Strategic Planning Group, LLC Sells in Q1 2025

Strategic Planning Group, LLC

  • $511 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-21.6K
- 34.64%
$222.15 - $428.22 $4.8M - $9.26M
40.8K $10.6B
NVDA
Nvidia Corp

Technology
-38.4K
- 18.74%
$106.98 - $149.43 $4.1M - $5.73M
166K $18B
AMZN
Amazon Com Inc

Consumer Cyclical
-537
- 0.44%
$190.26 - $242.06 $102K - $130K
120K $22.9B
AVGO
Broadcom Inc.

Technology
-3.61K
- 13.76%
$167.43 - $244.7 $604K - $883K
22.6K $3.79B
NFLX
Netflix Inc

Communication Services
-3.21K
- 17.64%
$828.4 - $1058.6 $2.66M - $3.4M
15K $14B
SHOP
Shopify Inc.

Technology
-16K
- 26.92%
$90.59 - $129.31 $1.45M - $2.07M
43.5K $4.15B
WMT
Walmart Inc.

Consumer Defensive
-18.7K
- 10.66%
$84.5 - $105.05 $1.58M - $1.96M
156K $13.7B
JGRO
J P Morgan Exchange Traded Fd
-2.96K
- 1.62%
N/A
179K $13.2B
NET
Cloudflare, Inc.

Technology
-15.7K
- 31.58%
$110.71 - $176.5 $1.74M - $2.77M
34K $3.83B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-22.3K
- 43.09%
$61.9 - $66.89 $1.38M - $1.49M
29.4K $1.87B
META
Meta Platforms, Inc.

Communication Services
-1.71K
- 10.37%
$576.74 - $736.67 $985K - $1.26M
14.8K $8.51B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-4.09K
- 57.36%
$192.82 - $222.1 $788K - $908K
3.04K $586M
ISRG
Intuitive Surgical Inc

Healthcare
-890
- 6.74%
$476.63 - $610.45 $424K - $543K
12.3K $6.1B
FVD
First Tr Value Line Divid Inde

ETFs
-17.5K
- 69.65%
$42.61 - $45.51 $747K - $798K
7.64K $341M
PANW
Palo Alto Networks Inc

Technology
-714
- 1.6%
$167.82 - $208.28 $120K - $149K
43.9K $7.5B
Victory Portfolios Ii
-19.4K
- 3.65%
N/A
513K $17.6B
USB
Us Bancorp \De\

Financial Services
-259
- 0.26%
$40.92 - $50.9 $10.6K - $13.2K
97.9K $4.13B
IBM
International Business Machines Corp

Technology
-6.19K
- 18.03%
$217.4 - $264.74 $1.35M - $1.64M
28.2K $7B
CSCO
Cisco Systems, Inc.

Technology
-13.6K
- 10.65%
$58.74 - $64.87 $798K - $881K
114K $7.03B
ALCC
Alt C Acquisition Corp.

Financial Services
-24.8K
- 17.07%
N/A
121K $2.61B
GS
Goldman Sachs Group Inc

Financial Services
-166
- 2.11%
$524.81 - $672.19 $87.1K - $112K
7.71K $4.21B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-57
- 4.67%
$468.34 - $539.52 $26.7K - $30.8K
1.16K $546M
JPM
Jpmorgan Chase & CO

Financial Services
-647
- 2.14%
$225.19 - $279.95 $146K - $181K
29.6K $7.26B
CRWD
Crowd Strike Holdings, Inc.

Technology
-97
- 0.78%
$308.86 - $455.36 $30K - $44.2K
12.4K $4.36B
COST
Costco Wholesale Corp

Consumer Defensive
-214
- 1.45%
$890.62 - $1076.86 $191K - $230K
14.5K $13.7B
MMM
3 M CO

Industrials
-1.86K
- 6.49%
$129.7 - $155.12 $241K - $288K
26.7K $3.93B
TTWO
Take Two Interactive Software Inc

Communication Services
-509
- 2.92%
$178.61 - $217.95 $90.9K - $111K
16.9K $3.5B
ABBV
Abb Vie Inc.

Healthcare
-263
- 0.74%
$169.2 - $216.66 $44.5K - $57K
35.1K $7.35B
Activity Summary
Buys All Purchases 50 New Holdings 2 Increased Positions 48 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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