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Entity | Shares/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 |
Entity | Shares/Amount Change | Position Value Change |
RIGS |
-27,260 | -$631 | SHV |
-2,090 | -$230 | FXED |
-12,218 | -$225 |
Entity | Shares/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 |
Entity | Shares/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: $234,963
Fiduciary Planning LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Fiduciary Planning LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Fiduciary Planning LLC to be as follows, presented in the
table below with each row detailing each Fiduciary Planning LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Fiduciary Planning LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Fiduciary Planning LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 | ISHARES TR (IJR) |
2,054 |
+2,054 |
$227 | IJR | 2,054 | +2,054 | $227 | SELECT SECTOR SPDR TR (XLP) |
2,839 |
+2,839 |
$217 | XLP | 2,839 | +2,839 | $217 | BROADRIDGE FINL SOLUTIONS IN |
1,053 |
-19 |
$216 | BR | 1,053 | -19 | $216 | UNITEDHEALTH GROUP INC |
421 |
-55 |
$208 | UNH | 421 | -55 | $208 | CONOCOPHILLIPS |
1,615 |
+1,615 |
$206 | COP | 1,615 | +1,615 | $206 | SPDR SER TR (BIL) |
2,190 |
+2,190 |
$201 | BIL | 2,190 | +2,190 | $201 | TIDAL ETF TR |
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$0 (exited) | FXED | 0 | -12,218 | $0 | ALPS ETF TR |
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$0 (exited) | RIGS | 0 | -27,260 | $0 | ISHARES TR |
0 |
-2,090 |
$0 (exited) | SHV | 0 | -2,090 | $0 |
See Summary: Fiduciary Planning LLC Top Holdings
See Details: Top 10 Stocks Held By Fiduciary Planning LLC
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