Fiduciary Planning LLC Purchases in Q3 2024

Fiduciary Planning LLC

  • $220 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
18.5K
+ 3.82%
$75.88 - $83.21 $1.4M - $1.54M
502K $41.8M
OEF
Ishares S&P 100 ETF

ETFs
14.1K
+ 71.8%
$266.03 - $266.03 $3.75M - $3.75M
33.8K $8.98M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
16.1K
+ 3.11%
$48.06 - $49.39 $776K - $797K
535K $26.4M
IAK
Ishares Tr

ETFs
1.49K
+ 3.15%
$112.0 - $130.47 $167K - $194K
48.7K $6.29M
AMZN
Amazon Com Inc

Consumer Cyclical
4.03K
+ 83.0%
$161.02 - $200.0 $649K - $807K
8.89K $1.66M
VRIG
Invesco Actively Managed ETF F

ETFs
28.5K
+ 2.85%
$25.05 - $25.21 $713K - $718K
1.03M $25.8M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.29K
+ 3.03%
$66.56 - $75.11 $152K - $172K
77.9K $5.82M
XLK
Technology Sector Spdr

ETFs
2.97K
+ 5.97%
$197.34 - $237.68 $586K - $706K
52.8K $11.9M
AAPL
Apple Inc.

Technology
1.51K
+ 12.08%
$207.23 - $234.82 $313K - $355K
14K $3.26M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.79K
+ 6.48%
$110.22 - $120.89 $308K - $338K
45.9K $5.52M
IVV
Ishares Core S&P 500 ETF

ETFs
311
+ 4.3%
$520.18 - $576.82 $162K - $179K
7.54K $4.35M
ED
Consolidated Edison Inc

Utilities
2.92K
New
$88.42 - $104.97 $258K - $307K
2.92K $304K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.67K
+ 6.88%
$69.77 - $85.51 $116K - $143K
25.9K $2.17M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
485
New
$405.19 - $478.57 $197K - $232K
485 $223K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
949
New
$210.25 - $231.86 $200K - $220K
949 $211K
TSLA
Tesla, Inc.

Consumer Cyclical
801
New
$191.76 - $263.26 $154K - $211K
801 $209K
MMM
3 M CO

Industrials
3
+ 0.06%
$99.69 - $139.42 $299 - $418
5.2K $711K
AVGO
Broadcom Inc.

Technology
11.5K
+ 906.78%
$136.27 - $1745.86 $1.57M - $20.1M
12.8K $2.2M
META
Meta Platforms, Inc.

Communication Services
134
+ 11.4%
$453.41 - $572.44 $60.8K - $76.7K
1.31K $749K
XLV
Select Sector Spdr Fund Health

ETFs
450
+ 5.24%
$143.3 - $157.24 $64.5K - $70.8K
9.05K $1.39M
DBEU
Xtrackers Msci Europe Hedged E

ETFs
1.34K
+ 1.39%
$39.52 - $42.64 $53K - $57.2K
98K $4.15M
APD
Air Products & Chemicals, Inc.

Basic Materials
4
+ 0.13%
$247.34 - $300.11 $989 - $1.2K
3.2K $953K
URA
Global X Uranium ETF

ETFs
4.95K
+ 7.88%
$23.18 - $31.26 $115K - $155K
67.8K $1.94M
NVDA
Nvidia Corp

Technology
1.16K
+ 9.48%
$98.91 - $134.91 $114K - $156K
13.4K $1.62M
IXC
Ishares Tr Global Energy ETF

ETFs
4.23K
+ 5.21%
$38.94 - $42.35 $165K - $179K
85.5K $3.46M
IGRO
Ishares Tr International Divid

ETFs
10
+ 0.1%
$66.7 - $75.25 $667 - $753
10.5K $785K
JNJ
Johnson & Johnson

Healthcare
40
+ 0.96%
$145.48 - $167.38 $5.82K - $6.7K
4.22K $683K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
7
+ 0.02%
$36.82 - $39.74 $258 - $278
34.1K $1.36M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
419
+ 20.4%
$105.53 - $118.34 $44.2K - $49.6K
2.47K $289K
PGR
Progressive Corp

Financial Services
9
+ 0.69%
$209.46 - $259.24 $1.89K - $2.33K
1.32K $333K
ODFL
Old Dominion Freight Line, Inc.

Industrials
10
+ 0.37%
$178.41 - $210.18 $1.78K - $2.1K
2.73K $541K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.19K
+ 6.99%
$211.47 - $281.27 $463K - $616K
33.5K $8.22M
JPM
Jpmorgan Chase & CO

Financial Services
57
+ 1.23%
$194.9 - $224.8 $11.1K - $12.8K
4.69K $989K
XOM
Exxon Mobil Corp

Energy
159
+ 2.38%
$109.72 - $119.0 $17.4K - $18.9K
6.84K $801K
CHD
Church & Dwight CO Inc

Consumer Defensive
10
+ 0.27%
$98.01 - $106.59 $980 - $1.07K
3.7K $387K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
7.77K
+ 1.35%
N/A
582K $0
FMIL
Fidelity Covington Tr New Mill
18K
+ 11.11%
N/A
180K $0
Hartford Fds Exchange Traded
20.5K
+ 3.24%
N/A
652K $0
CVX
Chevron Corp

Energy
19
+ 1.01%
$137.88 - $161.97 $2.62K - $3.08K
1.9K $279K
ADBE
Adobe Inc.

Technology
12
+ 1.68%
$508.13 - $586.55 $6.1K - $7.04K
728 $376K
GOOGL
Alphabet Inc.

Communication Services
215
+ 2.37%
$148.65 - $191.18 $32K - $41.1K
9.29K $1.54M
Activity Summary
Buys All Purchases 42 New Holdings 4 Increased Positions 38 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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