Fiduciary Planning LLC Portfolio Holdings

Fiduciary Planning LLC

  • $205 Million
  • Q2 2024

Fiduciary Planning LLC has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $205 Million distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $37.7M, Vanguard Sht Trm Inflt Prot Fd with a value of $25.2M, Invesco Actively Managed ETF F with a value of $25.1M, Invesco Exchange Traded Fd Tr with a value of $20.8M, and Technology Sector Spdr with a value of $11.3M.

Examining the 13F form we can see an decrease of $7.04M in the current position value, from $212M to 205M.

Fiduciary Planning LLC is based out at Coral Springs, FL

Below you can find more details about Fiduciary Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $205 Million
ETFs: $183 Million
Technology: $10.4 Million
Consumer Cyclical: $2.55 Million
Communication Services: $2.24 Million
Industrials: $1.77 Million
Financial Services: $1.21 Million
Energy: $1.06 Million
Healthcare: $897,000
Other: $2.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $205 Million
  • Prior Value $212 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 9 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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