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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 : 5     View All Holdings Currently Viewing:  Unchanged 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
   (TREX)1 Year Chart         TREX Trex Co Inc 38 - $87.59 $641,000 6,430 0.24% 109,000 0 0.006    General Building Mate...
   (MMM)1 Year Chart         MMM 3M Co 40 - $99.63 $552,000 5,200 0.21% -16,000 0 0.001    Conglomerates
   (CVX)1 Year Chart         CVX Chevron Corp 47 - $164.53 $296,000 1,879 0.11% 16,000 0 0    Integrated Oil & Gas
   (DORM)1 Year Chart         DORM Dorman Products Inc 48 - $91.37 $295,000 3,064 0.11% 39,000 0 0.01    Auto Parts
   (HON)1 Year Chart         HON Honeywell International Inc 50 - $203.80 $270,000 1,315 0.1% -6,000 0 0    Conglomerates

      5 Records Found
  1    
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