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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.42T
$15.9 Million 5.43% of portfolio
63,485
Q4 2024 Reduced 3.46%
$1.96T
$15.4 Million 5.25% of portfolio
70,034
Q4 2024 Reduced 7.25%
$1.31T
$11.7 Million 3.99% of portfolio
19,804
Q4 2024 Added 7.75%
$2.86T
$11.3 Million 3.86% of portfolio
26,819
Q4 2024 Added 5.29%
$87.9B
$11.1 Million 3.81% of portfolio
262,653
Q4 2024 Reduced 4.34%
$960B
$11.1 Million 3.81% of portfolio
58,884
Q4 2024 Reduced 2.5%
$139B
$11.1 Million 3.8% of portfolio
155,058
Q4 2024 Added 10.82%
$40.6B
$10.3 Million 3.51% of portfolio
78,260
Q4 2024 Reduced 9.1%
$15.8B
$10.2 Million 3.5% of portfolio
136,566
Q4 2024 Added 16.18%
$141B
$10 Million 3.42% of portfolio
44,354
Q4 2024 Reduced 4.86%
$62.8B
$8.81 Million 3.01% of portfolio
184,116
Q4 2024 Reduced 4.99%
$397B
$8.01 Million 2.73% of portfolio
8,741
Q4 2024 Reduced 5.66%
$506B
$6.85 Million 2.34% of portfolio
13,007
Q4 2024 Reduced 6.95%
$474B
$6.34 Million 2.17% of portfolio
58,958
Q4 2024 Added 15.64%
$358B
$6.19 Million 2.11% of portfolio
15,914
Q4 2024 Reduced 6.67%
$36.4B
$5.72 Million 1.95% of portfolio
42,587
Q4 2024 Added 12.72%
$44.3B
$5.47 Million 1.87% of portfolio
96,103
Q4 2024 Added 54.46%
$471B
$5.41 Million 1.85% of portfolio
10,685
Q4 2024 Added 9.4%
$20.6B
$5.34 Million 1.82% of portfolio
63,104
Q4 2024 Added 372.94%
$429B
$5.31 Million 1.81% of portfolio
36,720
Q4 2024 Reduced 3.52%
$547B
$5.27 Million 1.8% of portfolio
16,689
Q4 2024 Reduced 4.6%
$100B
$5.07 Million 1.73% of portfolio
27,644
Q4 2024 Added 14.31%
$123B
$4.76 Million 1.63% of portfolio
9,797
Q4 2024 Added 4.94%
$50.9B
$4.29 Million 1.46% of portfolio
34,989
Q4 2024 Reduced 1.42%
$72.3B
$3.96 Million 1.35% of portfolio
16,916
Q4 2024 Reduced 60.22%
$31.9B
$3.46 Million 1.18% of portfolio
48,345
Q4 2024 Added 7.05%
$138B
$3.1 Million 1.06% of portfolio
12,560
Q4 2024 Added 0.78%
$689B
$2.96 Million 1.01% of portfolio
12,341
Q4 2024 Reduced 4.76%
$195B
$2.59 Million 0.89% of portfolio
22,410
Q4 2024 Reduced 1.3%
$76.6B
$2.59 Million 0.88% of portfolio
2,747
Q4 2024 Reduced 6.15%
$79.2B
$2.4 Million 0.82% of portfolio
3,770
Q4 2024 Reduced 3.85%
$113B
$2.07 Million 0.71% of portfolio
22,736
Q4 2024 Reduced 8.22%
$98.2B
$2.05 Million 0.7% of portfolio
24,951
Q4 2024 Reduced 0.17%
$64.7B
$2.01 Million 0.69% of portfolio
6,942
Q4 2024 Added 28.96%
$159B
$1.81 Million 0.62% of portfolio
48,309
Q4 2024 Added 13.63%
$681B
$1.77 Million 0.6% of portfolio
3,905
Q4 2024 Added 415.17%
$204B
$1.41 Million 0.48% of portfolio
4,020
Q4 2024 Reduced 7.12%
$221B
$1.4 Million 0.48% of portfolio
6,348
Q4 2024 Added 2.03%
$132B
$1.26 Million 0.43% of portfolio
7,736
Q4 2024 Added 65.41%
$73.4B
$1.22 Million 0.42% of portfolio
4,626
Q4 2024 Added 10.64%
$232B
$988,000 0.34% of portfolio
10,936
Q4 2024 Reduced 7.16%
$123B
$980,000 0.33% of portfolio
3,350
Q4 2024 Reduced 3.4%
$74.6B
$792,000 0.27% of portfolio
8,719
Q4 2024 Reduced 1.36%
$36.3B
$767,000 0.26% of portfolio
2,463
Q3 2024 Reduced 1.44%
$223B
$763,000 0.26% of portfolio
2,634
Q4 2024 Added 170.99%
$181B
$648,000 0.22% of portfolio
5,820
Q4 2024 Reduced 77.68%
$75.4B
$642,000 0.22% of portfolio
1,369
Q4 2024 Added 27.59%
$29.8B
$559,000 0.19% of portfolio
1,957
Q4 2024 Reduced 0.25%
$69.6B
$532,000 0.18% of portfolio
1,772
Q4 2024 Reduced 11.09%

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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