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  Name: Fiduciary Planning LLC
  City: CORAL SPRINGS
  State: FL
  Zip: 33065
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $264,429,000
  Total Value Change : $29,466,000
  Securities Held Change : 3
   
All Securities Held : 56
  New Positions : 6
  Closed Positions : 3
  Increased Positions : 32
  Unchanged Positions : 5
  Decreased Positions : 13

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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ODFL)1 Year Chart         ODFL Old Dominion Freight Line Inc 39 New $195.06 $596,000 2,716 0.23% 596,000 2,716 0.001    Trucking
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 43 New $133.97 $498,000 3,684 0.19% 498,000 3,684 0.002    Closed - End Fund - E...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 51 New $108.98 $227,000 2,054 0.09% 227,000 2,054 0    Closed - End Fund - E...
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 52 New $77.62 $217,000 2,839 0.08% 217,000 2,839 0    Closed - End Fund - E...
   (COP)1 Year Chart         COP ConocoPhillips 55 New $121.91 $206,000 1,615 0.08% 206,000 1,615 0    Integrated Oil & Gas
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 56 New $0.00 $201,000 2,190 0.08% 201,000 2,190 0    Closed - End Fund - E...

      6 Records Found
  1    
Page 1 of 1
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