Strategic Planning, Inc. Portfolio Holdings by Sector
Strategic Planning, Inc.
- $177 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$18.3 Million
10.36% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA INTC TSM 3 stocks |
$14.6 Million
8.23% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$12.3 Million
6.96% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
D AEE EXC AEP 4 stocks |
$12.2 Million
6.88% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
KHC GIS 2 stocks |
$12.1 Million
6.84% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$9.85 Million
5.57% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC HBAN 2 stocks |
$9.23 Million
5.22% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
F TSLA 2 stocks |
$9.22 Million
5.21% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$8.35 Million
4.72% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
BMY PFE 2 stocks |
$7.98 Million
4.51% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
TGT COST WMT 3 stocks |
$7.17 Million
4.05% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$7.08 Million
4.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
ALE HE 2 stocks |
$6.34 Million
3.58% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$4.82 Million
2.72% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$4.67 Million
2.64% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$4.24 Million
2.4% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$4.22 Million
2.38% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$3.69 Million
2.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$3.4 Million
1.92% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$3.26 Million
1.84% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Internet Content & Information | Communication Services
GOOG META 2 stocks |
$3.21 Million
1.82% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
KSS 1 stocks |
$2.73 Million
1.54% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE HI OTIS SIEGY 4 stocks |
$1.93 Million
1.09% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR JCI 2 stocks |
$806,699
0.46% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
USFD 1 stocks |
$657,938
0.37% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA GD 2 stocks |
$627,709
0.35% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$591,345
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
VV SPIB 2 stocks |
$540,614
0.31% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
GWRE 1 stocks |
$539,409
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$475,826
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ 1 stocks |
$430,642
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
DD 1 stocks |
$324,255
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
ARMK 1 stocks |
$271,359
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$267,355
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FACO 1 stocks |
$242,834
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
VSAT 1 stocks |
$179,485
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
TRX 1 stocks |
$102,360
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|