HoldingsChannel.com
Fiduciary Planning LLC Top Holdings
As of  12/31/2023, below is a summary of the Fiduciary Planning LLC top holdings by largest position size, as per the latest 13f filing made by Fiduciary Planning LLC. In the Fiduciary Planning LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Fiduciary Planning LLC in that top holding, then the share count change between reporting periods, and finally the Fiduciary Planning LLC top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
WISDOMTREE TR 447,107 +301,805 $31,423
     DGRW447,107+301,805$31,423
INVESCO EXCHANGE TRADED FD T (EQWL) 281,710 +194,321 $24,667
     EQWL281,710+194,321$24,667
FIRST TR EXCHNG TRADED FD VI (FFEB) 576,884 +406,392 $24,616
     FFEB576,884+406,392$24,616
HARTFORD FDS EXCHANGE TRADED (HSRT) 599,405 +423,508 $23,365
     HSRT599,405+423,508$23,365
INVESCO ACTIVELY MANAGED ETF (VRIG) 928,359 +659,505 $23,200
     VRIG928,359+659,505$23,200
VANGUARD MALVERN FDS (VTIP) 473,670 +473,670 $22,495
     VTIP473,670+473,670$22,495
VANECK ETF TRUST (MOAT) 107,943 +74,893 $9,161
     MOAT107,943+74,893$9,161
CAPITOL SER TR 427,982 +313,301 $8,988
     TIME427,982+313,301$8,988
SELECT SECTOR SPDR TR (XLK) 41,318 +28,075 $7,953
     XLK41,318+28,075$7,953
ALPS ETF TR (OUSM) 144,437 +99,597 $5,659
     OUSM144,437+99,597$5,659
SPDR S&P 500 ETF TR (SPY) 11,032 +10,043 $5,243
     SPY11,032+10,043$5,243
ISHARES TR (IXC) 123,951 +94,774 $4,848
     IXC123,951+94,774$4,848
FIRST TR EXCHANGE TRADED FD (AIRR) 78,267 +55,109 $4,527
     AIRR78,267+55,109$4,527
ISHARES TR (IAK) 42,198 +30,630 $4,225
     IAK42,198+30,630$4,225
VANECK ETF TRUST (SMH) 20,092 +13,633 $3,513
     SMH20,092+13,633$3,513
DBX ETF TR (DBEU) 92,191 +34,648 $3,482
     DBEU92,191+34,648$3,482
APPLE INC 11,414 +1,817 $2,198
     AAPL11,414+1,817$2,198
MICROSOFT CORP 5,547 +229 $2,086
     MSFT5,547+229$2,086
BROADCOM INC 1,288 -41 $1,438
     AVGO1,288-41$1,438
GLOBAL X FDS 51,525 +51,525 $1,427
     URA51,525+51,525$1,427
VANECK ETF TRUST (NLR) 19,449 +19,449 $1,395
     NLR19,449+19,449$1,395
ALPHABET INC 9,151 +738 $1,278
     GOOGL9,151+738$1,278
COPART INC 26,038 -548 $1,276
     CPRT26,038-548$1,276
ETF SER SOLUTIONS (ACIO) 35,591 -796,348 $1,180
     ACIO35,591-796,348$1,180
SELECT SECTOR SPDR TR (XLV) 8,545 +6,098 $1,165
     XLV8,545+6,098$1,165
ISHARES TR (ITB) 10,866 +10,866 $1,105
     ITB10,866+10,866$1,105
EA SERIES TRUST 33,332 +33,332 $1,076
     BRNY33,332+33,332$1,076
AIR PRODS & CHEMS INC 3,210 UNCH $879
     APD3,210UNCH$879
JPMORGAN CHASE & CO 4,578 -4,819 $779
     JPM4,578-4,819$779
SPDR SER TR (SPLG) 12,748 -84,140 $713
     SPLG12,748-84,140$713
ISHARES TR (IGRO) 10,498 -2,333 $678
     IGRO10,498-2,333$678
EXXON MOBIL CORP 6,671 UNCH $667
     XOM6,671UNCH$667
JOHNSON & JOHNSON 4,160 +1 $652
     JNJ4,160+1$652
ADOBE INC 1,088 -712 $649
     ADBE1,088-712$649
AMAZON COM INC 4,271 +2,123 $649
     AMZN4,271+2,123$649
ALPS ETF TR (RIGS) 27,260 -275,142 $631
     RIGS27,260-275,142$631
3M CO 5,200 -30 $568
     MMM5,200-30$568
TREX CO INC 6,430 UNCH $532
     TREX6,430UNCH$532
NVIDIA CORPORATION 1,031 +1,031 $511
     NVDA1,031+1,031$511
TIDAL ETF TR (DIVY) 17,996 +17,996 $468
     DIVY17,996+17,996$468
PUBLIC SVC ENTERPRISE GRP IN 6,982 +6,982 $427
     PEG6,982+6,982$427
CHURCH & DWIGHT CO INC 3,672 +10 $347
     CHD3,672+10$347
VANGUARD TAX MANAGED FDS (VEA) 6,964 -186,851 $334
     VEA6,964-186,851$334
META PLATFORMS INC 914 +914 $324
     META914+914$324
CHEVRON CORP NEW 1,879 +1 $280
     CVX1,879+1$280
HONEYWELL INTL INC 1,315 UNCH $276
     HON1,315UNCH$276
DORMAN PRODS INC 3,064 UNCH $256
     DORM3,064UNCH$256
UNITEDHEALTH GROUP INC 476 -1,071 $251
     UNH476-1,071$251
ISHARES TR (SHV) 2,090 +2,090 $230
     SHV2,090+2,090$230
TIDAL ETF TR (FXED) 12,218 +12,218 $225
     FXED12,218+12,218$225

See Full List: All Stocks Held By Fiduciary Planning LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Fiduciary Planning LLC

Size ($ in 1000's)
At 12/31/2023: $234,963
At 09/30/2023: $211,845

Fiduciary Planning LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Fiduciary Planning LLC 13F filings. Link to 13F filings: SEC filings

Fiduciary Planning LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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