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CIK: 0001765515
Total reported value
$378.9M
$378.9M
73 檔
17.8%
In Q3 2024, S.E.E.D. Planning Group LLC's U.S. equity holdings reached a combined market value of $378.9M, distributed across 73 disclosed stock positions.
S.E.E.D. Planning Group LLC executed strategic sector rebalancing during Q3 2024, establishing 3 new positions while fully exiting 4 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.08% | -0.42% | -3.85% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.75% | -0.15% | +44.20% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.67% | -0.55% | +0.06% | |
| 4 | NEE | Nextera Energy Inc | Stock-Utilities | 3.92% | -0.26% | -13.64% | |
| 5 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 3.89% | -0.17% | +60.50% | |
| 6 | ENB | Enbridge Inc | Stock-Energy | 3.70% | -0.35% | -3.39% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.63% | -0.37% | +2.30% | |
| 8 | ECL | Ecolab Inc | Stock-Materials | 3.60% | -0.01% | -4.59% | |
| 9 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 3.55% | -0.06% | -12.73% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.49% | -0.47% | -5.72% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.32% | -0.14% | -0.20% | |
| 12 | HON | Honeywell International Inc | Stock-Industrials | 3.20% | — | +12.48% | |
| 13 | USB | US Bancorp | Stock-Financials | 2.94% | +0.02% | -1.65% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.72% | -0.44% | -10.12% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 2.29% | +0.15% | -3.17% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 2.29% | -0.03% | +3.79% | |
| 17 | LIN | Linde plc | Stock-Materials | 2.21% | -0.20% | -2.31% | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.05% | -0.08% | -1.25% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.05% | — | +4.45% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.98% | +0.12% | +2016.44% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.89% | — | +3.82% | |
| 22 | AMT | American Tower CORP | Stock-Real Estate | 1.86% | — | -7.07% | |
| 23 | A | Agilent Technologies Inc | Stock-Healthcare | 1.86% | -3.48% | +10.93% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.81% | -0.66% | -12.76% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.59% | — | +2.33% | |
| 26 | VLO | Valero Energy CORP | Stock-Energy | 1.59% | -0.25% | -2.00% | |
| 27 | CTVA | Corteva Inc | Stock-Materials | 1.21% | — | +11.75% | |
| 28 | CSGP | Costar Group Inc | Stock-Real Estate | 1.13% | -0.39% | +24.56% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.12% | -0.12% | +4.78% | |
| 30 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.06% | +0.09% | +5.65% | |
| 31 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.06% | — | +3.48% | |
| 32 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.05% | — | +1.30% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.91% | +0.46% | -4.64% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | — | -3.37% | |
| 35 | EQIX | Equinix Inc | Stock-Real Estate | 0.86% | -0.11% | +3.57% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.83% | -0.01% | +30.83% | |
| 37 | PH | Parker Hannifin CORP | Stock-Industrials | 0.82% | — | -3.92% | |
| 38 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.80% | — | +8.12% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.77% | +0.16% | +13.81% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.75% | — | -2.17% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | +0.02% | — | |
| 42 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.68% | +0.05% | +5.11% | |
| 43 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.67% | +0.05% | +3.64% | |
| 44 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.67% | — | +0.98% | |
| 45 | BSJO | Invesco Bulletshares 2024 Hy | ETF-Other | 0.65% | — | +2.15% | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.59% | — | +5.16% | |
| 47 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.53% | — | +16.04% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.51% | -0.15% | +12.44% | |
| 49 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.46% | — | +16.98% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.46% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.9% | +2016.44% | Add |
| 2 | MOAT | Vaneck Morningstar Wide Moat | +1.5% | +44.20% | Add |
| 3 | EL | Estee Lauder Companies-cl A | +1.1% | +60.50% | Add |
| 4 | CBRE | Cbre Group Inc - A | +0.4% | -12.73% | Trim |
| 5 | AMAT | Applied Materials Inc | +0.3% | NEW | New buy |
| 6 | A | Agilent Technologies Inc | +0.3% | +10.93% | Add |
| 7 | LOW | Lowe's Cos Inc | +0.2% | +4.78% | Add |
| 8 | UNH | Unitedhealth Group Inc | +0.2% | +3.82% | Add |
| 9 | CSGP | Costar Group Inc | +0.2% | +24.56% | Add |
| 10 | SBUX | Starbucks CORP | +0.2% | +8.12% | Add |
| 11 | MA | Mastercard Inc - A | +0.1% | +3.79% | Add |
| 12 | CTVA | Corteva Inc | +0.1% | +11.75% | Add |
| 13 | JNJ | Johnson & Johnson | +0.1% | +4.45% | Add |
| 14 | DIS | Walt Disney Co/the | +0.1% | +30.83% | Add |
| 15 | USB | US Bancorp | +0.1% | -1.65% | Trim |
| 16 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 17 | HD | Home Depot Inc | +0.1% | -3.17% | Trim |
| 18 | APD | Air Products & Chemicals Inc | +0.1% | +16.04% | Add |
| 19 | ACN | Accenture plc | +0.1% | +12.44% | Add |
| 20 | EQIX | Equinix Inc | +0.1% | +3.57% | Add |
| 21 | IBM | Intl Business Machines CORP | +0.1% | +2.27% | Add |
| 22 | PH | Parker Hannifin CORP | +0.1% | -3.92% | Trim |
| 23 | SCHX | Schwab US Large-cap ETF | +0.1% | +13.81% | Add |
| 24 | IFF | Intl Flavors & Fragrances | +0.1% | +16.98% | Add |
| 25 | PG | Procter & Gamble Co/the | +0.1% | NEW | New buy |
| 26 | NOC | Northrop Grumman CORP | +0.1% | +19.49% | Add |
| 27 | RTX | Rtx CORP | 0% | -4.64% | Trim |
| 28 | SO | Southern Co/the | 0% | -2.17% | Trim |
| 29 | ENB | Enbridge Inc | 0% | -3.39% | Trim |
| 30 | AMT | American Tower CORP | 0% | -7.07% | Trim |
| 31 | TMO | Thermo Fisher Scientific Inc | 0% | -1.25% | Trim |
| 32 | CMCSA | Comcast Corp-class A | 0% | +5.16% | Add |
| 33 | LMT | Lockheed Martin CORP | 0% | -12.76% | Trim |
| 34 | BSCR | Invesco Bulletshares 2027 Cb | 0% | +5.65% | Add |
| 35 | HON | Honeywell International Inc | 0% | +12.48% | Add |
| 36 | V | Visa Inc-class A Shares | 0% | +2.33% | Add |
| 37 | LIN | Linde plc | -0.1% | -2.31% | Trim |
| 38 | META | Meta Platforms Inc-class A | -0.1% | -5.72% | Trim |
| 39 | AWK | American Water Works Co Inc | -0.1% | EXIT | Sold out |
| 40 | TXN | Texas Instruments Inc | -0.1% | EXIT | Sold out |
| 41 | AAPL | Apple Inc | -0.2% | -3.85% | Trim |
| 42 | CSCO | Cisco Systems Inc | -0.2% | EXIT | Sold out |
| 43 | NEE | Nextera Energy Inc | -0.3% | -13.64% | Trim |
| 44 | XYL | Xylem Inc | -0.3% | -49.68% | Trim |
| 45 | ECL | Ecolab Inc | -0.3% | -4.59% | Trim |
| 46 | VLO | Valero Energy CORP | -0.5% | -2.00% | Trim |
| 47 | COST | Costco Wholesale CORP | -0.5% | -10.12% | Trim |
| 48 | AMZN | Amazon.com Inc | -0.6% | +0.06% | Add |
| 49 | GOOGL | Alphabet Inc-cl A | -0.7% | -0.20% | Trim |
| 50 | D | Dominion Energy Inc | -3% | EXIT | Sold out |
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 73 disclosed positions in Q3 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 AAPL, MOAT, AMZN) accounted for 17.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
AMAT
市值: $945.0K
Top Position Liquidated / Trimmed
D
前期市值: $8.3M
During Q3 2024, S.E.E.D. Planning Group LLC's top holdings by market value included AAPL (5.1%)、MOAT (4.8%)、AMZN (4.7%). The largest single position, AAPL, represented 5.1% of total portfolio value.
In Q3 2024, S.E.E.D. Planning Group LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 24 positions, trimming 19 holdings, and fully liquidating 4 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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