Fiduciary Planning LLC Closed Holding Positions

Fiduciary Planning LLC

  • $220 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HD
Home Depot, Inc.

Consumer Cyclical
Q2 2022 Filed on Sep 30, 2022
2,924
$268.98 - $315.31 $786K - $922K
ABBV
Abb Vie Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
3,796
$131.98 - $163.75 $501K - $622K
CRM
Salesforce, Inc.

Technology
Q1 2022 Filed on May 11, 2022
1,284
$190.54 - $255.46 $245K - $328K
ALK
Alaska Air Group, Inc.

Industrials
Q1 2022 Filed on May 11, 2022
5,544
$43.69 - $60.31 $242K - $334K
MGM
Mgm Resorts International

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
12,867
$37.48 - $48.52 $482K - $624K
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on May 11, 2022
2,957
$129.03 - $157.89 $382K - $467K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
2,803
$129.09 - $158.0 $362K - $443K
IRM
Iron Mountain Inc

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

Real Estate
Q1 2022 Filed on May 11, 2022
1,484
$342.38 - $396.47 $508K - $588K
DUK
Duke Energy Corp

Utilities
Q4 2021 Filed on Feb 08, 2022
2,603
$96.62 - $104.9 $252K - $273K
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
BAC
Bank Of America Corp

Financial Services
Q4 2021 Filed on Feb 08, 2022
7,426
$43.08 - $48.37 $320K - $359K
WPC
W. P. Carey Inc.

Real Estate
Q4 2021 Filed on Feb 08, 2022
3,142
$74.14 - $83.05 $233K - $261K
VXF
Vanguard Extended Market ETF

ETFs
Q4 2021 Filed on Feb 08, 2022
3,295
$175.57 - $199.99 $579K - $659K
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
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
Q4 2021 Filed on Feb 08, 2022
9,055
$27.14 - $27.83 $246K - $252K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q4 2021 Filed on Feb 08, 2022
5,350
$117.3 - $137.67 $628K - $737K
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
SHW
Sherwin Williams CO

Basic Materials
Q4 2021 Filed on Feb 08, 2022
3,641
$285.04 - $352.16 $1.04M - $1.28M
CCL
Carnival Corp

Consumer Cyclical
Q4 2021 Filed on Feb 08, 2022
29,005
$16.38 - $26.09 $475K - $757K
SDG
Ishares Trust Ishares Msci Glo

ETFs
Q4 2021 Filed on Feb 08, 2022
4,278
$87.78 - $97.25 $376K - $416K
ACWI
Ishares Msci Acwi ETF

ETFs
Q4 2021 Filed on Feb 08, 2022
2,030
$99.52 - $107.23 $202K - $218K
VZ
Verizon Communications Inc

Communication Services
Q4 2021 Filed on Feb 08, 2022
20,211
$49.77 - $54.53 $1.01M - $1.1M
Seagate Technology PLC
Q3 2021 Filed on Nov 09, 2021
5,357
N/A
COIN
Coinbase Global, Inc.

Technology
Q3 2021 Filed on Nov 09, 2021
4,548
$220.61 - $280.47 $1M - $1.28M
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
OLED
Universal Display Corp Pa

Technology
Q2 2021 Filed on Aug 06, 2021
200
$188.61 - $243.53 $37.7K - $48.7K
Us Auto Parts Network Inc Com
Q2 2021 Filed on Aug 06, 2021
500
N/A
UNP
Union Pacific Corp

Industrials
Q2 2021 Filed on Aug 06, 2021
62
$214.81 - $229.48 $13.3K - $14.2K
CVE
Cenovus Energy Inc.

Energy
Q2 2021 Filed on Aug 06, 2021
510
$7.31 - $10.41 $3.73K - $5.31K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q2 2021 Filed on Aug 06, 2021
87
$53.21 - $53.69 $4.63K - $4.67K
VLY
Valley National Bancorp

Financial Services
Q2 2021 Filed on Aug 06, 2021
5,709
$12.91 - $14.63 $73.7K - $83.5K
CP
Canadian Pacific Railway LTD

Industrials
Q2 2021 Filed on Aug 06, 2021
187
$71.02 - $82.65 $13.3K - $15.5K
VHT
Vanguard Health Care ETF

ETFs
Q2 2021 Filed on Aug 06, 2021
15
$227.95 - $247.57 $3.42K - $3.71K
BC
Brunswick Corp

Consumer Cyclical
Q2 2021 Filed on Aug 06, 2021
200
$92.69 - $115.91 $18.5K - $23.2K
Wvs Finl Corp
Q2 2021 Filed on Aug 06, 2021
900
N/A
CAL
Caleres Inc

Consumer Cyclical
Q2 2021 Filed on Aug 06, 2021
42
$20.53 - $28.45 $862 - $1.19K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q2 2021 Filed on Aug 06, 2021
60
$63.55 - $67.5 $3.81K - $4.05K
WM
Waste Management Inc

Industrials
Q2 2021 Filed on Aug 06, 2021
200
$129.28 - $143.26 $25.9K - $28.7K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2021 Filed on Aug 06, 2021
5
$130.46 - $139.84 $652 - $699
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 06, 2021
5
$2172.19 - $2505.1 $10.9K - $12.5K
VFH
Vanguard Financial ETF

ETFs
Q2 2021 Filed on Aug 06, 2021
121
$85.53 - $94.49 $10.3K - $11.4K
VOD
Vodafone Group Public LTD CO

Communication Services
Q2 2021 Filed on Aug 06, 2021
181
$17.03 - $20.24 $3.08K - $3.66K
BP
Bp PLC

Energy
Q2 2021 Filed on Aug 06, 2021
823
$24.26 - $28.38 $20K - $23.4K
VNQ
Vanguard Specialized Funds Van

ETFs
Q2 2021 Filed on Aug 06, 2021
2
$93.53 - $105.5 $187 - $211
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