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CIK: 0001765515
Total reported value
$378.9M
$378.9M
75 檔
15.2%
At the close of Q1 2024, S.E.E.D. Planning Group LLC disclosed equity holdings valued at approximately $378.9M, spread across 75 reported holdings.
During Q1 2024, S.E.E.D. Planning Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.94% | -0.55% | -3.14% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.36% | -0.42% | -23.42% | |
| 3 | NEE | Nextera Energy Inc | Stock-Utilities | 4.07% | -0.26% | +16.48% | |
| 4 | ECL | Ecolab Inc | Stock-Materials | 3.90% | -0.01% | -2.68% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.77% | -0.37% | -6.11% | |
| 6 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 3.66% | -0.17% | +14.09% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.57% | -0.47% | -22.74% | |
| 8 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 3.57% | -0.06% | -2.95% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.56% | -0.14% | -1.69% | |
| 10 | ENB | Enbridge Inc | Stock-Energy | 3.26% | -0.35% | +7.59% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.18% | -0.15% | +39.67% | |
| 12 | D | Dominion Energy Inc | Stock-Utilities | 3.14% | — | +1.13% | |
| 13 | USB | US Bancorp | Stock-Financials | 3.05% | +0.02% | +9.33% | |
| 14 | HON | Honeywell International Inc | Stock-Industrials | 3.02% | — | +10.23% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.87% | -0.44% | -10.01% | |
| 16 | LIN | Linde plc | Stock-Materials | 2.49% | -0.20% | -8.98% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 2.49% | +0.15% | -5.54% | |
| 18 | VLO | Valero Energy CORP | Stock-Energy | 2.30% | -0.25% | -4.90% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.16% | -0.08% | +3.78% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 2.01% | -0.03% | -2.30% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.93% | — | +16.80% | |
| 22 | A | Agilent Technologies Inc | Stock-Healthcare | 1.79% | -3.48% | +2.41% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.75% | -0.66% | +13.35% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.74% | — | -0.41% | |
| 25 | AMT | American Tower CORP | Stock-Real Estate | 1.73% | — | +29.27% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.56% | — | +20.07% | |
| 27 | CSGP | Costar Group Inc | Stock-Real Estate | 1.27% | -0.39% | -0.04% | |
| 28 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.16% | — | +0.11% | |
| 29 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.13% | — | +0.28% | |
| 30 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.09% | +0.09% | — | |
| 31 | CTVA | Corteva Inc | Stock-Materials | 1.06% | — | +14.60% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.02% | — | -4.83% | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.96% | -0.12% | +21.29% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.92% | +0.46% | +3.47% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.89% | +0.16% | +26.01% | |
| 36 | PH | Parker Hannifin CORP | Stock-Industrials | 0.84% | — | -0.39% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.80% | +0.01% | +113.61% | |
| 38 | BSJO | Invesco Bulletshares 2024 Hy | ETF-Other | 0.76% | — | +0.23% | |
| 39 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.76% | — | +2.12% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.74% | +0.02% | — | |
| 41 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.73% | +0.05% | +0.59% | |
| 42 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.70% | +0.05% | — | |
| 43 | SO | Southern Co/the | Stock-Utilities | 0.70% | — | +358.53% | |
| 44 | EQIX | Equinix Inc | Stock-Real Estate | 0.66% | -0.11% | -5.18% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.64% | — | +38.88% | |
| 46 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.52% | -0.01% | +32.35% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.46% | — | — | |
| 48 | XYL | Xylem Inc | Stock-Industrials | 0.46% | -0.01% | -1.53% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.46% | — | +118.13% | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.46% | — | +100.93% |
According to official SEC Form 13F filings, S.E.E.D. Planning Group LLC reported a total U.S. public equity portfolio value of $378.9M across 75 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, AAPL, NEE) accounted for 15.2% of total reported equity market value during Q1 2024.
During Q1 2024, S.E.E.D. Planning Group LLC's top holdings by market value included AMZN (4.9%)、AAPL (4.4%)、NEE (4.1%). The largest single position, AMZN, represented 4.9% of total portfolio value.
In Q1 2024, S.E.E.D. Planning Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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