Strategic Planning Group, LLC Incresed Positions in Q1 2025

Strategic Planning Group, LLC

  • $511 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
34K
+ 17.59%
$57.22 - $63.39 $1.95M - $2.16M
227K $13.3B
AMT
American Tower Corp

Real Estate
3.23K
+ 15.52%
$173.46 - $217.6 $560K - $703K
24K $5.23B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
184
+ 1.21%
$442.66 - $534.52 $81.4K - $98.4K
15.4K $8.2B
PSX
Phillips 66

Energy
6.77K
+ 23.71%
$113.93 - $131.55 $772K - $891K
35.3K $4.36B
PG
Procter & Gamble CO

Consumer Defensive
5.37K
+ 24.38%
$158.56 - $176.26 $852K - $947K
27.4K $4.67B
AMD
Advanced Micro Devices Inc

Technology
13.4K
+ 56.8%
$96.63 - $129.55 $1.29M - $1.73M
37K $3.8B
ASML
Asml Holding Nv

Technology
1.62K
+ 38.62%
$662.63 - $776.99 $1.07M - $1.26M
5.82K $3.86B
TRV
Travelers Companies, Inc.

Financial Services
1.99K
+ 11.84%
$232.43 - $265.13 $463K - $529K
18.8K $4.98B
NEE
Nextera Energy Inc

Utilities
13.5K
+ 26.48%
$66.96 - $76.16 $907K - $1.03M
64.7K $4.59B
DUK
Duke Energy Corp

Utilities
3.1K
+ 8.2%
$105.87 - $121.97 $328K - $378K
40.9K $4.99B
LLY
Eli Lilly & CO

Healthcare
632
+ 9.24%
$725.72 - $929.72 $459K - $588K
7.47K $6.17B
SPIB
Spdr Portfolio Intermediate Te

ETFs
19.4K
+ 12.98%
$32.5 - $33.3 $630K - $646K
169K $5.61B
NOC
Northrop Grumman Corp

Industrials
627
+ 6.92%
$433.45 - $513.82 $272K - $322K
9.69K $4.96B
HTRB
Hartford Fds Total Return Bd E

ETFs
18.5K
+ 11.86%
$33.03 - $34.09 $610K - $629K
174K $5.89B
MA
Mastercard Inc

Financial Services
801
+ 14.12%
$504.67 - $576.31 $404K - $462K
6.47K $3.55B
UNH
Unitedhealth Group Inc

Healthcare
703
+ 6.88%
$461.52 - $548.18 $324K - $385K
10.9K $5.72B
DHR
Danaher Corp

Healthcare
4.37K
+ 30.63%
$201.62 - $250.59 $882K - $1.1M
18.6K $3.82B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.31K
+ 19.86%
$497.6 - $606.74 $654K - $797K
7.93K $3.95B
VEEV
Veeva Systems Inc

Healthcare
67
+ 0.32%
$210.58 - $246.8 $14.1K - $16.5K
21.1K $4.9B
EOG
Eog Resources Inc

Energy
2.11K
+ 6.52%
$120.54 - $138.05 $254K - $291K
34.5K $4.42B
INTU
Intuit Inc

Technology
875
+ 13.49%
$555.63 - $630.23 $486K - $551K
7.36K $4.52B
MSFT
Microsoft Corp

Technology
5.95K
+ 15.03%
$375.39 - $447.2 $2.23M - $2.66M
45.5K $17.1B
HD
Home Depot, Inc.

Consumer Cyclical
1.45K
+ 19.99%
$347.25 - $424.87 $502K - $615K
8.69K $3.18B
JCI
Johnson Controls International PLC

Industrials
3.71K
+ 6.93%
$76.12 - $90.6 $282K - $336K
57.3K $4.59B
PLTR
Palantir Technologies Inc.

Technology
70
+ 0.18%
$64.98 - $124.62 $4.55K - $8.72K
38.8K $3.27B
LOW
Lowes Companies Inc

Consumer Cyclical
2.02K
+ 17.94%
$222.66 - $268.42 $450K - $542K
13.3K $3.1B
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.44K
+ 16.59%
$45.56 - $47.23 $248K - $257K
38.2K $1.8B
UITB
Usaa ETF Tr Core Intermediate

ETFs
4.63K
+ 15.65%
$45.41 - $47.18 $210K - $219K
34.2K $1.61B
CDC
Victory Portfolios Ii Shs Inco

ETFs
2.83K
+ 16.05%
$61.46 - $66.32 $174K - $187K
20.4K $1.34B
HON
Honeywell International Inc

Industrials
2.37K
+ 12.71%
$202.75 - $226.52 $481K - $537K
21K $4.45B
LMT
Lockheed Martin Corp

Industrials
1.23K
+ 15.1%
$423.19 - $506.29 $521K - $623K
9.38K $4.19B
FTCS
First Trust Capital Strength E

ETFs
2.06K
+ 16.38%
$86.39 - $91.35 $178K - $188K
14.6K $1.31B
SPY
Spdr S&P 500 ETF Trust

ETFs
267
+ 60.0%
$551.42 - $612.93 $147K - $164K
712 $399M
BWXT
Bwx Technologies, Inc.

Industrials
4.36K
+ 16.17%
$96.59 - $128.46 $421K - $560K
31.3K $3.09B
T
At&T Inc.

Communication Services
469
+ 4.2%
$21.56 - $28.28 $10.1K - $13.3K
11.6K $329M
WFC
Wells Fargo & Company

Financial Services
145
+ 5.02%
$66.78 - $81.42 $9.68K - $11.8K
3.04K $218M
BAC
Bank Of America Corp

Financial Services
303
+ 5.81%
$39.61 - $47.74 $12K - $14.5K
5.52K $230M
SCHX
Schwab Strategic Tr Us Large C

ETFs
34
+ 0.31%
$21.75 - $24.28 $740 - $826
11.1K $244M
AVUV
American Centy ETF Tr Avantis

ETFs
12.4K
+ 9.77%
$84.95 - $100.62 $1.06M - $1.25M
140K $12.2B
DKNG
Draft Kings Inc.

Consumer Cyclical
3.75K
+ 4.99%
$33.21 - $53.49 $125K - $201K
78.9K $2.62B
AXP
American Express CO

Financial Services
77
+ 0.66%
$255.39 - $325.87 $19.7K - $25.1K
11.7K $3.16B
ORCL
Oracle Corp

Technology
634
+ 2.33%
$139.81 - $186.47 $88.6K - $118K
27.9K $3.9B
COIN
Coinbase Global, Inc.

Technology
1.47K
+ 12.42%
$172.23 - $301.3 $253K - $443K
13.3K $2.29B
SCHG
Schwab Strategic Tr Us Large C

ETFs
17.3K
+ 2.99%
$24.91 - $29.02 $430K - $501K
595K $14.9B
FIX
Comfort Systems Usa Inc

Industrials
702
+ 3.07%
$313.26 - $550.27 $220K - $386K
23.6K $7.6B
GOOG
Alphabet Inc.

Communication Services
4.86K
+ 5.05%
$156.06 - $207.71 $758K - $1.01M
101K $15.8B
AAPL
Apple Inc.

Technology
645
+ 0.54%
$209.68 - $247.1 $135K - $159K
120K $26.6B
Activity Summary
Buys All Purchases 50 New Holdings 2 Increased Positions 48 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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