Strategic Planning Group, LLC Portfolio Holdings

Strategic Planning Group, LLC

  • $544 Billion
  • Q4 2024

Strategic Planning Group, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $544 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $29.8B, Nvidia Corp with a value of $27.5B, Amazon Com Inc with a value of $26.5B, Tesla, Inc. with a value of $25.2B, and Principal Exchange Traded Fds with a value of $20.2B.

Examining the 13F form we can see an increase of $37B in the current position value, from $507B to 544B.

Strategic Planning Group, LLC is based out at Bountiful, UT

Below you can find more details about Strategic Planning Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $544 Billion
Technology: $145 Billion
ETFs: $97.3 Billion
Consumer Cyclical: $60.1 Billion
Communication Services: $47.7 Billion
Financial Services: $37.4 Billion
Industrials: $37.1 Billion
Healthcare: $34.8 Billion
Consumer Defensive: $33 Billion
Other: $18.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.49T
$29.8 Billion 5.47% of portfolio
118,970
Q4 2024 Reduced 8.0%
$288B
$27.5 Billion 5.05% of portfolio
204,695
Q4 2024 Reduced 2.14%
$2T
$26.5 Billion 4.88% of portfolio
120,985
Q4 2024 Reduced 0.21%
$783B
$25.2 Billion 4.63% of portfolio
62,414
Q4 2024 Reduced 5.01%
$0
$20.2 Billion 3.7% of portfolio
1,051,167
Q4 2024 Added 5.24%
$1.03T
$18.3 Billion 3.37% of portfolio
96,259
Q4 2024 Added 3.59%
Victory Portfolios Ii
-
$18.2 Billion 3.34% of portfolio
-
Q4 2024 New
$2.86T
$16.7 Billion 3.07% of portfolio
39,592
Q4 2024 Added 4.61%
$398B
$16.2 Billion 2.98% of portfolio
18,205
Q4 2024 Added 1.26%
$0
$16.1 Billion 2.96% of portfolio
577,696
Q4 2024 Added 319.12%
$231B
$15.8 Billion 2.91% of portfolio
175,010
Q4 2024 Added 1.37%
$0
$15.1 Billion 2.78% of portfolio
672,968
Q4 2024 Added 5.03%
-
$14.8 Billion 2.71% of portfolio
-
Q4 2024 Reduced 2.75%
$410B
$13.5 Billion 2.48% of portfolio
14,720
Q4 2024 Added 3.33%
$0
$12.3 Billion 2.26% of portfolio
127,289
Q4 2024 Added 19.73%
$0
$11.4 Billion 2.1% of portfolio
193,316
Q4 2024 New
$1.36T
$9.64 Billion 1.77% of portfolio
16,465
Q4 2024 Added 1.87%
$53.5B
$8.12 Billion 1.49% of portfolio
44,638
Q4 2024 Added 104.12%
$224B
$7.55 Billion 1.39% of portfolio
34,352
Q4 2024 Added 1.7%
$248B
$7.55 Billion 1.39% of portfolio
127,542
Q4 2024 Added 2.03%
$668B
$7.25 Billion 1.33% of portfolio
30,245
Q4 2024 Added 2.77%
$174B
$6.89 Billion 1.27% of portfolio
13,199
Q4 2024 Added 2.59%
$646B
$6.89 Billion 1.27% of portfolio
15,204
Q4 2024 Added 2.92%
$111B
$6.33 Billion 1.16% of portfolio
59,526
Q4 2024 Reduced 0.21%
$375B
$6.28 Billion 1.15% of portfolio
35,322
Q4 2024 Added 4.63%
$78.7B
$6.08 Billion 1.12% of portfolio
26,232
Q4 2024 Added 1.71%
$285B
$5.36 Billion 0.98% of portfolio
16,019
Q4 2024 Added 0.89%
$34B
$5.35 Billion 0.98% of portfolio
49,641
Q4 2024 Added 1.86%
$781B
$5.28 Billion 0.97% of portfolio
6,839
Q4 2024 Added 99.16%
$450B
$5.17 Billion 0.95% of portfolio
10,215
Q4 2024 Added 3.07%
$0
$5.19 Billion 0.95% of portfolio
155,626
Q4 2024 Added 34.61%
$0
$4.89 Billion 0.9% of portfolio
149,370
Q4 2024 Added 4.63%
$61.7B
$4.7 Billion 0.86% of portfolio
98,174
Q4 2024 Added 2.55%
$407B
$4.54 Billion 0.83% of portfolio
27,237
Q4 2024 Added 1.99%
$183B
$4.51 Billion 0.83% of portfolio
7,878
Q4 2024 Added 2.78%
$32.6B
$4.43 Billion 0.81% of portfolio
21,068
Q4 2024 Added 1.99%
$53B
$4.23 Billion 0.78% of portfolio
53,558
Q4 2024 Added 3.14%
$76B
$4.25 Billion 0.78% of portfolio
9,060
Q4 2024 Added 2.87%
$70.8B
$4.27 Billion 0.78% of portfolio
12,472
Q4 2024 Added 3.43%
$139B
$4.21 Billion 0.77% of portfolio
18,649
Q4 2024 Added 4.33%
$188B
$4.09 Billion 0.75% of portfolio
35,310
Q4 2024 Added 3.98%
$59.7B
$4.06 Billion 0.75% of portfolio
16,840
Q4 2024 Added 3.58%
$89.8B
$4.07 Billion 0.75% of portfolio
37,793
Q4 2024 Added 4.22%
$167B
$4.08 Billion 0.75% of portfolio
6,485
Q4 2024 Added 3.5%
$121B
$3.96 Billion 0.73% of portfolio
8,153
Q4 2024 Added 3.6%
$73B
$3.97 Billion 0.73% of portfolio
32,380
Q4 2024 Added 3.84%
$96.2B
$3.82 Billion 0.7% of portfolio
20,816
Q4 2024 Added 4.93%
$81.6B
$3.69 Billion 0.68% of portfolio
28,599
Q4 2024 Reduced 49.04%
$399B
$3.69 Billion 0.68% of portfolio
22,035
Q4 2024 Added 5.05%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $544 Billion
  • Prior Value $507 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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