S.E.E.D. Planning Group LLC Portfolio Holdings
S.E.E.D. Planning Group LLC
- $293 Million
- Q4 2024
S.E.E.D. Planning Group LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $293 Million distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.9M, Amazon Com Inc with a value of $15.4M, Vaneck Morningstar Wide Moat E with a value of $14.7M, Meta Platforms, Inc. with a value of $11.7M, and Microsoft Corp with a value of $11.3M.
Examining the 13F form we can see an decrease of $370K in the current position value, from $293M to 293M.
Below you can find more details about S.E.E.D. Planning Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$293 Million
ETFs: $40.8 Million
Technology: $32.4 Million
Consumer Cyclical: $28 Million
Financial Services: $26.9 Million
Communication Services: $25.3 Million
Industrials: $24.2 Million
Healthcare: $22 Million
Energy: $21.8 Million
Other: $71.6 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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