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 Market Cap. of $200 Billions or more
