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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$33.5B
$12.3 Million 3.94% of portfolio
103,814
Q2 2025 Added 13.29%
$51.1B
$12.3 Million 3.94% of portfolio
164,393
Q2 2025 Added 70.31%
$139B
$11.9 Million 3.82% of portfolio
171,258
Q2 2025 Added 1.96%
$176B
$11.5 Million 3.68% of portfolio
28,241
Q2 2025 Added 157.34%
$125B
$11.2 Million 3.59% of portfolio
36,201
Q2 2025 Added 1,081.49%
$51.5B
$10.9 Million 3.51% of portfolio
81,298
Q2 2025 Added 142.46%
$95.2B
$10.2 Million 3.28% of portfolio
225,434
Q2 2025 Reduced 8.66%
$50.1B
$10 Million 3.22% of portfolio
71,524
Q2 2025 Reduced 0.96%
$66B
$9.65 Million 3.1% of portfolio
213,317
Q2 2025 Added 6.46%
$114B
$9.49 Million 3.05% of portfolio
20,487
Q2 2025 Added 6.22%
$20.9B
$8.91 Million 2.86% of portfolio
110,273
Q2 2025 Reduced 13.68%
$148B
$6.58 Million 2.12% of portfolio
29,676
Q2 2025 Added 25.26%
$97.3B
$5.82 Million 1.87% of portfolio
26,330
Q2 2025 Reduced 5.48%
$70.6B
$3.82 Million 1.23% of portfolio
41,984
Q2 2025 Added 30.83%
$39.2B
$3.73 Million 1.2% of portfolio
46,331
Q2 2025 Reduced 2.95%
$76.6B
$3.68 Million 1.18% of portfolio
13,670
Q2 2025 Reduced 4.08%
$70.4B
$2.58 Million 0.83% of portfolio
3,242
Q2 2025 Added 14.76%
$64.1B
$2.39 Million 0.77% of portfolio
8,477
Q2 2025 Added 24.86%
$103B
$2.18 Million 0.7% of portfolio
23,752
Q2 2025 Reduced 0.6%
$153B
$2.07 Million 0.66% of portfolio
11,288
Q2 2025 Added 7.72%
$183B
$1.44 Million 0.46% of portfolio
2,722
Q2 2025 Added 30.99%
$156B
$1.44 Million 0.46% of portfolio
4,817
Q2 2025 Added 14.36%
$58.9B
$1.34 Million 0.43% of portfolio
5,491
Q2 2025 New
$90.7B
$763,000 0.25% of portfolio
1,528
Q2 2025 Added 5.96%
$35.1B
$725,000 0.23% of portfolio
2,367
Q2 2025 Reduced 1.33%
$37.9B
$616,000 0.2% of portfolio
1,857
Q2 2025 Reduced 2.26%
$98.8B
$546,000 0.18% of portfolio
1,772
Q4 2024 Reduced 11.09%
$103B
$484,000 0.16% of portfolio
5,293
Q2 2025 Reduced 4.9%
$25.9B
$453,000 0.15% of portfolio
3,505
Q2 2025 Reduced 15.7%
$147B
$221,000 0.07% of portfolio
952
Q2 2025 Reduced 68.7%
$86.5B
$216,000 0.07% of portfolio
743
Q2 2025 Reduced 16.61%
$80.9B
$208,000 0.07% of portfolio
424
Q2 2025 New
$54.1B
$213,000 0.07% of portfolio
4,054
Q2 2025 New
$122B
$232,000 0.07% of portfolio
3,378
Q2 2025 Reduced 6.22%

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
Track This Portfolio

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

Follow S.E.E.D. Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of S.E.E.D. Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on S.E.E.D. Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email