FIDUCIARY PLANNING LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EOSE | 120K | $1.37M |
 | CPRT | 20K | $902.01K |
 | NVDA | 17K | $3.11M |
 | AMZN | 16K | $3.62M |
 | PEG | 12K | $1.01M |
 | AAPL | 12K | $3.03M |
 | AVGO | 11K | $3.68M |
 | SHOP | 10K | $1.42M |
 | PFE | 8K | $215.78K |
 | BAC | 8K | $420.42K |
 | TSLA | 8K | $3.36M |
 | HOOD | 7K | $1.07M |
 | XOM | 7K | $838.08K |
 | GOOGL | 7K | $1.75M |
 | IREN | 7K | $312.23K |
 | MSFT | 6K | $3.35M |
 | TREX | 6K | $330.69K |
 | MMM | 5K | $843.25K |
 | SMCI | 5K | $245.79K |
 | JPM | 5K | $1.49M |
Eos Energy Enterprises, Inc.
EOSE
Shares Held
120K
Value
$1.37M
Copart, Inc.
CPRT
Shares Held
20K
Value
$902.01K
NVIDIA Corporation
NVDA
Shares Held
17K
Value
$3.11M
Amazon.com, Inc.
AMZN
Shares Held
16K
Value
$3.62M
Public Service Enterprise Group Incorporated
PEG
Shares Held
12K
Value
$1.01M
Apple Inc.
AAPL
Shares Held
12K
Value
$3.03M
Broadcom Inc.
AVGO
Shares Held
11K
Value
$3.68M
Shopify Inc.
SHOP
Shares Held
10K
Value
$1.42M
Pfizer Inc.
PFE
Shares Held
8K
Value
$215.78K
Bank of America Corporation
BAC
Shares Held
8K
Value
$420.42K
Tesla, Inc.
TSLA
Shares Held
8K
Value
$3.36M
Robinhood Markets, Inc.
HOOD
Shares Held
7K
Value
$1.07M
Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$838.08K
Alphabet Inc.
GOOGL
Shares Held
7K
Value
$1.75M
IREN Limited
IREN
Shares Held
7K
Value
$312.23K
Microsoft Corporation
MSFT
Shares Held
6K
Value
$3.35M
Trex Company, Inc.
TREX
Shares Held
6K
Value
$330.69K
3M Company
MMM
Shares Held
5K
Value
$843.25K
Super Micro Computer, Inc.
SMCI
Shares Held
5K
Value
$245.79K
JPMorgan Chase & Co.
JPM
Shares Held
5K
Value
$1.49M