- New Purchases: VZ, PEP, GIS, MELI, FTEC, EPD, VXF, FHLC, SPY, STX, SUSC, SPYX, HUM, ACWI, ONEQ, AMD, MMC, CSX, ITOT, QQQ, IJR, CVX, ALL, MRVL, LOW, ESGU, USMV, DE, ETN, NWBI, NEO, IJJ, ACN, BBY, HON, OLED, VLY, EIM, ESGD, ESGE, MCD, MRK, UGI, BAC, BIIB, BMY, WM, VYM, BOH, BRK.B, CSCO, NEE, MDLZ, SNY, PRTS, TSLA, IYK, BDX, EMR, HAL, INTC, LB, MS, NVS, OGE, OMC, UNP, WVFC, FFA, DAL, PM, FB, BND, EFA, FVD, LIT, VTI, ABT, MO, BA, CCL, ED, DEO, EFX, GSK, MCHP, QCOM, RPM, STM, CRM, SPH, TM, UTF, DFS, ICPT, NCLH, CMRX, SHAK, PYPL, ROKU, LX, DOW, ACWV, DVY, EEMV, EFAV, EFV, IEF, IHI, IWS, PPA, SHM, VBR, VCIT, VFH, VHT, VMBS, VXUS, ARLP, AFG, CAT, LUMN, FTRCQ, COST, DUK, EA, FNB, FITB, F, AAIC, GD, GE, GS, LMT, NVDA, NFLX, NOK, NTR, TCP, UAA, RTX, VOD, WWD, UAVS, VPV, NLSN, FANG, CGC, MTP, CRON, HEXO, GTXMQ, REZI, CARR, OTIS, DGRO, DIA, GUNR, HYLB, IBB, IEMG, IPAC, IUSG, IUSV, LQD, SCHA, SCHV, VNQ, VOO, VSS, VTIP,
- Added Positions: SHY, AAPL, JPM, MSFT, XOM, PSA, SO, GLD, SLB, CMCSA, JNJ, D, IRM, CVS, SBUX, HD, PG, LUV, WMT, HLT, BLK, UPS, ALK, DIS, AMZN, PFE,
- Reduced Positions: AGG, T, AAL, DORM,
For the details of Fiduciary Planning LLC's stock buys and sells, go to https://www.gurufocus.com/guru/fiduciary+planning+llc/current-portfolio/portfolio
These are the top 5 holdings of Fiduciary Planning LLC- ISHARES TRUST (AGG) - 66,683 shares, 13.27% of the total portfolio. Shares reduced by 26.23%
- Apple Inc (AAPL) - 32,032 shares, 6.25% of the total portfolio. Shares added by 48.35%
- Microsoft Corp (MSFT) - 12,320 shares, 4.37% of the total portfolio. Shares added by 11.88%
- iShares 1-3 Year Treasury Bond ETF (SHY) - 25,217 shares, 3.68% of the total portfolio. Shares added by 974.44%
- United Parcel Service Inc (UPS) - 12,674 shares, 3.56% of the total portfolio. Shares added by 4.38%
Fiduciary Planning LLC initiated holding in Verizon Communications Inc. The purchase prices were between $53.94 and $60.61, with an estimated average price of $58.09. The stock is now traded at around $57.53. The impact to a portfolio due to this purchase was 2.9%. The holding were 28,962 shares as of .
New Purchase: PepsiCo Inc (PEP)Fiduciary Planning LLC initiated holding in PepsiCo Inc. The purchase prices were between $131 and $143.29, with an estimated average price of $136.01. The stock is now traded at around $139.13. The impact to a portfolio due to this purchase was 2.68%. The holding were 11,486 shares as of .
New Purchase: General Mills Inc (GIS)Fiduciary Planning LLC initiated holding in General Mills Inc. The purchase prices were between $57.32 and $65.74, with an estimated average price of $62.5. The stock is now traded at around $61.28. The impact to a portfolio due to this purchase was 2.63%. The holding were 25,316 shares as of .
New Purchase: MercadoLibre Inc (MELI)Fiduciary Planning LLC initiated holding in MercadoLibre Inc. The purchase prices were between $956.62 and $1225.45, with an estimated average price of $1083.57. The stock is now traded at around $1275.46. The impact to a portfolio due to this purchase was 2.2%. The holding were 1,205 shares as of .
New Purchase: FIDELITY COV TRS (FTEC)Fiduciary Planning LLC initiated holding in FIDELITY COV TRS. The purchase prices were between $82.3 and $99.75, with an estimated average price of $88.83. The stock is now traded at around $92.48. The impact to a portfolio due to this purchase was 0.85%. The holding were 5,512 shares as of .
New Purchase: Enterprise Products Partners LP (EPD)Fiduciary Planning LLC initiated holding in Enterprise Products Partners LP. The purchase prices were between $15.33 and $18.89, with an estimated average price of $17.52. The stock is now traded at around $17.46. The impact to a portfolio due to this purchase was 0.73%. The holding were 27,531 shares as of .
Added: iShares 1-3 Year Treasury Bond ETF (SHY)Fiduciary Planning LLC added to a holding in iShares 1-3 Year Treasury Bond ETF by 974.44%. The purchase prices were between $86.46 and $86.63, with an estimated average price of $86.53. The stock is now traded at around $86.43. The impact to a portfolio due to this purchase was 3.34%. The holding were 25,217 shares as of .
Added: Apple Inc (AAPL)Fiduciary Planning LLC added to a holding in Apple Inc by 48.35%. The purchase prices were between $91.03 and $134.18, with an estimated average price of $109.02. The stock is now traded at around $116.22. The impact to a portfolio due to this purchase was 2.04%. The holding were 32,032 shares as of .
Added: JPMorgan Chase & Co (JPM)Fiduciary Planning LLC added to a holding in JPMorgan Chase & Co by 77.71%. The purchase prices were between $91.28 and $103.82, with an estimated average price of $98.2. The stock is now traded at around $99.72. The impact to a portfolio due to this purchase was 0.51%. The holding were 7,158 shares as of .
Added: Exxon Mobil Corp (XOM)Fiduciary Planning LLC added to a holding in Exxon Mobil Corp by 24.98%. The purchase prices were between $34.28 and $44.97, with an estimated average price of $40.9. The stock is now traded at around $33.07. The impact to a portfolio due to this purchase was 0.24%. The holding were 20,344 shares as of .
Added: Schlumberger Ltd (SLB)Fiduciary Planning LLC added to a holding in Schlumberger Ltd by 22.50%. The purchase prices were between $15.56 and $20.36, with an estimated average price of $18.6. The stock is now traded at around $15.14. The impact to a portfolio due to this purchase was 0.19%. The holding were 39,009 shares as of .
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