Fiduciary Planning LLC Incresed Positions in Q1 2025

Fiduciary Planning LLC

  • $232 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
52.1K
+ 86.43%
$41.61 - $44.72 $2.17M - $2.33M
112K $4.9M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
17.5K
+ 81.68%
$91.76 - $103.26 $1.6M - $1.8M
38.8K $3.58M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
12.9K
+ 2.34%
$48.43 - $49.86 $626K - $644K
565K $28.2M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
26.2K
+ 4.96%
$78.0 - $84.37 $2.04M - $2.21M
554K $43.8M
IAK
Ishares Tr

ETFs
3.68K
+ 6.92%
$121.85 - $137.9 $448K - $507K
56.8K $7.74M
VRIG
Invesco Actively Managed ETF F

ETFs
31.5K
+ 3.0%
$25.06 - $25.19 $790K - $794K
1.08M $27.1M
XLC
Select Sector Spdr Tr Communic

ETFs
7.44K
+ 75.87%
$94.84 - $105.31 $705K - $783K
17.2K $1.65M
SHOP
Shopify Inc.

Technology
3.01K
+ 50.84%
$90.59 - $129.31 $273K - $389K
8.93K $863K
META
Meta Platforms, Inc.

Communication Services
400
+ 12.26%
$576.74 - $736.67 $231K - $295K
3.66K $2.11M
PLTR
Palantir Technologies Inc.

Technology
1.06K
+ 25.2%
$64.98 - $124.62 $68.9K - $132K
5.27K $444K
JNJ
Johnson & Johnson

Healthcare
7
+ 0.17%
$142.06 - $167.7 $994 - $1.17K
4.19K $694K
XOM
Exxon Mobil Corp

Energy
1
+ 0.01%
$105.44 - $118.93 $105 - $119
6.69K $795K
IGRO
Ishares Tr International Divid

ETFs
7
+ 0.07%
$66.91 - $73.87 $468 - $517
10.6K $768K
JPM
Jpmorgan Chase & CO

Financial Services
102
+ 2.19%
$225.19 - $279.95 $23K - $28.6K
4.76K $1.17M
MSTR
Microstrategy Inc

Technology
166
+ 11.38%
$239.27 - $396.5 $39.7K - $65.8K
1.63K $470K
CVX
Chevron Corp

Energy
1
+ 0.05%
$146.71 - $167.97 $147 - $168
1.9K $317K
LLY
Eli Lilly & CO

Healthcare
16
+ 3.18%
$725.72 - $929.72 $11.6K - $14.9K
519 $428K
IVV
Ishares Core S&P 500 ETF

ETFs
491
+ 6.24%
$554.06 - $615.85 $272K - $302K
8.37K $4.67M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4
+ 0.42%
$208.48 - $244.03 $834 - $976
962 $234K
CHD
Church & Dwight CO Inc

Consumer Defensive
10
+ 0.27%
$101.42 - $113.2 $1.01K - $1.13K
3.72K $409K
BR
Broadridge Financial Solutions, Inc.

Technology
4
+ 0.39%
$221.46 - $244.83 $886 - $979
1.04K $251K
Hartford Fds Exchange Traded
20.1K
+ 2.99%
N/A
690K $0
FMIL
Fidelity Covington Tr New Mill
23.4K
+ 11.26%
N/A
231K $0
Ishares Bitcoin Trust ETF
3.96K
+ 26.48%
N/A
18.9K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
8.46K
+ 1.46%
N/A
589K $0
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.23%
$313.1 - $349.83 $626 - $700
876 $276K
BAC
Bank Of America Corp

Financial Services
1
+ 0.01%
$39.61 - $47.74 $39.6 - $47.7
10.2K $425K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
14
+ 0.11%
$64.88 - $72.1 $908 - $1.01K
12.6K $821K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
13
+ 0.04%
$38.36 - $41.43 $499 - $539
33.9K $1.31M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
5.24K
+ 12.58%
$212.17 - $267.17 $1.11M - $1.4M
46.9K $9.95M
NVDA
Nvidia Corp

Technology
3.12K
+ 14.88%
$106.98 - $149.43 $333K - $465K
24K $2.61M
AMZN
Amazon Com Inc

Consumer Cyclical
1.22K
+ 7.75%
$190.26 - $242.06 $231K - $294K
16.9K $3.21M
AAPL
Apple Inc.

Technology
592
+ 4.08%
$209.68 - $247.1 $124K - $146K
15.1K $3.36M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
6.31K
+ 7.73%
$67.24 - $84.27 $424K - $532K
87.9K $6M
GOOGL
Alphabet Inc.

Communication Services
143
+ 1.56%
$154.33 - $206.19 $22.1K - $29.5K
9.29K $1.43M
MSFT
Microsoft Corp

Technology
18
+ 0.24%
$375.39 - $447.2 $6.76K - $8.05K
7.47K $2.8M
TSLA
Tesla, Inc.

Consumer Cyclical
1.45K
+ 26.59%
$222.15 - $428.22 $323K - $623K
6.92K $1.79M
AVGO
Broadcom Inc.

Technology
40
+ 0.31%
$167.43 - $244.7 $6.7K - $9.79K
12.8K $2.14M
XLK
Technology Sector Spdr

ETFs
576
+ 1.04%
$206.38 - $242.18 $119K - $139K
55.8K $11.5M
Activity Summary
Buys All Purchases 42 New Holdings 2 Increased Positions 40 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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