Fiduciary Planning LLC Reduced Holdings in Q3 2025

Fiduciary Planning LLC

  • $257 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CPRT
Copart Inc

Consumer Cyclical
-2.4K
- 10.67%
$44.6 - $49.97 $107K - $120K
20.1K $902K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.94K
- 9.89%
N/A
17.7K $1.52M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-3.98K
- 12.04%
$42.79 - $45.73 $170K - $182K
29.1K $1.3M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-5.77K
- 1.15%
$49.78 - $50.75 $287K - $293K
496K $25.1M
VRIG
Invesco Actively Managed ETF F

ETFs
-5.78K
- 0.6%
$25.04 - $25.16 $145K - $145K
964K $24.2M
META
Meta Platforms, Inc.

Communication Services
-98
- 2.82%
$695.21 - $791.73 $68.1K - $77.6K
3.37K $2.48M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
-2.57K
- 10.36%
$43.76 - $46.12 $112K - $118K
22.2K $1.02M
XLV
Select Sector Spdr Fund Health

ETFs
-524
- 24.73%
$129.01 - $139.72 $67.6K - $73.2K
1.6K $221K
BAC
Bank Of America Corp

Financial Services
-2.05K
- 20.12%
$44.92 - $52.42 $92.2K - $108K
8.15K $420K
AMZN
Amazon Com Inc

Consumer Cyclical
-258
- 1.54%
$211.65 - $238.24 $54.6K - $61.5K
16.5K $3.62M
VEA
Vanguard Ftse Developed Market

ETFs
-596
- 8.4%
$56.02 - $60.3 $33.4K - $35.9K
6.5K $389K
Hartford Fds Exchange Traded
-4.08K
- 0.66%
N/A
618K $0
Super Micro Computer Inc
-80
- 1.54%
N/A
5.13K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-16.7K
- 3.2%
N/A
505K $0
BRNY
Ea Ser Tr Burney Us Factor Rot
-2.23K
- 12.25%
N/A
15.9K $0
ITB
Ishares Tr

ETFs
-398
- 11.94%
$94.18 - $117.14 $37.5K - $46.6K
2.94K $314K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-395
- 3.17%
$72.65 - $78.68 $28.7K - $31.1K
12K $943K
MSFT
Microsoft Corp

Technology
-167
- 2.52%
$491.09 - $535.64 $82K - $89.5K
6.46K $3.35M
MU
Micron Technology Inc

Technology
-219
- 11.13%
$104.88 - $168.89 $23K - $37K
1.75K $292K
PLTR
Palantir Technologies Inc.

Technology
-839
- 18.03%
$130.68 - $186.97 $110K - $157K
3.81K $695K
URA
Global X Uranium ETF

ETFs
-369
- 2.35%
$36.45 - $50.4 $13.5K - $18.6K
15.4K $731K
HOOD
Robinhood Markets, Inc.

Technology
-1.9K
- 20.23%
$91.27 - $143.18 $173K - $272K
7.49K $1.07M
NVDA
Nvidia Corp

Technology
-1.13K
- 6.37%
$153.3 - $186.58 $174K - $211K
16.6K $3.11M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-2.61K
- 1.86%
$108.47 - $114.7 $283K - $300K
138K $15.8M
AAPL
Apple Inc.

Technology
-784
- 6.18%
$202.38 - $256.87 $159K - $201K
11.9K $3.03M
GOOGL
Alphabet Inc.

Communication Services
-291
- 3.88%
$174.36 - $254.72 $50.7K - $74.1K
7.21K $1.75M
AVGO
Broadcom Inc.

Technology
-223
- 1.96%
$264.74 - $369.57 $59K - $82.4K
11.2K $3.68M
XLK
Technology Sector Spdr

ETFs
-284
- 0.55%
$250.97 - $282.66 $71.3K - $80.3K
51.3K $14.4M
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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