Strategic Planning, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SP Strategic Planning, Inc. | Institutional Filer | ▲ 7.40% | $199.3M | 54 |
Current Portfolio Holdings
Showing all 54 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 116K | $23.7M | 11.88% |
| 2 | DOW | Dow Inc. | Basic Materials | 519K | $21.6M | 10.84% |
| 3 | AAPL | Apple Inc. | Technology | 80K | $20.3M | 10.19% |
| 4 | NVDA | NVIDIA Corporation | Technology | 85K | $14.9M | 7.48% |
| 5 | MSFT | Microsoft Corporation | Technology | 32K | $11.9M | 5.97% |
| 6 | CVS | CVS Health Corporation | Healthcare | 146K | $10.5M | 5.27% |
| 7 | F | Ford Motor Company | Consumer Cyclical | 867K | $10.0M | 5.02% |
| 8 | KHC | The Kraft Heinz Company | Consumer Defensive | 278K | $6.2M | 3.13% |
| 9 | WDAY | Workday, Inc. | Technology | 45K | $5.9M | 2.95% |
| 10 | VZ | Verizon Communications Inc. | Communication Services | 114K | $5.7M | 2.86% |
| 11 | MO | Altria Group, Inc. | Consumer Defensive | 81K | $5.4M | 2.69% |
| 12 | GOOG | Alphabet Inc. | Technology | 18K | $5.3M | 2.66% |
| 13 | D | Dominion Energy, Inc. | Utilities | 78K | $4.8M | 2.42% |
| 14 | XOM | Exxon Mobil Corporation | Energy | 28K | $4.8M | 2.39% |
| 15 | UPS | United Parcel Service, Inc. | Industrials | 47K | $4.6M | 2.33% |
Showing 1 to 15 of 54 holdings