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CIK: 0001765515
Total reported value
$408.3M
$408.3M
75 檔
17.2%
According to the latest 13F quarterly dataset, S.E.E.D. Planning Group LLC managed an equity portfolio of $408.3M at the end of Q4 2024, spanning 75 distinct U.S. exchange-listed positions.
S.E.E.D. Planning Group LLC executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 4 holdings and trimming 36 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.31% | +0.69% | -3.46% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.30% | +0.33% | +15.94% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.13% | +0.20% | -7.25% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.87% | +0.89% | +7.75% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.77% | +1.06% | +5.29% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.72% | +0.04% | -2.50% | |
| 7 | ENB | Enbridge Inc | Stock-Energy | 3.72% | -0.59% | -4.34% | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 3.71% | -0.53% | +10.82% | |
| 9 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 3.43% | -0.57% | -9.10% | |
| 10 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 3.42% | -1.34% | EXIT | |
| 11 | HON | Honeywell International Inc | Stock-Industrials | 3.34% | — | -4.86% | |
| 12 | USB | US Bancorp | Stock-Financials | 2.94% | -0.48% | -4.99% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.67% | -0.18% | -5.66% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 2.29% | — | -6.95% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 2.12% | -0.79% | EXIT | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 2.07% | -0.44% | -6.67% | |
| 17 | A | Agilent Technologies Inc | Stock-Healthcare | 1.91% | +0.10% | +12.72% | |
| 18 | LIN | Linde plc | Stock-Materials | 1.88% | -0.32% | -3.88% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.84% | +0.23% | +6.18% | |
| 20 | CTVA | Corteva Inc | Stock-Materials | 1.83% | — | +54.46% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.80% | — | +9.40% | |
| 22 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.78% | — | +372.94% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.77% | — | -3.52% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.76% | -0.09% | -4.60% | |
| 25 | AMT | American Tower CORP | Stock-Real Estate | 1.69% | — | +14.31% | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.59% | -0.32% | +4.94% | |
| 27 | VLO | Valero Energy CORP | Stock-Energy | 1.43% | +0.44% | -1.42% | |
| 28 | ECL | Ecolab Inc | Stock-Materials | 1.32% | -0.06% | -60.22% | |
| 29 | CSGP | Costar Group Inc | Stock-Real Estate | 1.16% | -0.04% | +7.05% | |
| 30 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.11% | -0.09% | +4.98% | |
| 31 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.10% | — | +4.05% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.03% | -0.21% | +0.78% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | -0.07% | -4.76% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.87% | -0.08% | -1.30% | |
| 35 | EQIX | Equinix Inc | Stock-Real Estate | 0.86% | +0.02% | -6.15% | |
| 36 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.84% | -0.11% | — | |
| 37 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.84% | -0.10% | — | |
| 38 | PH | Parker Hannifin CORP | Stock-Industrials | 0.80% | — | -3.85% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.78% | +0.07% | +194.38% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | -0.04% | — | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.69% | — | -8.22% | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.69% | — | -0.17% | |
| 43 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.67% | — | +28.96% | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.61% | — | +13.63% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.01% | +415.17% | |
| 46 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.58% | -0.05% | -14.40% | |
| 47 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.55% | -0.05% | -18.28% | |
| 48 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.55% | — | -18.20% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.47% | -0.23% | EXIT | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.47% | -0.15% | +2.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IFF | Intl Flavors & Fragrances | +1.3% | +372.94% | Add |
| 2 | BSCT | Invesco Bulletshares 2029 Cb | +0.8% | NEW | New buy |
| 3 | BSCS | Invesco Bulletshares 2028 Cb | +0.8% | NEW | New buy |
| 4 | CTVA | Corteva Inc | +0.6% | +54.46% | Add |
| 5 | MOAT | Vaneck Morningstar Wide Moat | +0.6% | +15.94% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +415.17% | Add |
| 7 | AMZN | Amazon.com Inc | +0.5% | -7.25% | Trim |
| 8 | BSJS | Invesco Bulletshares 2028 Hy | +0.4% | NEW | New buy |
| 9 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.50% | Trim |
| 10 | META | Meta Platforms Inc-class A | +0.4% | +7.75% | Add |
| 11 | AAPL | Apple Inc | +0.2% | -3.46% | Trim |
| 12 | UPS | United Parcel Service-cl B | +0.2% | NEW | New buy |
| 13 | NKE | Nike Inc -cl B | +0.2% | NEW | New buy |
| 14 | V | Visa Inc-class A Shares | +0.2% | -4.60% | Trim |
| 15 | MCD | Mcdonald's CORP | +0.2% | +170.99% | Add |
| 16 | SPGI | S&p Global Inc | +0.2% | NEW | New buy |
| 17 | APD | Air Products & Chemicals Inc | +0.1% | +28.96% | Add |
| 18 | HON | Honeywell International Inc | +0.1% | -4.86% | Trim |
| 19 | XOM | Exxon Mobil CORP | +0.1% | +15.64% | Add |
| 20 | MSFT | Microsoft CORP | +0.1% | +5.29% | Add |
| 21 | AMAT | Applied Materials Inc | +0.1% | +65.41% | Add |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -4.76% | Trim |
| 23 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +4.98% | Add |
| 24 | A | Agilent Technologies Inc | +0.1% | +12.72% | Add |
| 25 | BSCQ | Invesco Bulletshares 2026 Cb | 0% | +4.05% | Add |
| 26 | CSGP | Costar Group Inc | 0% | +7.05% | Add |
| 27 | NOC | Northrop Grumman CORP | 0% | +27.59% | Add |
| 28 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 29 | IWF | Ishares Russell 1000 Growth | 0% | -0.16% | Trim |
| 30 | WTW | Willis Towers Watson Public Limited Company | 0% | — | Unchanged |
| 31 | CMCSA | Comcast Corp-class A | 0% | +13.63% | Add |
| 32 | ROK | Rockwell Automation Inc | 0% | -0.25% | Trim |
| 33 | ENB | Enbridge Inc | 0% | -4.34% | Trim |
| 34 | WMT | Walmart Inc | 0% | -7.16% | Trim |
| 35 | ADP | Automatic Data Processing | 0% | -3.40% | Trim |
| 36 | IBM | Intl Business Machines CORP | 0% | +2.03% | Add |
| 37 | SCHX | Schwab US Large-cap ETF | 0% | +194.38% | Add |
| 38 | USB | US Bancorp | — | -4.99% | Trim |
| 39 | MA | Mastercard Inc - A | — | -6.95% | Trim |
| 40 | EQIX | Equinix Inc | — | -6.15% | Trim |
| 41 | CDNS | Cadence Design Sys Inc | — | -11.09% | Trim |
| 42 | IWD | Ishares Russell 1000 Value E | — | — | Unchanged |
| 43 | ORCL | Oracle CORP | — | — | Unchanged |
| 44 | IJR | Ishares Core S&p Small-cap E | — | +0.51% | Add |
| 45 | PG | Procter & Gamble Co/the | — | +1.48% | Add |
| 46 | IJH | Ishares Core S&p Midcap ETF | — | -0.10% | Trim |
| 47 | GD | General Dynamics CORP | 0% | +10.64% | Add |
| 48 | SDY | Ss Spdr S&p Dividend ETF | 0% | — | Unchanged |
| 49 | PH | Parker Hannifin CORP | 0% | -3.85% | Trim |
| 50 | NVDA | Nvidia CORP | 0% | -20.70% | Trim |
According to official SEC Form 13F filings, S.E.E.D. Planning Group LLC reported a total U.S. public equity portfolio value of $408.3M across 75 disclosed positions in Q4 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 17.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
BSCT
市值: $2.5M
Top Position Liquidated / Trimmed
BSJO
前期市值: $2.0M
During Q4 2024, S.E.E.D. Planning Group LLC's top holdings by market value included AAPL (5.3%)、MOAT (5.3%)、AMZN (5.1%). The largest single position, AAPL, represented 5.3% of total portfolio value.
In Q4 2024, S.E.E.D. Planning Group LLC made 74 total portfolio adjustments, initiating 6 new buys, adding to 28 positions, trimming 36 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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