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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.2 Billion 3.7% of portfolio
1,051,167
Q4 2024 Added 5.24%
$0
$16.1 Billion 2.96% of portfolio
577,696
Q4 2024 Added 319.12%
$0
$15.1 Billion 2.78% of portfolio
672,968
Q4 2024 Added 5.03%
$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
$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%
$0
$3.27 Billion 0.6% of portfolio
51,701
Q4 2024 Reduced 73.7%
$0
$1.51 Billion 0.28% of portfolio
32,790
Q4 2024 Added 49.25%
$0
$1.5 Billion 0.28% of portfolio
7,125
Q4 2024 Reduced 16.27%
$0
$1.36 Billion 0.25% of portfolio
29,609
Q4 2024 Added 28.98%
$0
$1.1 Billion 0.2% of portfolio
17,612
Q4 2024 Reduced 90.28%
$0
$1.1 Billion 0.2% of portfolio
25,163
Q4 2024 Reduced 20.82%
$0
$1.1 Billion 0.2% of portfolio
12,579
Q4 2024 Reduced 90.84%
$0
$624 Million 0.11% of portfolio
1,220
Q4 2024 Added 10.21%
$0
$261 Million 0.05% of portfolio
445
Q4 2024 Added 2.53%

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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