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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$14.2 Million 4.92% of portfolio
64,092
Q1 2025 Added 0.96%
$1.91T
$14 Million 4.85% of portfolio
73,764
Q1 2025 Added 5.33%
$0
$12.6 Million 4.36% of portfolio
147,027
Q1 2025 Reduced 14.15%
$130B
$11.9 Million 4.11% of portfolio
167,971
Q1 2025 Added 8.33%
$1.23T
$11.3 Million 3.92% of portfolio
19,665
Q1 2025 Reduced 0.7%
$94.4B
$10.9 Million 3.78% of portfolio
246,821
Q1 2025 Reduced 6.03%
$967B
$10.9 Million 3.78% of portfolio
70,876
Q1 2025 Added 20.37%
$2.92T
$10.8 Million 3.74% of portfolio
28,840
Q1 2025 Added 7.54%
$31.6B
$10.7 Million 3.7% of portfolio
91,633
Q1 2025 Added 115.17%
$39B
$9.44 Million 3.26% of portfolio
72,216
Q1 2025 Reduced 7.72%
$70.8B
$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%
$59.7B
$8.46 Million 2.92% of portfolio
200,382
Q1 2025 Added 8.83%
$13.7B
$8.43 Million 2.91% of portfolio
127,753
Q1 2025 Reduced 6.45%
$433B
$7.78 Million 2.69% of portfolio
8,231
Q1 2025 Reduced 5.83%
$453B
$7.59 Million 2.62% of portfolio
63,784
Q1 2025 Added 8.19%
$44.2B
$6.07 Million 2.1% of portfolio
96,524
Q1 2025 Added 0.44%
$98.4B
$6.06 Million 2.09% of portfolio
27,858
Q1 2025 Added 0.77%
$393B
$5.99 Million 2.07% of portfolio
11,433
Q1 2025 Added 7.0%
$365B
$5.73 Million 1.98% of portfolio
15,635
Q1 2025 Reduced 1.75%
$19.4B
$5.52 Million 1.91% of portfolio
71,147
Q1 2025 Added 12.75%
$137B
$5.53 Million 1.91% of portfolio
23,691
Q1 2025 Added 88.62%
$165B
$5.46 Million 1.89% of portfolio
10,974
Q1 2025 Added 3.27%
$552B
$5.11 Million 1.77% of portfolio
14,592
Q1 2025 Reduced 12.57%
$44.2B
$4.43 Million 1.53% of portfolio
33,530
Q1 2025 Reduced 4.17%
$33.2B
$3.78 Million 1.31% of portfolio
47,741
Q1 2025 Reduced 1.25%
$68.1B
$3.61 Million 1.25% of portfolio
14,252
Q1 2025 Reduced 15.75%
$0
$3.52 Million 1.22% of portfolio
180,871
Q1 2025 Added 6.74%
$0
$3.46 Million 1.19% of portfolio
176,653
Q1 2025 Added 3.67%
$0
$3.29 Million 1.13% of portfolio
177,346
Q1 2025 Added 29.81%
$0
$3.28 Million 1.13% of portfolio
161,479
Q1 2025 Added 29.84%
$75.9B
$3.01 Million 1.04% of portfolio
32,091
Q1 2025 Added 268.06%
$713B
$2.84 Million 0.98% of portfolio
11,572
Q1 2025 Reduced 6.23%
$76.9B
$2.3 Million 0.8% of portfolio
2,825
Q1 2025 Added 2.84%
$183B
$2.26 Million 0.78% of portfolio
17,085
Q1 2025 Reduced 23.76%
$98.8B
$2.2 Million 0.76% of portfolio
23,896
Q1 2025 Reduced 4.23%
$0
$2.13 Million 0.74% of portfolio
7,788
Q1 2024 New
$0
$2.08 Million 0.72% of portfolio
94,901
Q1 2025 Reduced 6.09%
$691B
$2.05 Million 0.71% of portfolio
3,895
Q1 2025 Reduced 0.26%
$59.8B
$2 Million 0.69% of portfolio
6,789
Q1 2025 Reduced 2.2%
$212B
$1.67 Million 0.58% of portfolio
6,711
Q1 2025 Added 5.72%
$0
$1.67 Million 0.58% of portfolio
74,511
Q1 2025 Reduced 3.64%
$0
$1.62 Million 0.56% of portfolio
70,372
Q1 2025 Reduced 1.49%
$0
$1.61 Million 0.56% of portfolio
69,642
Q1 2025 Reduced 1.7%
$184B
$1.61 Million 0.55% of portfolio
10,710
Q1 2025 New
$0
$1.57 Million 0.54% of portfolio
72,290
Q1 2025 Added 29.56%
$130B
$1.52 Million 0.52% of portfolio
10,479
Q1 2025 Added 35.46%
$185B
$1.31 Million 0.45% of portfolio
4,212
Q1 2025 Added 4.78%
$156B
$1.06 Million 0.36% of portfolio
2,078
Q1 2025 Added 126.12%

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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