Strategic Planning, Inc. Portfolio Holdings

Strategic Planning, Inc.

  • $177 Billion
  • Q1 2025

Strategic Planning, Inc. has filed its 13F form on July 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $177 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.3B, Amazon Com Inc with a value of $12.3B, Cvs Health Corp with a value of $9.85B, Nvidia Corp with a value of $9.4B, and Kraft Heinz CO with a value of $8.62B.

Examining the 13F form we can see an increase of $177B in the current position value.

Strategic Planning, Inc. is based out at Columbus, OH

Below you can find more details about Strategic Planning, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $177 Billion
Consumer Cyclical: $36.9 Billion
Technology: $34.6 Billion
Consumer Defensive: $28 Billion
Utilities: $18.5 Billion
Healthcare: $17.8 Billion
Financial Services: $14 Billion
Energy: $10.5 Billion
Basic Materials: $9.26 Billion
Other: $7.39 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$84.5B
$9.85 Billion 5.56% of portfolio
145,437
Q1 2025 New
$34.1B
$8.62 Billion 4.86% of portfolio
283,368
Q1 2025 New
$46.9B
$8.49 Billion 4.79% of portfolio
846,650
Q1 2025 New
$19.9B
$8.35 Billion 4.71% of portfolio
239,222
Q1 2025 New
$120B
$7.08 Billion 3.99% of portfolio
67,374
Q1 2025 New
$79.7B
$6.25 Billion 3.53% of portfolio
35,558
Q1 2025 New
$48.3B
$5.98 Billion 3.38% of portfolio
57,337
Q1 2025 New
$104B
$4.82 Billion 2.72% of portfolio
80,279
Q1 2025 New
$91B
$4.67 Billion 2.64% of portfolio
73,592
Q1 2025 New
$47.6B
$4.64 Billion 2.61% of portfolio
82,665
Q1 2025 New
$101B
$4.6 Billion 2.6% of portfolio
75,458
Q1 2025 New
$24.9B
$4.54 Billion 2.56% of portfolio
45,217
Q1 2025 New
$30.3B
$3.49 Billion 1.97% of portfolio
58,331
Q1 2025 New
$142B
$3.38 Billion 1.91% of portfolio
133,345
Q1 2025 New
$95.7B
$3.23 Billion 1.82% of portfolio
142,176
Q1 2025 New
$24.6B
$2.98 Billion 1.68% of portfolio
198,657
Q1 2025 New
$18.4B
$658 Million 0.37% of portfolio
10,051
Q1 2025 New
$54B
$618 Million 0.35% of portfolio
5,659
Q1 2025 New
$18.7B
$539 Million 0.3% of portfolio
2,879
Q1 2025 New
$52.5B
$476 Million 0.27% of portfolio
7,561
Q1 2025 New
$64.1B
$485 Million 0.27% of portfolio
7,647
Q1 2025 New
$25.7B
$431 Million 0.24% of portfolio
15,552
Q1 2025 New
$41.7B
$367 Million 0.21% of portfolio
3,559
Q1 2025 New
$137B
$317 Million 0.18% of portfolio
1,856
Q1 2025 New
$73.2B
$322 Million 0.18% of portfolio
4,018
Q1 2025 New
$37.5B
$324 Million 0.18% of portfolio
4,342
Q1 2025 New
$83.7B
$311 Million 0.18% of portfolio
1,142
Q1 2025 New
$11.2B
$271 Million 0.15% of portfolio
7,861
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $177 Billion
  • Filing
  • Period Q1 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 57 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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