Strategic Planning, Inc. Portfolio Holdings

Strategic Planning, Inc.

$177 Billion
Q1 2025

Strategic Planning, Inc. has filed its 13F form on July 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $177 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.3B, Amazon Com Inc with a value of $12.3B, Cvs Health Corp with a value of $9.85B, Nvidia Corp with a value of $9.4B, and Kraft Heinz CO with a value of $8.62B.

Examining the 13F form we can see an increase of $177B in the current position value.

Strategic Planning, Inc. is based out at Columbus, OH

Below you can find more details about Strategic Planning, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $177 Billion

Consumer Cyclical: $36.9 Billion

Technology: $34.6 Billion

Consumer Defensive: $28 Billion

Utilities: $18.5 Billion

Healthcare: $17.8 Billion

Financial Services: $14 Billion

Energy: $10.5 Billion

Basic Materials: $9.26 Billion

Other: $7.39 Billion

Stock Holdings Table Companies Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AAPL Apple Inc. Technology	$3.35T	$18.3 Billion 10.34% of portfolio	82,547	Q1 2025 New
AMZN Amazon Com Inc Consumer Cyclical	$2.3T	$12.3 Billion 6.94% of portfolio	64,702	Q1 2025 New
CVS Cvs Health Corp Healthcare	$84.5B	$9.85 Billion 5.56% of portfolio	145,437	Q1 2025 New
NVDA Nvidia Corp Technology	$409B	$9.4 Billion 5.3% of portfolio	86,703	Q1 2025 New
KHC Kraft Heinz CO Consumer Defensive	$34.1B	$8.62 Billion 4.86% of portfolio	283,368	Q1 2025 New
F Ford Motor CO Consumer Cyclical	$46.9B	$8.49 Billion 4.79% of portfolio	846,650	Q1 2025 New
DOW Dow Inc. Basic Materials	$19.9B	$8.35 Billion 4.71% of portfolio	239,222	Q1 2025 New
COP Conocophillips Energy	$120B	$7.08 Billion 3.99% of portfolio	67,374	Q1 2025 New
PNC Pnc Financial Services Group, Inc. Financial Services	$79.7B	$6.25 Billion 3.53% of portfolio	35,558	Q1 2025 New
TGT Target Corp Consumer Defensive	$48.3B	$5.98 Billion 3.38% of portfolio	57,337	Q1 2025 New
MO Altria Group, Inc. Consumer Defensive	$104B	$4.82 Billion 2.72% of portfolio	80,279	Q1 2025 New
NKE Nike, Inc. Consumer Cyclical	$91B	$4.67 Billion 2.64% of portfolio	73,592	Q1 2025 New
D Dominion Energy, Inc Utilities	$47.6B	$4.64 Billion 2.61% of portfolio	82,665	Q1 2025 New
BMY Bristol Myers Squibb CO Healthcare	$101B	$4.6 Billion 2.6% of portfolio	75,458	Q1 2025 New
AEE Ameren Corp Utilities	$24.9B	$4.54 Billion 2.56% of portfolio	45,217	Q1 2025 New
CMG Chipotle Mexican Grill Inc Consumer Cyclical	$1.52B	$4.24 Billion 2.39% of portfolio	84,419	Q1 2025 New
JPM Jpmorgan Chase & CO Financial Services	$847B	$4.22 Billion 2.38% of portfolio	17,204	Q1 2025 New
WHR Whirlpool Corp Consumer Cyclical	$5.8B	$3.69 Billion 2.08% of portfolio	40,967	Q1 2025 New
ALE Allete Inc Utilities	$3.79B	$3.62 Billion 2.04% of portfolio	55,148	Q1 2025 New
GIS General Mills Inc Consumer Defensive	$30.3B	$3.49 Billion 1.97% of portfolio	58,331	Q1 2025 New
XOM Exxon Mobil Corp Energy	$475B	$3.4 Billion 1.92% of portfolio	28,570	Q1 2025 New
PFE Pfizer Inc Healthcare	$142B	$3.38 Billion 1.91% of portfolio	133,345	Q1 2025 New
PG Procter & Gamble CO Consumer Defensive	$364B	$3.26 Billion 1.84% of portfolio	19,139	Q1 2025 New
INTC Intel Corp Technology	$95.7B	$3.23 Billion 1.82% of portfolio	142,176	Q1 2025 New
HBAN Huntington Bancshares Inc Financial Services	$24.6B	$2.98 Billion 1.68% of portfolio	198,657	Q1 2025 New
GOOG Alphabet Inc. Communication Services	$1.11T	$2.98 Billion 1.68% of portfolio	19,075	Q1 2025 New
KSS Kohls Corp Consumer Cyclical	$1.13B	$2.73 Billion 1.54% of portfolio	333,384	Q1 2025 New
HE Hawaiian Electric Industries Inc Utilities	$1.16B	$2.71 Billion 1.53% of portfolio	247,909	Q1 2025 New
EXC Exelon Corp Utilities	$43.1B	$2.39 Billion 1.35% of portfolio	51,808	Q1 2025 New
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.19T	$1.93 Billion 1.09% of portfolio	11,644	Q1 2025 New
GE General Electric CO Industrials	$287B	$838 Million 0.47% of portfolio	4,187	Q1 2025 New
TSLA Tesla, Inc. Consumer Cyclical	$1T	$730 Million 0.41% of portfolio	2,817	Q1 2025 New
COST Costco Wholesale Corp Consumer Defensive	$434B	$712 Million 0.4% of portfolio	753	Q1 2025 New
USFD Us Foods Holding Corp. Consumer Defensive	$18.4B	$658 Million 0.37% of portfolio	10,051	Q1 2025 New
AEP American Electric Power CO Inc Utilities	$54B	$618 Million 0.35% of portfolio	5,659	Q1 2025 New
MSFT Microsoft Corp Technology	$3.75T	$591 Million 0.33% of portfolio	1,575	Q1 2025 New
GWRE Guidewire Software, Inc. Technology	$18.7B	$539 Million 0.3% of portfolio	2,879	Q1 2025 New
WMT Walmart Inc. Consumer Defensive	$260B	$477 Million 0.27% of portfolio	5,434	Q1 2025 New
CTVA Corteva, Inc. Basic Materials	$52.5B	$476 Million 0.27% of portfolio	7,561	Q1 2025 New
CARR Carrier Global Corp Industrials	$64.1B	$485 Million 0.27% of portfolio	7,647	Q1 2025 New
HI Hillenbrand, Inc. Industrials	$1.55B	$436 Million 0.25% of portfolio	18,047	Q1 2025 New
HPQ Hp Inc Technology	$25.7B	$431 Million 0.24% of portfolio	15,552	Q1 2025 New
OTIS Otis Worldwide Corp Industrials	$41.7B	$367 Million 0.21% of portfolio	3,559	Q1 2025 New
BA Boeing CO Industrials	$137B	$317 Million 0.18% of portfolio	1,856	Q1 2025 New
JCI Johnson Controls International PLC Industrials	$73.2B	$322 Million 0.18% of portfolio	4,018	Q1 2025 New
DD Du Pont De Nemours, Inc. Basic Materials	$37.5B	$324 Million 0.18% of portfolio	4,342	Q1 2025 New
GD General Dynamics Corp Industrials	$83.7B	$311 Million 0.18% of portfolio	1,142	Q1 2025 New
SIEGY Siemens Aktiengesellschaft Ads Industrials	$206B	$291 Million 0.16% of portfolio	2,522	Q1 2025 New
BRK-B Berkshire Hathaway Inc Class B Financial Services	$631B	$267 Million 0.15% of portfolio	502	Q1 2025 New
ARMK Aramark Industrials	$11.2B	$271 Million 0.15% of portfolio	7,861	Q1 2025 New

Summary

Portfolio
No. of Stocks 57
Current Value $177 Billion
Filing
Period Q1 2025
Filing Date July 14, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 57 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Planning, Inc. with notifications on news.

Account

Strategic Planning, Inc. Portfolio Holdings