Strategic Planning Group, LLC Portfolio Holdings

Strategic Planning Group, LLC

  • $507 Billion
  • Q3 2024

Strategic Planning Group, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $507 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.1B, Nvidia Corp with a value of $25.4B, Amazon Com Inc with a value of $22.6B, Principal Exchange Traded Fds with a value of $19.5B, and Tesla, Inc. with a value of $17.2B.

Examining the 13F form we can see an increase of $49.7B in the current position value, from $458B to 507B.

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 $507 Billion
Technology: $139 Billion
ETFs: $111 Billion
Consumer Cyclical: $54.3 Billion
Communication Services: $37.8 Billion
Healthcare: $36.6 Billion
Financial Services: $31.6 Billion
Industrials: $31.6 Billion
Consumer Defensive: $30.2 Billion
Other: $20.3 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.5 Billion 3.85% of portfolio
998,813
Q3 2024 Added 50.24%
$0
$14.8 Billion 2.91% of portfolio
640,724
Q3 2024 Added 49.65%
$0
$14.4 Billion 2.83% of portfolio
137,836
Q3 2024 Added 0.88%
$0
$12.6 Billion 2.48% of portfolio
196,586
Q3 2024 Added 2.89%
$0
$12.5 Billion 2.46% of portfolio
137,270
Q3 2024 Added 4.21%
$0
$11.8 Billion 2.32% of portfolio
181,110
Q3 2024 Added 3.14%
$0
$10.2 Billion 2.01% of portfolio
106,315
Q3 2024 New
$0
$4.81 Billion 0.95% of portfolio
142,759
Q3 2024 Added 49.77%
$0
$4.04 Billion 0.8% of portfolio
115,612
Q3 2024 Added 6.15%
$0
$1.71 Billion 0.34% of portfolio
8,509
Q3 2024 Reduced 88.4%
$0
$1.45 Billion 0.29% of portfolio
31,781
Q3 2024 Reduced 87.65%
$0
$1.1 Billion 0.22% of portfolio
22,956
Q3 2024 Added 1.9%
$0
$1.06 Billion 0.21% of portfolio
21,970
Q3 2024 Reduced 3.84%
$0
$541 Million 0.11% of portfolio
1,107
Q3 2024 Reduced 0.09%
$0
$249 Million 0.05% of portfolio
434
Q3 2024 Added 0.23%
$0
$249 Million 0.05% of portfolio
3,664
Q3 2024 Added 0.6%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $507 Billion
  • Prior Value $458 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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