Strategic Planning Group, LLC Portfolio Holdings

Strategic Planning Group, LLC

  • $511 Billion
  • Q1 2025

Strategic Planning Group, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $511 Billion distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.6B, Amazon Com Inc with a value of $22.9B, Ishares Tr Edge High Yield Def with a value of $21.5B, Nvidia Corp with a value of $18B, and Victory Portfolios Ii with a value of $17.6B.

Examining the 13F form we can see an decrease of $33.2B in the current position value, from $544B to 511B.

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 $511 Billion
Technology: $125 Billion
ETFs: $83.4 Billion
Consumer Cyclical: $42.4 Billion
Communication Services: $42.1 Billion
Financial Services: $38.5 Billion
Healthcare: $38 Billion
Industrials: $37.8 Billion
Consumer Defensive: $32.1 Billion
Other: $23.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$377B
$3.9 Billion 0.76% of portfolio
27,871
Q1 2025 Added 2.33%
$263B
$3.86 Billion 0.76% of portfolio
5,822
Q1 2025 Added 38.62%
$149B
$3.82 Billion 0.75% of portfolio
18,649
Q1 2025 Added 30.63%
$31.9B
$3.83 Billion 0.75% of portfolio
33,962
Q1 2025 Reduced 31.58%
$166B
$3.8 Billion 0.74% of portfolio
36,956
Q1 2025 Added 56.8%
$67.8B
$3.79 Billion 0.74% of portfolio
22,623
Q1 2025 Reduced 13.76%
$34.5B
$3.5 Billion 0.69% of portfolio
16,899
Q1 2025 Reduced 2.92%
$523B
$3.55 Billion 0.69% of portfolio
6,474
Q1 2025 Added 14.12%
$166B
$3.27 Billion 0.64% of portfolio
38,755
Q1 2025 Added 0.18%
$201B
$3.16 Billion 0.62% of portfolio
11,736
Q1 2025 Added 0.66%
$375B
$3.18 Billion 0.62% of portfolio
8,687
Q1 2025 Added 19.99%
$145B
$3.1 Billion 0.61% of portfolio
13,275
Q1 2025 Added 17.94%
$9B
$3.09 Billion 0.6% of portfolio
31,335
Q1 2025 Added 16.17%
$15.8B
$2.62 Billion 0.51% of portfolio
78,852
Q1 2025 Added 4.99%
$0
$2.61 Billion 0.51% of portfolio
120,515
Q1 2025 Reduced 17.07%
$24.4B
$2.29 Billion 0.45% of portfolio
13,297
Q1 2025 Added 12.42%
$0
$1.8 Billion 0.35% of portfolio
38,231
Q1 2025 Added 16.59%
$0
$1.61 Billion 0.31% of portfolio
34,243
Q1 2025 Added 15.65%
$0
$1.34 Billion 0.26% of portfolio
20,439
Q1 2025 Added 16.05%
$0
$1.31 Billion 0.26% of portfolio
14,640
Q1 2025 Added 16.38%
$0
$586 Million 0.11% of portfolio
3,038
Q1 2025 Reduced 57.36%
$0
$546 Million 0.11% of portfolio
1,163
Q1 2025 Reduced 4.67%
$0
$399 Million 0.08% of portfolio
712
Q1 2025 Added 60.0%
$0
$341 Million 0.07% of portfolio
7,637
Q1 2025 Reduced 69.65%
$202B
$329 Million 0.06% of portfolio
11,641
Q1 2025 Added 4.2%
$335B
$230 Million 0.05% of portfolio
5,522
Q1 2025 Added 5.81%
$0
$244 Million 0.05% of portfolio
11,064
Q1 2025 Added 0.31%
$272B
$218 Million 0.04% of portfolio
3,036
Q1 2025 Added 5.02%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $511 Billion
  • Prior Value $544 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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