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
+69.89%
+28.41%
4,204,658.7
Semiconductors
AMZN
Amazon.com Inc
134,824
29,579.1
+11.94%
4.800
+0.51%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
AAPL
Apple Inc
136,853
28,078.3
+14.41%
4.560
+0.57%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
MSFT
Microsoft Corp
49,323
24,534.0
+8.30%
3.980
+0.30%
0.000
+38.94%
+21.47%
3,790,969.0
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
+5.17%
+4.18%
1,485.9
 
GOOG
Alphabet Inc
121,576
21,566.5
+20.23%
3.500
+0.59%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media
NFLX
Netflix Inc
15,500
20,757.3
+3.37%
3.370
+0.11%
0.000
+24.28%
+35.67%
514,617.8
Media - Diversified
EVTR
MORGAN STANLEY ETF
363,782
18,503.8
+7.75%
3.010
+0.22%
0.880
+1.85%
+3.72%
2,194.8
 
SCHG
Schwab U.S. Large-Cap Growth ETF
624,143
18,231.2
+4.90%
2.960
+0.14%
0.040
+25.66%
+6.92%
45,305.9
 
VFLO
VictoryShares Free Cash Flow ETF
497,268
17,578.5
-3.09%
2.850
-0.11%
0.410
+10.70%
+3.69%
4,333.8
 

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
$93.77
8.78%
Sold Out
0
-139,727
ABBV
AbbVie Inc
2025-06-30
Sold Out
Sold Out
-1.44%
●
170.16 ($186.22) 209.52
$189.26
1.63%
Sold Out
0
-35,059
MS
Morgan Stanley
2025-06-30
New Buy
New Buy
+1.24%
●
99.83 ($122.73) 140.86
$140.83
14.75%
New holding
54,032
54,032
LLY
Eli Lilly and Co
2025-06-30
Reduce
Reduce
-1.14%
●
713.71 ($777.85) 898.95
$771.71
-0.79%
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
$282.65
-26.48%
Sold Out
0
-10,918
NEE
NextEra Energy Inc
2025-06-30
Sold Out
Sold Out
-0.90%
●
64.11 ($69.48) 75
$75.95
9.31%
Sold Out
0
-64,696
HCA
HCA Healthcare Inc
2025-06-30
New Buy
New Buy
+0.89%
●
317.61 ($360.1) 387.52
$361.12
0.28%
New holding
14,317
14,317
NVDA
NVIDIA Corp
2025-06-30
Add
Add
+0.76%
●
94.31 ($125.57) 157.99
$172.41
37.30%
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
$190.05
-2.09%
Sold Out
0
-18,649
SO
Southern Co
2025-06-30
New Buy
New Buy
+0.72%
●
84.91 ($89.85) 92.56
$94.10
4.73%
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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