The Analysis of Fiduciary Planning LLC's Holdings

Currently, Fiduciary Planning LLC holds 75 types of securities in its portfolio with a total value $329.5M. In the most recent quarter, they have increased their positions in XLK (+49.8K shares, valued at $7.2M), DGRW (+8.2K shares, valued at $733.2K), FFLC (+7.2K shares, valued at $384.0K); decreased their positions in CPRT (-12.7K shares, valued at $497.5K), SMH (-1.3K shares, valued at $475.7K), FFEB (-3.3K shares, valued at $184.4K); initiated new positions in V (+660 shares, valued at $231.6K), N/A (+428 shares, valued at $215.1K), RTX (+1.2K shares, valued at $211.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRW WISDOMTREE TR559.5K shares1.49%2025-12-312026-01-22

FFEB FIRST TR EXCHNG TRADED FD VI502.1K shares-0.64%2025-12-312026-01-22

VTIP VANGUARD MALVERN FDS502.5K shares1.27%2025-12-312026-01-22

VRIG INVESCO ACTIVELY MANAGED EXC977.9K shares1.43%2025-12-312026-01-22

TRPA HARTFORD FDS EXCHANGE TRADED626.6K shares1.32%2025-12-312026-01-22

EQWL INVESCO EXCHANGE TRADED FD T136.5K shares-0.99%2025-12-312026-01-22

SMH VANECK ETF TRUST43.4K shares-2.95%2025-12-312026-01-22

XLK SELECT SECTOR SPDR TR101.1K shares97.19%2025-12-312026-01-22

Sponsored

FFLC FIDELITY COVINGTON TRUST252.0K shares2.94%2025-12-312026-01-22

OEF ISHARES TR33.4K shares1.09%2025-12-312026-01-22

AIRR FIRST TR EXCHANGE TRADED FD85.6K shares-0.21%2025-12-312026-01-22

IAK ISHARES TR56.3K shares3.19%2025-12-312026-01-22

SPY SPDR S&P 500 ETF TR9.4K shares-0.76%2025-12-312026-01-22

DBEF DBX ETF TR123.8K shares3.08%2025-12-312026-01-22

IVV ISHARES TR8.7K shares1.24%2025-12-312026-01-22

XMMO INVESCO EXCHANGE TRADED FD T42.6K shares1.33%2025-12-312026-01-22

Sponsored

SPMO INVESCO EXCH TRADED FD TR II41.7K shares2.13%2025-12-312026-01-22

NLR VANECK ETF TRUST31.7K shares-1.52%2025-12-312026-01-22

BROADCOM INC BROADCOM INC11.2K shares-0.05%2025-12-312026-01-22

AMZN AMAZON COM INC16.2K shares-1.77%2025-12-312026-01-22

TSLA TESLA INC7.6K shares0.86%2025-12-312026-01-22

AAPL APPLE INC12.0K shares0.67%2025-12-312026-01-22

MSFT MICROSOFT CORP6.4K shares-0.77%2025-12-312026-01-22

NVDA NVIDIA CORPORATION16.5K shares-1.09%2025-12-312026-01-22

Sponsored

ALPHABET INC ALPHABET INC7.5K shares3.58%2025-12-312026-01-22

META META PLATFORMS INC3.3K shares-1.07%2025-12-312026-01-22

XLC SELECT SECTOR SPDR TR17.6K shares1.78%2025-12-312026-01-22

MOAT VANECK ETF TRUST16.7K shares-5.62%2025-12-312026-01-22

EOSE EOS ENERGY ENTERPRISES INC137.0K shares13.92%2025-12-312026-01-22

JPM JPMORGAN CHASE & CO.4.8K shares1.10%2025-12-312026-01-22

SHOP SHOPIFY INC9.3K shares-2.48%2025-12-312026-01-22

ACIO ETF SER SOLUTIONS33.9K shares0.02%2025-12-312026-01-22

Sponsored

OUSM ALPS ETF TR26.1K shares-10.33%2025-12-312026-01-22

IBIT ISHARES BITCOIN TRUST ETF20.4K shares-2.59%2025-12-312026-01-22

SPYM SPDR SERIES TRUST12.1K shares0.08%2025-12-312026-01-22

PEG PUBLIC SVC ENTERPRISE GRP IN12.0K shares0.00%2025-12-312026-01-22

JNJ JOHNSON & JOHNSON4.5K shares0.13%2025-12-312026-01-22

DBEU DBX ETF TR19.1K shares-14.15%2025-12-312026-01-22

XOM EXXON MOBIL CORP7.5K shares0.30%2025-12-312026-01-22

IGRO ISHARES TR10.6K shares0.11%2025-12-312026-01-22

Sponsored

MMM 3M CO5.4K shares0.00%2025-12-312026-01-22

HOOD ROBINHOOD MKTS INC7.1K shares-5.34%2025-12-312026-01-22

APD AIR PRODS & CHEMS INC3.2K shares0.00%2025-12-312026-01-22

IXC ISHARES TR17.9K shares-2.78%2025-12-312026-01-22

IYW ISHARES TR3.7K shares0.00%2025-12-312026-01-22

BRNY EA SERIES TRUST14.2K shares-10.66%2025-12-312026-01-22

PLTR PALANTIR TECHNOLOGIES INC4.0K shares4.35%2025-12-312026-01-22

LLY ELI LILLY & CO608 shares3.05%2025-12-312026-01-22

Sponsored

URA GLOBAL X FDS14.8K shares-3.32%2025-12-312026-01-22

MU MICRON TECHNOLOGY INC1.9K shares6.86%2025-12-312026-01-22

NET CLOUDFLARE INC2.6K shares-2.85%2025-12-312026-01-22

BAC BANK AMERICA CORP8.1K shares-0.17%2025-12-312026-01-22

ODFL OLD DOMINION FREIGHT LINE IN2.7K shares0.00%2025-12-312026-01-22

VEA VANGUARD TAX-MANAGED FDS6.5K shares-0.37%2025-12-312026-01-22

SNOW SNOWFLAKE INC1.6K shares0.00%2025-12-312026-01-22

DORM DORMAN PRODS INC2.6K shares0.00%2025-12-312026-01-22

Sponsored

GRNY TIDAL TRUST I12.0K shares0.00%2025-12-312026-01-22

CPRT COPART INC7.4K shares-63.35%2025-12-312026-01-22

CVX CHEVRON CORP NEW1.9K shares0.05%2025-12-312026-01-22

CRWD CROWDSTRIKE HLDGS INC601 shares-7.68%2025-12-312026-01-22

IBM INTERNATIONAL BUSINESS MACHS935 shares0.00%2025-12-312026-01-22

HON HONEYWELL INTL INC1.3K shares0.00%2025-12-312026-01-22

IWV ISHARES TR651 shares-26.02%2025-12-312026-01-22

IJR ISHARES TR2.1K shares0.00%2025-12-312026-01-22

Sponsored

XLV SELECT SECTOR SPDR TR1.5K shares-4.26%2025-12-312026-01-22

V VISA INC660 sharesnew addition2025-12-312026-01-22

TREX TREX CO INC6.4K shares0.00%2025-12-312026-01-22

SPDW SPDR INDEX SHS FDS4.9K shares0.37%2025-12-312026-01-22

COP CONOCOPHILLIPS2.3K shares-23.45%2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL428 sharesnew addition2025-12-312026-01-22

SO SOUTHERN CO2.5K shares0.00%2025-12-312026-01-22

ABBV ABBVIE INC933 shares0.21%2025-12-312026-01-22

Sponsored

RTX RTX CORPORATION1.2K sharesnew addition2025-12-312026-01-22

PFE PFIZER INC8.5K shares0.35%2025-12-312026-01-22

MCD MCDONALDS CORP665 shares0.00%2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available