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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 50.10% of Fiduciary Planning's stock portfolio.
Added to shares of these 10 stocks: OEF, AVGO, DGRW, FFLC, HSRT, VTIP, AMZN, VRIG, XLK, SMH.
Started 4 new stock positions in ED, MMC, BRK.B, TSLA.
Reduced shares in these 10 stocks: TIME, EQWL, MOAT, VTI, LLY, BRNY, , DIVY, ITB, OUSM.
Sold out of its positions in LLY, SMCI, VTI.
Fiduciary Planning was a net buyer of stock by $7.0M.
Fiduciary Planning has $295M in assets under management (AUM), dropping by 5.44%.
Central Index Key (CIK): 0001792851

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Portfolio Holdings for Fiduciary Planning

Fiduciary Planning holds 61 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW)	14.2	$42M	+3%	502k	83.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	9.6	$28M		582k	48.56	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	9.0	$26M	+3%	535k	49.31	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	8.7	$26M	+2%	1.0M	25.09	View chart
Hartford Fds Exchange Traded Aaa Clo Etf (HSRT)	8.6	$25M	+3%	652k	38.98	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	6.7	$20M	-12%	192k	102.32	View chart
Select Sector Spdr Tr Technology (XLK)	4.0	$12M	+5%	53k	225.76	View chart
Tidal Tr Ii Clockwise Core E (TIME)	3.4	$10M	-26%	368k	27.56	View chart
Ishares Tr S&p 100 Etf (OEF)	3.2	$9.3M	+71%	34k	276.76	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.8	$8.2M	+6%	34k	245.45	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	2.8	$8.2M	+11%	180k	45.66	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.3	$6.8M		12k	573.78	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	2.1	$6.3M	+3%	49k	129.05	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	2.0	$5.8M	+3%	78k	74.67	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	1.9	$5.5M	+6%	46k	120.33	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$4.3M	+4%	7.5k	576.84	View chart
Dbx Etf Tr Xtrack Msci Eurp (DBEU)	1.4	$4.1M		98k	42.34	View chart
Ishares Tr Global Energ Etf (IXC)	1.2	$3.5M	+5%	86k	40.48	View chart
Apple (AAPL)	1.1	$3.3M	+12%	14k	232.99	View chart
Microsoft Corporation (MSFT)	1.1	$3.2M		7.5k	430.31	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.1	$3.1M	-22%	33k	96.95	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.8	$2.2M	-3%	50k	45.07	View chart
Broadcom (AVGO)	0.7	$2.2M	+906%	13k	172.50	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.7	$2.2M	+6%	26k	83.55	View chart
Global X Fds Global X Uranium (URA)	0.7	$1.9M	+7%	68k	28.61	View chart
Amazon (AMZN)	0.6	$1.7M	+83%	8.9k	186.33	View chart
NVIDIA Corporation (NVDA)	0.6	$1.6M	+9%	13k	121.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.5M	+2%	9.3k	165.85	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$1.4M	+5%	9.0k	154.02	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.5	$1.4M		34k	39.74	View chart
Copart (CPRT)	0.5	$1.3M		25k	52.40	View chart
Ea Series Trust Burney Us Fctr (BRNY)	0.4	$1.3M	-16%	32k	39.63	View chart
Public Service Enterprise (PEG)	0.4	$1.1M		12k	89.21	View chart
JPMorgan Chase & Co. (JPM)	0.3	$990k		4.7k	210.86	View chart
Air Products & Chemicals (APD)	0.3	$954k		3.2k	297.74	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$846k		13k	67.51	View chart
Exxon Mobil Corporation (XOM)	0.3	$802k	+2%	6.8k	117.22	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.3	$786k		11k	74.59	View chart
Meta Platforms Cl A (META)	0.3	$750k	+11%	1.3k	572.65	View chart
3M Company (MMM)	0.2	$711k		5.2k	136.70	View chart
Johnson & Johnson (JNJ)	0.2	$683k		4.2k	162.07	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$626k	-12%	4.9k	127.11	View chart
Tidal Etf Tr Sound Equity Div (DIVY)	0.2	$602k	-18%	22k	27.03	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$559k		3.7k	151.62	View chart
Old Dominion Freight Line (ODFL)	0.2	$542k		2.7k	198.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$438k	-3%	8.3k	52.81	View chart
Trex Company (TREX)	0.1	$428k		6.4k	66.58	View chart
Church & Dwight (CHD)	0.1	$388k		3.7k	104.73	View chart
Adobe Systems Incorporated (ADBE)	0.1	$377k		728.00	517.78	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$340k	-6%	7.1k	47.85	View chart
Progressive Corporation (PGR)	0.1	$334k		1.3k	253.68	View chart
Consolidated Edison (ED)	0.1	$304k	NEW	2.9k	104.13	View chart
Dorman Products (DORM)	0.1	$290k		2.6k	113.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$289k	+20%	2.5k	116.96	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$285k		871.00	326.73	View chart
Chevron Corporation (CVX)	0.1	$280k		1.9k	147.25	View chart
Honeywell International (HON)	0.1	$272k		1.3k	206.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$223k	NEW	485.00	460.26	View chart
Broadridge Financial Solutions (BR)	0.1	$222k		1.0k	214.93	View chart
Marsh & McLennan Companies (MMC)	0.1	$212k	NEW	949.00	223.06	View chart
Tesla Motors (TSLA)	0.1	$210k	NEW	801.00	261.63	View chart

Past Filings by Fiduciary Planning

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

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
Fiduciary Planning 2021 Q1 filed May 20, 2021

View all past filings

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