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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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