Filer Name: FIDUCIARY PLANNING LLC
CIK: 1792851
Period: 2024-12-31
Filed At: 2025-01-24
Number of Holdings: 75
Portfolio Value: $0.31B

Fiduciary Planning Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DGRW US WISDOMTREE U.S. QUALITY DIVI 527,667 $43M 13.87% 5.1% -
FFEB US FT VEST US EQUITY BUFFER ETF 580,451 $29M 9.38% -0.2% -
VTIP US VANGUARD SHORT-TERM TIPS 551,877 $27M 8.68% 3.1% -
VRIG US INVESCO VARIABLE RATE INVEST 1,049,404 $26M 8.56% 2.1% -
HSRT US HARTFORD AAA CLO ETF 670,420 $26M 8.48% 2.8% -
EQWL US INVESCO S&P 100 EQUAL WEIGHT 173,226 $18M 5.75% -9.7% -
XLK US TECHNOLOGY SELECT SECT SPDR 55,231 $13M 4.17% 4.7% -
SMH US VANECK SEMICONDUCTOR ETF 41,641 $10M 3.27% 24.3% -
OEF US ISHARES S&P 100 ETF 33,233 $10M 3.12% -1.5% -
FFLC US FIDELITY FUND LG CAP COR ETF 208,015 $10M 3.10% 15.7% -
IAK US ISHARES U.S. INSURANCE ETF 53,142 $7M 2.18% 9.0% -
AIRR US FIRST TRUST RBA AMERICAN IND 81,626 $6M 2.04% 4.7% -
SPY US SPDR S&P 500 ETF TRUST 10,620 $6M 2.02% -10.6% -
TIME US CLOCKWISE CORE EQTY & INNOV 221,588 $6M 1.79% -39.8% -
XMMO US INVESCO S&P MIDCAP MOMENTUM 42,604 $5M 1.71% -7.2% -
IVV US ISHARES CORE S&P 500 ETF 7,874 $5M 1.51% 4.4% -
AAPL US APPLE INC 14,514 $4M 1.18% 3.6% -
AMZN US AMAZON.COM INC 15,674 $3M 1.12% 76.3% -
MSFT US MICROSOFT CORP 7,452 $3M 1.02% -1.0% -
AVGO US BROADCOM INC 12,771 $3M 0.96% 0.0% -
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