Fiduciary Planning LLC Reduced Holdings in Q2 2025

Fiduciary Planning LLC

  • $235 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-62.8K
- 11.12%
$49.57 - $50.27 $3.11M - $3.16M
502K $25.2M
VRIG
Invesco Actively Managed ETF F

ETFs
-111K
- 10.27%
$24.89 - $25.14 $2.76M - $2.79M
970K $24.3M
AAPL
Apple Inc.

Technology
-2.42K
- 16.04%
$172.42 - $223.89 $418K - $542K
12.7K $2.6M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-17.3K
- 10.96%
$91.62 - $109.97 $1.58M - $1.9M
141K $15.5M
IAK
Ishares Tr

ETFs
-4.1K
- 7.22%
$122.44 - $138.47 $502K - $568K
52.7K $7.09M
OEF
Ishares S&P 100 ETF

ETFs
-1.94K
- 5.98%
N/A
30.4K $8.09M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.21K
- 17.67%
N/A
19.6K $1.68M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.47K
- 52.98%
$224.16 - $285.86 $328K - $419K
1.3K $371K
CPRT
Copart Inc

Consumer Cyclical
-2.79K
- 11.05%
$47.72 - $63.84 $133K - $178K
22.5K $1.1M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
-5.77K
- 18.9%
$38.92 - $46.4 $225K - $268K
24.8K $1.09M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-6.81K
- 17.1%
$37.73 - $43.54 $257K - $297K
33K $1.43M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-32.6K
- 5.88%
$71.28 - $83.74 $2.32M - $2.73M
521K $43.7M
GOOGL
Alphabet Inc.

Communication Services
-1.79K
- 19.28%
$144.7 - $178.6 $259K - $320K
7.5K $1.32M
XLV
Select Sector Spdr Fund Health

ETFs
-530
- 20.01%
$128.77 - $144.3 $68.2K - $76.5K
2.12K $285K
XOM
Exxon Mobil Corp

Energy
-13
- 0.19%
$99.93 - $119.04 $1.3K - $1.55K
6.68K $719K
ITB
Ishares Tr

ETFs
-612
- 15.51%
$85.52 - $96.61 $52.3K - $59.1K
3.33K $310K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-1.52K
- 1.35%
$38.18 - $45.52 $57.8K - $69K
111K $4.85M
CVX
Chevron Corp

Energy
-17
- 0.9%
$133.73 - $168.51 $2.27K - $2.86K
1.88K $269K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-450
- 9.13%
$39.89 - $49.46 $18K - $22.3K
4.48K $221K
SDEI
Tidal ETF Tr Sound Equity Inco

ETFs
-1.77K
- 13.36%
N/A
11.5K $0
BRNY
Ea Ser Tr Burney Us Factor Rot
-2.59K
- 12.47%
N/A
18.2K $0
Tidal Tr Ii
-56.5K
- 52.1%
N/A
52K $0
FMIL
Fidelity Covington Tr New Mill
-8.12K
- 3.51%
N/A
223K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-66.9K
- 11.36%
N/A
522K $0
Hartford Fds Exchange Traded
-68K
- 9.85%
N/A
622K $0
VEA
Vanguard Ftse Developed Market

ETFs
-151
- 2.08%
$45.65 - $57.01 $6.89K - $8.61K
7.09K $404K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-122
- 0.97%
$58.41 - $72.69 $7.13K - $8.87K
12.4K $904K
XLC
Select Sector Spdr Tr Communic

ETFs
-663
- 3.85%
$86.13 - $108.53 $57.1K - $72K
16.6K $1.8M
URA
Global X Uranium ETF

ETFs
-3.21K
- 16.96%
$20.26 - $38.81 $65.1K - $125K
15.7K $610K
MSTR
Microstrategy Inc

Technology
-19
- 1.17%
$237.95 - $421.61 $4.52K - $8.01K
1.61K $649K
PLTR
Palantir Technologies Inc.

Technology
-618
- 11.72%
$74.01 - $144.25 $45.7K - $89.1K
4.65K $634K
JPM
Jpmorgan Chase & CO

Financial Services
-56
- 1.18%
$210.28 - $289.91 $11.8K - $16.2K
4.71K $1.36M
NVDA
Nvidia Corp

Technology
-6.27K
- 26.06%
$94.31 - $157.99 $591K - $990K
17.8K $2.81M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-2.66K
- 6.43%
$101.93 - $128.63 $271K - $342K
38.7K $4.98M
IVV
Ishares Core S&P 500 ETF

ETFs
-327
- 3.91%
$498.8 - $620.9 $163K - $203K
8.04K $4.99M
TSLA
Tesla, Inc.

Consumer Cyclical
-221
- 3.19%
$221.86 - $362.89 $49K - $80.2K
6.7K $2.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
-230
- 2.36%
$496.48 - $617.85 $114K - $142K
9.51K $5.87M
META
Meta Platforms, Inc.

Communication Services
-190
- 5.19%
$484.66 - $738.09 $92.1K - $140K
3.47K $2.56M
AMZN
Amazon Com Inc

Consumer Cyclical
-144
- 0.85%
$167.32 - $223.3 $24.1K - $32.2K
16.7K $3.67M
MSFT
Microsoft Corp

Technology
-841
- 11.26%
$354.56 - $497.45 $298K - $418K
6.63K $3.3M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-909
- 2.34%
$82.32 - $112.47 $74.8K - $102K
37.9K $4.27M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-3.59K
- 4.08%
$61.92 - $81.5 $222K - $293K
84.3K $6.87M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-2.81K
- 8.27%
$66.89 - $111.18 $188K - $312K
31.2K $3.46M
AVGO
Broadcom Inc.

Technology
-1.42K
- 11.09%
$146.29 - $275.65 $208K - $392K
11.4K $3.14M
XLK
Technology Sector Spdr

ETFs
-4.27K
- 7.65%
$179.73 - $253.23 $767K - $1.08M
51.5K $13.1M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-3.02K
- 6.44%
$179.95 - $278.88 $543K - $842K
43.9K $12.2M
Activity Summary
Buys All Purchases 16 New Holdings 5 Increased Positions 11 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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