S.E.E.D. Planning Group LLC Portfolio Holdings by Sector
S.E.E.D. Planning Group LLC
- $331 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
MOAT BSCR BSCQ BSCS BSCT SCHX BSJQ BSJR 18 stocks |
$38,744
11.72% of portfolio
|
3
|
11
|
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
A TMO 2 stocks |
$29,741
8.99% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$28,093
8.5% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$18,117
5.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$17,233
5.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE SO EXC 3 stocks |
$16,724
5.06% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT RTX NOC GD 4 stocks |
$13,864
4.19% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$13,832
4.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE CSGP 2 stocks |
$13,291
4.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
EL CL PG 3 stocks |
$13,018
3.94% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$12,795
3.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB LNG 2 stocks |
$12,770
3.86% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$12,525
3.79% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$12,243
3.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$10,978
3.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$10,201
3.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$9,678
2.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT EQIX 2 stocks |
$8,750
2.65% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$7,492
2.27% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$4,464
1.35% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$3,662
1.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BCS 2 stocks |
$3,431
1.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$2,704
0.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT KLAC 2 stocks |
$2,454
0.74% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2,301
0.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$2,058
0.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,957
0.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$942
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA 2 stocks |
$903
0.27% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
WTW 1 stocks |
$751
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
XYL ROK 2 stocks |
$683
0.21% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW APH 2 stocks |
$562
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CDNS 1 stocks |
$558
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$530
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$411
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ARQT 1 stocks |
$325
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$315
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
QS 1 stocks |
$268
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
COMM 1 stocks |
$251
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
GILD 1 stocks |
$248
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RACE 1 stocks |
$240
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD 1 stocks |
$204
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TIGO 1 stocks |
$201
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL 1 stocks |
$182
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|