Strategic Planning Group, LLC Incresed Positions in Q4 2024

Strategic Planning Group, LLC

  • $544 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FIX
Comfort Systems Usa Inc

Industrials
15.5K
+ 211.91%
$370.68 - $504.12 $5.76M - $7.84M
22.9K $9.7B
NFLX
Netflix Inc

Communication Services
226
+ 1.26%
$687.65 - $936.56 $155K - $212K
18.2K $16.2B
GOOG
Alphabet Inc.

Communication Services
3.34K
+ 3.59%
$163.08 - $198.16 $545K - $662K
96.3K $18.3B
LLY
Eli Lilly & CO

Healthcare
3.41K
+ 99.16%
$727.2 - $932.06 $2.48M - $3.17M
6.84K $5.28B
AVUV
American Centy ETF Tr Avantis

ETFs
21K
+ 19.73%
$94.37 - $106.41 $1.98M - $2.23M
127K $12.3B
WMT
Walmart Inc.

Consumer Defensive
2.37K
+ 1.37%
$79.1 - $95.7 $187K - $226K
175K $15.8B
SCHG
Schwab Strategic Tr Us Large C

ETFs
440K
+ 319.12%
$25.93 - $105.3 $11.4M - $46.3M
578K $16.1B
AVGO
Broadcom Inc.

Technology
442
+ 1.71%
$159.67 - $250.0 $70.6K - $111K
26.2K $6.08B
NET
Cloudflare, Inc.

Technology
907
+ 1.86%
$78.11 - $117.56 $70.8K - $107K
49.6K $5.35B
HTRB
Hartford Fds Total Return Bd E

ETFs
40K
+ 34.61%
$33.33 - $35.01 $1.33M - $1.4M
156K $5.19B
CRM
Salesforce, Inc.

Technology
142
+ 0.89%
$270.87 - $367.87 $38.5K - $52.2K
16K $5.36B
CSCO
Cisco Systems, Inc.

Technology
2.54K
+ 2.03%
$52.45 - $60.02 $133K - $152K
128K $7.55B
CRWD
Crowd Strike Holdings, Inc.

Technology
414
+ 3.43%
$275.15 - $388.2 $114K - $161K
12.5K $4.27B
COST
Costco Wholesale Corp

Consumer Defensive
474
+ 3.33%
$873.59 - $994.69 $414K - $471K
14.7K $13.5B
GS
Goldman Sachs Group Inc

Financial Services
213
+ 2.78%
$486.1 - $608.57 $104K - $130K
7.88K $4.51B
YLD
Principal Exchange Traded Fds

ETFs
52.4K
+ 5.24%
$19.17 - $19.61 $1M - $1.03M
1.05M $20.2B
PANW
Palo Alto Networks Inc

Technology
22.8K
+ 104.12%
$181.96 - $405.9 $4.14M - $9.24M
44.6K $8.12B
ISRG
Intuitive Surgical Inc

Healthcare
333
+ 2.59%
$471.27 - $550.62 $157K - $183K
13.2K $6.89B
HON
Honeywell International Inc

Industrials
774
+ 4.33%
$202.84 - $236.0 $157K - $183K
18.6K $4.21B
JCPB
J P Morgan Exchange Traded Fd

ETFs
10.8K
+ 49.25%
$46.07 - $48.17 $498K - $521K
32.8K $1.51B
MSFT
Microsoft Corp

Technology
1.74K
+ 4.61%
$406.35 - $454.46 $708K - $792K
39.6K $16.7B
META
Meta Platforms, Inc.

Communication Services
303
+ 1.87%
$554.08 - $632.68 $168K - $192K
16.5K $9.64B
AXP
American Express CO

Financial Services
297
+ 2.61%
$267.35 - $305.57 $79.4K - $90.8K
11.7K $3.46B
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
32.2K
+ 5.03%
$22.43 - $23.09 $723K - $745K
673K $15.1B
USB
Us Bancorp \De\

Financial Services
2.44K
+ 2.55%
$43.98 - $53.66 $107K - $131K
98.2K $4.7B
MA
Mastercard Inc

Financial Services
152
+ 2.75%
$491.3 - $536.15 $74.7K - $81.5K
5.67K $2.99B
UITB
Usaa ETF Tr Core Intermediate

ETFs
6.65K
+ 28.98%
$45.83 - $48.07 $305K - $320K
29.6K $1.36B
TRV
Travelers Companies, Inc.

Financial Services
582
+ 3.58%
$225.97 - $266.66 $132K - $155K
16.8K $4.06B
JCI
Johnson Controls International PLC

Industrials
1.63K
+ 3.14%
$74.23 - $86.6 $121K - $141K
53.6K $4.23B
INTU
Intuit Inc

Technology
219
+ 3.5%
$602.01 - $706.25 $132K - $155K
6.49K $4.08B
EOG
Eog Resources Inc

Energy
1.2K
+ 3.84%
$118.22 - $136.54 $142K - $164K
32.4K $3.97B
VEEV
Veeva Systems Inc

Healthcare
411
+ 1.99%
$201.81 - $250.45 $82.9K - $103K
21.1K $4.43B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
432
+ 2.92%
$442.29 - $483.08 $191K - $209K
15.2K $6.89B
IBM
International Business Machines Corp

Technology
574
+ 1.7%
$204.9 - $238.04 $118K - $137K
34.4K $7.55B
QQQ
Invesco Qqq Trust, Series 1

ETFs
113
+ 10.21%
$481.22 - $538.17 $54.4K - $60.8K
1.22K $624M
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.61K
+ 4.63%
$32.65 - $33.68 $216K - $223K
149K $4.89B
PG
Procter & Gamble CO

Consumer Defensive
1.06K
+ 5.05%
$161.05 - $179.7 $171K - $190K
22K $3.69B
SPY
Spdr S&P 500 ETF Trust

ETFs
11
+ 2.53%
$567.81 - $607.81 $6.25K - $6.69K
445 $261M
T
At&T Inc.

Communication Services
36
+ 0.32%
$21.22 - $23.88 $764 - $860
11.2K $254M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.37K
+ 201.04%
$22.4 - $68.28 $165K - $503K
11K $256M
HD
Home Depot, Inc.

Consumer Cyclical
276
+ 3.96%
$385.02 - $431.37 $106K - $119K
7.24K $2.82B
ORCL
Oracle Corp

Technology
532
+ 1.99%
$165.41 - $192.43 $88K - $102K
27.2K $4.54B
RTX
Raytheon Technologies Corp

Industrials
1.35K
+ 3.98%
$114.45 - $127.21 $155K - $172K
35.3K $4.09B
DKNG
Draft Kings Inc.

Consumer Cyclical
2.93K
+ 4.05%
$35.32 - $44.84 $103K - $131K
75.1K $2.79B
DUK
Duke Energy Corp

Utilities
1.53K
+ 4.22%
$105.76 - $120.76 $162K - $185K
37.8K $4.07B
LOW
Lowes Companies Inc

Consumer Cyclical
425
+ 3.92%
$244.52 - $284.07 $104K - $121K
11.3K $2.78B
PSX
Phillips 66

Energy
1.86K
+ 6.95%
$110.35 - $138.93 $205K - $258K
28.6K $3.26B
ASML
Asml Holding Nv

Technology
395
+ 10.38%
$658.43 - $872.27 $260K - $345K
4.2K $2.91B
ABBV
Abb Vie Inc.

Healthcare
1.56K
+ 4.63%
$164.99 - $203.87 $258K - $319K
35.3K $6.28B
Activity Summary
Buys All Purchases 66 New Holdings 8 Increased Positions 58 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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