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

S.E.E.D. Planning Group LLC

  • $311 Million
  • Q2 2025

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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.32T
$16.1 Million 5.18% of portfolio
73,445
Q2 2025 Reduced 0.43%
$3.45T
$14.5 Million 4.67% of portfolio
70,788
Q2 2025 Added 10.45%
$1.58T
$13.6 Million 4.38% of portfolio
18,464
Q2 2025 Reduced 6.11%
$3.77T
$13 Million 4.17% of portfolio
26,101
Q2 2025 Reduced 9.5%
$1.14T
$12.8 Million 4.1% of portfolio
72,461
Q2 2025 Added 2.24%
$34.4B
$12.3 Million 3.94% of portfolio
103,814
Q2 2025 Added 13.29%
$53B
$12.3 Million 3.94% of portfolio
164,393
Q2 2025 Added 70.31%
$152B
$11.9 Million 3.82% of portfolio
171,258
Q2 2025 Added 1.96%
$168B
$11.5 Million 3.68% of portfolio
28,241
Q2 2025 Added 157.34%
$126B
$11.2 Million 3.59% of portfolio
36,201
Q2 2025 Added 1,081.49%
$55.9B
$10.9 Million 3.51% of portfolio
81,298
Q2 2025 Added 142.46%
$91.5B
$10.2 Million 3.28% of portfolio
225,434
Q2 2025 Reduced 8.66%
$45.9B
$10 Million 3.22% of portfolio
71,524
Q2 2025 Reduced 0.96%
$68.6B
$9.65 Million 3.1% of portfolio
213,317
Q2 2025 Added 6.46%
$108B
$9.49 Million 3.05% of portfolio
20,487
Q2 2025 Added 6.22%
$20.6B
$8.91 Million 2.86% of portfolio
110,273
Q2 2025 Reduced 13.68%
$141B
$6.58 Million 2.12% of portfolio
29,676
Q2 2025 Added 25.26%
$533B
$6.56 Million 2.11% of portfolio
11,679
Q2 2025 Reduced 0.92%
$108B
$5.82 Million 1.87% of portfolio
26,330
Q2 2025 Reduced 5.48%
$380B
$5.54 Million 1.78% of portfolio
15,110
Q2 2025 Reduced 3.36%
$575B
$4.85 Million 1.56% of portfolio
13,657
Q2 2025 Reduced 6.41%
$74B
$3.82 Million 1.23% of portfolio
41,984
Q2 2025 Added 30.83%
$34.6B
$3.73 Million 1.2% of portfolio
46,331
Q2 2025 Reduced 2.95%
$77.1B
$3.68 Million 1.18% of portfolio
13,670
Q2 2025 Reduced 4.08%
$855B
$3.26 Million 1.05% of portfolio
11,239
Q2 2025 Reduced 2.88%
$201B
$3.1 Million 1.0% of portfolio
23,476
Q2 2025 Added 119.2%
$72.9B
$2.58 Million 0.83% of portfolio
3,242
Q2 2025 Added 14.76%
$66.1B
$2.39 Million 0.77% of portfolio
8,477
Q2 2025 Added 24.86%
$104B
$2.18 Million 0.7% of portfolio
23,752
Q2 2025 Reduced 0.6%
$253B
$2.17 Million 0.7% of portfolio
7,347
Q2 2025 Added 9.48%
$161B
$2.07 Million 0.66% of portfolio
11,288
Q2 2025 Added 7.72%
$622B
$1.89 Million 0.61% of portfolio
3,895
Q1 2025 Reduced 0.26%
$219B
$1.75 Million 0.56% of portfolio
12,017
Q2 2025 Reduced 29.66%
$169B
$1.44 Million 0.46% of portfolio
2,722
Q2 2025 Added 30.99%
$181B
$1.44 Million 0.46% of portfolio
4,817
Q2 2025 Added 14.36%
$55.6B
$1.34 Million 0.43% of portfolio
5,491
Q2 2025 New
$452B
$1.09 Million 0.35% of portfolio
10,121
Q2 2025 Reduced 84.13%
$260B
$945,000 0.3% of portfolio
9,670
Q2 2025 Reduced 5.04%
$86.8B
$763,000 0.25% of portfolio
1,528
Q2 2025 Added 5.96%
$33.5B
$725,000 0.23% of portfolio
2,367
Q2 2025 Reduced 1.33%
$416B
$675,000 0.22% of portfolio
4,275
Q2 2025 Added 43.31%
$221B
$626,000 0.2% of portfolio
5,056
Q2 2025 Reduced 7.14%
$40.8B
$616,000 0.2% of portfolio
1,857
Q2 2025 Reduced 2.26%
$87.7B
$546,000 0.18% of portfolio
1,772
Q4 2024 Reduced 11.09%
$111B
$484,000 0.16% of portfolio
5,293
Q2 2025 Reduced 4.9%
$23.6B
$453,000 0.15% of portfolio
3,505
Q2 2025 Reduced 15.7%
$642B
$391,000 0.13% of portfolio
1,789
Q2 2025 Added 4.68%
$375B
$386,000 0.12% of portfolio
2,429
Q2 2025 Added 12.3%
$159B
$221,000 0.07% of portfolio
952
Q2 2025 Reduced 68.7%

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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