Strategic Planning Group, LLC Incresed Positions in Q3 2025

Strategic Planning Group, LLC

  • $740 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
30K
+ 24.64%
$175.16 - $255.24 $5.25M - $7.65M
152K $36.9B
AAPL
Apple Inc.

Technology
33K
+ 24.08%
$202.38 - $256.87 $6.67M - $8.47M
170K $43.2B
TSLA
Tesla, Inc.

Consumer Cyclical
13.7K
+ 25.47%
$293.94 - $444.72 $4.03M - $6.09M
67.5K $30B
MSFT
Microsoft Corp

Technology
13.4K
+ 27.15%
$491.09 - $535.64 $6.58M - $7.17M
62.7K $32.5B
META
Meta Platforms, Inc.

Communication Services
10.4K
+ 61.07%
$695.21 - $791.73 $7.26M - $8.27M
27.5K $20.2B
WMT
Walmart Inc.

Consumer Defensive
61.4K
+ 37.33%
$94.4 - $104.27 $5.8M - $6.41M
226K $23.3B
COST
Costco Wholesale Corp

Consumer Defensive
8.17K
+ 53.86%
$915.95 - $994.57 $7.48M - $8.12M
23.3K $21.6B
RTX
Raytheon Technologies Corp

Industrials
26K
+ 66.04%
$144.19 - $167.33 $3.74M - $4.34M
65.3K $10.9B
USB
Us Bancorp \De\

Financial Services
95.8K
+ 78.85%
$43.94 - $50.41 $4.21M - $4.83M
217K $10.5B
GS
Goldman Sachs Group Inc

Financial Services
5.04K
+ 55.15%
$696.56 - $806.32 $3.51M - $4.06M
14.2K $11.3B
PANW
Palo Alto Networks Inc

Technology
20.1K
+ 43.63%
$167.06 - $208.19 $3.37M - $4.19M
66.3K $13.5B
MS
Morgan Stanley

Financial Services
17.4K
+ 32.17%
$139.09 - $161.16 $2.42M - $2.8M
71.4K $11.4B
HCA
Hca Healthcare, Inc.

Healthcare
6.85K
+ 47.83%
$334.32 - $426.2 $2.29M - $2.92M
21.2K $9.02B
JPM
Jpmorgan Chase & CO

Financial Services
8.17K
+ 26.36%
$282.78 - $316.06 $2.31M - $2.58M
39.2K $12.4B
IBM
International Business Machines Corp

Technology
13K
+ 44.29%
$234.77 - $292.47 $3.06M - $3.81M
42.5K $12B
ASML
Asml Holding Nv

Technology
2.28K
+ 34.78%
$689.63 - $968.09 $1.57M - $2.21M
8.83K $8.55B
SPIB
Spdr Portfolio Intermediate Te

ETFs
93.8K
+ 53.98%
$33.26 - $34.01 $3.12M - $3.19M
268K $9.07B
WFC
Wells Fargo & Company

Financial Services
37K
+ 147.8%
$77.05 - $85.16 $2.85M - $3.15M
62K $5.2B
PLTR
Palantir Technologies Inc.

Technology
5.2K
+ 12.99%
$130.68 - $186.97 $679K - $972K
45.2K $8.25B
ISRG
Intuitive Surgical Inc

Healthcare
8.99K
+ 69.04%
$433.66 - $544.47 $3.9M - $4.9M
22K $9.85B
CSCO
Cisco Systems, Inc.

Technology
40.8K
+ 34.04%
$66.2 - $71.79 $2.7M - $2.93M
161K $11B
PSX
Phillips 66

Energy
14.9K
+ 38.03%
$118.37 - $139.46 $1.76M - $2.07M
54K $7.34B
ORCL
Oracle Corp

Technology
1.56K
+ 5.23%
$218.96 - $328.33 $341K - $511K
31.3K $8.81B
HYDB
Ishares Tr Edge High Yield Def

ETFs
43.1K
+ 8.68%
$47.03 - $47.97 $2.03M - $2.07M
539K $25.8B
NOC
Northrop Grumman Corp

Industrials
1.84K
+ 18.26%
$498.9 - $609.32 $918K - $1.12M
11.9K $7.27B
SHOP
Shopify Inc.

Technology
3.29K
+ 6.57%
$112.11 - $157.12 $369K - $517K
53.4K $7.93B
Morgan Stanley ETF Trust
37.2K
+ 10.22%
N/A
401K $20.6B
BAC
Bank Of America Corp

Financial Services
33.4K
+ 45.92%
$44.92 - $52.42 $1.5M - $1.75M
106K $5.48B
CRM
Salesforce, Inc.

Technology
10.7K
+ 65.54%
$231.66 - $273.65 $2.47M - $2.92M
26.9K $6.38B
BWXT
Bwx Technologies, Inc.

Industrials
3.18K
+ 9.53%
$136.45 - $184.37 $433K - $585K
36.5K $6.73B
DUK
Duke Energy Corp

Utilities
12.9K
+ 30.17%
$116.31 - $125.93 $1.5M - $1.63M
55.7K $6.9B
EOG
Eog Resources Inc

Energy
18.6K
+ 49.63%
$112.12 - $126.1 $2.08M - $2.34M
56K $6.28B
LOW
Lowes Companies Inc

Consumer Cyclical
5.29K
+ 37.37%
$215.01 - $273.02 $1.14M - $1.45M
19.5K $4.89B
HD
Home Depot, Inc.

Consumer Cyclical
3.43K
+ 37.28%
$357.4 - $423.42 $1.23M - $1.45M
12.6K $5.12B
COIN
Coinbase Global, Inc.

Technology
5.81K
+ 35.02%
$297.99 - $419.78 $1.73M - $2.44M
22.4K $7.56B
TRV
Travelers Companies, Inc.

Financial Services
5.29K
+ 26.85%
$250.62 - $279.43 $1.33M - $1.48M
25K $6.98B
CRWD
Crowd Strike Holdings, Inc.

Technology
3.66K
+ 28.75%
$412.46 - $514.1 $1.51M - $1.88M
16.4K $8.04B
TTWO
Take Two Interactive Software Inc

Communication Services
4.83K
+ 27.77%
$217.37 - $259.96 $1.05M - $1.26M
22.2K $5.74B
AXP
American Express CO

Financial Services
3.99K
+ 32.32%
$294.27 - $342.31 $1.18M - $1.37M
16.4K $5.43B
AMD
Advanced Micro Devices Inc

Technology
2.33K
+ 5.42%
$134.8 - $184.42 $314K - $430K
45.4K $7.34B
JCI
Johnson Controls International PLC

Industrials
8.38K
+ 14.13%
$103.24 - $111.73 $865K - $936K
67.7K $7.44B
VEEV
Veeva Systems Inc

Healthcare
3.1K
+ 14.07%
$269.2 - $297.91 $833K - $922K
25.1K $7.47B
MA
Mastercard Inc

Financial Services
1.91K
+ 28.24%
$550.18 - $598.96 $1.05M - $1.14M
8.67K $4.93B
NET
Cloudflare, Inc.

Technology
922
+ 2.45%
$181.39 - $228.28 $167K - $210K
38.6K $8.27B
AMT
American Tower Corp

Real Estate
8.03K
+ 32.14%
$192.32 - $232.35 $1.54M - $1.87M
33K $6.35B
INTU
Intuit Inc

Technology
2.1K
+ 27.34%
$646.03 - $807.39 $1.36M - $1.69M
9.77K $6.67B
DKNG
Draft Kings Inc.

Consumer Cyclical
25.6K
+ 29.62%
$37.4 - $48.23 $958K - $1.24M
112K $4.19B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.09%
$546.99 - $602.2 $547 - $602
1.17K $704M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.14%
$617.65 - $666.84 $618 - $667
738 $492M
Activity Summary
Buys All Purchases 62 New Holdings 10 Increased Positions 52 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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