- New Purchases: XLP, ARKK, VUZI, BAR, GOOGL, GDV, SCHD, FPX, C, SDY, IVE, ITA, MRNA, V, ULTA, ILMN, ITW, ADBE, CHPT, TSN, RCL, COUP, WKHS, ALC, IDEV, TRP,
- Added Positions: PFE, MSFT, CRM, AMZN, IRM, HLT, AAPL, PSA, WYNN, MGM, ABBV, GS, MELI, BRK.B, IAU, VYM, ABT, NVS, MRK, BA, EPD, JPM, LMT, CCL, MPC, SHAK, DAL, LIT, SPYX, STX, SUSC, IUSV, MO, GUNR, ESGE, ESGD, DVY, VBR, NWBI, T, FANG, PM, OMC, FFA, UTF, F, WPC, VOD, VLY, UNP, IBM, RPM, OKE,
- Reduced Positions: VDC, ITB, UPS, PEP, HD, WMT, BLK, PG, SO, GLD, CVS, CMCSA, SLB, DIS, FHLC, LUV, JNJ, SBUX, SHY, ALK, VZ, DORM, FTEC, ITOT, VTI, VXUS, TSLA, GIS, FB, WVFC, NFLX, GE, FTRCQ, BIIB,
- Sold Out: MRVL, AGG, CSCO, EIM, LUMN, NVDA, TCP, VPV, HEXO, GTXMQ, DGRO, DIA, IBB,
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- Consumer Staples Select Sector SPDR (XLP) - 154,735 shares, 16.27% of the total portfolio. New Position
- Apple Inc (AAPL) - 33,107 shares, 6.22% of the total portfolio. Shares added by 1.74%
- Microsoft Corp (MSFT) - 14,928 shares, 5.42% of the total portfolio. Shares added by 17.02%
- ARK Innovation ETF (ARKK) - 24,158 shares, 4.46% of the total portfolio. New Position
- Alaska Air Group Inc (ALK) - 32,769 shares, 3.49% of the total portfolio. Shares reduced by 4.52%
Fiduciary Planning LLC initiated holding in Consumer Staples Select Sector SPDR. The purchase prices were between $62.96 and $69.27, with an estimated average price of $65.45. The stock is now traded at around $71.330000. The impact to a portfolio due to this purchase was 16.27%. The holding were 154,735 shares as of 2021-03-31.
New Purchase: ARK Innovation ETF (ARKK)Fiduciary Planning LLC initiated holding in ARK Innovation ETF. The purchase prices were between $110.26 and $156.58, with an estimated average price of $135.31. The stock is now traded at around $109.240000. The impact to a portfolio due to this purchase was 4.46%. The holding were 24,158 shares as of 2021-03-31.
New Purchase: Vuzix Corporation (VUZI)Fiduciary Planning LLC initiated holding in Vuzix Corporation. The purchase prices were between $8.48 and $28.81, with an estimated average price of $16.24. The stock is now traded at around $16.480500. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,750 shares as of 2021-03-31.
New Purchase: GraniteShares Gold Shares (BAR)Fiduciary Planning LLC initiated holding in GraniteShares Gold Shares. The purchase prices were between $16.7 and $19.39, with an estimated average price of $17.82. The stock is now traded at around $18.710000. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,363 shares as of 2021-03-31.
New Purchase: Gabelli Dividend & Income Trust (GDV)Fiduciary Planning LLC initiated holding in Gabelli Dividend & Income Trust. The purchase prices were between $21.08 and $24.21, with an estimated average price of $22.86. The stock is now traded at around $26.330000. The impact to a portfolio due to this purchase was 0.04%. The holding were 977 shares as of 2021-03-31.
New Purchase: Alphabet Inc (GOOGL)Fiduciary Planning LLC initiated holding in Alphabet Inc. The purchase prices were between $1722.88 and $2118.62, with an estimated average price of $1975.79. The stock is now traded at around $2364.245000. The impact to a portfolio due to this purchase was 0.04%. The holding were 11 shares as of 2021-03-31.
Added: Pfizer Inc (PFE)Fiduciary Planning LLC added to a holding in Pfizer Inc by 747.64%. The purchase prices were between $33.49 and $37.77, with an estimated average price of $35.49. The stock is now traded at around $39.855000. The impact to a portfolio due to this purchase was 2.67%. The holding were 54,444 shares as of 2021-03-31.
Added: Berkshire Hathaway Inc (BRK.B)Fiduciary Planning LLC added to a holding in Berkshire Hathaway Inc by 223.26%. The purchase prices were between $227.36 and $263.99, with an estimated average price of $242.84. The stock is now traded at around $289.859900. The impact to a portfolio due to this purchase was 0.04%. The holding were 139 shares as of 2021-03-31.
Added: iShares Gold Trust (IAU)Fiduciary Planning LLC added to a holding in iShares Gold Trust by 53.78%. The purchase prices were between $16.02 and $18.59, with an estimated average price of $17.09. The stock is now traded at around $35.870000. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,958 shares as of 2021-03-31.
Added: Goldman Sachs Group Inc (GS)Fiduciary Planning LLC added to a holding in Goldman Sachs Group Inc by 6900.00%. The purchase prices were between $265 and $348.81, with an estimated average price of $311.25. The stock is now traded at around $369.320000. The impact to a portfolio due to this purchase was 0.04%. The holding were 70 shares as of 2021-03-31.
Added: Vanguard High Dividend Yield Indx ETF (VYM)Fiduciary Planning LLC added to a holding in Vanguard High Dividend Yield Indx ETF by 72.92%. The purchase prices were between $89.81 and $101.83, with an estimated average price of $95.92. The stock is now traded at around $107.286900. The impact to a portfolio due to this purchase was 0.03%. The holding were 498 shares as of 2021-03-31.
Added: Abbott Laboratories (ABT)Fiduciary Planning LLC added to a holding in Abbott Laboratories by 390.91%. The purchase prices were between $108.84 and $128.23, with an estimated average price of $118.64. The stock is now traded at around $117.465000. The impact to a portfolio due to this purchase was 0.02%. The holding were 162 shares as of 2021-03-31.
Sold Out: Marvell Technology Inc (MRVL)Fiduciary Planning LLC sold out a holding in Marvell Technology Inc. The sale prices were between $40.06 and $54.43, with an estimated average price of $49.08.
Sold Out: iShares Core U.S. Aggregate Bond ETF (AGG)Fiduciary Planning LLC sold out a holding in iShares Core U.S. Aggregate Bond ETF. The sale prices were between $113.08 and $117.3, with an estimated average price of $115.27.
Sold Out: Eaton Vance Municipal Bond Fund (EIM)Fiduciary Planning LLC sold out a holding in Eaton Vance Municipal Bond Fund. The sale prices were between $13.01 and $13.64, with an estimated average price of $13.28.
Sold Out: Cisco Systems Inc (CSCO)Fiduciary Planning LLC sold out a holding in Cisco Systems Inc. The sale prices were between $43.96 and $52.57, with an estimated average price of $46.95.
Sold Out: TC Pipelines LP (TCP)Fiduciary Planning LLC sold out a holding in TC Pipelines LP. The sale prices were between $29.12 and $31.71, with an estimated average price of $30.35.
Sold Out: Garrett Motion Inc (GTXMQ)Fiduciary Planning LLC sold out a holding in Garrett Motion Inc. The sale prices were between $4.25 and $7.18, with an estimated average price of $6.07.
Reduced: Vanguard Consumer Staples ETF (VDC)Fiduciary Planning LLC reduced to a holding in Vanguard Consumer Staples ETF by 99.72%. The sale prices were between $164.59 and $180.21, with an estimated average price of $170.72. The stock is now traded at around $186.121500. The impact to a portfolio due to this sale was -8.07%. Fiduciary Planning LLC still held 90 shares as of 2021-03-31.
Reduced: BTC iShares U.S. Home Construction ETF (ITB)Fiduciary Planning LLC reduced to a holding in BTC iShares U.S. Home Construction ETF by 99.8%. The sale prices were between $54.53 and $68.53, with an estimated average price of $61.64. The stock is now traded at around $69.870000. The impact to a portfolio due to this sale was -3.35%. Fiduciary Planning LLC still held 83 shares as of 2021-03-31.
Reduced: United Parcel Service Inc (UPS)Fiduciary Planning LLC reduced to a holding in United Parcel Service Inc by 99.92%. The sale prices were between $155 and $169.99, with an estimated average price of $161.78. The stock is now traded at around $213.670000. The impact to a portfolio due to this sale was -3.27%. Fiduciary Planning LLC still held 11 shares as of 2021-03-31.
Reduced: PepsiCo Inc (PEP)Fiduciary Planning LLC reduced to a holding in PepsiCo Inc by 97.05%. The sale prices were between $128.83 and $144.81, with an estimated average price of $137.16. The stock is now traded at around $147.850000. The impact to a portfolio due to this sale was -2.47%. Fiduciary Planning LLC still held 352 shares as of 2021-03-31.
Reduced: The Home Depot Inc (HD)Fiduciary Planning LLC reduced to a holding in The Home Depot Inc by 99.28%. The sale prices were between $250.93 and $305.25, with an estimated average price of $275.66. The stock is now traded at around $315.720000. The impact to a portfolio due to this sale was -2.32%. Fiduciary Planning LLC still held 44 shares as of 2021-03-31.
Reduced: Walmart Inc (WMT)Fiduciary Planning LLC reduced to a holding in Walmart Inc by 99.01%. The sale prices were between $127.53 and $148.97, with an estimated average price of $139.05. The stock is now traded at around $142.145000. The impact to a portfolio due to this sale was -2.23%. Fiduciary Planning LLC still held 108 shares as of 2021-03-31.
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