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CIK: 0001765515
Total reported value
$378.9M
$378.9M
73 檔
17.0%
During the Q1 2025 filing period, S.E.E.D. Planning Group LLC (CIK: 0001765515) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $378.9M across 73 reported positions.
In Q1 2025, S.E.E.D. Planning Group LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.80% | -0.42% | +0.96% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.73% | -0.55% | +5.33% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 4.36% | -0.15% | -14.15% | |
| 4 | NEE | Nextera Energy Inc | Stock-Utilities | 4.01% | -0.26% | +8.33% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.82% | -0.47% | -0.70% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.69% | -0.14% | +20.37% | |
| 7 | ENB | Enbridge Inc | Stock-Energy | 3.69% | -0.35% | -6.03% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.65% | -0.37% | +7.54% | |
| 9 | A | Agilent Technologies Inc | Stock-Healthcare | 3.61% | -3.48% | +115.17% | |
| 10 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 3.18% | -0.06% | -7.72% | |
| 11 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.98% | — | +1938.38% | |
| 12 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.90% | -0.66% | +96.88% | |
| 13 | USB | US Bancorp | Stock-Financials | 2.85% | +0.02% | +8.83% | |
| 14 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 2.84% | -0.17% | -6.45% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.62% | -0.44% | -5.83% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 2.56% | +0.12% | +8.19% | |
| 17 | LIN | Linde plc | Stock-Materials | 2.27% | -0.20% | +7.57% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 2.18% | -0.03% | -9.37% | |
| 19 | CTVA | Corteva Inc | Stock-Materials | 2.05% | — | +0.44% | |
| 20 | AMT | American Tower CORP | Stock-Real Estate | 2.04% | — | +0.77% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.02% | — | +7.00% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.93% | +0.15% | -1.75% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.86% | -0.12% | +88.62% | |
| 24 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.86% | — | +12.75% | |
| 25 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.84% | -0.08% | +3.27% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.72% | — | -12.57% | |
| 27 | VLO | Valero Energy CORP | Stock-Energy | 1.49% | -0.25% | -4.17% | |
| 28 | CSGP | Costar Group Inc | Stock-Real Estate | 1.27% | -0.39% | -1.25% | |
| 29 | ECL | Ecolab Inc | Stock-Materials | 1.22% | -0.01% | -15.75% | |
| 30 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.19% | — | +6.74% | |
| 31 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.17% | +0.09% | +3.67% | |
| 32 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.11% | +0.11% | +29.81% | |
| 33 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.11% | +0.10% | +29.84% | |
| 34 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.01% | -0.02% | +268.06% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | — | -6.23% | |
| 36 | EQIX | Equinix Inc | Stock-Real Estate | 0.78% | -0.11% | +2.84% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.76% | +0.46% | -23.76% | |
| 38 | SO | Southern Co/the | Stock-Utilities | 0.74% | — | -4.23% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.72% | +0.02% | — | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.71% | +0.16% | -6.09% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.02% | -0.26% | |
| 42 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.67% | — | -2.20% | |
| 43 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.56% | +0.05% | -3.64% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.56% | +0.01% | +5.72% | |
| 45 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.55% | — | -1.49% | |
| 46 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.54% | +0.05% | -1.70% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.54% | -0.18% | — | |
| 48 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 0.53% | +0.05% | +29.56% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.51% | +0.34% | +35.46% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.44% | -0.15% | +4.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | MOAT | Vaneck Morningstar Wide Moat | — | NEW | New buy |
| 4 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | ENB | Enbridge Inc | — | NEW | New buy |
| 8 | MSFT | Microsoft CORP | — | NEW | New buy |
| 9 | A | Agilent Technologies Inc | — | NEW | New buy |
| 10 | CBRE | Cbre Group Inc - A | — | NEW | New buy |
| 11 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 12 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 13 | USB | US Bancorp | — | NEW | New buy |
| 14 | EL | Estee Lauder Companies-cl A | — | NEW | New buy |
| 15 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 16 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 17 | LIN | Linde plc | — | NEW | New buy |
| 18 | MA | Mastercard Inc - A | — | NEW | New buy |
| 19 | CTVA | Corteva Inc | — | NEW | New buy |
| 20 | AMT | American Tower CORP | — | NEW | New buy |
| 21 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 22 | HD | Home Depot Inc | — | NEW | New buy |
| 23 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 24 | IFF | Intl Flavors & Fragrances | — | NEW | New buy |
| 25 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 26 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 27 | VLO | Valero Energy CORP | — | NEW | New buy |
| 28 | CSGP | Costar Group Inc | — | NEW | New buy |
| 29 | ECL | Ecolab Inc | — | NEW | New buy |
| 30 | BSCQ | Invesco Bulletshares 2026 Cb | — | NEW | New buy |
| 31 | BSCR | Invesco Bulletshares 2027 Cb | — | NEW | New buy |
| 32 | BSCT | Invesco Bulletshares 2029 Cb | — | NEW | New buy |
| 33 | BSCS | Invesco Bulletshares 2028 Cb | — | NEW | New buy |
| 34 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 35 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 36 | EQIX | Equinix Inc | — | NEW | New buy |
| 37 | RTX | Rtx CORP | — | NEW | New buy |
| 38 | SO | Southern Co/the | — | NEW | New buy |
| 39 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 40 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 42 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 43 | BSJR | Invesco Bulletshares 2027 Hy | — | NEW | New buy |
| 44 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 45 | BSJP | Invesco Bulletshares 2025 Hy | — | NEW | New buy |
| 46 | BSJQ | Invesco Bulletshares 2026 Hy | — | NEW | New buy |
| 47 | PEP | Pepsico Inc | — | NEW | New buy |
| 48 | BSJS | Invesco Bulletshares 2028 Hy | — | NEW | New buy |
| 49 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 50 | ACN | Accenture plc | — | NEW | New buy |
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 Q1 2025.
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, AMZN, MOAT) accounted for 17.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $14.2M
During Q1 2025, S.E.E.D. Planning Group LLC's top holdings by market value included AAPL (4.8%)、AMZN (4.7%)、MOAT (4.4%). The largest single position, AAPL, represented 4.8% of total portfolio value.
In Q1 2025, S.E.E.D. Planning Group LLC made 50 total portfolio adjustments, initiating 50 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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