Fiduciary Planning LLC Purchases and Sells in Q4 2024

Fiduciary Planning LLC

$235 Million
Q4 2024

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	4.67K + 582.77%	$213.65 - $479.86 $997K - $2.24M	5.47K $2.21M
SMH	8.13K + 24.28%	$238.25 - $261.28 $1.94M - $2.13M	41.6K $10.1M
AMZN	6.78K + 76.27%	$180.88 - $232.93 $1.23M - $1.58M	15.7K $3.44M
NVDA	7.57K + 56.68%	$117.0 - $148.88 $886K - $1.13M	20.9K $2.81M
META	1.95K + 149.2%	$554.08 - $632.68 $1.08M - $1.24M	3.26K $1.92M
XLK	2.48K + 4.7%	$220.26 - $241.44 $546K - $598K	55.2K $12.8M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DBEF	60.3K New	$40.97 - $42.66 $2.47M - $2.57M	60.3K $2.49M
SPMO	21.4K New	$89.97 - $98.59 $1.92M - $2.11M	21.4K $2.03M
XLC	9.8K New	$89.66 - $102.16 $879K - $1M	9.8K $948K
IWO	2.77K New	$278.19 - $315.36 $769K - $872K	2.77K $795K
SHOP	5.92K New	$78.14 - $119.49 $463K - $708K	5.92K $629K
BAC	10.2K New	$39.22 - $47.77 $400K - $487K	10.2K $448K

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EQWL	-18.6K - 9.68%	$101.22 - $107.72 $1.88M - $2M	173K $17.7M
DBEU	-38K - 38.8%	$40.72 - $42.75 $1.55M - $1.63M	60K $2.47M
IXC	-32.6K - 38.12%	$36.95 - $43.06 $1.2M - $1.4M	52.9K $2.02M
URA	-26.1K - 38.58%	$26.78 - $33.46 $700K - $875K	41.6K $1.11M
XLV	-3.49K - 38.6%	$136.28 - $154.74 $476K - $540K	5.55K $764K
SPY	-1.25K - 10.55%	$567.81 - $607.81 $711K - $762K	10.6K $6.22M

Activity Summary All Purchases 39 New Holdings 15 Increased Positions 24 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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