Fiduciary Planning LLC Reduced Holdings in Q4 2024

Fiduciary Planning LLC

  • $235 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-18.6K
- 9.68%
$101.22 - $107.72 $1.88M - $2M
173K $17.7M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
-38K
- 38.8%
$40.72 - $42.75 $1.55M - $1.63M
60K $2.47M
IXC
Ishares Tr Global Energy ETF

ETFs
-32.6K
- 38.12%
$36.95 - $43.06 $1.2M - $1.4M
52.9K $2.02M
URA
Global X Uranium ETF

ETFs
-26.1K
- 38.58%
$26.78 - $33.46 $700K - $875K
41.6K $1.11M
XLV
Select Sector Spdr Fund Health

ETFs
-3.49K
- 38.6%
$136.28 - $154.74 $476K - $540K
5.55K $764K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.25K
- 10.55%
$567.81 - $607.81 $711K - $762K
10.6K $6.22M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-3.28K
- 7.15%
$119.61 - $136.3 $393K - $447K
42.6K $5.26M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-3.04K
- 6.14%
$43.6 - $47.2 $133K - $144K
46.5K $2.03M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.24K
- 6.89%
N/A
30.2K $2.6M
OEF
Ishares S&P 100 ETF

ETFs
-518
- 1.53%
N/A
33.2K $8.84M
MSFT
Microsoft Corp

Technology
-78
- 1.04%
$406.35 - $454.46 $31.7K - $35.4K
7.45K $3.14M
XOM
Exxon Mobil Corp

Energy
-151
- 2.21%
$105.51 - $125.37 $15.9K - $18.9K
6.69K $719K
JNJ
Johnson & Johnson

Healthcare
-37
- 0.88%
$143.34 - $165.86 $5.3K - $6.14K
4.18K $604K
VEA
Vanguard Ftse Developed Market

ETFs
-638
- 7.69%
$47.57 - $52.44 $30.3K - $33.5K
7.66K $366K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-980
- 13.8%
$44.04 - $49.49 $43.2K - $48.5K
6.12K $269K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-28
- 1.03%
$176.4 - $231.84 $4.94K - $6.49K
2.7K $475K
ADBE
Adobe Inc.

Technology
-12
- 1.65%
$437.39 - $552.96 $5.25K - $6.64K
716 $318K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-419
- 16.94%
$113.92 - $127.38 $47.7K - $53.4K
2.05K $236K
MMM
3 M CO

Industrials
-3
- 0.06%
$124.74 - $137.12 $374 - $411
5.2K $671K
PGR
Progressive Corp

Financial Services
-8
- 0.61%
$239.6 - $268.88 $1.92K - $2.15K
1.31K $313K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-13
- 2.68%
$442.29 - $483.08 $5.75K - $6.28K
472 $213K
CVX
Chevron Corp

Energy
-4
- 0.21%
$141.15 - $162.53 $565 - $650
1.9K $274K
BRNY
Ea Ser Tr Burney Us Factor Rot
-5.21K
- 16.13%
N/A
27.1K $0
SDEI
Tidal ETF Tr Sound Equity Inco

ETFs
-4.66K
- 20.92%
N/A
17.6K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-1.13K
- 0.19%
N/A
580K $0
Tidal Tr Ii
-147K
- 39.8%
N/A
222K $0
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-270
- 0.79%
$39.5 - $41.38 $10.7K - $11.2K
33.9K $1.36M
TREX
Trex CO Inc

Industrials
-30
- 0.47%
$62.94 - $79.88 $1.89K - $2.4K
6.4K $441K
CPRT
Copart Inc

Consumer Cyclical
-18
- 0.07%
$51.36 - $63.8 $924 - $1.15K
25.3K $1.45M
JPM
Jpmorgan Chase & CO

Financial Services
-32
- 0.68%
$205.18 - $250.29 $6.57K - $8.01K
4.66K $1.12M
GOOGL
Alphabet Inc.

Communication Services
-139
- 1.5%
$161.86 - $196.66 $22.5K - $27.3K
9.15K $1.73M
AVGO
Broadcom Inc.

Technology
-5
- 0.04%
$159.67 - $250.0 $798 - $1.25K
12.8K $2.96M
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
Track This Portfolio

Track Fiduciary Planning LLC Portfolio

Follow Fiduciary Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email