Strategic Planning Group, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $616 Billion distributed in 77 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $31B, Amazon Com Inc with a value of $29.6B, Apple Inc. with a value of $28.1B, Microsoft Corp with a value of $24.5B, and Ishares Tr Edge High Yield Def with a value of $23.6B.
Examining the 13F form we can see an increase of $105B in the current position value, from $511B to 616B.
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
$616 Billion
Technology: $177 Billion
ETFs: $78 Billion
Financial Services: $63.3 Billion
Communication Services: $59.5 Billion
Consumer Cyclical: $56.9 Billion
Industrials: $51.2 Billion
Consumer Defensive: $35.7 Billion
Healthcare: $19.5 Billion
Other: $24.2 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
