShares/Amount
Change
Position Value
Change
ODFL +2,716+$596
IYW +3,684+$498
IJR +2,054+$227
XLP +2,839+$217
COP +1,615+$206
BIL +2,190+$201
EntityShares/Amount
Change
Position Value
Change
RIGS -27,260-$631
SHV -2,090-$230
FXED -12,218-$225
EntityShares/Amount
Change
Position Value
Change
TIME +147,707+$5,780
VTIP +23,192+$1,300
VRIG +21,211+$625
DIVY +16,204+$458
DGRW +14,802+$3,770
BRNY +14,755+$674
SMH +7,193+$2,626
EQWL +7,145+$2,742
URA +6,584+$248
ITB +5,735+$817
EntityShares/Amount
Change
Position Value
Change
IXC -41,354-$1,300
AIRR -5,502+$372
FFEB -3,632+$1,337
DBEU -1,878+$225
ACIO -847+$72
CPRT -187+$221
SPLG -89+$66
PGR -62+$53
UNH -55-$43
Size ($ 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

All Stocks Held By Fiduciary Planning LLC
As of  03/31/2024, we find all stocks held by Fiduciary Planning LLC to be as follows, presented in the table below with each row detailing each Fiduciary Planning LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Fiduciary Planning LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Fiduciary Planning LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
WISDOMTREE TR 461,909 +14,802 $35,193
     DGRW461,909+14,802$35,193
INVESCO EXCHANGE TRADED FD T (EQWL) 288,855 +7,145 $27,409
     EQWL288,855+7,145$27,409
FIRST TR EXCHNG TRADED FD VI (FFEB) 573,252 -3,632 $25,953
     FFEB573,252-3,632$25,953
INVESCO ACTIVELY MANAGED ETF (VRIG) 949,570 +21,211 $23,825
     VRIG949,570+21,211$23,825
VANGUARD MALVERN FDS (VTIP) 496,862 +23,192 $23,795
     VTIP496,862+23,192$23,795
HARTFORD FDS EXCHANGE TRADED (HSRT) 603,161 +3,756 $23,493
     HSRT603,161+3,756$23,493
CAPITOL SER TR 575,689 +147,707 $14,768
     TIME575,689+147,707$14,768
VANECK ETF TRUST (MOAT) 110,708 +2,765 $9,953
     MOAT110,708+2,765$9,953
SELECT SECTOR SPDR TR (XLK) 44,345 +3,027 $9,236
     XLK44,345+3,027$9,236
ALPS ETF TR (OUSM) 150,083 +5,646 $6,389
     OUSM150,083+5,646$6,389
VANECK ETF TRUST (SMH) 27,285 +7,193 $6,139
     SMH27,285+7,193$6,139
SPDR S&P 500 ETF TR (SPY) 11,582 +550 $6,058
     SPY11,582+550$6,058
ISHARES TR (IAK) 44,172 +1,974 $5,185
     IAK44,172+1,974$5,185
FIRST TR EXCHANGE TRADED FD (AIRR) 72,765 -5,502 $4,899
     AIRR72,765-5,502$4,899
DBX ETF TR (DBEU) 90,313 -1,878 $3,707
     DBEU90,313-1,878$3,707
ISHARES TR (IXC) 82,597 -41,354 $3,548
     IXC82,597-41,354$3,548
MICROSOFT CORP 7,187 +1,640 $3,024
     MSFT7,187+1,640$3,024
APPLE INC 12,833 +1,419 $2,201
     AAPL12,833+1,419$2,201
ISHARES TR (ITB) 16,601 +5,735 $1,922
     ITB16,601+5,735$1,922
EA SERIES TRUST 48,087 +14,755 $1,750
     BRNY48,087+14,755$1,750
BROADCOM INC 1,283 -5 $1,700
     AVGO1,283-5$1,700
VANECK ETF TRUST (NLR) 22,357 +2,908 $1,698
     NLR22,357+2,908$1,698
GLOBAL X FDS 58,109 +6,584 $1,675
     URA58,109+6,584$1,675
COPART INC 25,851 -187 $1,497
     CPRT25,851-187$1,497
ALPHABET INC 9,219 +68 $1,391
     GOOGL9,219+68$1,391
SELECT SECTOR SPDR TR (XLV) 9,309 +764 $1,375
     XLV9,309+764$1,375
ETF SER SOLUTIONS (ACIO) 34,744 -847 $1,252
     ACIO34,744-847$1,252
NVIDIA CORPORATION 1,314 +283 $1,187
     NVDA1,314+283$1,187
AMAZON COM INC 5,532 +1,261 $998
     AMZN5,532+1,261$998
TIDAL ETF TR (DIVY) 34,200 +16,204 $926
     DIVY34,200+16,204$926
JPMORGAN CHASE & CO 4,581 +3 $918
     JPM4,581+3$918
SPDR SER TR (SPLG) 12,659 -89 $779
     SPLG12,659-89$779
EXXON MOBIL CORP 6,675 +4 $776
     XOM6,675+4$776
AIR PRODS & CHEMS INC 3,200 -10 $775
     APD3,200-10$775
ISHARES TR (IGRO) 10,506 +8 $708
     IGRO10,506+8$708
META PLATFORMS INC 1,449 +535 $704
     META1,449+535$704
JOHNSON & JOHNSON 4,167 +7 $659
     JNJ4,167+7$659
TREX CO INC 6,430 UNCH $641
     TREX6,430UNCH$641
OLD DOMINION FREIGHT LINE IN 2,716 +2,716 $596
     ODFL2,716+2,716$596
3M CO 5,200 UNCH $552
     MMM5,200UNCH$552
ADOBE INC 1,073 -15 $541
     ADBE1,073-15$541
PUBLIC SVC ENTERPRISE GRP IN 7,788 +806 $520
     PEG7,788+806$520
ISHARES TR (IYW) 3,684 +3,684 $498
     IYW3,684+3,684$498
VANGUARD TAX MANAGED FDS (VEA) 8,684 +1,720 $436
     VEA8,684+1,720$436
VANGUARD INTL EQUITY INDEX F (VWO) 9,286 +4,208 $388
     VWO9,286+4,208$388
CHURCH & DWIGHT CO INC 3,682 +10 $384
     CHD3,682+10$384
CHEVRON CORP NEW 1,879 UNCH $296
     CVX1,879UNCH$296
DORMAN PRODS INC 3,064 UNCH $295
     DORM3,064UNCH$295
PROGRESSIVE CORP 1,316 -62 $272
     PGR1,316-62$272
HONEYWELL INTL INC 1,315 UNCH $270
     HON1,315UNCH$270
ISHARES TR (IJR) 2,054 +2,054 $227
     IJR2,054+2,054$227
SELECT SECTOR SPDR TR (XLP) 2,839 +2,839 $217
     XLP2,839+2,839$217
BROADRIDGE FINL SOLUTIONS IN 1,053 -19 $216
     BR1,053-19$216
UNITEDHEALTH GROUP INC 421 -55 $208
     UNH421-55$208
CONOCOPHILLIPS 1,615 +1,615 $206
     COP1,615+1,615$206
SPDR SER TR (BIL) 2,190 +2,190 $201
     BIL2,190+2,190$201
TIDAL ETF TR $0 (exited)
     FXED0-12,218$0
ALPS ETF TR $0 (exited)
     RIGS0-27,260$0
ISHARES TR 0 -2,090 $0 (exited)
     SHV0-2,090$0

See Summary: Fiduciary Planning LLC Top Holdings
See Details: Top 10 Stocks Held By Fiduciary Planning LLC

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