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

S.E.E.D. Planning Group LLC

  • $290 Million
  • Q1 2025

S.E.E.D. Planning Group LLC has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $290 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.2M, Amazon Com Inc with a value of $14M, Vaneck Morningstar Wide Moat E with a value of $12.6M, Nextera Energy Inc with a value of $11.9M, and Meta Platforms, Inc. with a value of $11.3M.

Examining the 13F form we can see an decrease of $3.29M in the current position value, from $293M to 290M.

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

Portfolio value $290 Million
ETFs: $39.5 Million
Technology: $30.6 Million
Financial Services: $26.8 Million
Consumer Cyclical: $26 Million
Industrials: $23.3 Million
Energy: $22.9 Million
Communication Services: $22.8 Million
Consumer Defensive: $22.3 Million
Other: $75.3 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$133B
$11.9 Million 4.11% of portfolio
167,971
Q1 2025 Added 8.33%
$89.1B
$10.9 Million 3.78% of portfolio
246,821
Q1 2025 Reduced 6.03%
$31.1B
$10.7 Million 3.7% of portfolio
91,633
Q1 2025 Added 115.17%
$38.2B
$9.44 Million 3.26% of portfolio
72,216
Q1 2025 Reduced 7.72%
$72B
$8.86 Million 3.06% of portfolio
80,516
Q1 2025 Added 1,938.38%
$125B
$8.62 Million 2.98% of portfolio
19,288
Q1 2025 Added 96.88%
$56.8B
$8.46 Million 2.92% of portfolio
200,382
Q1 2025 Added 8.83%
$12.9B
$8.43 Million 2.91% of portfolio
127,753
Q1 2025 Reduced 6.45%
$43.3B
$6.07 Million 2.1% of portfolio
96,524
Q1 2025 Added 0.44%
$101B
$6.06 Million 2.09% of portfolio
27,858
Q1 2025 Added 0.77%
$18.7B
$5.52 Million 1.91% of portfolio
71,147
Q1 2025 Added 12.75%
$139B
$5.53 Million 1.91% of portfolio
23,691
Q1 2025 Added 88.62%
$176B
$5.46 Million 1.89% of portfolio
10,974
Q1 2025 Added 3.27%
$42.5B
$4.43 Million 1.53% of portfolio
33,530
Q1 2025 Reduced 4.17%
$32.3B
$3.78 Million 1.31% of portfolio
47,741
Q1 2025 Reduced 1.25%
$68B
$3.61 Million 1.25% of portfolio
14,252
Q1 2025 Reduced 15.75%
$71.4B
$2.3 Million 0.8% of portfolio
2,825
Q1 2025 Added 2.84%
$190B
$2.26 Million 0.78% of portfolio
17,085
Q1 2025 Reduced 23.76%
$99.2B
$2.2 Million 0.76% of portfolio
23,896
Q1 2025 Reduced 4.23%
$60.5B
$2 Million 0.69% of portfolio
6,789
Q1 2025 Reduced 2.2%
$124B
$1.52 Million 0.52% of portfolio
10,479
Q1 2025 Added 35.46%
$183B
$1.31 Million 0.45% of portfolio
4,212
Q1 2025 Added 4.78%
$154B
$1.06 Million 0.36% of portfolio
2,078
Q1 2025 Added 126.12%
$125B
$936,000 0.32% of portfolio
3,064
Q1 2025 Reduced 8.54%
$35.5B
$808,000 0.28% of portfolio
2,399
Q1 2025 Reduced 2.6%
$82.5B
$738,000 0.25% of portfolio
1,442
Q1 2025 Added 5.33%
$135B
$644,000 0.22% of portfolio
3,042
Q1 2025 Reduced 93.14%
$96B
$543,000 0.19% of portfolio
5,566
Q1 2025 Reduced 75.52%
$154B
$537,000 0.19% of portfolio
5,445
Q1 2025 Reduced 6.44%
$19.8B
$496,000 0.17% of portfolio
4,158
Q1 2025 Reduced 0.5%
$26.9B
$490,000 0.17% of portfolio
1,900
Q1 2025 Reduced 2.91%
$71.5B
$450,000 0.16% of portfolio
1,772
Q4 2024 Reduced 11.09%
$76.5B
$242,000 0.08% of portfolio
891
Q1 2025 Reduced 80.74%
$128B
$221,000 0.08% of portfolio
3,602
Q1 2025 New
$27.1B
$202,000 0.07% of portfolio
1,372
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $290 Million
  • Prior Value $293 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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