SE
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S.E.E.D. Planning Group LLC13F | |
| S.E.E.D. Planning Group LLC | |
| Last update 2025-04-09 | 73 Stocks (3 new) |
| Value $297.00 Mil | Turnover 12 % |
S.E.E.D. Planning Group LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 64,092 | 14,236.7 | +0.96% | 4.800 | +0.05% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
AMZN | Amazon.com Inc | 73,764 | 14,034.3 | +5.33% | 4.730 | +0.24% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
MOAT | VanEck Morningstar Wide Moat ETF | 147,027 | 12,938.4 | -14.15% | 4.360 | -0.75% | 0.100 | +16.13% | +4.45% | 13,100.6 | ||
NEE | NextEra Energy Inc | 167,971 | 11,907.5 | +8.33% | 4.010 | +0.31% | 0.010 | +3.24% | +4.74% | 152,091.7 | Utilities - Regulated | |
META | Meta Platforms Inc | 19,665 | 11,334.3 | -0.70% | 3.820 | -0.03% | 0.000 | +35.35% | +23.00% | 1,807,826.4 | Interactive Media | |
GOOGL | Alphabet Inc | 70,876 | 10,960.3 | +20.37% | 3.690 | +0.62% | 0.000 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
ENB | Enbridge Inc | 246,821 | 10,936.6 | -6.03% | 3.690 | -0.22% | 0.010 | +0.21% | +8.64% | 97,713.2 | Oil & Gas | |
MSFT | Microsoft Corp | 28,840 | 10,826.3 | +7.54% | 3.650 | +0.26% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
A | Agilent Technologies Inc | 91,633 | 10,719.3 | +115.17% | 3.610 | +1.93% | 0.030 | +10.91% | -9.26% | 34,479.8 | Medical Diagnostics & Research | |
CBRE | CBRE Group Inc | 72,216 | 9,444.4 | -7.72% | 3.180 | -0.26% | 0.020 | +15.62% | +9.06% | 42,682.7 | Real Estate |
S.E.E.D. Planning Group LLC's Historical Top Holdings Breakdowns
S.E.E.D. Planning Group LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HON | Honeywell International Inc | 2025-03-31 | Reduce Reduce | -3.11% | 202.75 ($214.7) 226.52 | $240.40 | 11.97% | Reduce -93.14% | 3,042 | -41,312 | |
UPS | United Parcel Service Inc | 2025-03-31 | Add Add | +2.83% | 109.66 ($119.57) 136.26 | $104.13 | -12.91% | Add 1938.38% | 80,516 | 76,566 | |
A | Agilent Technologies Inc | 2025-03-31 | Add Add | +1.93% | 116.69 ($134.77) 152.6 | $121.38 | -9.94% | Add 115.17% | 91,633 | 49,046 | |
JNJ | Johnson & Johnson | 2025-03-31 | Sold Out Sold Out | -1.77% | 142.06 ($156.47) 167.7 | $156.01 | -0.29% | Sold Out | 0 | -36,720 | |
LMT | Lockheed Martin Corp | 2025-03-31 | Add Add | +1.43% | 423.19 ($460.32) 506.29 | $462.52 | 0.48% | Add 96.88% | 19,288 | 9,491 | |
LOW | Lowe's Companies Inc | 2025-03-31 | Add Add | +0.87% | 222.66 ($246.05) 268.42 | $228.31 | -7.21% | Add 88.62% | 23,691 | 11,131 | |
PH | Parker Hannifin Corp | 2025-03-31 | Sold Out Sold Out | -0.80% | 591.65 ($654) 707.05 | $719.15 | 9.96% | Sold Out | 0 | -3,770 | |
MOAT | VanEck Morningstar Wide Moat ETF | 2025-03-31 | Reduce Reduce | -0.75% | 87.69 ($92.02) 96.49 | $96.86 | 5.26% | Reduce -14.15% | 147,027 | -24,241 | |
CL | Colgate-Palmolive Co | 2025-03-31 | Add Add | +0.74% | 85.68 ($89.54) 97.5 | $92.78 | 3.62% | Add 268.06% | 32,091 | 23,372 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +0.62% | 154.33 ($181.36) 206.38 | $179.53 | -1.01% | Add 20.37% | 70,876 | 11,992 |
S.E.E.D. Planning Group LLC Total Holding History ($B)
S.E.E.D. Planning Group LLC's Asset Allocation
S.E.E.D. Planning Group LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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S.E.E.D. Planning Group LLC's Hypothetical Growth since 2025-03-31
S.E.E.D. Planning Group LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
S.E.E.D. Planning Group LLC's Holdings Heat Map
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S.E.E.D. Planning Group LLC's Holdings Bubble Chart
S.E.E.D. Planning Group LLC News
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