S.E.E.D. Planning Group LLC Reduced Holdings in Q4 2024

S.E.E.D. Planning Group LLC

  • $293 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ECL
Ecolab Inc.

Basic Materials
-25.6K
- 60.22%
$234.32 - $261.43 $6M - $6.69M
16.9K $3.96M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-119K
- 77.99%
$20.6 - $20.71 $2.46M - $2.47M
33.6K $694K
DIS
Walt Disney CO

Communication Services
-20.3K
- 77.68%
$92.39 - $117.6 $1.87M - $2.38M
5.82K $648K
JNJ
Johnson & Johnson

Healthcare
-1.34K
- 3.52%
$143.34 - $165.86 $192K - $222K
36.7K $5.31M
HD
Home Depot, Inc.

Consumer Cyclical
-1.14K
- 6.67%
$385.02 - $431.37 $438K - $491K
15.9K $6.19M
VLO
Valero Energy Corp

Energy
-504
- 1.42%
$118.59 - $144.02 $59.8K - $72.6K
35K $4.29M
CBRE
Cbre Group, Inc.

Real Estate
-7.83K
- 9.1%
$119.22 - $140.71 $934K - $1.1M
78.3K $10.3M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-15.8K
- 18.28%
$23.25 - $23.56 $368K - $373K
70.8K $1.65M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-15.9K
- 18.2%
$23.02 - $23.23 $366K - $369K
71.4K $1.65M
SBUX
Starbucks Corp

Consumer Cyclical
-2.04K
- 8.22%
$87.44 - $102.5 $178K - $209K
22.7K $2.07M
COST
Costco Wholesale Corp

Consumer Defensive
-524
- 5.66%
$873.59 - $994.69 $458K - $521K
8.74K $8.01M
SO
Southern CO

Utilities
-43
- 0.17%
$81.5 - $94.15 $3.5K - $4.05K
25K $2.05M
XYL
Xylem Inc.

Industrials
-690
- 14.17%
$116.02 - $137.45 $80.1K - $94.8K
4.18K $484K
RTX
Raytheon Technologies Corp

Industrials
-296
- 1.3%
$114.45 - $127.21 $33.9K - $37.7K
22.4K $2.59M
CL
Colgate Palmolive CO

Consumer Defensive
-120
- 1.36%
$90.22 - $102.31 $10.8K - $12.3K
8.72K $792K
ACN
Accenture PLC

Technology
-308
- 7.12%
$343.9 - $376.86 $106K - $116K
4.02K $1.41M
PH
Parker Hannifin Corp

Industrials
-151
- 3.85%
$621.74 - $709.46 $93.9K - $107K
3.77K $2.4M
USB
Us Bancorp \De\

Financial Services
-9.67K
- 4.99%
$43.98 - $53.66 $425K - $519K
184K $8.81M
MA
Mastercard Inc

Financial Services
-972
- 6.95%
$491.3 - $536.15 $478K - $521K
13K $6.85M
NVDA
Nvidia Corp

Technology
-654
- 20.7%
$117.0 - $148.88 $76.5K - $97.4K
2.51K $336K
EQIX
Equinix Inc

Real Estate
-180
- 6.15%
$865.69 - $985.0 $156K - $177K
2.75K $2.59M
CDNS
Cadence Design Systems Inc

Technology
-221
- 11.09%
$249.1 - $324.54 $55.1K - $71.7K
1.77K $532K
ENB
Enbridge Inc

Energy
-11.9K
- 4.34%
$40.4 - $43.92 $481K - $523K
263K $11.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-15
- 0.1%
$61.68 - $67.87 $925 - $1.02K
14.5K $904K
Linde PLC
-542
- 3.88%
N/A
13.4K $0
ADP
Automatic Data Processing Inc

Industrials
-118
- 3.4%
$280.08 - $307.97 $33K - $36.3K
3.35K $980K
ROK
Rockwell Automation, Inc

Industrials
-5
- 0.25%
$264.65 - $302.92 $1.32K - $1.51K
1.96K $559K
WMT
Walmart Inc.

Consumer Defensive
-843
- 7.16%
$79.1 - $95.7 $66.7K - $80.7K
10.9K $988K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3
- 0.16%
$370.24 - $418.94 $1.11K - $1.26K
1.85K $744K
JPM
Jpmorgan Chase & CO

Financial Services
-617
- 4.76%
$205.18 - $250.29 $127K - $154K
12.3K $2.96M
HON
Honeywell International Inc

Industrials
-2.27K
- 4.86%
$202.84 - $236.0 $460K - $535K
44.4K $10M
V
Visa Inc.

Financial Services
-805
- 4.6%
$273.87 - $320.91 $220K - $258K
16.7K $5.27M
AAPL
Apple Inc.

Technology
-2.28K
- 3.46%
$221.69 - $259.02 $505K - $590K
63.5K $15.9M
GOOGL
Alphabet Inc.

Communication Services
-1.51K
- 2.5%
$161.86 - $196.66 $245K - $297K
58.9K $11.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.48K
- 7.25%
$180.88 - $232.93 $991K - $1.28M
70K $15.4M
Activity Summary
Buys All Purchases 34 New Holdings 6 Increased Positions 28 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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