S.E.E.D. Planning Group LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SP S.E.E.D. Planning Group LLC | Institutional Filer | ▼ 1.86% | $344.3M | 89 |
Current Portfolio Holdings
Showing all 89 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 79K | $16.4M | 4.77% |
| 2 | AAPL | Apple Inc. | Technology | 64K | $16.2M | 4.69% |
| 3 | GOOGL | Alphabet Inc. | Technology | 49K | $14.2M | 4.12% |
| 4 | NEE | NextEra Energy, Inc. | Utilities | 149K | $13.8M | 4.01% |
| 5 | LIN | Linde plc | Basic Materials | 27K | $13.4M | 3.88% |
| 6 | CBRE | CBRE Group, Inc. | Real Estate | 99K | $13.4M | 3.88% |
| 7 | META | Meta Platforms, Inc. | Technology | 23K | $13.4M | 3.88% |
| 8 | SHW | The Sherwin-Williams Company | Basic Materials | 41K | $13.2M | 3.82% |
| 9 | TMO | Thermo Fisher Scientific Inc. | Healthcare | 26K | $12.7M | 3.69% |
| 10 | A | Agilent Technologies, Inc. | Healthcare | 111K | $12.6M | 3.66% |
| 11 | MSFT | Microsoft Corporation | Technology | 33K | $12.4M | 3.60% |
| 12 | COST | Costco Wholesale Corporation | Consumer Defensive | 12K | $12.3M | 3.56% |
| 13 | ROL | Rollins, Inc. | Consumer Cyclical | 228K | $12.2M | 3.53% |
| 14 | VLO | Valero Energy Corporation | Energy | 46K | $11.4M | 3.31% |
| 15 | ADP | Automatic Data Processing, Inc. | Industrials | 53K | $10.8M | 3.13% |
Showing 1 to 15 of 89 holdings