Fiduciary Planning LLC Purchases in Q3 2025

Fiduciary Planning LLC

  • $257 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
30K
+ 5.76%
$84.28 - $89.46 $2.53M - $2.69M
551K $49M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
898
+ 2.05%
$275.84 - $326.36 $248K - $293K
44.8K $14.6M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.42K
+ 1.68%
$82.22 - $96.68 $116K - $137K
85.8K $8.29M
TSLA
Tesla, Inc.

Consumer Cyclical
853
+ 12.73%
$293.94 - $444.72 $251K - $379K
7.56K $3.36M
EOSE
Eos Energy Enterprises, Inc.

Industrials
74.3K
+ 161.52%
$4.63 - $11.17 $344K - $830K
120K $1.33M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
998
+ 3.2%
$105.16 - $140.03 $105K - $140K
32.1K $4.36M
IVV
Ishares Core S&P 500 ETF

ETFs
507
+ 6.31%
$620.67 - $670.08 $315K - $340K
8.55K $5.72M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
9.26K
+ 8.36%
$43.65 - $46.42 $404K - $430K
120K $5.57M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.32K
+ 8.56%
$128.6 - $136.01 $426K - $451K
42K $5.69M
OEF
Ishares S&P 100 ETF

ETFs
2.63K
+ 8.63%
N/A
33.1K $8.79M
SHOP
Shopify Inc.

Technology
599
+ 6.71%
$112.11 - $157.12 $67.2K - $94.1K
9.53K $1.42M
IREN
Iris Energy LTD

Financial Services
6.65K
New
$15.1 - $47.14 $100K - $314K
6.65K $304K
COP
Conocophillips

Energy
3.01K
New
$91.0 - $98.99 $274K - $298K
3.01K $284K
IBM
International Business Machines Corp

Technology
935
New
$234.77 - $292.47 $220K - $273K
935 $263K
XLC
Select Sector Spdr Tr Communic

ETFs
765
+ 4.62%
$105.99 - $119.41 $81.1K - $91.3K
17.3K $2.05M
IRM
Iron Mountain Inc

Real Estate
2.38K
New
$89.46 - $104.46 $213K - $249K
2.38K $242K
IAK
Ishares Tr

ETFs
1.8K
+ 3.4%
$126.37 - $134.46 $227K - $241K
54.5K $7.31M
ABBV
Abb Vie Inc.

Healthcare
931
New
$184.85 - $231.54 $172K - $216K
931 $215K
PFE
Pfizer Inc

Healthcare
8.47K
New
$23.29 - $25.88 $197K - $219K
8.47K $215K
NET
Cloudflare, Inc.

Technology
812
+ 43.8%
$181.39 - $228.28 $147K - $185K
2.67K $572K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.85K
New
$39.8 - $42.86 $193K - $208K
4.85K $207K
PSX
Phillips 66

Energy
1.52K
New
$118.37 - $139.46 $179K - $211K
1.52K $206K
HD
Home Depot, Inc.

Consumer Cyclical
502
New
$357.4 - $423.42 $179K - $213K
502 $203K
MCD
Mcdonalds Corp

Consumer Cyclical
665
New
$291.67 - $316.99 $194K - $211K
665 $202K
JNJ
Johnson & Johnson

Healthcare
294
+ 7.01%
$155.17 - $185.42 $45.6K - $54.5K
4.49K $831K
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.13%
$282.78 - $316.06 $1.7K - $1.9K
4.71K $1.49M
XOM
Exxon Mobil Corp

Energy
758
+ 11.36%
$105.83 - $117.22 $80.2K - $88.9K
7.43K $838K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
6
+ 0.02%
$41.26 - $43.63 $248 - $262
33.9K $1.47M
IXC
Ishares Tr Global Energy ETF

ETFs
610
+ 3.43%
$39.45 - $42.95 $24.1K - $26.2K
18.4K $768K
MMM
3 M CO

Industrials
234
+ 4.5%
$144.41 - $160.2 $33.8K - $37.5K
5.43K $843K
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.23%
$351.04 - $379.81 $702 - $760
880 $333K
IGRO
Ishares Tr International Divid

ETFs
10
+ 0.09%
$75.97 - $80.24 $760 - $802
10.6K $843K
FMIL
Fidelity Covington Tr New Mill
21.5K
+ 9.64%
N/A
245K $0
Tidal Trust I
12K
New
N/A
12K $0
Ishares Ethereum Tr
16.6K
New
N/A
16.6K $0
Ishares Bitcoin Trust ETF
304
+ 1.47%
N/A
20.9K $0
LLY
Eli Lilly & CO

Healthcare
6
+ 1.03%
$625.65 - $812.69 $3.75K - $4.88K
590 $450K
CRWD
Crowd Strike Holdings, Inc.

Technology
8
+ 1.24%
$412.46 - $514.1 $3.3K - $4.11K
651 $319K
NOW
Service Now, Inc.

Technology
3
+ 1.06%
$850.86 - $1044.69 $2.55K - $3.13K
286 $263K
MSTR
Microstrategy Inc

Technology
20
+ 1.25%
$300.7 - $455.9 $6.01K - $9.12K
1.63K $523K
Activity Summary
Buys All Purchases 41 New Holdings 12 Increased Positions 29 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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