S.E.E.D. Planning Group LLC Portfolio Holdings

S.E.E.D. Planning Group LLC

  • $293 Million
  • Q4 2024

S.E.E.D. Planning Group LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $293 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.9M, Amazon Com Inc with a value of $15.4M, Vaneck Morningstar Wide Moat E with a value of $14.7M, Meta Platforms, Inc. with a value of $11.7M, and Microsoft Corp with a value of $11.3M.

Examining the 13F form we can see an decrease of $370K in the current position value, from $293M to 293M.

Below you can find more details about S.E.E.D. Planning Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $293 Million
ETFs: $40.8 Million
Technology: $32.4 Million
Consumer Cyclical: $28 Million
Financial Services: $26.9 Million
Communication Services: $25.3 Million
Industrials: $24.2 Million
Healthcare: $22 Million
Energy: $21.8 Million
Other: $71.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$15.9 Million 5.43% of portfolio
63,485
Q4 2024 Reduced 3.46%
$2.42T
$15.4 Million 5.25% of portfolio
70,034
Q4 2024 Reduced 7.25%
$0
$14.7 Million 5.02% of portfolio
171,268
Q4 2024 Added 15.94%
$1.54T
$11.7 Million 3.99% of portfolio
19,804
Q4 2024 Added 7.75%
$3.09T
$11.3 Million 3.86% of portfolio
26,819
Q4 2024 Added 5.29%
$87.6B
$11.1 Million 3.81% of portfolio
262,653
Q4 2024 Reduced 4.34%
$1.2T
$11.1 Million 3.81% of portfolio
58,884
Q4 2024 Reduced 2.5%
$141B
$11.1 Million 3.8% of portfolio
155,058
Q4 2024 Added 10.82%
$46.5B
$10.3 Million 3.51% of portfolio
78,260
Q4 2024 Reduced 9.1%
$19.3B
$10.2 Million 3.5% of portfolio
136,566
Q4 2024 Added 16.18%
$150B
$10 Million 3.42% of portfolio
44,354
Q4 2024 Reduced 4.86%
$71B
$8.81 Million 3.01% of portfolio
184,116
Q4 2024 Reduced 4.99%
$434B
$8.01 Million 2.73% of portfolio
8,741
Q4 2024 Reduced 5.66%
$530B
$6.85 Million 2.34% of portfolio
13,007
Q4 2024 Reduced 6.95%
$445B
$6.34 Million 2.17% of portfolio
58,958
Q4 2024 Added 15.64%
$422B
$6.19 Million 2.11% of portfolio
15,914
Q4 2024 Reduced 6.67%
$234B
$5.53 Million 1.89% of portfolio
10,626
Q4 2024 Added 6.18%
$46.9B
$5.47 Million 1.87% of portfolio
96,103
Q4 2024 Added 54.46%
$507B
$5.41 Million 1.85% of portfolio
10,685
Q4 2024 Added 9.4%
$22.2B
$5.34 Million 1.82% of portfolio
63,104
Q4 2024 Added 372.94%
$398B
$5.31 Million 1.81% of portfolio
36,720
Q4 2024 Reduced 3.52%
$559B
$5.27 Million 1.8% of portfolio
16,689
Q4 2024 Reduced 4.6%
$86.1B
$5.07 Million 1.73% of portfolio
27,644
Q4 2024 Added 14.31%
$121B
$4.76 Million 1.63% of portfolio
9,797
Q4 2024 Added 4.94%
$51.3B
$4.29 Million 1.46% of portfolio
34,989
Q4 2024 Reduced 1.42%
$71.3B
$3.96 Million 1.35% of portfolio
16,916
Q4 2024 Reduced 60.22%
$31.2B
$3.46 Million 1.18% of portfolio
48,345
Q4 2024 Added 7.05%
$0
$3.32 Million 1.13% of portfolio
170,404
Q4 2024 Added 4.98%
$0
$3.29 Million 1.12% of portfolio
169,454
Q4 2024 Added 4.05%
$161B
$3.1 Million 1.06% of portfolio
12,560
Q4 2024 Added 0.78%
$784B
$2.96 Million 1.01% of portfolio
12,341
Q4 2024 Reduced 4.76%
$190B
$2.59 Million 0.89% of portfolio
22,410
Q4 2024 Reduced 1.3%
$83.2B
$2.59 Million 0.88% of portfolio
2,747
Q4 2024 Reduced 6.15%
$0
$2.51 Million 0.86% of portfolio
136,621
Q4 2024 New
$0
$2.5 Million 0.85% of portfolio
124,370
Q4 2024 New
$90.8B
$2.4 Million 0.82% of portfolio
3,770
Q4 2024 Reduced 3.85%
$0
$2.34 Million 0.8% of portfolio
101,056
Q4 2024 Added 194.38%
$0
$2.26 Million 0.77% of portfolio
7,788
Q1 2024 New
$125B
$2.07 Million 0.71% of portfolio
22,736
Q4 2024 Reduced 8.22%
$91.4B
$2.05 Million 0.7% of portfolio
24,951
Q4 2024 Reduced 0.17%
$74.4B
$2.01 Million 0.69% of portfolio
6,942
Q4 2024 Added 28.96%
$148B
$1.81 Million 0.62% of portfolio
48,309
Q4 2024 Added 13.63%
$615B
$1.77 Million 0.6% of portfolio
3,905
Q4 2024 Added 415.17%
$0
$1.73 Million 0.59% of portfolio
77,329
Q4 2024 Reduced 14.4%
$0
$1.65 Million 0.56% of portfolio
70,843
Q4 2024 Reduced 18.28%
$0
$1.65 Million 0.56% of portfolio
71,438
Q4 2024 Reduced 18.2%
$243B
$1.41 Million 0.48% of portfolio
4,020
Q4 2024 Reduced 7.12%
$229B
$1.4 Million 0.48% of portfolio
6,348
Q4 2024 Added 2.03%
$155B
$1.26 Million 0.43% of portfolio
7,736
Q4 2024 Added 65.41%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $293 Million
  • Prior Value $293 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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