S.E.E.D. Planning Group LLC Portfolio Holdings
S.E.E.D. Planning Group LLC
- $293 Million
- Q3 2024
S.E.E.D. Planning Group LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $293 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 $15.3M, Amazon Com Inc with a value of $14.1M, Vaneck Morningstar Wide Moat E with a value of $12.7M, Nextera Energy Inc with a value of $11.8M, and Estee Lauder Companies Inc with a value of $11.7M.
Examining the 13F form we can see an increase of $24.5M in the current position value, from $269M 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: $37.8 Million
Technology: $31.3 Million
Consumer Cyclical: $27.4 Million
Financial Services: $25.8 Million
Communication Services: $24.8 Million
Industrials: $24.6 Million
Healthcare: $23.7 Million
Real Estate: $22.3 Million
Other: $75.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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