Fiduciary Planning LLC Closed Holding Positions

Fiduciary Planning LLC

  • $232 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ABBV
Abb Vie Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
3,796
$131.98 - $163.75 $501K - $622K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
2,803
$129.09 - $158.0 $362K - $443K
ALK
Alaska Air Group, Inc.

Industrials
Q1 2022 Filed on May 11, 2022
5,544
$43.69 - $60.31 $242K - $334K
CRM
Salesforce, Inc.

Technology
Q1 2022 Filed on May 11, 2022
1,284
$190.54 - $255.46 $245K - $328K
IRM
Iron Mountain Inc

Real Estate
Q1 2022 Filed on May 11, 2022
7,828
$42.24 - $55.46 $331K - $434K
PSA
Public Storage

Real Estate
Q1 2022 Filed on May 11, 2022
1,484
$342.38 - $396.47 $508K - $588K
MGM
Mgm Resorts International

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
12,867
$37.48 - $48.52 $482K - $624K
LUV
Southwest Airlines CO

Industrials
Q1 2022 Filed on May 11, 2022
6,591
$37.19 - $47.42 $245K - $313K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
4,057
$79.29 - $116.68 $322K - $473K
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on May 11, 2022
2,957
$129.03 - $157.89 $382K - $467K
WPC
W. P. Carey Inc.

Real Estate
Q4 2021 Filed on Feb 08, 2022
3,142
$74.14 - $83.05 $233K - $261K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
Q4 2021 Filed on Feb 08, 2022
2,047
$35.32 - $39.44 $72.3K - $80.7K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q4 2021 Filed on Feb 08, 2022
4,914
$76.06 - $98.05 $374K - $482K
T
At&T Inc.

Communication Services
Q4 2021 Filed on Feb 08, 2022
11,290
$16.74 - $20.66 $189K - $233K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q4 2021 Filed on Feb 08, 2022
5,350
$117.3 - $137.67 $628K - $737K
VXF
Vanguard Extended Market ETF

ETFs
Q4 2021 Filed on Feb 08, 2022
3,295
$175.57 - $199.99 $579K - $659K
DUK
Duke Energy Corp

Utilities
Q4 2021 Filed on Feb 08, 2022
2,603
$96.62 - $104.9 $252K - $273K
CCL
Carnival Corp

Consumer Cyclical
Q4 2021 Filed on Feb 08, 2022
29,005
$16.38 - $26.09 $475K - $757K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q4 2021 Filed on Feb 08, 2022
27,269
$17.79 - $28.92 $485K - $789K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q4 2021 Filed on Feb 08, 2022
14,248
$5.96 - $6.63 $84.9K - $94.5K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
Q4 2021 Filed on Feb 08, 2022
9,055
$27.14 - $27.83 $246K - $252K
VZ
Verizon Communications Inc

Communication Services
Q4 2021 Filed on Feb 08, 2022
20,211
$49.77 - $54.53 $1.01M - $1.1M
SHW
Sherwin Williams CO

Basic Materials
Q4 2021 Filed on Feb 08, 2022
3,641
$285.04 - $352.16 $1.04M - $1.28M
ACWI
Ishares Msci Acwi ETF

ETFs
Q4 2021 Filed on Feb 08, 2022
2,030
$99.52 - $107.23 $202K - $218K
SDG
Ishares Trust Ishares Msci Glo

ETFs
Q4 2021 Filed on Feb 08, 2022
4,278
$87.78 - $97.25 $376K - $416K
COIN
Coinbase Global, Inc.

Technology
Q3 2021 Filed on Nov 09, 2021
4,548
$220.61 - $280.47 $1M - $1.28M
Seagate Technology PLC
Q3 2021 Filed on Nov 09, 2021
5,357
N/A
VHT
Vanguard Health Care ETF

ETFs
Q2 2021 Filed on Aug 06, 2021
15
$227.95 - $247.57 $3.42K - $3.71K
MCHP
Microchip Technology Inc

Technology
Q2 2021 Filed on Aug 06, 2021
55
$69.57 - $81.91 $3.83K - $4.51K
MELI
Mercadolibre Inc

Consumer Cyclical
Q2 2021 Filed on Aug 06, 2021
1,074
$1296.65 - $1623.01 $1.39M - $1.74M
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 06, 2021
276
$58.32 - $64.02 $16.1K - $17.7K
MS
Morgan Stanley

Financial Services
Q2 2021 Filed on Aug 06, 2021
207
$77.29 - $93.96 $16K - $19.4K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2021 Filed on Aug 06, 2021
5
$130.46 - $139.84 $652 - $699
VFH
Vanguard Financial ETF

ETFs
Q2 2021 Filed on Aug 06, 2021
121
$85.53 - $94.49 $10.3K - $11.4K
MTP
Midatech Pharma PLC

Healthcare
Q2 2021 Filed on Aug 06, 2021
10
$1.78 - $2.95 $17.8 - $29.5
NEO
Neogenomics Inc

Healthcare
Q2 2021 Filed on Aug 06, 2021
1,100
$36.62 - $51.69 $40.3K - $56.9K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q2 2021 Filed on Aug 06, 2021
87
$53.21 - $53.69 $4.63K - $4.67K
MCD
Mcdonalds Corp

Consumer Cyclical
Q2 2021 Filed on Aug 06, 2021
123
$225.21 - $237.11 $27.7K - $29.2K
CVE
Cenovus Energy Inc.

Energy
Q2 2021 Filed on Aug 06, 2021
510
$7.31 - $10.41 $3.73K - $5.31K
CP
Canadian Pacific Railway LTD

Industrials
Q2 2021 Filed on Aug 06, 2021
187
$71.02 - $82.65 $13.3K - $15.5K
CAL
Caleres Inc

Consumer Cyclical
Q2 2021 Filed on Aug 06, 2021
42
$20.53 - $28.45 $862 - $1.19K
BC
Brunswick Corp

Consumer Cyclical
Q2 2021 Filed on Aug 06, 2021
200
$92.69 - $115.91 $18.5K - $23.2K
BP
Bp PLC

Energy
Q2 2021 Filed on Aug 06, 2021
823
$24.26 - $28.38 $20K - $23.4K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 06, 2021
5
$2172.19 - $2505.1 $10.9K - $12.5K
RTX
Raytheon Technologies Corp

Industrials
Q2 2021 Filed on Aug 06, 2021
1,000
$77.09 - $89.45 $77.1K - $89.5K
Wvs Finl Corp
Q2 2021 Filed on Aug 06, 2021
900
N/A
WM
Waste Management Inc

Industrials
Q2 2021 Filed on Aug 06, 2021
200
$129.28 - $143.26 $25.9K - $28.7K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q2 2021 Filed on Aug 06, 2021
60
$63.55 - $67.5 $3.81K - $4.05K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q2 2021 Filed on Aug 06, 2021
6
$368.16 - $394.32 $2.21K - $2.37K
Track This Portfolio

Track Fiduciary Planning LLC Portfolio

Follow Fiduciary Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email