SE

S.E.E.D. Planning Group LLC

13F
S.E.E.D. Planning Group LLC
Last update 2025-04-09 73 Stocks (3 new)
Value $297.00 Mil Turnover 12 %
Countries:
Top Holdings: AAPL(4.80%)AMZN(4.73%)MOAT(4.36%)NEE(4.01%)META(3.82%)
Summary Stock Picks Current Portfolio
S.E.E.D. Planning Group LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
64,092
14,236.7
+0.96%
4.800
+0.05%
0.000
-16.84%
-19.60%
2,999,860.7
Hardware
AMZN 		Amazon.com Inc
73,764
14,034.3
+5.33%
4.730
+0.24%
0.000
-3.42%
-6.55%
2,176,458.4
Retail - Cyclical
MOAT 		VanEck Morningstar Wide Moat ETF
147,027
12,938.4
-14.15%
4.360
-0.75%
0.100
-2.42%
-3.34%
12,710.1
 
NEE 		NextEra Energy Inc
167,971
11,907.5
+8.33%
4.010
+0.31%
0.010
+0.67%
-0.65%
145,421.7
Utilities - Regulated
META 		Meta Platforms Inc
19,665
11,334.3
-0.70%
3.820
-0.03%
0.000
-3.01%
+10.68%
1,628,001.8
Interactive Media
GOOGL 		Alphabet Inc
70,876
10,960.3
+20.37%
3.690
+0.62%
0.000
+0.97%
-9.17%
2,090,081.7
Interactive Media
ENB 		Enbridge Inc
246,821
10,936.6
-6.03%
3.690
-0.22%
0.010
+10.45%
+12.85%
100,845.2
Oil & Gas
MSFT 		Microsoft Corp
28,840
10,826.3
+7.54%
3.650
+0.26%
0.000
+16.18%
+9.64%
3,421,645.9
Software
A 		Agilent Technologies Inc
91,633
10,719.3
+115.17%
3.610
+1.93%
0.030
-12.32%
-16.51%
31,778.1
Medical Diagnostics & Research
CBRE 		CBRE Group Inc
72,216
9,444.4
-7.72%
3.180
-0.26%
0.020
-11.92%
-4.78%
37,269.1
Real Estate

S.E.E.D. Planning Group LLC's Historical Top Holdings Breakdowns

S.E.E.D. 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
HON 		Honeywell International Inc2025-03-31Reduce
-3.11%
●
202.75 ($214.7) 226.52
$226.67
5.58%
Reduce -93.14%
3,042
-41,312
UPS 		United Parcel Service Inc2025-03-31Add
+2.83%
●
109.66 ($119.57) 136.26
$97.54
-18.42%
Add 1938.38%
80,516
76,566
A 		Agilent Technologies Inc2025-03-31Add
+1.93%
●
116.69 ($134.77) 152.6
$111.92
-16.95%
Add 115.17%
91,633
49,046
JNJ 		Johnson & Johnson2025-03-31Sold Out
-1.77%
●
142.06 ($156.47) 167.7
$155.21
-0.81%
Sold Out
0
-36,720
LMT 		Lockheed Martin Corp2025-03-31Add
+1.43%
●
423.19 ($460.32) 506.29
$482.38
4.79%
Add 96.88%
19,288
9,491
LOW 		Lowe's Companies Inc2025-03-31Add
+0.87%
●
222.66 ($246.05) 268.42
$225.73
-8.26%
Add 88.62%
23,691
11,131
PH 		Parker Hannifin Corp2025-03-31Sold Out
-0.80%
●
591.65 ($654) 707.05
$664.70
1.64%
Sold Out
0
-3,770
MOAT 		VanEck Morningstar Wide Moat ETF2025-03-31Reduce
-0.75%
●
87.69 ($92.02) 96.49
$89.63
-2.60%
Reduce -14.15%
147,027
-24,241
CL 		Colgate-Palmolive Co2025-03-31Add
+0.74%
●
85.68 ($89.54) 97.5
$92.94
3.80%
Add 268.06%
32,091
23,372
GOOGL 		Alphabet Inc2025-03-31Add
+0.62%
●
154.33 ($181.36) 206.38
$171.74
-5.30%
Add 20.37%
70,876
11,992

S.E.E.D. Planning Group LLC Total Holding History ($B)

To

S.E.E.D. Planning Group LLC's Asset Allocation

To

S.E.E.D. Planning Group LLC Past Portfolios

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

Top Ranked Articles

  • 1

S.E.E.D. Planning Group LLC's Hypothetical Growth since 2025-03-31

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

Size field:

S.E.E.D. Planning Group LLC's Holdings Bubble Chart

S.E.E.D. Planning Group LLC News

  • 1

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