Strategic Planning Group, LLC Incresed Positions in Q2 2025

Strategic Planning Group, LLC

  • $616 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
29.7K
+ 17.85%
$94.31 - $157.99 $2.8M - $4.69M
196K $31B
FIX
Comfort Systems Usa Inc

Industrials
5.13K
+ 21.76%
$296.51 - $536.21 $1.52M - $2.75M
28.7K $15.4B
MSFT
Microsoft Corp

Technology
3.78K
+ 8.3%
$354.56 - $497.45 $1.34M - $1.88M
49.3K $24.5B
NFLX
Netflix Inc

Communication Services
506
+ 3.37%
$855.86 - $1339.13 $433K - $678K
15.5K $20.8B
AMZN
Amazon Com Inc

Consumer Cyclical
14.4K
+ 11.94%
$167.32 - $223.3 $2.41M - $3.21M
135K $29.6B
TSLA
Tesla, Inc.

Consumer Cyclical
13K
+ 31.9%
$221.86 - $362.89 $2.89M - $4.72M
53.8K $17.1B
ALCC
Alt C Acquisition Corp.

Financial Services
32.2K
+ 26.69%
N/A
153K $8.55B
GOOG
Alphabet Inc.

Communication Services
20.5K
+ 20.23%
$146.58 - $180.01 $3M - $3.68M
122K $21.6B
META
Meta Platforms, Inc.

Communication Services
2.35K
+ 15.9%
$484.66 - $738.09 $1.14M - $1.73M
17.1K $12.6B
AVGO
Broadcom Inc.

Technology
5.12K
+ 22.64%
$146.29 - $275.65 $749K - $1.41M
27.7K $7.65B
COIN
Coinbase Global, Inc.

Technology
3.29K
+ 24.73%
$151.47 - $375.07 $498K - $1.23M
16.6K $5.81B
SCHG
Schwab Strategic Tr Us Large C

ETFs
29.2K
+ 4.9%
$22.27 - $29.21 $650K - $852K
624K $18.2B
BAC
Bank Of America Corp

Financial Services
67.3K
+ 1218.4%
$34.39 - $47.46 $2.31M - $3.19M
72.8K $3.45B
ORCL
Oracle Corp

Technology
1.89K
+ 6.79%
$122.82 - $218.63 $232K - $414K
29.8K $6.51B
WMT
Walmart Inc.

Consumer Defensive
8.22K
+ 5.26%
$81.79 - $99.98 $673K - $822K
165K $16.1B
AMD
Advanced Micro Devices Inc

Technology
6.07K
+ 16.43%
$78.21 - $143.81 $475K - $873K
43K $6.11B
GS
Goldman Sachs Group Inc

Financial Services
1.42K
+ 18.37%
$462.22 - $707.75 $655K - $1M
9.13K $6.46B
PLTR
Palantir Technologies Inc.

Technology
1.25K
+ 3.24%
$74.01 - $144.25 $92.8K - $181K
40K $5.45B
CRWD
Crowd Strike Holdings, Inc.

Technology
363
+ 2.93%
$321.63 - $509.31 $117K - $185K
12.7K $6.49B
HYDB
Ishares Tr Edge High Yield Def

ETFs
39.5K
+ 8.65%
$44.64 - $47.48 $1.76M - $1.88M
496K $23.6B
PANW
Palo Alto Networks Inc

Technology
2.26K
+ 5.15%
$152.44 - $204.64 $345K - $462K
46.2K $9.45B
WFC
Wells Fargo & Company

Financial Services
22K
+ 724.01%
$60.98 - $80.12 $1.34M - $1.76M
25K $2B
JPM
Jpmorgan Chase & CO

Financial Services
1.4K
+ 4.73%
$210.28 - $289.91 $294K - $406K
31K $8.99B
BWXT
Bwx Technologies, Inc.

Industrials
1.99K
+ 6.33%
$89.24 - $144.06 $177K - $286K
33.3K $4.8B
JCI
Johnson Controls International PLC

Industrials
2.01K
+ 3.51%
$71.14 - $105.62 $143K - $212K
59.3K $6.26B
IBM
International Business Machines Corp

Technology
1.26K
+ 4.48%
$221.03 - $294.78 $279K - $372K
29.4K $8.67B
SHOP
Shopify Inc.

Technology
6.58K
+ 15.13%
$76.89 - $115.35 $506K - $759K
50.1K $5.78B
INTU
Intuit Inc

Technology
314
+ 4.27%
$544.07 - $787.63 $171K - $247K
7.67K $6.04B
AAPL
Apple Inc.

Technology
17.2K
+ 14.41%
$172.42 - $223.89 $2.97M - $3.86M
137K $28.1B
VEEV
Veeva Systems Inc

Healthcare
858
+ 4.06%
$209.39 - $289.94 $180K - $249K
22K $6.33B
Morgan Stanley ETF Trust
26.2K
+ 7.75%
N/A
364K $18.5B
ASML
Asml Holding Nv

Technology
730
+ 12.54%
$595.37 - $815.24 $435K - $595K
6.55K $5.25B
USB
Us Bancorp \De\

Financial Services
23.6K
+ 24.06%
$36.4 - $45.76 $858K - $1.08M
121K $5.5B
RDVY
First Trust Rising Dividend Ac

ETFs
5.98K
+ 2.63%
$51.6 - $62.74 $309K - $375K
233K $14.6B
COST
Costco Wholesale Corp

Consumer Defensive
654
+ 4.51%
$908.13 - $1056.85 $594K - $691K
15.2K $15B
CSCO
Cisco Systems, Inc.

Technology
5.92K
+ 5.19%
$53.19 - $69.38 $315K - $411K
120K $8.32B
DKNG
Draft Kings Inc.

Consumer Cyclical
7.63K
+ 9.68%
$31.67 - $42.89 $242K - $327K
86.5K $3.71B
ISRG
Intuitive Surgical Inc

Healthcare
717
+ 5.83%
$451.58 - $565.94 $324K - $406K
13K $7.08B
AXP
American Express CO

Financial Services
622
+ 5.3%
$231.39 - $318.98 $144K - $198K
12.4K $3.94B
RTX
Raytheon Technologies Corp

Industrials
1.56K
+ 4.13%
$113.75 - $148.48 $177K - $231K
39.3K $5.74B
TTWO
Take Two Interactive Software Inc

Communication Services
499
+ 2.95%
$194.58 - $243.05 $97.1K - $121K
17.4K $4.23B
HON
Honeywell International Inc

Industrials
1.14K
+ 5.42%
$182.86 - $232.88 $208K - $265K
22.2K $5.16B
LMT
Lockheed Martin Corp

Industrials
495
+ 5.27%
$430.82 - $486.45 $213K - $241K
9.88K $4.58B
CRM
Salesforce, Inc.

Technology
1.16K
+ 7.65%
$236.26 - $291.15 $273K - $337K
16.3K $4.44B
PSX
Phillips 66

Energy
3.75K
+ 10.62%
$92.87 - $125.73 $349K - $472K
39.1K $4.66B
MMM
3 M CO

Industrials
1.02K
+ 3.8%
$126.09 - $154.15 $128K - $157K
27.8K $4.23B
TRV
Travelers Companies, Inc.

Financial Services
866
+ 4.6%
$233.83 - $276.34 $202K - $239K
19.7K $5.27B
AMT
American Tower Corp

Real Estate
931
+ 3.87%
$203.96 - $228.19 $190K - $212K
25K $5.52B
MA
Mastercard Inc

Financial Services
287
+ 4.43%
$479.92 - $590.74 $138K - $170K
6.76K $3.8B
Activity Summary
Buys All Purchases 70 New Holdings 4 Increased Positions 66 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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