Strategic Planning Group, LLC Purchases and Sells in Q3 2025

Strategic Planning Group, LLC

$740 Billion
Q3 2025

Top Buys

Incresed Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	30K + 24.64%	$175.16 - $255.24 $5.25M - $7.65M	152K $36.9B
AAPL	33K + 24.08%	$202.38 - $256.87 $6.67M - $8.47M	170K $43.2B
TSLA	13.7K + 25.47%	$293.94 - $444.72 $4.03M - $6.09M	67.5K $30B
MSFT	13.4K + 27.15%	$491.09 - $535.64 $6.58M - $7.17M	62.7K $32.5B
META	10.4K + 61.07%	$695.21 - $791.73 $7.26M - $8.27M	27.5K $20.2B
WMT	61.4K + 37.33%	$94.4 - $104.27 $5.8M - $6.41M	226K $23.3B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIRST TR EXCHANGE-TRADED FD	734K New	N/A	734K $15.2B
NEM	92.1K New	$57.35 - $85.25 $5.28M - $7.85M	92.1K $7.77B
GE	25.1K New	$244.75 - $305.63 $6.15M - $7.67M	25.1K $7.55B
TT	15K New	$398.96 - $472.54 $5.97M - $7.07M	15K $6.32B
IONQ	101K New	$36.79 - $75.14 $3.73M - $7.62M	101K $6.23B
SPOT	7.13K New	$620.01 - $738.53 $4.42M - $5.26M	7.13K $4.97B

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VICTORY PORTFOLIOS II	-489K - 98.31%	N/A	8.39K $315M
RDVY	-230K - 98.39%	$62.38 - $67.29 $14.3M - $15.4M	3.75K $252M
JGRO	-162K - 98.25%	N/A	2.88K $270M
SCHG	-457K - 73.2%	$28.92 - $32.19 $13.2M - $14.7M	167K $5.34B
BRK-B	-14.2K - 88.81%	$459.11 - $506.91 $6.5M - $7.18M	1.78K $897M
NFLX	-1.56K - 10.05%	$1147.87 - $1297.18 $1.79M - $2.02M	13.9K $16.7B

Activity Summary All Purchases 62 New Holdings 10 Increased Positions 52 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

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