FP
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Fiduciary Planning LLC13F | |
| Fiduciary Planning LLC | |
| Last update 2025-04-11 | 75 Stocks (2 new) |
| Value $304.00 Mil | Turnover 5 % |
Fiduciary Planning LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 553,851 | 44,230.6 | +4.96% | 14.570 | +0.69% | 0.300 | +13.13% | +6.54% | 16,116.6 | ||
FFEB |
FT Vest U.S. Equity Buffer ETF - February
FT Vest U.S. Equity Buffer ETF - February
| 588,910 | 28,732.9 | +1.46% | 9.470 | +0.14% | 3.000 | +12.18% | +6.79% | 1,071.0 | ||
VTIP |
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
| 564,799 | 28,183.5 | +2.34% | 9.290 | +0.21% | 0.210 | +1.23% | +4.43% | 14,973.6 | ||
VRIG |
PowerShares Variable Rate Investment Grade Portfol
PowerShares Variable Rate Investment Grade Portfol
| 1,080,923 | 27,109.5 | +3.00% | 8.930 | +0.26% | 1.880 | +1.85% | +2.79% | 1,210.4 | ||
HSRT | Hartford AAA CLO ETF | 690,495 | 26,822.3 | +2.99% | 8.840 | +0.26% | 25.110 | +2.60% | +3.20% | 0 | ||
EQWL |
Invesco Russell Top 200 Equal Weight ETF
Invesco Russell Top 200 Equal Weight ETF
| 157,809 | 16,268.5 | -8.90% | 5.360 | -0.51% | 1.440 | +14.77% | +10.61% | 1,554.7 | ||
XLK | Technology Select Sector SPDR ETF | 55,807 | 11,523.0 | +1.04% | 3.800 | +0.04% | 0.020 | +31.23% | +11.97% | 82,444.9 | ||
FMIL | FMIL | 231,430 | 10,067.2 | +11.26% | 3.320 | +0.34% | - | +21.55% | +8.67% | 0 | ||
SMH | VanEck Vectors Semiconductor ETF | 46,880 | 9,913.7 | +12.58% | 3.270 | +0.37% | 0.050 | +43.44% | +17.82% | 26,860.9 | ||
OEF | iShares S&P 100 ETF | 32,361 | 8,764.3 | -2.62% | 2.890 | -0.08% | 0.050 | +20.38% | +8.23% | 21,183.5 |
Fiduciary Planning LLC's Historical Top Holdings Breakdowns
Fiduciary Planning LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TIME |
Clockwise Core Equity & Innovation ETF
Clockwise Core Equity & Innovation ETF
| 2025-03-31 | Reduce Reduce | -0.91% | 22.55 ($25.25) 27.65 | $25.59 | 1.35% | Reduce -51.03% | 108,522 | -113,066 | |
DBEF |
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
| 2025-03-31 | Add Add | +0.74% | 41.61 ($43.53) 44.72 | $44.99 | 3.37% | Add 86.43% | 112,330 | 52,076 | |
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 2025-03-31 | Add Add | +0.69% | 78 ($81.92) 84.37 | $85.59 | 4.48% | Add 4.96% | 553,851 | 26,184 | |
SPMO | Invesco S&P 500 Momentum ETF | 2025-03-31 | Add Add | +0.53% | 91.76 ($97.86) 103.26 | $113.72 | 16.21% | Add 81.68% | 38,832 | 17,458 | |
EQWL |
Invesco Russell Top 200 Equal Weight ETF
Invesco Russell Top 200 Equal Weight ETF
| 2025-03-31 | Reduce Reduce | -0.51% | 100.56 ($104.97) 108.28 | $112.09 | 6.78% | Reduce -8.9% | 157,809 | -15,417 | |
DBEU |
Xtrackers MSCI Europe Hedged Equity ETF
Xtrackers MSCI Europe Hedged Equity ETF
| 2025-03-31 | Reduce Reduce | -0.39% | 41.46 ($44.34) 45.98 | $45.21 | 1.96% | Reduce -49.06% | 30,543 | -29,417 | |
IXC | iShares Global Energy ETF | 2025-03-31 | Reduce Reduce | -0.38% | 38.48 ($40.14) 42.16 | $40.28 | 0.36% | Reduce -57.38% | 22,560 | -30,372 | |
SMH | VanEck Vectors Semiconductor ETF | 2025-03-31 | Add Add | +0.37% | 211.47 ($239.69) 267.17 | $285.32 | 19.04% | Add 12.58% | 46,880 | 5,239 | |
FMIL | FMIL | 2025-03-31 | Add Add | +0.34% | 42.94 ($46.07) 48.37 | $39.51 | -14.25% | Add 11.26% | 231,430 | 23,415 | |
HSRT | Hartford AAA CLO ETF | 2025-03-31 | Add Add | +0.26% | 38.66 ($39.04) 39.2 | $38.67 | -0.95% | Add 2.99% | 690,495 | 20,075 |
Fiduciary Planning LLC Total Holding History ($B)
Fiduciary Planning LLC's Asset Allocation
Fiduciary Planning LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Fiduciary Planning LLC's Hypothetical Growth since 2025-03-31
Fiduciary Planning LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Fiduciary Planning LLC's Holdings Heat Map
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Fiduciary Planning LLC's Holdings Bubble Chart
Fiduciary Planning LLC News
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