SP

STRATEGIC PLANNING GROUP, LLC

13F
STRATEGIC PLANNING GROUP, LLC
Last update 2025-07-14 77 Stocks (4 new)
Value $616.00 Mil Turnover 12 %
Countries:
Top Holdings: NVDA(5.03%)AMZN(4.80%)AAPL(4.56%)MSFT(3.98%)HYDB(3.83%)
Summary Stock Picks Current Portfolio
STRATEGIC PLANNING GROUP, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
196,025
30,970.1
+17.85%
5.030
+0.76%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
AMZN
Amazon.com Inc
134,824
29,579.1
+11.94%
4.800
+0.51%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
AAPL
Apple Inc
136,853
28,078.3
+14.41%
4.560
+0.57%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
MSFT
Microsoft Corp
49,323
24,534.0
+8.30%
3.980
+0.30%
0.000
+35.37%
+20.48%
3,759,901.0
Software
HYDB
iShares High Yield Systematic Bond ETF
iShares High Yield Systematic Bond ETF
496,220
23,558.1
+8.65%
3.830
+0.30%
1.590
+5.32%
+4.62%
1,501.6
 
GOOG
Alphabet Inc
121,576
21,566.5
+20.23%
3.500
+0.59%
0.000
+21.57%
+0.80%
2,309,505.8
Interactive Media
NFLX
Netflix Inc
15,500
20,757.3
+3.37%
3.370
+0.11%
0.000
+12.12%
+32.03%
500,044.8
Media - Diversified
EVTR
MORGAN STANLEY ETF
363,782
18,503.8
+7.75%
3.010
+0.22%
0.880
+2.41%
+4.07%
2,208.7
 
SCHG
Schwab U.S. Large-Cap Growth ETF
624,143
18,231.2
+4.90%
2.960
+0.14%
0.040
+23.74%
+7.64%
45,727.4
 
VFLO
VictoryShares Free Cash Flow ETF
497,268
17,578.5
-3.09%
2.850
-0.11%
0.410
+12.57%
+6.73%
4,483.1
 

STRATEGIC PLANNING GROUP, LLC's Historical Top Holdings Breakdowns

STRATEGIC PLANNING GROUP, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVUV
Avantis U.S. Small Cap Value ETF
2025-06-30
Sold Out
Sold Out
-2.38%
●
75.17 ($86.2) 91.21
$96.59
12.05%
Sold Out
0
-139,727
ABBV
AbbVie Inc
2025-06-30
Sold Out
Sold Out
-1.44%
●
170.16 ($186.22) 209.52
$190.55
2.33%
Sold Out
0
-35,059
MS
Morgan Stanley
2025-06-30
New Buy
New Buy
+1.24%
●
99.83 ($122.73) 140.86
$142.21
15.87%
New holding
54,032
54,032
LLY
Eli Lilly and Co
2025-06-30
Reduce
Reduce
-1.14%
●
713.71 ($777.85) 898.95
$798.89
2.70%
Reduce -93.94%
453
-7,018
UNH
UnitedHealth Group Inc
2025-06-30
Sold Out
Sold Out
-1.12%
●
274.35 ($384.44) 599.47
$292.51
-23.91%
Sold Out
0
-10,918
NEE
NextEra Energy Inc
2025-06-30
Sold Out
Sold Out
-0.90%
●
64.11 ($69.48) 75
$72.82
4.81%
Sold Out
0
-64,696
HCA
HCA Healthcare Inc
2025-06-30
New Buy
New Buy
+0.89%
●
317.61 ($360.1) 387.52
$353.27
-1.90%
New holding
14,317
14,317
NVDA
NVIDIA Corp
2025-06-30
Add
Add
+0.76%
●
94.31 ($125.57) 157.99
$170.78
36.00%
Add 17.85%
196,025
29,693
DHR
Danaher Corp
2025-06-30
Sold Out
Sold Out
-0.75%
●
174.64 ($194.1) 205.16
$197.89
1.95%
Sold Out
0
-18,649
SO
Southern Co
2025-06-30
New Buy
New Buy
+0.72%
●
84.91 ($89.85) 92.56
$95.13
5.88%
New holding
48,484
48,484

STRATEGIC PLANNING GROUP, LLC Total Holding History ($B)

To

STRATEGIC PLANNING GROUP, LLC's Asset Allocation

To

STRATEGIC PLANNING GROUP, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

STRATEGIC PLANNING GROUP, LLC's Hypothetical Growth since 2025-06-30

STRATEGIC PLANNING GROUP, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

STRATEGIC PLANNING GROUP, LLC's Holdings Heat Map

Size field:

STRATEGIC PLANNING GROUP, LLC's Holdings Bubble Chart

STRATEGIC PLANNING GROUP, LLC News

  • 1

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