SE
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S.E.E.D. Planning Group LLC13F | |
| S.E.E.D. Planning Group LLC | |
| Last update 2025-07-08 | 71 Stocks (3 new) |
| Value $319.00 Mil | Turnover 13 % |
S.E.E.D. Planning Group LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 73,445 | 16,113.1 | -0.43% | 5.050 | -0.02% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
AAPL | Apple Inc | 70,788 | 14,523.5 | +10.45% | 4.550 | +0.43% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
META | Meta Platforms Inc | 18,464 | 13,627.8 | -6.11% | 4.270 | -0.23% | 0.000 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
MOAT | VanEck Morningstar Wide Moat ETF | 144,028 | 13,508.4 | -2.04% | 4.230 | -0.09% | 0.110 | +18.80% | +6.17% | 13,044.2 | ||
MSFT | Microsoft Corp | 26,101 | 12,982.8 | -9.50% | 4.070 | -0.35% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
GOOGL | Alphabet Inc | 72,461 | 12,769.9 | +2.24% | 4.000 | +0.09% | 0.000 | +22.60% | +0.73% | 2,312,572.8 | Interactive Media | |
CTVA | Corteva Inc | 164,393 | 12,252.2 | +70.31% | 3.840 | +1.59% | 0.020 | +21.30% | +30.40% | 50,412.4 | Agriculture | |
A | Agilent Technologies Inc | 103,814 | 12,251.1 | +13.29% | 3.840 | +0.45% | 0.040 | +14.02% | -10.69% | 33,937.2 | Medical Diagnostics & Research | |
NEE | NextEra Energy Inc | 171,258 | 11,888.7 | +1.96% | 3.730 | +0.07% | 0.010 | +9.13% | +3.24% | 149,909.5 | Utilities - Regulated | |
TMO | Thermo Fisher Scientific Inc | 28,241 | 11,450.6 | +157.34% | 3.590 | +2.19% | 0.010 | +8.24% | -10.12% | 176,180.2 | Medical Diagnostics & Research |
S.E.E.D. Planning Group LLC's Historical Top Holdings Breakdowns
S.E.E.D. Planning Group LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ADP | Automatic Data Processing Inc | 2025-06-30 | Add Add | +3.20% | 276.76 ($307.13) 326.81 | $304.23 | -0.94% | Add 1081.49% | 36,201 | 33,137 | |
UPS | United Parcel Service Inc | 2025-06-30 | Sold Out Sold Out | -2.98% | 91.92 ($98.57) 110.2 | $103.53 | 5.03% | Sold Out | 0 | -80,516 | |
TMO | Thermo Fisher Scientific Inc | 2025-06-30 | Add Add | +2.19% | 390.26 ($419.37) 497.6 | $466.71 | 11.29% | Add 157.34% | 28,241 | 17,267 | |
XOM | Exxon Mobil Corp | 2025-06-30 | Reduce Reduce | -2.15% | 99.93 ($107.09) 119.04 | $109.93 | 2.65% | Reduce -84.13% | 10,121 | -53,663 | |
VLO | Valero Energy Corp | 2025-06-30 | Add Add | +2.02% | 104.69 ($124.73) 141.77 | $147.54 | 18.29% | Add 142.46% | 81,298 | 47,768 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | Sold Out Sold Out | -2.02% | 274.35 ($384.44) 599.47 | $292.51 | -23.91% | Sold Out | 0 | -11,433 | |
IFF |
International Flavors & Fragrances Inc
International Flavors & Fragrances Inc
| 2025-06-30 | Sold Out Sold Out | -1.86% | 66.85 ($75.56) 79.33 | $77.46 | 2.51% | Sold Out | 0 | -71,147 | |
CTVA | Corteva Inc | 2025-06-30 | Add Add | +1.59% | 55.52 ($66.55) 74.53 | $73.90 | 11.04% | Add 70.31% | 164,393 | 67,869 | |
PEP | PepsiCo Inc | 2025-06-30 | Add Add | +0.53% | 128.02 ($134.95) 151.37 | $145.66 | 7.94% | Add 119.2% | 23,476 | 12,766 | |
A | Agilent Technologies Inc | 2025-06-30 | Add Add | +0.45% | 99.29 ($110.91) 120.52 | $119.47 | 7.72% | Add 13.29% | 103,814 | 12,181 |
S.E.E.D. Planning Group LLC Total Holding History ($B)
S.E.E.D. Planning Group LLC's Asset Allocation
S.E.E.D. Planning Group LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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S.E.E.D. Planning Group LLC's Hypothetical Growth since 2025-06-30
S.E.E.D. Planning Group LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
S.E.E.D. Planning Group LLC's Holdings Heat Map
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S.E.E.D. Planning Group LLC's Holdings Bubble Chart
S.E.E.D. Planning Group LLC News
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