Strategic Planning Group, LLC Portfolio Holdings

Strategic Planning Group, LLC

  • $511 Billion
  • Q1 2025

Strategic Planning Group, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $511 Billion distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.6B, Amazon Com Inc with a value of $22.9B, Ishares Tr Edge High Yield Def with a value of $21.5B, Nvidia Corp with a value of $18B, and Victory Portfolios Ii with a value of $17.6B.

Examining the 13F form we can see an decrease of $33.2B in the current position value, from $544B to 511B.

Strategic Planning Group, LLC is based out at Bountiful, UT

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

Portfolio value $511 Billion
Technology: $125 Billion
ETFs: $83.4 Billion
Consumer Cyclical: $42.4 Billion
Communication Services: $42.1 Billion
Financial Services: $38.5 Billion
Healthcare: $38 Billion
Industrials: $37.8 Billion
Consumer Defensive: $32.1 Billion
Other: $23.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.17T
$26.6 Billion 5.2% of portfolio
119,615
Q1 2025 Added 0.54%
$1.76T
$22.9 Billion 4.48% of portfolio
120,448
Q1 2025 Reduced 0.44%
$253B
$18 Billion 3.53% of portfolio
166,332
Q1 2025 Reduced 18.74%
$2.74T
$17.1 Billion 3.35% of portfolio
45,544
Q1 2025 Added 15.03%
$933B
$15.8 Billion 3.09% of portfolio
101,119
Q1 2025 Added 5.05%
$433B
$14 Billion 2.74% of portfolio
14,994
Q1 2025 Reduced 17.64%
$440B
$13.7 Billion 2.69% of portfolio
14,506
Q1 2025 Reduced 1.45%
$253B
$13.7 Billion 2.69% of portfolio
156,350
Q1 2025 Reduced 10.66%
-
$13.2 Billion 2.59% of portfolio
-
Q1 2025 Reduced 1.62%
$762B
$10.6 Billion 2.07% of portfolio
40,793
Q1 2025 Reduced 34.64%
$1.13T
$8.51 Billion 1.66% of portfolio
14,757
Q1 2025 Reduced 10.37%
$687B
$8.2 Billion 1.6% of portfolio
15,388
Q1 2025 Added 1.21%
$12.4B
$7.6 Billion 1.49% of portfolio
23,584
Q1 2025 Added 3.07%
$50.2B
$7.5 Billion 1.47% of portfolio
43,924
Q1 2025 Reduced 1.6%
$306B
$7.35 Billion 1.44% of portfolio
35,059
Q1 2025 Reduced 0.74%
$680B
$7.26 Billion 1.42% of portfolio
29,598
Q1 2025 Reduced 2.14%
$214B
$7 Billion 1.37% of portfolio
28,158
Q1 2025 Reduced 18.03%
$798B
$6.17 Billion 1.21% of portfolio
7,471
Q1 2025 Added 9.24%
$171B
$6.1 Billion 1.19% of portfolio
12,309
Q1 2025 Reduced 6.74%
$425B
$5.72 Billion 1.12% of portfolio
10,918
Q1 2025 Added 6.88%
$104B
$5.23 Billion 1.02% of portfolio
24,046
Q1 2025 Added 15.52%
$93.8B
$4.99 Billion 0.98% of portfolio
40,891
Q1 2025 Added 8.2%
$189B
$5 Billion 0.98% of portfolio
37,739
Q1 2025 Added 6.88%
$60B
$4.98 Billion 0.97% of portfolio
18,834
Q1 2025 Added 11.84%
$83.2B
$4.96 Billion 0.97% of portfolio
9,687
Q1 2025 Added 6.92%
$30.3B
$4.9 Billion 0.96% of portfolio
21,135
Q1 2025 Added 0.32%
$404B
$4.67 Billion 0.91% of portfolio
27,408
Q1 2025 Added 24.38%
$52.9B
$4.59 Billion 0.9% of portfolio
57,269
Q1 2025 Added 6.93%
$130B
$4.59 Billion 0.9% of portfolio
64,696
Q1 2025 Added 26.48%
$165B
$4.52 Billion 0.88% of portfolio
7,360
Q1 2025 Added 13.49%
$132B
$4.45 Billion 0.87% of portfolio
21,020
Q1 2025 Added 12.71%
$64.8B
$4.42 Billion 0.87% of portfolio
34,491
Q1 2025 Added 6.52%
$80.7B
$4.36 Billion 0.85% of portfolio
12,375
Q1 2025 Reduced 0.78%
$47.7B
$4.36 Billion 0.85% of portfolio
35,348
Q1 2025 Added 23.71%
$122B
$4.19 Billion 0.82% of portfolio
9,384
Q1 2025 Added 15.1%
$174B
$4.21 Billion 0.82% of portfolio
7,712
Q1 2025 Reduced 2.11%
$99.6B
$4.15 Billion 0.81% of portfolio
43,500
Q1 2025 Reduced 26.92%
$56.8B
$4.13 Billion 0.81% of portfolio
97,915
Q1 2025 Reduced 0.26%
$247B
$4.06 Billion 0.79% of portfolio
15,117
Q1 2025 Reduced 5.63%
$167B
$3.95 Billion 0.77% of portfolio
7,929
Q1 2025 Added 19.86%
$72B
$3.93 Billion 0.77% of portfolio
26,744
Q1 2025 Reduced 6.49%
$347B
$3.9 Billion 0.76% of portfolio
27,871
Q1 2025 Added 2.33%
$254B
$3.86 Billion 0.76% of portfolio
5,822
Q1 2025 Added 38.62%
$136B
$3.82 Billion 0.75% of portfolio
18,649
Q1 2025 Added 30.63%
$30.5B
$3.83 Billion 0.75% of portfolio
33,962
Q1 2025 Reduced 31.58%
$141B
$3.8 Billion 0.74% of portfolio
36,956
Q1 2025 Added 56.8%
$69.3B
$3.79 Billion 0.74% of portfolio
22,623
Q1 2025 Reduced 13.76%
$35.4B
$3.5 Billion 0.69% of portfolio
16,899
Q1 2025 Reduced 2.92%
$493B
$3.55 Billion 0.69% of portfolio
6,474
Q1 2025 Added 14.12%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $511 Billion
  • Prior Value $544 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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