Fiduciary Planning LLC has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $205 Million distributed in 60 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $37.7M, Vanguard Sht Trm Inflt Prot Fd with a value of $25.2M, Invesco Actively Managed ETF F with a value of $25.1M, Invesco Exchange Traded Fd Tr with a value of $20.8M, and Technology Sector Spdr with a value of $11.3M.
Examining the 13F form we can see an decrease of $7.04M in the current position value, from $212M to 205M.
Fiduciary Planning LLC is based out at Coral Springs, FL
Below you can find more details about Fiduciary Planning LLC portfolio as well as his latest detailed transactions.