S.E.E.D. Planning Group LLC Reduced Holdings in Q1 2025

S.E.E.D. Planning Group LLC

  • $290 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HON
Honeywell International Inc

Industrials
-41.3K
- 93.14%
$202.75 - $226.52 $8.38M - $9.36M
3.04K $644K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-24.2K
- 14.15%
N/A
147K $12.6M
EL
Estee Lauder Companies Inc

Consumer Defensive
-8.81K
- 6.45%
$64.26 - $85.48 $566K - $753K
128K $8.43M
SBUX
Starbucks Corp

Consumer Cyclical
-17.2K
- 75.52%
$91.75 - $115.81 $1.58M - $1.99M
5.57K $543K
GD
General Dynamics Corp

Industrials
-3.74K
- 80.74%
$241.94 - $272.58 $904K - $1.02M
891 $242K
CBRE
Cbre Group, Inc.

Real Estate
-6.04K
- 7.72%
$121.79 - $147.13 $736K - $889K
72.2K $9.44M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.98K
- 75.13%
$279.74 - $321.29 $554K - $636K
655 $204K
HD
Home Depot, Inc.

Consumer Cyclical
-279
- 1.75%
$347.25 - $424.87 $96.9K - $119K
15.6K $5.73M
MA
Mastercard Inc

Financial Services
-1.22K
- 9.37%
$504.67 - $576.31 $615K - $703K
11.8K $6.46M
ECL
Ecolab Inc.

Basic Materials
-2.66K
- 15.75%
$229.72 - $269.82 $612K - $719K
14.3K $3.61M
RTX
Raytheon Technologies Corp

Industrials
-5.33K
- 23.76%
$114.1 - $135.66 $608K - $722K
17.1K $2.26M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6.16K
- 6.09%
$21.75 - $24.28 $134K - $149K
94.9K $2.08M
COST
Costco Wholesale Corp

Consumer Defensive
-510
- 5.83%
$890.62 - $1076.86 $454K - $549K
8.23K $7.78M
ENB
Enbridge Inc

Energy
-15.8K
- 6.03%
$41.54 - $45.45 $658K - $720K
247K $10.9M
V
Visa Inc.

Financial Services
-2.1K
- 12.57%
$306.92 - $362.71 $644K - $761K
14.6K $5.11M
JPM
Jpmorgan Chase & CO

Financial Services
-769
- 6.23%
$225.19 - $279.95 $173K - $215K
11.6K $2.84M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.02K
- 7.0%
$57.21 - $65.8 $58.1K - $66.9K
13.5K $785K
DIS
Walt Disney CO

Communication Services
-375
- 6.44%
$96.87 - $114.0 $36.3K - $42.8K
5.45K $537K
WMT
Walmart Inc.

Consumer Defensive
-753
- 6.89%
$84.5 - $105.05 $63.6K - $79.1K
10.2K $893K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-32
- 1.73%
$360.07 - $417.26 $11.5K - $13.4K
1.82K $656K
ROK
Rockwell Automation, Inc

Industrials
-57
- 2.91%
$255.29 - $303.75 $14.6K - $17.3K
1.9K $490K
BSJR
Invesco Indx Tr

ETFs
-2.82K
- 3.64%
$22.4 - $22.69 $63.1K - $63.9K
74.5K $1.67M
ADP
Automatic Data Processing Inc

Industrials
-286
- 8.54%
$286.85 - $318.64 $82K - $91.1K
3.06K $936K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-1.2K
- 1.7%
$23.19 - $23.5 $27.9K - $28.2K
69.6K $1.61M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-1.07K
- 1.49%
$23.03 - $23.17 $24.5K - $24.7K
70.4K $1.62M
APD
Air Products & Chemicals, Inc.

Basic Materials
-153
- 2.2%
$283.24 - $338.07 $43.3K - $51.7K
6.79K $2M
XYL
Xylem Inc.

Industrials
-21
- 0.5%
$114.02 - $132.04 $2.39K - $2.77K
4.16K $496K
WTW
Willis Towers Watson PLC

Financial Services
-64
- 2.6%
$306.61 - $340.78 $19.6K - $21.8K
2.4K $808K
VLO
Valero Energy Corp

Energy
-1.46K
- 4.17%
$121.76 - $142.99 $178K - $209K
33.5K $4.43M
SO
Southern CO

Utilities
-1.06K
- 4.23%
$80.96 - $92.96 $85.4K - $98.1K
23.9K $2.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 0.26%
$442.66 - $534.52 $4.43K - $5.35K
3.9K $2.05M
CSGP
Costar Group, Inc.

Real Estate
-604
- 1.25%
$69.29 - $80.37 $41.9K - $48.5K
47.7K $3.78M
Activity Summary
Buys All Purchases 35 New Holdings 3 Increased Positions 32 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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