The Analysis of Fiduciary Planning LLC's Holdings
Currently, Fiduciary Planning LLC holds 83 types of securities in its portfolio with a total value $327.1M. In the most recent quarter, they have increased their positions in DGRW (+30.0K shares, valued at $2.7M), FFLC (+21.5K shares, valued at $1.1M), OEF (+2.6K shares, valued at $874.0K); decreased their positions in FFEB (-16.7K shares, valued at $921.1K), EQWL (-2.6K shares, valued at $299.7K), VTIP (-5.8K shares, valued at $292.3K); initiated new positions in ETHA (+16.6K shares, valued at $524.4K), IREN (+6.7K shares, valued at $312.2K), GRNY (+12.0K shares, valued at $299.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DGRW WISDOMTREE TR551.3K shares5.76%2025-09-302025-10-15
FFEB FIRST TR EXCHNG TRADED FD VI505.3K shares-3.20%2025-09-302025-10-15 VTIP VANGUARD MALVERN FDS496.2K shares-1.15%2025-09-302025-10-15 VRIG INVESCO ACTIVELY MANAGED EXC964.1K shares-0.60%2025-09-302025-10-15 TRPA HARTFORD FDS EXCHANGE TRADED618.4K shares-0.66%2025-09-302025-10-15 EQWL INVESCO EXCHANGE TRADED FD T137.9K shares-1.86%2025-09-302025-10-15 SMH VANECK ETF TRUST44.8K shares2.05%2025-09-302025-10-15 XLK SELECT SECTOR SPDR TR51.3K shares-0.55%2025-09-302025-10-15 FFLC FIDELITY COVINGTON TRUST244.8K shares9.64%2025-09-302025-10-15 OEF ISHARES TR33.1K shares8.63%2025-09-302025-10-15 AIRR FIRST TR EXCHANGE TRADED FD85.8K shares1.68%2025-09-302025-10-15 IAK ISHARES TR54.5K shares3.40%2025-09-302025-10-15 SPY SPDR S&P 500 ETF TR9.5K shares0.00%2025-09-302025-10-15 IVV ISHARES TR8.5K shares6.31%2025-09-302025-10-15 XMMO INVESCO EXCHANGE TRADED FD T42.0K shares8.56%2025-09-302025-10-15 DBEF DBX ETF TR120.1K shares8.36%2025-09-302025-10-15 SPMO INVESCO EXCH TRADED FD TR II40.8K shares7.57%2025-09-302025-10-15 NLR VANECK ETF TRUST32.1K shares3.20%2025-09-302025-10-15 AVGO BROADCOM INC11.2K shares-1.96%2025-09-302025-10-15 AMZN AMAZON COM INC16.5K shares-1.54%2025-09-302025-10-15 TSLA TESLA INC7.6K shares12.73%2025-09-302025-10-15 MSFT MICROSOFT CORP6.5K shares-2.52%2025-09-302025-10-15 NVDA NVIDIA CORPORATION16.6K shares-6.37%2025-09-302025-10-15 AAPL APPLE INC11.9K shares-6.18%2025-09-302025-10-15 META META PLATFORMS INC3.4K shares-2.82%2025-09-302025-10-15 XLC SELECT SECTOR SPDR TR17.3K shares4.62%2025-09-302025-10-15 GOOGL ALPHABET INC7.2K shares-3.88%2025-09-302025-10-15 MOAT VANECK ETF TRUST17.7K shares-9.89%2025-09-302025-10-15 JPM JPMORGAN CHASE & CO.4.7K shares0.13%2025-09-302025-10-15 ACIO ETF SER SOLUTIONS33.9K shares0.02%2025-09-302025-10-15 SHOP SHOPIFY INC9.5K shares6.71%2025-09-302025-10-15 EOSE EOS ENERGY ENTERPRISES INC120.3K shares161.52%2025-09-302025-10-15 IBIT ISHARES BITCOIN TRUST ETF20.9K shares1.47%2025-09-302025-10-15 OUSM ALPS ETF TR29.1K shares-12.04%2025-09-302025-10-15 HOOD ROBINHOOD MKTS INC7.5K shares-20.23%2025-09-302025-10-15 DBEU DBX ETF TR22.2K shares-10.36%2025-09-302025-10-15 PEG PUBLIC SVC ENTERPRISE GRP IN12.0K shares0.00%2025-09-302025-10-15 SPYM SPDR SERIES TRUST12.0K shares-3.17%2025-09-302025-10-15 CPRT COPART INC20.1K shares-10.67%2025-09-302025-10-15 APD AIR PRODS & CHEMS INC3.2K shares0.00%2025-09-302025-10-15 MMM 3M CO5.4K shares4.50%2025-09-302025-10-15 IGRO ISHARES TR10.6K shares0.09%2025-09-302025-10-15 XOM EXXON MOBIL CORP7.4K shares11.36%2025-09-302025-10-15 JNJ JOHNSON & JOHNSON4.5K shares7.01%2025-09-302025-10-15 BRNY EA SERIES TRUST15.9K shares-12.25%2025-09-302025-10-15 IXC ISHARES TR18.4K shares3.43%2025-09-302025-10-15 URA GLOBAL X FDS15.4K shares-2.35%2025-09-302025-10-15 IYW ISHARES TR3.7K shares0.00%2025-09-302025-10-15 PLTR PALANTIR TECHNOLOGIES INC3.8K shares-18.03%2025-09-302025-10-15 NET CLOUDFLARE INC2.7K shares43.80%2025-09-302025-10-15 ETHA ISHARES ETHEREUM TR16.6K sharesnew addition2025-09-302025-10-15 MSTR STRATEGY INC1.6K shares1.25%2025-09-302025-10-15 LLY ELI LILLY & CO590 shares1.03%2025-09-302025-10-15 BAC BANK AMERICA CORP8.1K shares-20.12%2025-09-302025-10-15 DORM DORMAN PRODS INC2.6K shares0.00%2025-09-302025-10-15 VEA VANGUARD TAX-MANAGED FDS6.5K shares-8.40%2025-09-302025-10-15 ODFL OLD DOMINION FREIGHT LINE IN2.7K shares0.00%2025-09-302025-10-15 SNOW SNOWFLAKE INC1.6K shares0.00%2025-09-302025-10-15 IWV ISHARES TR880 shares0.23%2025-09-302025-10-15 TREX TREX CO INC6.4K shares0.00%2025-09-302025-10-15 FIX COMFORT SYS USA INC400 shares0.00%2025-09-302025-10-15 CRWD CROWDSTRIKE HLDGS INC651 shares1.24%2025-09-302025-10-15 ITB ISHARES TR2.9K shares-11.94%2025-09-302025-10-15 IREN IREN LIMITED6.7K sharesnew addition2025-09-302025-10-15 GRNY TIDAL TRUST I12.0K sharesnew addition2025-09-302025-10-15 MU MICRON TECHNOLOGY INC1.7K shares-11.13%2025-09-302025-10-15 CVX CHEVRON CORP NEW1.9K shares0.00%2025-09-302025-10-15 COP CONOCOPHILLIPS3.0K sharesnew addition2025-09-302025-10-15 HON HONEYWELL INTL INC1.3K shares0.00%2025-09-302025-10-15 IBM INTERNATIONAL BUSINESS MACHS935 sharesnew addition2025-09-302025-10-15 NOW SERVICENOW INC286 shares1.06%2025-09-302025-10-15 SMCI SUPER MICRO COMPUTER INC5.1K shares-1.54%2025-09-302025-10-15 IJR ISHARES TR2.1K shares0.00%2025-09-302025-10-15 IRM IRON MTN INC DEL2.4K sharesnew addition2025-09-302025-10-15 SO SOUTHERN CO2.5K shares0.00%2025-09-302025-10-15 XLV SELECT SECTOR SPDR TR1.6K shares-24.73%2025-09-302025-10-15 PFE PFIZER INC8.5K sharesnew addition2025-09-302025-10-15 ABBV ABBVIE INC931 sharesnew addition2025-09-302025-10-15 ADBE ADOBE INC608 shares-6.32%2025-09-302025-10-15 SPDW SPDR INDEX SHS FDS4.9K sharesnew addition2025-09-302025-10-15 PSX PHILLIPS 661.5K sharesnew addition2025-09-302025-10-15 HD HOME DEPOT INC502 sharesnew addition2025-09-302025-10-15 MCD MCDONALDS CORP665 sharesnew addition2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available