Esg Planning Portfolio Holdings

Esg Planning

  • $148 Million
  • Q1 2025

Esg Planning has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $148 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares National Muni Bond ETF with a value of $21.8M, Nvidia Corp with a value of $16.7M, Vanguard Bd Index Fd Inc Total with a value of $13.4M, Spdr Bloomberg High Yield Bond with a value of $9.17M, and Vanguard Information Technolog with a value of $6.59M.

Examining the 13F form we can see an increase of $15.2M in the current position value, from $133M to 148M.

Esg Planning is based out at Santa Clara, CA

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

Portfolio value $148 Million
ETFs: $98.3 Million
Technology: $28.7 Million
Consumer Cyclical: $5.43 Million
Communication Services: $5.13 Million
Healthcare: $4.62 Million
Financial Services: $3.41 Million
Industrials: $1.49 Million
Real Estate: $1.33 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.8 Million 14.69% of portfolio
206,731
Q1 2025 Added 7.38%
$271B
$16.7 Million 11.23% of portfolio
153,742
Q1 2025 Reduced 4.36%
$0
$13.4 Million 9.0% of portfolio
181,919
Q1 2025 Added 37.18%
$0
$9.17 Million 6.18% of portfolio
96,252
Q1 2025 Added 15.89%
$0
$6.59 Million 4.44% of portfolio
12,142
Q1 2025 Added 21.27%
$3.42T
$6.52 Million 4.4% of portfolio
29,370
Q1 2025 Added 8.37%
$0
$5.07 Million 3.42% of portfolio
15,585
Q1 2025 Added 30.76%
$0
$4.81 Million 3.24% of portfolio
79,346
Q1 2025 Added 42.5%
$1.88T
$4.74 Million 3.19% of portfolio
24,898
Q1 2025 Added 12.63%
$0
$4.36 Million 2.93% of portfolio
72,902
Q1 2025 Added 36.39%
$0
$3.83 Million 2.58% of portfolio
15,490
Q1 2025 Added 33.45%
$957B
$3.61 Million 2.43% of portfolio
23,365
Q1 2025 Added 29.17%
$216B
$3.37 Million 2.27% of portfolio
37,546
Q1 2025 Added 52.97%
$0
$3.32 Million 2.24% of portfolio
27,768
Q1 2025 Added 29.4%
$0
$3.26 Million 2.19% of portfolio
14,882
Q1 2025 Added 36.01%
$0
$3.21 Million 2.17% of portfolio
76,791
Q1 2025 Added 38.0%
$105B
$2.52 Million 1.7% of portfolio
8,743
Q1 2025 Added 14.98%
$0
$2.44 Million 1.64% of portfolio
8,869
Q1 2025 Added 44.87%
$0
$1.89 Million 1.27% of portfolio
18,799
Q1 2025 Reduced 2.71%
$565B
$1.79 Million 1.2% of portfolio
5,096
Q1 2025 Added 14.23%
$2.95T
$1.71 Million 1.15% of portfolio
4,547
Q1 2025 Added 15.23%
$0
$1.66 Million 1.12% of portfolio
21,017
Q1 2025 Added 30.79%
$523B
$1.63 Million 1.1% of portfolio
2,972
Q1 2025 Added 30.87%
$0
$1.57 Million 1.06% of portfolio
43,921
Q1 2025 Added 36.44%
$92.1B
$1.57 Million 1.06% of portfolio
4,444
Q1 2025 Added 29.94%
$0
$1.52 Million 1.03% of portfolio
10,257
Q1 2025 Added 29.25%
$1.25T
$1.52 Million 1.02% of portfolio
2,632
Q4 2024 Added 0.19%
$0
$1.4 Million 0.95% of portfolio
6,803
Q1 2025 Added 32.92%
$78.4B
$1.33 Million 0.9% of portfolio
1,632
Q1 2025 Added 29.94%
$78.6B
$964,000 0.65% of portfolio
3,641
Q1 2025 New
$142B
$742,000 0.5% of portfolio
3,505
Q1 2025 Added 33.32%
$133B
$748,000 0.5% of portfolio
3,167
Q1 2025 Added 37.16%
$0
$731,000 0.49% of portfolio
3,873
Q1 2025 Added 42.02%
$0
$728,000 0.49% of portfolio
8,187
Q1 2025 Added 30.28%
$139B
$693,000 0.47% of portfolio
2,973
Q1 2025 Added 28.87%
$145B
$639,000 0.43% of portfolio
3,120
Q1 2025 Added 44.38%
$168B
$606,000 0.41% of portfolio
1,219
Q1 2025 Added 39.95%
$237B
$515,000 0.35% of portfolio
8,353
Q1 2025 Reduced 32.91%
$0
$457,000 0.31% of portfolio
890
Q1 2025 New
$0
$385,000 0.26% of portfolio
7,575
Q1 2025 New
$167B
$310,000 0.21% of portfolio
2,022
Q3 2024 New
$0
$296,000 0.2% of portfolio
3,254
Q1 2025 Reduced 78.69%
$0
$260,000 0.18% of portfolio
3,411
Q1 2025 New
$0
$272,000 0.18% of portfolio
487
Q1 2025 New
$0
$234,000 0.16% of portfolio
4,081
Q1 2025 New
$17.2B
$215,000 0.14% of portfolio
1,150
Q1 2025 New
$130B
$202,000 0.14% of portfolio
1,395
Q1 2025 Reduced 51.73%
Bank Montreal Que
-
$0 0.0% of portfolio
-
Q3 2024 Added 3.93%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $148 Million
  • Prior Value $133 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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