Fiduciary Planning

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

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Portfolio Holdings for Fiduciary Planning

Companies in the Fiduciary Planning portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 16.0 $11M NEW 155k 68.31
Apple (AAPL) 6.1 $4.0M 33k 122.15
Microsoft Corporation (MSFT) 5.3 $3.5M +17% 15k 235.73
Ark Etf Tr Innovation Etf (ARKK) 4.4 $2.9M NEW 24k 119.96
Alaska Air (ALK) 3.4 $2.3M -4% 33k 69.21
Southwest Airlines (LUV) 3.2 $2.1M -6% 35k 61.05
Walt Disney Company (DIS) 3.2 $2.1M -6% 11k 184.57
MGM Resorts International. (MGM) 3.1 $2.1M +2% 54k 38.00
Johnson & Johnson (JNJ) 3.1 $2.0M -4% 12k 164.35
Pfizer (PFE) 3.0 $2.0M +747% 54k 36.22
Abbvie (ABBV) 3.0 $2.0M +3% 18k 108.23
Hilton Worldwide Holdings (HLT) 2.9 $1.9M +5% 16k 120.90
Starbucks Corporation (SBUX) 2.9 $1.9M -4% 18k 109.25
Wynn Resorts (WYNN) 2.7 $1.8M +3% 14k 125.35

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Amazon (AMZN) 2.7 $1.8M +6% 579.00 3093.26
Verizon Communications (VZ) 2.7 $1.8M -2% 31k 58.14
salesforce (CRM) 2.4 $1.6M +13% 7.6k 211.82
MercadoLibre (MELI) 2.4 $1.6M 1.1k 1472.07
Public Storage (PSA) 2.2 $1.4M +4% 5.8k 246.72
Iron Mountain (IRM) 2.1 $1.4M +7% 38k 37.01
JPMorgan Chase & Co. (JPM) 1.7 $1.1M 7.3k 152.26
3M Company (MMM) 1.5 $1.0M 5.2k 192.73
Air Products & Chemicals (APD) 1.4 $900k 3.2k 281.25
Enterprise Products Partners (EPD) 1.0 $634k +2% 29k 22.03
Comcast Corp Cl A (CMCSA) 0.9 $576k -62% 11k 54.09
Vanguard Index Fds Extend Mkt Etf (VXF) 0.9 $574k 3.2k 176.78
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.9 $564k -3% 5.3k 105.78
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.8 $548k -14% 6.4k 86.27
Dorman Products (DORM) 0.7 $444k -7% 4.3k 102.68
Seagate Technology SHS (STX) 0.6 $408k 5.3k 76.81
Fs Global Credit Opport Fund Nsa Etf 0.5 $360k 48k 7.46
Exxon Mobil Corporation (XOM) 0.5 $354k 6.3k 55.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $320k 807.00 396.53
Church & Dwight (CHD) 0.5 $310k 3.6k 87.23
Business Development Corporation Of America Nsa 0.4 $288k -32% 41k 6.96
Honeywell International (HON) 0.4 $284k 1.3k 216.79
Ishares Tr Msci Global Imp (SDG) 0.4 $280k +2% 3.0k 94.92
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.4 $275k 2.8k 98.07
Ishares Tr Esg Awre Usd Etf (SUSC) 0.4 $244k 9.1k 26.93
Chevron Corporation (CVX) 0.3 $203k 1.9k 104.69
Ishares Tr Msci Acwi Etf (ACWI) 0.3 $192k 2.0k 95.29
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $179k -42% 3.0k 59.02
Humana (HUM) 0.3 $168k 401.00 418.95
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $165k 322.00 512.42
At&t (T) 0.2 $134k 4.4k 30.17
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $131k 1.2k 108.18
Fs Energy And Power Fund Nsa Etf 0.2 $129k 40k 3.24
Procter & Gamble Company (PG) 0.2 $125k -92% 920.00 135.87
Advanced Micro Devices (AMD) 0.2 $118k 1.5k 78.67
CSX Corporation (CSX) 0.2 $116k 1.2k 96.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $110k 344.00 319.77
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $108k -5% 1.2k 91.91
Marsh & McLennan Companies (MMC) 0.2 $105k 865.00 121.39
Deere & Company (DE) 0.2 $100k 266.00 375.94
Marvell Technology Group Ord (MRVL) 0.1 $89k 1.8k 49.01
Allstate Corporation (ALL) 0.1 $85k 743.00 114.40
ConocoPhillips (COP) 0.1 $85k 1.6k 52.86
Tesla Motors (TSLA) 0.1 $81k -6% 121.00 669.42
Ishares Gold Tr Ishares (IAU) 0.1 $81k +53% 5.0k 16.34
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $78k 859.00 90.80
Valley National Ban (VLY) 0.1 $78k 5.7k 13.66
Raytheon Technologies Corp (RTX) 0.1 $77k 1.0k 77.00
Lowe's Companies (LOW) 0.1 $76k 400.00 190.00
Canadian Pacific Railway (CP) 0.1 $71k 187.00 379.68
Vuzix Corp Com New (VUZI) 0.1 $70k NEW 2.8k 25.45
Northwest Bancshares (NWBI) 0.1 $67k 4.7k 14.40
Phillips 66 (PSX) 0.1 $66k 804.00 82.09
Boeing Company (BA) 0.1 $66k +18% 258.00 255.81
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $62k 900.00 68.89
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $60k 584.00 102.74
Eaton Corp SHS (ETN) 0.1 $55k 400.00 137.50
Xylem (XYL) 0.1 $55k 520.00 105.77
Neogenomics Com New (NEO) 0.1 $53k 1.1k 48.18
Pepsi (PEP) 0.1 $50k -97% 352.00 142.05
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $50k +72% 498.00 100.40
Merck & Co (MRK) 0.1 $49k +31% 638.00 76.80
Marriott Intl Cl A (MAR) 0.1 $47k 320.00 146.88
Universal Display Corporation (OLED) 0.1 $47k 200.00 235.00
Schlumberger (SLB) 0.1 $46k -88% 1.7k 27.11
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $45k +4% 587.00 76.66
Ishares Esg Awr Msci Em (ESGE) 0.1 $45k +2% 1.0k 43.06
Bank of America Corporation (BAC) 0.1 $43k 1.1k 38.91
Carrier Global Corporation (CARR) 0.1 $42k 1.0k 42.00
Accenture Plc Ireland Shs Class A (ACN) 0.1 $42k 153.00 274.51
Marathon Petroleum Corp (MPC) 0.1 $41k +28% 774.00 52.97
Royal Dutch Shell Spons Adr A (RDS.A) 0.1 $41k 1.0k 39.50
Graniteshares Gold Tr Shs Ben Int (BAR) 0.1 $40k 2.4k 16.93
Essential Utils (WTRG) 0.1 $37k 830.00 44.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $36k +223% 139.00 258.99
UGI Corporation (UGI) 0.1 $34k 840.00 40.48
Otis Worldwide Corp (OTIS) 0.1 $34k 500.00 68.00
Proshares Trust Ii Ulta Blmbg 2017 Etf Etf 0.1 $34k -37% 642.00 52.96
Best Buy (BBY) 0.1 $34k 300.00 113.33
Oneok (OKE) 0.0 $33k +8% 661.00 49.92
Hartford Financial Services (HIG) 0.0 $28k 420.00 66.67
Bank of Hawaii Corporation (BOH) 0.0 $28k 308.00 90.91
McDonald's Corporation (MCD) 0.0 $27k 123.00 219.51
Waste Management (WM) 0.0 $26k 200.00 130.00
Bristol Myers Squibb (BMY) 0.0 $26k 415.00 62.65
Novartis Sponsored Adr (NVS) 0.0 $26k +92% 299.00 86.96
L Brands (LB) 0.0 $25k 406.00 61.58
Itt (ITT) 0.0 $24k 260.00 92.31
Gabelli Dividend & Income Trust (GDV) 0.0 $23k NEW 977.00 23.54
Public Service Enterprise (PEG) 0.0 $23k 390.00 58.97
Alphabet Cap Stk Cl A (GOOGL) 0.0 $23k NEW 11.00 2090.91
Goldman Sachs (GS) 0.0 $23k +6900% 70.00 328.57
Biogen Idec (BIIB) 0.0 $23k 84.00 273.81
Vanguard World Fds Energy Etf (VDE) 0.0 $22k 321.00 68.54
Veoneer Incorporated (VNE) 0.0 $20k 828.00 24.15
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $20k NEW 270.00 74.07
Occidental Petroleum Corporation (OXY) 0.0 $20k 770.00 25.97
Exelon Corporation (EXC) 0.0 $20k 450.00 44.44
BP Sponsored Adr (BP) 0.0 $20k 823.00 24.30
Global X Fds Lithium Btry Etf (LIT) 0.0 $19k +29% 329.00 57.75
Abbott Laboratories (ABT) 0.0 $19k +390% 162.00 117.28
Brunswick Corporation (BC) 0.0 $19k 200.00 95.00
Emerson Electric (EMR) 0.0 $18k 203.00 88.67
Shake Shack Cl A (SHAK) 0.0 $18k +23% 160.00 112.50
Ishares Tr U.s. Cnsm Gd Etf (IYK) 0.0 $18k 104.00 173.08
First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.0 $18k NEW 148.00 121.62
Halliburton Company (HAL) 0.0 $17k 800.00 21.25
First Trust Enhanced Equity Income Fund (FFA) 0.0 $16k 836.00 19.14
Morgan Stanley Com New (MS) 0.0 $16k 207.00 77.29
Vanguard World Fds Consum Stp Etf (VDC) 0.0 $16k -99% 90.00 177.78
Enbridge (ENB) 0.0 $16k 433.00 36.95
Mondelez Intl Cl A (MDLZ) 0.0 $16k 276.00 57.97
Nextera Energy (NEE) 0.0 $15k 201.00 74.63
Philip Morris International (PM) 0.0 $15k 167.00 89.82
Wal-Mart Stores (WMT) 0.0 $15k -99% 108.00 138.89
Adobe Systems Incorporated (ADBE) 0.0 $15k NEW 31.00 483.87
Sanofi Sponsored Adr (SNY) 0.0 $15k 300.00 50.00
Facebook Cl A (FB) 0.0 $15k 50.00 300.00
Illumina (ILMN) 0.0 $15k NEW 38.00 394.74
Delta Air Lines Inc Del Com New (DAL) 0.0 $15k +48% 306.00 49.02
Wec Energy Group (WEC) 0.0 $15k 159.00 94.34
First Tr Value Line Divid In SHS (FVD) 0.0 $15k 393.00 38.17
WVS Financial (WVFC) 0.0 $14k -10% 900.00 15.56
Omni (OMC) 0.0 $14k 184.00 76.09
Union Pacific Corporation (UNP) 0.0 $14k 62.00 225.81
Illinois Tool Works (ITW) 0.0 $14k NEW 64.00 218.75
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $14k NEW 100.00 140.00
International Business Machines (IBM) 0.0 $14k +24% 103.00 135.92
Total Se Sponsored Ads (TOT) 0.0 $13k 274.00 47.45
Ishares Tr Us Aer Def Etf (ITA) 0.0 $13k NEW 125.00 104.00
Home Depot (HD) 0.0 $13k -99% 44.00 295.45
Citigroup Com New (C) 0.0 $13k NEW 177.00 73.45
Viatris (VTRS) 0.0 $13k 954.00 13.63
Wp Carey (WPC) 0.0 $12k 168.00 71.43
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $12k NEW 38.00 315.79
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $12k NEW 100.00 120.00
Lexinfintech Hldgs Adr (LX) 0.0 $12k 1.2k 10.00
Booking Holdings (BKNG) 0.0 $12k 5.00 2400.00
Becton, Dickinson and (BDX) 0.0 $12k 51.00 235.29
Visa Com Cl A (V) 0.0 $12k NEW 57.00 210.53
Viacomcbs CL B (VIAC) 0.0 $12k 261.00 45.98
American Airls (AAL) 0.0 $12k 507.00 23.67
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $11k +96% 408.00 26.96
Duke Energy Corp Com New (DUK) 0.0 $11k 119.00 92.44
Moderna (MRNA) 0.0 $11k NEW 85.00 129.41
L3harris Technologies (LHX) 0.0 $11k 53.00 207.55
Ishares Tr Msci Eafe Etf (EFA) 0.0 $11k 139.00 79.14
Ishares Tr Select Divid Etf (DVY) 0.0 $11k 98.00 112.24
Intel Corporation (INTC) 0.0 $11k 179.00 61.45
General Mills (GIS) 0.0 $11k -47% 179.00 61.45
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $10k 89.00 112.36
Discover Financial Services (DFS) 0.0 $10k 103.00 97.09
Lockheed Martin Corporation (LMT) 0.0 $10k +2700% 28.00 357.14
Vanguard World Fds Financials Etf (VFH) 0.0 $10k 121.00 82.64
Oge Energy Corp (OGE) 0.0 $10k 300.00 33.33
Microchip Technology (MCHP) 0.0 $9.0k 55.00 163.64
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $9.0k 54.00 166.67
Royal Caribbean Cruises (RCL) 0.0 $9.0k NEW 100.00 90.00
Vaneck Vectors Etf Tr Biotech Etf (BBH) 0.0 $9.0k NEW 50.00 180.00
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $9.0k 26.00 346.15
Qualcomm (QCOM) 0.0 $9.0k 66.00 136.36
Altria (MO) 0.0 $9.0k +2% 168.00 53.57
Stmicroelectronics N V Ny Registry (STM) 0.0 $8.0k 201.00 39.80
Tyson Foods Cl A (TSN) 0.0 $8.0k NEW 114.00 70.18
General Electric Company (GE) 0.0 $8.0k -3% 600.00 13.33
Suburban Propane Partners L Unit Ltd Partn (SPH) 0.0 $7.0k 500.00 14.00
Rayonier (RYN) 0.0 $7.0k 224.00 31.25
U.S. Auto Parts Network 0.0 $7.0k NEW 500.00 14.00
RPM International (RPM) 0.0 $7.0k 73.00 95.89
Newmont Mining Corporation (NEM) 0.0 $7.0k 118.00 59.32
Chimerix (CMRX) 0.0 $6.0k 225.00 26.67
Resideo Technologies (REZI) 0.0 $6.0k 226.00 26.55
Ishares Msci Emerg Mrkt (EEMV) 0.0 $6.0k 99.00 60.61
Ishares Tr Us Home Cons Etf (ITB) 0.0 $6.0k -99% 83.00 72.29
Ishares Tr Eafe Value Etf (EFV) 0.0 $6.0k 114.00 52.63
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $6.0k 81.00 74.07
Ishares Msci Gbl Min Vol (ACWV) 0.0 $6.0k 59.00 101.69
Norwegian Cruise Line Hldg L SHS (NCLH) 0.0 $6.0k 201.00 29.85
Ford Motor Company (F) 0.0 $5.0k +7% 426.00 11.74
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.0 $5.0k 87.00 57.47
Toyota Motor Corp Sp Adr Rep2com (TM) 0.0 $5.0k 33.00 151.52
Marriott Vacations Wrldwde Cp (VAC) 0.0 $5.0k 27.00 185.19
Roku Com Cl A (ROKU) 0.0 $5.0k 15.00 333.33
Chargepoint Holdings Com Cl A 0.0 $5.0k NEW 175.00 28.57
Glaxosmithkline Sponsored Adr (GSK) 0.0 $4.0k 103.00 38.84
Dow (DOW) 0.0 $4.0k 66.00 60.61
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $4.0k -55% 60.00 66.67
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $4.0k 41.00 97.56
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $4.0k -67% 21.00 190.48
Equifax (EFX) 0.0 $4.0k 23.00 173.91
Cohen & Steers infrastucture Fund (UTF) 0.0 $4.0k 138.00 28.99
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.0 $4.0k 87.00 45.98
Cenovus Energy (CVE) 0.0 $4.0k 510.00 7.84
Vodafone Group Sponsored Adr (VOD) 0.0 $3.0k +2% 181.00 16.57
Consolidated Edison (ED) 0.0 $3.0k 42.00 71.43
CVS Caremark Corporation (CVS) 0.0 $3.0k -99% 42.00 71.43
PPL Corporation (PPL) 0.0 $3.0k 114.00 26.32
Dominion Resources (D) 0.0 $3.0k 34.00 88.24
Southern Company (SO) 0.0 $3.0k -99% 48.00 62.50
Ishares Tr Barclays 7 10 Yr (IEF) 0.0 $3.0k 25.00 120.00
Vanguard World Fds Health Car Etf (VHT) 0.0 $3.0k 15.00 200.00
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.0 $3.0k NEW 30.00 100.00
Workhorse Group Com New (WKHS) 0.0 $3.0k NEW 200.00 15.00
Coupa Software (COUP) 0.0 $3.0k NEW 10.00 300.00
Okta Cl A (OKTA) 0.0 $3.0k 15.00 200.00
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $3.0k NEW 125.00 24.00
Entergy Corporation (ETR) 0.0 $3.0k 27.00 111.11
Diageo Spon Adr New (DEO) 0.0 $3.0k 21.00 142.86
CenterPoint Energy (CNP) 0.0 $3.0k 129.00 23.26
Intercept Pharmaceuticals In (ICPT) 0.0 $3.0k 110.00 27.27
Host Hotels & Resorts (HST) 0.0 $3.0k 203.00 14.78
Cronos Group (CRON) 0.0 $3.0k 350.00 8.57
Tc Energy Corp (TRP) 0.0 $2.0k NEW 48.00 41.67
ODP Corp. (ODP) 0.0 $2.0k 48.00 41.67
Alcon Ord Shs (ALC) 0.0 $2.0k NEW 28.00 71.43
United Parcel Service CL B (UPS) 0.0 $2.0k -99% 11.00 181.82
Spdr Gold Tr Gold Shs (GLD) 0.0 $2.0k -99% 16.00 125.00
Canopy Gro (CGC) 0.0 $2.0k 50.00 40.00
Ageagle Aerial Sys (UAVS) 0.0 $2.0k 250.00 8.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $2.0k 6.00 333.33
Diamondback Energy (FANG) 0.0 $2.0k +3% 34.00 58.82
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $2.0k +2% 43.00 46.51
Encana Corporation (OVV) 0.0 $2.0k 102.00 19.61
Hexo Corp 0.0 $1.0k 106.00 9.43
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) 0.0 $1.0k 96.00 10.42
Dbx Etf Tr Xtrack Mun Infra (RVNU) 0.0 $1.0k 49.00 20.41
Teck Resources CL B (TECK) 0.0 $1.0k 44.00 22.73
Vectrus (VEC) 0.0 $1.0k 28.00 35.71
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $1.0k +8% 13.00 76.92
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $1.0k 13.00 76.92
BlackRock (BLK) 0.0 $1.0k -99% 2.00 500.00
Nokia Corp Sponsored Adr (NOK) 0.0 $1.0k 200.00 5.00
Netflix (NFLX) 0.0 $1.0k -50% 1.00 1000.00
Under Armour Cl A (UAA) 0.0 $1.0k 50.00 20.00
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.0 $1.0k 200.00 5.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $1.0k 8.00 125.00
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $1.0k 5.00 200.00
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $999.999900 9.00 111.11
Ishares Tr Core Msci Intl (IDEV) 0.0 $999.999900 9.00 111.11
American Financial (AFG) 0.0 $999.999600 12.00 83.33
Rayonier Advanced Matls (RYAM) 0.0 $999.999400 86.00 11.63
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $999.999000 26.00 38.46
Caleres (CAL) 0.0 $999.999000 42.00 23.81
Garrett Motion (GTXMQ) 0.0 $999.999000 135.00 7.41
Listed Fd Tr Roundhill Sports (BETZ) 0.0 $999.999000 NEW 35.00 28.57
Devon Energy Corporation (DVN) 0.0 $999.998600 46.00 21.74
Cleveland-cliffs (CLF) 0.0 $999.998400 48.00 20.83
Electronic Arts (EA) 0.0 $0 3.00 0.00
Wabtec Corporation (WAB) 0.0 $0 3.00 0.00
Oilsands Quest 0.0 $0 100.00 0.00
Crystallex Intl Cad 0.0 $0 7.0k 0.00
Arlington Asset Invst Corp Cl A New (AAIC) 0.0 $0 28.00 0.00
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $0 2.00 0.00
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $0 5.00 0.00
USD0.01 Consolidated Pictures cmn 0.0 $0 2.00 0.00
USD2 SERIE 1 Ssab Ab Ser'a'npv cmn 0.0 $0 7.00 0.00
Ishares Core Msci Emkt (IEMG) 0.0 $0 5.00 0.00
Ishares Tr Core Msci Pac (IPAC) 0.0 $0 6.00 0.00
Nielsen Hldgs Shs Eur (NLSN) 0.0 $0 1.00 0.00
Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $0 9.00 0.00
Frontier Communication (FTRCQ) 0.0 $0 -55% 4.00 0.00
Chewy Cl A (CHWY) 0.0 $0 2.00 0.00
Midatech Pharma Sponsored Ads (MTP) 0.0 $0 10.00 0.00

Past Filings by Fiduciary Planning

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