Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Fiduciary Planning

Latest statistics and disclosures from Fiduciary Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are DGRW, FFEB, VTIP, VRIG, HSRT, and represent 48.96% of Fiduciary Planning's stock portfolio.
Added to shares of these 10 stocks: DBEF, DGRW, SPMO, SMH, TSLA, AMZN, FFLC, META, NVDA, XLC.
Started 15 new stock positions in MRVL, MSTR, CRWD, LLY, XLC, PLTR, DBEF, SHOP, IWO, NOW. HOOD, BAC, HD, SPMO, IBIT.
Reduced shares in these 10 stocks: TIME, EQWL, DBEU, IXC, SPY, URA, XLV, XMMO, ED, BRNY.
Sold out of its position in ED.
Fiduciary Planning was a net buyer of stock by $13M.
Fiduciary Planning has $308M in assets under management (AUM), dropping by 4.52%.
Central Index Key (CIK): 0001792851

Tip: Access up to 7 years of quarterly data

Positions held by Fiduciary Planning consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Fiduciary Planning

Fiduciary Planning holds 75 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW)	13.9	$43M	+5%	528k	80.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	9.4	$29M		581k	49.77	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	8.7	$27M	+3%	552k	48.42	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	8.6	$26M	+2%	1.0M	25.11	View chart
Hartford Fds Exchange Traded Aaa Clo Etf (HSRT)	8.5	$26M	+2%	670k	38.94	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	5.8	$18M	-9%	173k	102.28	View chart
Select Sector Spdr Tr Technology (XLK)	4.2	$13M	+4%	55k	232.52	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	3.3	$10M	+24%	42k	242.17	View chart
Ishares Tr S&p 100 Etf (OEF)	3.1	$9.6M		33k	288.85	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	3.1	$9.5M	+15%	208k	45.89	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	2.2	$6.7M	+9%	53k	126.47	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	2.0	$6.3M	+4%	82k	77.04	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$6.2M	-10%	11k	586.05	View chart
Tidal Tr Ii Clockwise Core E (TIME)	1.8	$5.5M	-39%	222k	24.84	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.7	$5.3M	-7%	43k	123.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$4.6M	+4%	7.9k	588.68	View chart
Apple (AAPL)	1.2	$3.6M	+3%	15k	250.42	View chart
Amazon (AMZN)	1.1	$3.4M	+76%	16k	219.39	View chart
Microsoft Corporation (MSFT)	1.0	$3.1M		7.5k	421.48	View chart
Broadcom (AVGO)	1.0	$3.0M		13k	231.84	View chart
NVIDIA Corporation (NVDA)	0.9	$2.8M	+56%	21k	134.29	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.9	$2.8M	-6%	30k	92.73	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.8	$2.5M	NEW	60k	41.40	View chart
Dbx Etf Tr Xtrack Msci Eurp (DBEU)	0.8	$2.5M	-38%	60k	41.21	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.8	$2.4M	+14%	30k	81.34	View chart
Tesla Motors (TSLA)	0.7	$2.2M	+582%	5.5k	403.84	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.7	$2.0M	-6%	47k	43.72	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.7	$2.0M	NEW	21k	95.01	View chart
Ishares Tr Global Energ Etf (IXC)	0.7	$2.0M	-38%	53k	38.18	View chart
Meta Platforms Cl A (META)	0.6	$1.9M	+149%	3.3k	585.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.7M		9.1k	189.30	View chart
Copart (CPRT)	0.5	$1.5M		25k	57.39	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.4	$1.4M		34k	40.24	View chart
Ea Series Trust Burney Us Fctr (BRNY)	0.4	$1.1M	-16%	27k	41.48	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.1M		4.7k	239.70	View chart
Global X Fds Global X Uranium (URA)	0.4	$1.1M	-38%	42k	26.78	View chart
Public Service Enterprise (PEG)	0.3	$1.0M		12k	84.49	View chart
Select Sector Spdr Tr Communication (XLC)	0.3	$949k	NEW	9.8k	96.81	View chart
Air Products & Chemicals (APD)	0.3	$931k		3.2k	290.04	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$865k		13k	68.94	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$796k	NEW	2.8k	287.82	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$793k	NEW	15k	53.05	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$764k	-38%	5.6k	137.58	View chart
Exxon Mobil Corporation (XOM)	0.2	$719k	-2%	6.7k	107.57	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.2	$717k		11k	67.96	View chart
3M Company (MMM)	0.2	$671k		5.2k	129.09	View chart
Shopify Cl A (SHOP)	0.2	$630k	NEW	5.9k	106.33	View chart
Johnson & Johnson (JNJ)	0.2	$604k		4.2k	144.62	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$588k		3.7k	159.52	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$494k	-2%	4.8k	103.40	View chart
Old Dominion Freight Line (ODFL)	0.2	$476k		2.7k	176.40	View chart
Tidal Etf Tr Sound Equity Div (DIVY)	0.1	$449k	-20%	18k	25.50	View chart
Bank of America Corporation (BAC)	0.1	$448k	NEW	10k	43.95	View chart
Trex Company (TREX)	0.1	$442k		6.4k	69.03	View chart
Microstrategy Cl A New (MSTR)	0.1	$423k	NEW	1.5k	289.62	View chart
Eli Lilly & Co. (LLY)	0.1	$389k	NEW	503.00	772.68	View chart
Church & Dwight (CHD)	0.1	$389k		3.7k	104.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$366k	-7%	7.7k	47.82	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$343k	NEW	9.2k	37.26	View chart
Dorman Products (DORM)	0.1	$332k		2.6k	129.55	View chart
Palantir Technologies Cl A (PLTR)	0.1	$318k	NEW	4.2k	75.63	View chart
Adobe Systems Incorporated (ADBE)	0.1	$318k		716.00	444.68	View chart
Progressive Corporation (PGR)	0.1	$313k		1.3k	239.62	View chart
Servicenow (NOW)	0.1	$305k	NEW	288.00	1060.12	View chart
Honeywell International (HON)	0.1	$300k		1.3k	225.93	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$292k		874.00	334.11	View chart
Chevron Corporation (CVX)	0.1	$275k		1.9k	144.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$270k	-13%	6.1k	44.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$237k	-16%	2.1k	115.22	View chart
Broadridge Financial Solutions (BR)	0.1	$234k		1.0k	226.13	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$214k	NEW	626.00	342.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$214k	-2%	472.00	453.28	View chart
Home Depot (HD)	0.1	$206k	NEW	530.00	389.00	View chart
Marsh & McLennan Companies (MMC)	0.1	$204k		958.00	212.49	View chart
Marvell Technology (MRVL)	0.1	$204k	NEW	1.8k	110.47	View chart

Past Filings by Fiduciary Planning

SEC 13F filings are viewable for Fiduciary Planning going back to 2019

Fiduciary Planning 2024 Q4 filed Jan. 24, 2025
Fiduciary Planning 2024 Q3 filed Oct. 22, 2024
Fiduciary Planning 2024 Q2 filed Aug. 7, 2024
Fiduciary Planning 2024 Q1 filed April 29, 2024
Fiduciary Planning 2023 Q4 filed Jan. 25, 2024
Fiduciary Planning 2023 Q3 filed Oct. 26, 2023
Fiduciary Planning 2023 Q2 filed Aug. 4, 2023
Fiduciary Planning 2023 Q1 filed May 1, 2023
Fiduciary Planning 2022 Q4 filed Feb. 7, 2023
Fiduciary Planning 2022 Q3 filed Nov. 14, 2022
Fiduciary Planning 2022 Q2 filed Sept. 30, 2022
Fiduciary Planning 2022 Q1 filed May 11, 2022
Fiduciary Planning 2021 Q4 filed Feb. 8, 2022
Fiduciary Planning 2021 Q3 filed Nov. 9, 2021
Fiduciary Planning 2021 Q2 filed Aug. 6, 2021
Fiduciary Planning 2021 Q1 restated filed May 24, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z