S.E.E.D. Planning Group LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $311 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $16.1M, Apple Inc. with a value of $14.5M, Meta Platforms, Inc. with a value of $13.6M, Microsoft Corp with a value of $13M, and Alphabet Inc. with a value of $12.8M.

Examining the 13F form we can see an increase of $21.5M in the current position value, from $290M to 311M.

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

Portfolio value $311 Million
ETFs: $40.5 Million
Technology: $35 Million
Consumer Cyclical: $28.9 Million
Financial Services: $28.4 Million
Communication Services: $27 Million
Consumer Defensive: $24.8 Million
Industrials: $24.7 Million
Healthcare: $23.7 Million
Other: $78.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $311 Million
  • Prior Value $290 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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