Fiduciary Planning LLC Purchases in Q4 2024

Fiduciary Planning LLC

  • $235 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
60.3K
New
$40.97 - $42.66 $2.47M - $2.57M
60.3K $2.49M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
21.4K
New
$89.97 - $98.59 $1.92M - $2.11M
21.4K $2.03M
TSLA
Tesla, Inc.

Consumer Cyclical
4.67K
+ 582.77%
$213.65 - $479.86 $997K - $2.24M
5.47K $2.21M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
8.13K
+ 24.28%
$238.25 - $261.28 $1.94M - $2.13M
41.6K $10.1M
AMZN
Amazon Com Inc

Consumer Cyclical
6.78K
+ 76.27%
$180.88 - $232.93 $1.23M - $1.58M
15.7K $3.44M
NVDA
Nvidia Corp

Technology
7.57K
+ 56.68%
$117.0 - $148.88 $886K - $1.13M
20.9K $2.81M
META
Meta Platforms, Inc.

Communication Services
1.95K
+ 149.2%
$554.08 - $632.68 $1.08M - $1.24M
3.26K $1.92M
XLC
Select Sector Spdr Tr Communic

ETFs
9.8K
New
$89.66 - $102.16 $879K - $1M
9.8K $948K
XLK
Technology Sector Spdr

ETFs
2.48K
+ 4.7%
$220.26 - $241.44 $546K - $598K
55.2K $12.8M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
25.6K
+ 5.09%
$80.93 - $85.66 $2.07M - $2.19M
528K $42.7M
SHOP
Shopify Inc.

Technology
5.92K
New
$78.14 - $119.49 $463K - $708K
5.92K $629K
VRIG
Invesco Actively Managed ETF F

ETFs
21.6K
+ 2.1%
$25.06 - $25.2 $542K - $545K
1.05M $26.4M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.7K
+ 4.75%
$73.49 - $86.09 $272K - $319K
81.6K $6.29M
BAC
Bank Of America Corp

Financial Services
10.2K
New
$39.22 - $47.77 $400K - $487K
10.2K $448K
IAK
Ishares Tr

ETFs
4.4K
+ 9.03%
$123.78 - $138.16 $545K - $608K
53.1K $6.72M
MSTR
Microstrategy Inc

Technology
1.46K
New
$162.69 - $473.83 $237K - $691K
1.46K $422K
LLY
Eli Lilly & CO

Healthcare
503
New
$727.2 - $932.06 $366K - $469K
503 $388K
AAPL
Apple Inc.

Technology
499
+ 3.56%
$221.69 - $259.02 $111K - $129K
14.5K $3.63M
HOOD
Robinhood Markets, Inc.

Technology
9.2K
New
$22.33 - $43.2 $205K - $397K
9.2K $342K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
16.7K
+ 3.13%
$48.33 - $49.08 $808K - $821K
552K $26.7M
PLTR
Palantir Technologies Inc.

Technology
4.21K
New
$36.46 - $82.38 $153K - $347K
4.21K $318K
NOW
Service Now, Inc.

Technology
288
New
$867.18 - $1148.42 $250K - $331K
288 $305K
IVV
Ishares Core S&P 500 ETF

ETFs
334
+ 4.43%
$570.51 - $610.59 $191K - $204K
7.87K $4.64M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.84K
+ 14.82%
$81.34 - $96.75 $312K - $372K
29.8K $2.42M
CRWD
Crowd Strike Holdings, Inc.

Technology
626
New
$275.15 - $388.2 $172K - $243K
626 $214K
HD
Home Depot, Inc.

Consumer Cyclical
530
New
$385.02 - $431.37 $204K - $229K
530 $206K
MRVL
Marvell Technology, Inc.

Technology
1.84K
New
$70.31 - $124.78 $130K - $230K
1.84K $203K
HON
Honeywell International Inc

Industrials
11
+ 0.84%
$202.84 - $236.0 $2.23K - $2.6K
1.33K $299K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
13
+ 0.1%
$66.77 - $71.52 $868 - $930
12.6K $865K
BR
Broadridge Financial Solutions, Inc.

Technology
3
+ 0.29%
$209.64 - $236.44 $629 - $709
1.03K $233K
IWV
Ishares Russell 3000 ETF

ETFs
3
+ 0.34%
$323.08 - $349.08 $969 - $1.05K
874 $292K
CHD
Church & Dwight CO Inc

Consumer Defensive
10
+ 0.27%
$99.11 - $112.25 $991 - $1.12K
3.71K $388K
Ishares Bitcoin Trust ETF
15K
New
N/A
15K $0
FMIL
Fidelity Covington Tr New Mill
28.2K
+ 15.7%
N/A
208K $0
Hartford Fds Exchange Traded
18K
+ 2.76%
N/A
670K $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
9
+ 0.95%
$209.89 - $233.24 $1.89K - $2.1K
958 $203K
APD
Air Products & Chemicals, Inc.

Basic Materials
5
+ 0.16%
$285.5 - $335.62 $1.43K - $1.68K
3.21K $930K
IGRO
Ishares Tr International Divid

ETFs
9
+ 0.09%
$67.76 - $74.48 $610 - $670
10.5K $716K
Activity Summary
Buys All Purchases 39 New Holdings 15 Increased Positions 24 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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