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CIK: 0001765515
Total reported value
$378.9M
$378.9M
74 檔
16.5%
According to the latest 13F quarterly dataset, S.E.E.D. Planning Group LLC managed an equity portfolio of $378.9M at the end of Q2 2024, spanning 74 distinct U.S. exchange-listed positions.
During Q2 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 | 5.30% | -0.55% | +0.59% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.24% | -0.42% | -1.75% | |
| 3 | NEE | Nextera Energy Inc | Stock-Utilities | 4.17% | -0.26% | -7.03% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.05% | -0.37% | +1.55% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.01% | -0.14% | -6.33% | |
| 6 | ECL | Ecolab Inc | Stock-Materials | 3.86% | -0.01% | -3.58% | |
| 7 | ENB | Enbridge Inc | Stock-Energy | 3.68% | -0.35% | +15.01% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.57% | -0.47% | -3.26% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.23% | -0.15% | +5.84% | |
| 10 | HON | Honeywell International Inc | Stock-Industrials | 3.22% | — | +2.94% | |
| 11 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 3.20% | -0.06% | -1.81% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.19% | -0.44% | -3.76% | |
| 13 | D | Dominion Energy Inc | Stock-Utilities | 3.02% | — | -3.21% | |
| 14 | USB | US Bancorp | Stock-Financials | 2.84% | +0.02% | +5.35% | |
| 15 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 2.83% | -0.17% | +12.69% | |
| 16 | LIN | Linde plc | Stock-Materials | 2.28% | -0.20% | -2.57% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 2.20% | +0.15% | -0.93% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 2.16% | -0.03% | +17.60% | |
| 19 | VLO | Valero Energy CORP | Stock-Energy | 2.06% | -0.25% | -2.05% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.04% | -0.08% | -0.42% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.94% | — | +9.28% | |
| 22 | AMT | American Tower CORP | Stock-Real Estate | 1.84% | — | +8.72% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.82% | -0.66% | +1.66% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.74% | — | +8.62% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.63% | — | +0.16% | |
| 26 | A | Agilent Technologies Inc | Stock-Healthcare | 1.61% | -3.48% | +0.88% | |
| 27 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.12% | — | -2.89% | |
| 28 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.10% | — | -2.53% | |
| 29 | CTVA | Corteva Inc | Stock-Materials | 1.09% | — | +10.98% | |
| 30 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.07% | +0.09% | -0.89% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | — | -3.64% | |
| 32 | CSGP | Costar Group Inc | Stock-Real Estate | 0.98% | -0.39% | +0.48% | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.95% | -0.12% | +15.67% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.87% | +0.46% | -8.19% | |
| 35 | EQIX | Equinix Inc | Stock-Real Estate | 0.78% | -0.11% | +29.75% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.76% | +0.02% | — | |
| 37 | PH | Parker Hannifin CORP | Stock-Industrials | 0.75% | — | -0.92% | |
| 38 | SO | Southern Co/the | Stock-Utilities | 0.72% | — | -4.36% | |
| 39 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.72% | — | -4.22% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.72% | -0.01% | +70.61% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.70% | +0.16% | -23.39% | |
| 42 | BSJO | Invesco Bulletshares 2024 Hy | ETF-Other | 0.70% | — | -7.29% | |
| 43 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.70% | +0.05% | -2.43% | |
| 44 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.69% | +0.05% | -0.78% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.65% | — | +18.59% | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.58% | — | +40.37% | |
| 47 | XYL | Xylem Inc | Stock-Industrials | 0.48% | -0.01% | -1.34% | |
| 48 | GD | General Dynamics CORP | Stock-Industrials | 0.45% | — | -0.92% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.45% | — | — | |
| 50 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.44% | — | +7.31% |
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 74 disclosed positions in Q2 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 16.5% of total reported equity market value during Q2 2024.
During Q2 2024, S.E.E.D. Planning Group LLC's top holdings by market value included AMZN (5.3%)、AAPL (5.2%)、NEE (4.2%). The largest single position, AMZN, represented 5.3% of total portfolio value.
In Q2 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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