STRATEGIC PLANNING GROUP, LLC Top 13F Holdings
Strategic Planning Group is a large advisory firm with 1124 clients and discretionary assets under management (AUM) of $513,845,387 (Form ADV from 2024-08-27). Their last reported 13F filing for Q3 2024 included $507,196,344 in managed 13F securities and a top 10 holdings …
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STRATEGIC PLANNING GROUP, LLC Top 13F Holdings
2 weeks from now
Strategic Planning Group is a large advisory firm with 1124 clients and discretionary assets under management (AUM) of $513,845,387 (Form ADV from 2024-08-27). Their last reported 13F filing for Q3 2024 included $507,196,344 in managed 13F securities and a top 10 holdings …
whalewisdom.com
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STRATEGIC PLANNING GROUP, LLC - 13F
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Strategic Planning Group, LLC reported 78 holdings with total value $507 M as of Q3 2024. ... AMZN, YLD, and TSLA. STRATEGIC PLANNING GROUP, LLC 13F Portfolio Filings Most …
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Strategic Planning Group, LLC Q3 2024 13F Top Portfolio Holdings
2 weeks from now
Strategic Planning Group, LLC reported 78 holdings with total value $507 M as of Q3 2024. Top holdings included AAPL, NVDA, AMZN, YLD, and TSLA. STRATEGIC PLANNING GROUP, …
13f.info
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Strategic Planning Group, Llc 13F Filings - Sensamarket.com
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Strategic Planning Group, Llc reported 78 holdings with total value $507.20M as of Q3 2024. Top holdings included AAPL, NVDA, AMZN, YLD
sensamarket.com
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Strategic Planning Group 13F Filings And Top Holdings And Stakes
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Latest statistics and disclosures from Strategic Planning Group's latest quarterly 13F-HR filing: Top 5 stock holdings are AAPL, NVDA, AMZN, YLD, TSLA, and represent 22.64% of Strategic …
stockzoa.com
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Strategic Planning Group, LLC Q2 2024 13F Top Portfolio Holdings
2 weeks from now
Strategic Planning Group, LLC reported 75 holdings with total value $458 M as of Q2 2024. Top holdings included AAPL, NVDA, AMZN, MSFT, and GOOG. STRATEGIC PLANNING …
13f.info
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STRATEGIC PLANNING GROUP, Current Portfolio, 13F Holdings
2 weeks from now
Past Performances and the history of Asset Under Management STRATEGIC PLANNING GROUP, LLC. Current Holdings: 75Stocks(4 new) Top holdings: AAPL(5.83%) NVDA(5.62%) …
gurufocus.com
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S.E.E.D. Planning Group LLC Grows Holdings In The Estée Lauder ...
2 weeks from now
1 day ago · S.E.E.D. Planning Group LLC increased its holdings in The Estée Lauder Companies Inc. (NYSE:EL - Free Report) by 16.2% during the fourth quarter, according to the company in …
marketbeat.com
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Applied Materials, Inc. (NASDAQ:AMAT) Stock Holdings
2 weeks from now
1 day ago · S.E.E.D. Planning Group LLC lifted its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT - Free Report) by 65.4% in the 4th quarter, according to the company in its …
marketbeat.com
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S.E.E.D. Planning Group LLC Has $3.96 Million Holdings In
2 weeks from now
1 day ago · S.E.E.D. Planning Group LLC trimmed its holdings in Ecolab Inc. (NYSE:ECL - Free Report) by 60.2% in the fourth quarter, according to the company in its most recent Form 13F …
marketbeat.com
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Strategic Planning Group, LLC Q1 2024 13F Top Portfolio Holdings
2 weeks from now
Strategic Planning Group, LLC reported 116 holdings with total value $400 M as of Q1 2024. Top holdings included AAPL, NVDA, AMZN, MSFT, and QQQM. STRATEGIC PLANNING …
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UnitedHealth Group Incorporated (NYSE:UNH) Shares
2 weeks from now
1 day ago · S.E.E.D. Planning Group LLC grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH - Free Report) by 9.4% during the 4th quarter, according to the company in its …
marketbeat.com
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S.E.E.D. Planning Group LLC Raises Stake In Corteva, Inc
2 weeks from now
1 day ago · The fund owned 96,103 shares of the company's stock after buying an additional 33,886 shares during the period. Corteva comprises about 1.8% of S.E.E.D. Planning Group …
marketbeat.com
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S.E.E.D. Planning Group LLC Raises Stock Holdings In ... - MarketBeat
2 weeks from now
1 day ago · S.E.E.D. Planning Group LLC boosted its holdings in shares of American Tower Co. (NYSE:AMT - Free Report) by 14.3% in the fourth quarter, according to the company in its …
marketbeat.com
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Enbridge Inc. (NYSE:ENB) Position Reduced By S.E.E.D. Planning …
2 weeks from now
1 day ago · S.E.E.D. Planning Group LLC decreased its holdings in Enbridge Inc. (NYSE:ENB - Free Report) (TSE:ENB) by 4.3% in the 4th quarter, according to its most recent Form 13F …
marketbeat.com
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