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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.2B
$271 Million 0.15% of portfolio
7,861
Q1 2025 New
$0
$273 Million 0.15% of portfolio
1,062
Q1 2025 New
$0
$268 Million 0.15% of portfolio
8,052
Q1 2025 New
$121M
$243 Million 0.14% of portfolio
64,929
Q1 2025 New
$1.62T
$234 Million 0.13% of portfolio
406
Q1 2025 New
$1.17B
$179 Million 0.1% of portfolio
17,225
Q1 2025 New
$93.9M
$102 Million 0.06% of portfolio
329,133
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
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