Fiduciary Planning LLC
CIK Number: 0001792851
Main Sectors:
Top Industries:
Filing Date: Apr 11, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DGRW | WisdomTree U.S.... | 88.91 | +0.99% | 553.85K | +4.96% | 44.23M | 70.33 | 14.57% | Share |
| 2 | FFEB | FT Cboe Vest U.... | 54.67 | +0.37% | 588.91K | +1.46% | 28.73M | 41.78 | 9.47% | Share |
| 3 | VTIP | Vanguard Short-... | 50.70 | -0.02% | 564.8K | +2.34% | 28.18M | 47.66 | 9.29% | Share |
| 4 | VRIG | Invesco Variabl... | 25.13 | -0.02% | 1.08M | +3.00% | 27.11M | 24.99 | 8.93% | Share |
| 5 | HSRT | Hartford Short ... | 38.67 | +0.44% | 690.5K | +2.99% | 26.82M | 38.74 | 8.84% | Share |
| 6 | EQWL | Invesco S&P 100... | 114.03 | +0.83% | 157.81K | -8.9% | 16.27M | 85.01 | 5.36% | Share |
| 7 | XLK | Technology Sele... | 270.91 | +0.28% | 55.81K | +1.04% | 11.52M | 193.74 | 3.80% | Share |
| 8 | FFLC | Fidelity Coving... | 51.76 | +0.41% | 231.43K | +11.26% | 10.07M | 44.02 | 3.32% | Share |
| 9 | SMH | VanEck Semicond... | 303.93 | +1.03% | 46.88K | +12.58% | 9.91M | 205.37 | 3.27% | Share |
| 10 | OEF | iShares S&P 100... | 327.03 | +0.47% | 32.36K | -2.62% | 8.76M | 270.51 | 2.89% | Share |
| 11 | IAK | iShares U.S. In... | 134.13 | +1.72% | 56.82K | +6.92% | 7.83M | 104.92 | 2.58% | Share |
| 12 | AIRR | First Trust RBA... | 93.41 | +1.72% | 87.93K | +7.73% | 6M | 58.57 | 1.98% | Share |
| 13 | SPY | SPDR S&P 500 ET... | 657.61 | +0.83% | 9.73K | -8.33% | 5.45M | 475.72 | 1.79% | Share |
| 14 | DBEF | Xtrackers MSCI ... | 46.20 | +0.84% | 112.33K | +86.43% | 4.86M | 42.28 | 1.60% | Share |
| 15 | XMMO | Invesco S&P Mid... | 135.96 | +1.49% | 41.39K | -2.86% | 4.71M | 113.11 | 1.55% | Share |
| 16 | IVV | iShares Core S&... | 660.91 | +0.83% | 8.37K | +6.24% | 4.7M | 551.87 | 1.55% | Share |
| 17 | SPMO | Invesco S&P 500... | 120.11 | +0.51% | 38.83K | +81.68% | 3.59M | 93.9 | 1.18% | Share |
| 18 | AAPL | Apple Inc. | 230.03 | +1.43% | 15.11K | +4.08% | 3.36M | 145.8 | 1.11% | Share |
| 19 | AMZN | Amazon.com, Inc... | 229.95 | -0.16% | 16.89K | +7.75% | 3.21M | 189.13 | 1.06% | Share |
| 20 | MSFT | Microsoft Corpo... | 501.01 | +0.13% | 7.47K | +0.24% | 2.8M | 280.21 | 0.92% | Share |
| 21 | NVDA | NVIDIA Corporat... | 177.06 | -0.15% | 24.05K | +14.88% | 2.61M | 91.76 | 0.86% | Share |
| 22 | NLR | VanEck Uranium+... | 123.41 | +0.30% | 33.96K | +14.10% | 2.49M | 74.62 | 0.82% | Share |
| 23 | AVGO | Broadcom Inc. | 359.63 | -2.69% | 12.81K | +0.31% | 2.15M | 67.59 | 0.71% | Share |
| 24 | META | Meta Platforms,... | 750.90 | -0.14% | 3.66K | +12.26% | 2.11M | 526.01 | 0.70% | Share |
| 25 | MOAT | VanEck Mornings... | 98.81 | +1.23% | 23.82K | -21.24% | 2.1M | 82.28 | 0.69% | Share |
| 26 | TSLA | Tesla, Inc. | 368.81 | +6.04% | 6.92K | +26.59% | 1.79M | 357 | 0.59% | Share |
| 27 | OUSM | ALPS O'Shares U... | 45.76 | +1.95% | 39.84K | -14.29% | 1.67M | 38.08 | 0.55% | Share |
| 28 | XLC | Communication S... | 116.38 | +1.54% | 17.24K | +75.87% | 1.66M | 96.65 | 0.55% | Share |
| 29 | GOOGL | Alphabet Inc. | 240.37 | +0.50% | 9.29K | +1.56% | 1.44M | 118.04 | 0.47% | Share |
| 30 | CPRT | Copart, Inc. | 48.90 | +0.78% | 25.24K | -0.32% | 1.43M | 32.19 | 0.47% | Share |
| 31 | DBEU | Xtrackers MSCI ... | 45.63 | +0.64% | 30.54K | -49.06% | 1.35M | 36.76 | 0.44% | Share |
| 32 | ACIO | Aptus Collared ... | 43.05 | +0.68% | 33.87K | +0.04% | 1.31M | 30.07 | 0.43% | Share |
| 33 | JPM | JPMorgan Chase ... | 305.50 | +1.65% | 4.76K | +2.19% | 1.17M | 139.43 | 0.38% | Share |
| 34 | PEG | Public Service ... | 82.04 | +0.39% | 12.04K | -0.23% | 991.06K | 65.94 | 0.33% | Share |
| 35 | IXC | iShares Global ... | 41.47 | -0.07% | 22.56K | -57.38% | 949.09K | 39.66 | 0.31% | Share |
| 36 | APD | Air Products an... | 294.50 | +2.43% | 3.21K | 0.00% | 946.4K | 235.3 | 0.31% | Share |
| 37 | IBIT | iShares Bitcoin... | 65.03 | +0.77% | 18.92K | +26.48% | 885.46K | 51.74 | 0.29% | Share |
| 38 | SHOP | Shopify Inc. | 145.03 | +1.99% | 8.93K | +50.84% | 852.73K | 102.67 | 0.28% | Share |
| 39 | SPLG | SPDR Portfolio ... | 77.37 | +0.81% | 12.56K | +0.11% | 826.2K | 50.28 | 0.27% | Share |
| 40 | XOM | Exxon Mobil Cor... | 112.14 | -0.32% | 6.69K | +0.01% | 795.37K | 48.83 | 0.26% | Share |
| 41 | IGRO | iShares Interna... | 80.23 | +0.76% | 10.55K | +0.07% | 764.25K | 57.82 | 0.25% | Share |
| 42 | MMM | 3M Company | 159.50 | +3.86% | 5.2K | 0.00% | 763.67K | 147.24 | 0.25% | Share |
| 43 | IWO | iShares Russell... | 315.88 | +2.00% | 2.77K | 0.00% | 706.54K | 287.82 | 0.23% | Share |
| 44 | JNJ | Johnson & Johns... | 178.50 | +1.54% | 4.18K | +0.17% | 694.07K | 141.72 | 0.23% | Share |
| 45 | IYW | iShares U.S. Te... | 187.93 | +0.29% | 3.68K | 0.00% | 517.38K | 135.55 | 0.17% | Share |
| 46 | MSTR | MicroStrategy I... | 326.02 | -0.13% | 1.63K | +11.38% | 468.44K | 289.48 | 0.15% | Share |
| 47 | ODFL | Old Dominion Fr... | 149.40 | +2.11% | 2.7K | 0.00% | 446.38K | 218.05 | 0.15% | Share |
| 48 | PLTR | Palantir Techno... | 164.36 | -1.43% | 5.27K | +25.20% | 444.87K | 77.4 | 0.15% | Share |
| 49 | URA | Global X Uraniu... | 42.63 | +0.98% | 18.93K | -54.52% | 433.9K | 28.09 | 0.14% | Share |
| 50 | LLY | Eli Lilly and C... | 755.95 | +0.18% | 519 | +3.18% | 428.4K | 773.66 | 0.14% | Share |
| 51 | BAC | Bank of America... | 50.73 | +1.19% | 10.2K | +0.01% | 425.68K | 43.95 | 0.14% | Share |
| 52 | CHD | Church & Dwight... | 94.43 | +1.54% | 3.72K | +0.27% | 409.71K | 71.68 | 0.14% | Share |
| 53 | XLV | Health Care Sel... | 139.68 | +1.71% | 2.65K | -52.3% | 386.81K | 136.14 | 0.13% | Share |
| 54 | HOOD | Robinhood Marke... | 117.75 | +0.25% | 9.2K | 0.00% | 382.9K | 37.26 | 0.13% | Share |
| 55 | ITB | iShares U.S. Ho... | 115.84 | +2.70% | 3.94K | -17.47% | 375.64K | 105.95 | 0.12% | Share |
| 56 | TREX | Trex Company, I... | 62.26 | +3.77% | 6.4K | 0.00% | 371.84K | 61.63 | 0.12% | Share |
| 57 | PGR | The Progressive... | 248.78 | +0.96% | 1.31K | 0.00% | 370.32K | 143.6 | 0.12% | Share |
| 58 | VEA | Vanguard Develo... | 60.07 | +1.11% | 7.24K | -5.38% | 368.21K | 44.25 | 0.12% | Share |
| 59 | CVX | Chevron Corpora... | 158.25 | +0.29% | 1.9K | +0.05% | 317.19K | 119.27 | 0.10% | Share |
| 60 | DORM | Dorman Products... | 163.64 | +2.81% | 2.56K | 0.00% | 309.06K | 75.72 | 0.10% | Share |
| 61 | HON | Honeywell Inter... | 215.31 | +1.71% | 1.33K | 0.00% | 280.83K | 204.94 | 0.09% | Share |
| 62 | IWV | iShares Russell... | 374.85 | +0.89% | 876 | +0.23% | 278.22K | 309.37 | 0.09% | Share |
| 63 | BR | Broadridge Fina... | 254.86 | +1.90% | 1.04K | +0.39% | 251.59K | 159.09 | 0.08% | Share |
| 64 | BRK-B | Berkshire Hatha... | 496.91 | +1.39% | 472 | 0.00% | 251.38K | 460.26 | 0.08% | Share |
| 65 | ADBE | Adobe Inc. | 350.55 | +0.11% | 649 | -9.36% | 248.91K | 475.86 | 0.08% | Share |
| 66 | MMC | Marsh & McLenna... | 203.41 | +2.33% | 962 | +0.42% | 234.68K | 223.08 | 0.08% | Share |
| 67 | SO | The Southern Co... | 92.14 | +0.63% | 2.45K | +100.00% | 225.55K | 91.95 | 0.07% | Share |
| 68 | NOW | ServiceNow, Inc... | 938.41 | +1.61% | 283 | -1.74% | 225.31K | 1060.12 | 0.07% | Share |
| 69 | VWO | Vanguard Emergi... | 53.57 | +1.23% | 4.93K | -19.41% | 223.17K | 40.33 | 0.07% | Share |
| 70 | CRWD | CrowdStrike Hol... | 433.38 | +2.00% | 626 | 0.00% | 220.72K | 342.16 | 0.07% | Share |
| 71 | IJR | iShares Core S&... | 120.07 | +2.08% | 2.05K | 0.00% | 214.79K | 110.67 | 0.07% | Share |
| 72 | NET | Cloudflare, Inc... | 224.64 | +0.75% | 1.8K | +100.00% | 202.84K | 112.69 | 0.07% | Share |