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Size ($ in 1000's)
At 03/31/2024: $273,879
At 12/31/2023: $248,124
S.E.E.D. Planning Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from S.E.E.D. Planning Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the S.E.E.D. Planning Group LLC top holdings by largest position size, as per the latest 13f filing made by S.E.E.D. Planning Group LLC.
In the S.E.E.D. Planning Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by S.E.E.D. Planning Group LLC in that top holding, then the share count change between reporting periods, and finally the S.E.E.D. Planning Group LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| AMAZON COM INC |
75,028 |
-2,435 |
$13,534 | | AMZN | 75,028 | -2,435 | $13,534 | | APPLE INC |
69,609 |
-21,284 |
$11,937 | | AAPL | 69,609 | -21,284 | $11,937 | | NEXTERA ENERGY INC |
174,271 |
+24,659 |
$11,138 | | NEE | 174,271 | +24,659 | $11,138 | | ECOLAB INC |
46,220 |
-1,273 |
$10,672 | | ECL | 46,220 | -1,273 | $10,672 | | MICROSOFT CORP |
24,518 |
-1,595 |
$10,315 | | MSFT | 24,518 | -1,595 | $10,315 | | LAUDER ESTEE COS INC |
64,993 |
+8,028 |
$10,019 | | EL | 64,993 | +8,028 | $10,019 | | META PLATFORMS INC |
20,151 |
-5,931 |
$9,785 | | META | 20,151 | -5,931 | $9,785 | | CBRE GROUP INC |
100,477 |
-3,050 |
$9,770 | | CBRE | 100,477 | -3,050 | $9,770 | | ALPHABET INC |
64,606 |
-1,110 |
$9,751 | | GOOGL | 64,606 | -1,110 | $9,751 | | ENBRIDGE INC |
247,091 |
+17,428 |
$8,940 | | ENB | 247,091 | +17,428 | $8,940 | | VANECK ETF TRUST (MOAT) |
96,794 |
+27,491 |
$8,702 | | MOAT | 96,794 | +27,491 | $8,702 | | DOMINION ENERGY INC |
175,034 |
+1,959 |
$8,610 | | D | 175,034 | +1,959 | $8,610 | | US BANCORP DEL |
187,025 |
+15,960 |
$8,360 | | USB | 187,025 | +15,960 | $8,360 | | HONEYWELL INTL INC |
40,268 |
+3,737 |
$8,265 | | HON | 40,268 | +3,737 | $8,265 | | COSTCO WHSL CORP NEW |
10,711 |
-1,191 |
$7,847 | | COST | 10,711 | -1,191 | $7,847 | | LINDE PLC |
14,689 |
-1,450 |
$6,820 | | LIN | 14,689 | -1,450 | $6,820 | | HOME DEPOT INC |
17,776 |
-1,043 |
$6,819 | | HD | 17,776 | -1,043 | $6,819 | | VALERO ENERGY CORP |
36,975 |
-1,907 |
$6,311 | | VLO | 36,975 | -1,907 | $6,311 | | THERMO FISHER SCIENTIFIC INC |
10,178 |
+371 |
$5,916 | | TMO | 10,178 | +371 | $5,916 | | MASTERCARD INCORPORATED |
11,453 |
-270 |
$5,515 | | MA | 11,453 | -270 | $5,515 | | JOHNSON & JOHNSON |
33,344 |
+4,797 |
$5,275 | | JNJ | 33,344 | +4,797 | $5,275 | | AGILENT TECHNOLOGIES INC |
33,762 |
+795 |
$4,913 | | A | 33,762 | +795 | $4,913 | | LOCKHEED MARTIN CORP |
10,526 |
+1,240 |
$4,788 | | LMT | 10,526 | +1,240 | $4,788 | | VISA INC |
17,068 |
-70 |
$4,763 | | V | 17,068 | -70 | $4,763 | | AMERICAN TOWER CORP NEW |
23,935 |
+5,420 |
$4,729 | | AMT | 23,935 | +5,420 | $4,729 | | UNITEDHEALTH GROUP INC |
8,661 |
+1,448 |
$4,285 | | UNH | 8,661 | +1,448 | $4,285 | | COSTAR GROUP INC |
36,083 |
-13 |
$3,486 | | CSGP | 36,083 | -13 | $3,486 | | INVESCO EXCH TRD SLF IDX FD |
155,347 |
+174 |
$3,174 | | BSCP | 155,347 | +174 | $3,174 | | INVESCO EXCH TRD SLF IDX FD |
161,475 |
+453 |
$3,102 | | BSCQ | 161,475 | +453 | $3,102 | | INVESCO EXCH TRD SLF IDX FD |
155,013 |
+155,013 |
$2,990 | | BSCR | 155,013 | +155,013 | $2,990 | | CORTEVA INC |
50,167 |
+6,392 |
$2,893 | | CTVA | 50,167 | +6,392 | $2,893 | | JPMORGAN CHASE & CO |
13,917 |
-707 |
$2,788 | | JPM | 13,917 | -707 | $2,788 | | LOWES COS INC |
10,284 |
+1,805 |
$2,620 | | LOW | 10,284 | +1,805 | $2,620 | | RTX CORPORATION |
25,936 |
+870 |
$2,530 | | RTX | 25,936 | +870 | $2,530 | | SCHWAB STRATEGIC TR |
39,371 |
+8,127 |
$2,443 | | SCHX | 39,371 | +8,127 | $2,443 | | PARKER HANNIFIN CORP |
4,119 |
-16 |
$2,289 | | PH | 4,119 | -16 | $2,289 | | INTERNATIONAL BUSINESS MACHS |
11,520 |
+6,127 |
$2,200 | | IBM | 11,520 | +6,127 | $2,200 | | INVESCO EXCH TRD SLF IDX FD |
91,771 |
+206 |
$2,086 | | BSJO | 91,771 | +206 | $2,086 | | INVESCO EXCH TRD SLF IDX FD |
90,298 |
+1,874 |
$2,072 | | BSJP | 90,298 | +1,874 | $2,072 | | VANGUARD INDEX FDS (VTI) |
7,788 |
+7,788 |
$2,024 | | VTI | 7,788 | +7,788 | $2,024 | | INVESCO EXCH TRD SLF IDX FD |
85,723 |
+503 |
$1,987 | | BSJQ | 85,723 | +503 | $1,987 | | INVESCO EXCH TRD SLF IDX FD |
86,623 |
+86,623 |
$1,927 | | BSJR | 86,623 | +86,623 | $1,927 | | SOUTHERN CO |
26,714 |
+20,888 |
$1,916 | | SO | 26,714 | +20,888 | $1,916 | | EQUINIX INC |
2,178 |
-119 |
$1,798 | | EQIX | 2,178 | -119 | $1,798 | | STARBUCKS CORP |
19,321 |
+5,409 |
$1,766 | | SBUX | 19,321 | +5,409 | $1,766 |  BERKSHIRE HATHAWAY INC DEL |
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$1,534 | | BRK.A | 2 | UNCH | $1,269 | | BRK.B | 629 | UNCH | $265 | | DISNEY WALT CO |
11,680 |
+2,855 |
$1,429 | | DIS | 11,680 | +2,855 | $1,429 | | XYLEM INC |
9,807 |
-152 |
$1,267 | | XYL | 9,807 | -152 | $1,267 | | CISCO SYS INC |
25,187 |
+13,640 |
$1,257 | | CSCO | 25,187 | +13,640 | $1,257 | | COMCAST CORP NEW |
28,802 |
+14,468 |
$1,249 | | CMCSA | 28,802 | +14,468 | $1,249 |
See Full List: All Stocks Held By S.E.E.D. Planning Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By S.E.E.D. Planning Group LLC
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