Fiduciary Planning LLC Portfolio Holdings

Fiduciary Planning LLC

  • $235 Million
  • Q4 2024

Fiduciary Planning LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $235 Million distributed in 75 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 $42.7M, Vanguard Sht Trm Inflt Prot Fd with a value of $26.7M, Invesco Actively Managed ETF F with a value of $26.4M, Invesco Exchange Traded Fd Tr with a value of $17.7M, and Technology Sector Spdr with a value of $12.8M.

Examining the 13F form we can see an increase of $14.6M in the current position value, from $220M to 235M.

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.

Portfolio value $235 Million
ETFs: $199 Million
Technology: $15.5 Million
Consumer Cyclical: $7.64 Million
Communication Services: $3.66 Million
Financial Services: $2.29 Million
Industrials: $1.89 Million
Utilities: $1.02 Million
Energy: $993,000
Other: $2.31 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.6B
$2.96 Million 1.26% of portfolio
12,771
Q4 2024 Reduced 0.04%
$13.8B
$1.45 Million 0.62% of portfolio
25,322
Q4 2024 Reduced 0.07%
$41.7B
$1.02 Million 0.43% of portfolio
12,070
Q2 2024 Added 54.98%
$74.4B
$930,000 0.4% of portfolio
3,209
Q4 2024 Added 0.16%
$84.1B
$671,000 0.29% of portfolio
5,200
Q4 2024 Reduced 0.06%
$139B
$629,000 0.27% of portfolio
5,921
Q4 2024 New
$20.7B
$475,000 0.2% of portfolio
2,698
Q4 2024 Reduced 1.03%
$25.6B
$388,000 0.17% of portfolio
3,712
Q4 2024 Added 0.27%
$43.4B
$342,000 0.15% of portfolio
9,200
Q4 2024 New
$162B
$318,000 0.14% of portfolio
4,210
Q4 2024 New
$150B
$299,000 0.13% of portfolio
1,326
Q4 2024 Added 0.84%
$144B
$313,000 0.13% of portfolio
1,308
Q4 2024 Reduced 0.61%
$36.8B
$233,000 0.1% of portfolio
1,034
Q4 2024 Added 0.29%
$85.5B
$214,000 0.09% of portfolio
626
Q4 2024 New
$96.2B
$203,000 0.09% of portfolio
1,842
Q4 2024 New
$108B
$203,000 0.09% of portfolio
958
Q4 2024 Added 0.95%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $235 Million
  • Prior Value $220 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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