Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
WISDOMTREE TR | 447,107 | +301,805 | $31,423 |
DGRW | 447,107 | +301,805 | $31,423 |
INVESCO EXCHANGE TRADED FD T (EQWL) | 281,710 | +194,321 | $24,667 |
EQWL | 281,710 | +194,321 | $24,667 |
FIRST TR EXCHNG TRADED FD VI (FFEB) | 576,884 | +406,392 | $24,616 |
FFEB | 576,884 | +406,392 | $24,616 |
HARTFORD FDS EXCHANGE TRADED (HSRT) | 599,405 | +423,508 | $23,365 |
HSRT | 599,405 | +423,508 | $23,365 |
INVESCO ACTIVELY MANAGED ETF (VRIG) | 928,359 | +659,505 | $23,200 |
VRIG | 928,359 | +659,505 | $23,200 |
VANGUARD MALVERN FDS (VTIP) | 473,670 | +473,670 | $22,495 |
VTIP | 473,670 | +473,670 | $22,495 |
VANECK ETF TRUST (MOAT) | 107,943 | +74,893 | $9,161 |
MOAT | 107,943 | +74,893 | $9,161 |
CAPITOL SER TR | 427,982 | +313,301 | $8,988 |
TIME | 427,982 | +313,301 | $8,988 |
SELECT SECTOR SPDR TR (XLK) | 41,318 | +28,075 | $7,953 |
XLK | 41,318 | +28,075 | $7,953 |
ALPS ETF TR (OUSM) | 144,437 | +99,597 | $5,659 |
OUSM | 144,437 | +99,597 | $5,659 |
SPDR S&P 500 ETF TR (SPY) | 11,032 | +10,043 | $5,243 |
SPY | 11,032 | +10,043 | $5,243 |
ISHARES TR (IXC) | 123,951 | +94,774 | $4,848 |
IXC | 123,951 | +94,774 | $4,848 |
FIRST TR EXCHANGE TRADED FD (AIRR) | 78,267 | +55,109 | $4,527 |
AIRR | 78,267 | +55,109 | $4,527 |
ISHARES TR (IAK) | 42,198 | +30,630 | $4,225 |
IAK | 42,198 | +30,630 | $4,225 |
VANECK ETF TRUST (SMH) | 20,092 | +13,633 | $3,513 |
SMH | 20,092 | +13,633 | $3,513 |
DBX ETF TR (DBEU) | 92,191 | +34,648 | $3,482 |
DBEU | 92,191 | +34,648 | $3,482 |
APPLE INC | 11,414 | +1,817 | $2,198 |
AAPL | 11,414 | +1,817 | $2,198 |
MICROSOFT CORP | 5,547 | +229 | $2,086 |
MSFT | 5,547 | +229 | $2,086 |
BROADCOM INC | 1,288 | -41 | $1,438 |
AVGO | 1,288 | -41 | $1,438 |
GLOBAL X FDS | 51,525 | +51,525 | $1,427 |
URA | 51,525 | +51,525 | $1,427 |
VANECK ETF TRUST (NLR) | 19,449 | +19,449 | $1,395 |
NLR | 19,449 | +19,449 | $1,395 |
ALPHABET INC | 9,151 | +738 | $1,278 |
GOOGL | 9,151 | +738 | $1,278 |
COPART INC | 26,038 | -548 | $1,276 |
CPRT | 26,038 | -548 | $1,276 |
ETF SER SOLUTIONS (ACIO) | 35,591 | -796,348 | $1,180 |
ACIO | 35,591 | -796,348 | $1,180 |
SELECT SECTOR SPDR TR (XLV) | 8,545 | +6,098 | $1,165 |
XLV | 8,545 | +6,098 | $1,165 |
ISHARES TR (ITB) | 10,866 | +10,866 | $1,105 |
ITB | 10,866 | +10,866 | $1,105 |
EA SERIES TRUST | 33,332 | +33,332 | $1,076 |
BRNY | 33,332 | +33,332 | $1,076 |
AIR PRODS & CHEMS INC | 3,210 | UNCH | $879 |
APD | 3,210 | UNCH | $879 |
JPMORGAN CHASE & CO | 4,578 | -4,819 | $779 |
JPM | 4,578 | -4,819 | $779 |
SPDR SER TR (SPLG) | 12,748 | -84,140 | $713 |
SPLG | 12,748 | -84,140 | $713 |
ISHARES TR (IGRO) | 10,498 | -2,333 | $678 |
IGRO | 10,498 | -2,333 | $678 |
EXXON MOBIL CORP | 6,671 | UNCH | $667 |
XOM | 6,671 | UNCH | $667 |
JOHNSON & JOHNSON | 4,160 | +1 | $652 |
JNJ | 4,160 | +1 | $652 |
ADOBE INC | 1,088 | -712 | $649 |
ADBE | 1,088 | -712 | $649 |
AMAZON COM INC | 4,271 | +2,123 | $649 |
AMZN | 4,271 | +2,123 | $649 |
ALPS ETF TR (RIGS) | 27,260 | -275,142 | $631 |
RIGS | 27,260 | -275,142 | $631 |
3M CO | 5,200 | -30 | $568 |
MMM | 5,200 | -30 | $568 |
TREX CO INC | 6,430 | UNCH | $532 |
TREX | 6,430 | UNCH | $532 |
NVIDIA CORPORATION | 1,031 | +1,031 | $511 |
NVDA | 1,031 | +1,031 | $511 |
TIDAL ETF TR (DIVY) | 17,996 | +17,996 | $468 |
DIVY | 17,996 | +17,996 | $468 |
PUBLIC SVC ENTERPRISE GRP IN | 6,982 | +6,982 | $427 |
PEG | 6,982 | +6,982 | $427 |
CHURCH & DWIGHT CO INC | 3,672 | +10 | $347 |
CHD | 3,672 | +10 | $347 |
VANGUARD TAX MANAGED FDS (VEA) | 6,964 | -186,851 | $334 |
VEA | 6,964 | -186,851 | $334 |
META PLATFORMS INC | 914 | +914 | $324 |
META | 914 | +914 | $324 |
CHEVRON CORP NEW | 1,879 | +1 | $280 |
CVX | 1,879 | +1 | $280 |
HONEYWELL INTL INC | 1,315 | UNCH | $276 |
HON | 1,315 | UNCH | $276 |
DORMAN PRODS INC | 3,064 | UNCH | $256 |
DORM | 3,064 | UNCH | $256 |
UNITEDHEALTH GROUP INC | 476 | -1,071 | $251 |
UNH | 476 | -1,071 | $251 |
ISHARES TR (SHV) | 2,090 | +2,090 | $230 |
SHV | 2,090 | +2,090 | $230 |
TIDAL ETF TR (FXED) | 12,218 | +12,218 | $225 |
FXED | 12,218 | +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 |