SP

STRATEGIC PLANNING GROUP, LLC

13F
STRATEGIC PLANNING GROUP, LLC
Last update 2025-04-10 79 Stocks (2 new)
Value $511.00 Mil Turnover 12 %
Countries:
Top Holdings: AAPL(5.20%)AMZN(4.48%)HYDB(4.21%)NVDA(3.53%)VFLO(3.44%)
Summary Stock Picks Current Portfolio
STRATEGIC 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
119,615
26,570.1
+0.54%
5.200
+0.03%
0.000
-14.49%
-18.63%
3,036,005.4
Hardware
AMZN 		Amazon.com Inc
120,448
22,916.5
-0.44%
4.480
-0.02%
0.000
+0.34%
-6.24%
2,183,889.9
Retail - Cyclical
HYDB 		iShares High Yield Systematic Bond ETF
456,706
21,506.3
New Holding
4.210
+4.21%
1.300
+0.11%
+2.16%
1,442.7
 
NVDA 		NVIDIA Corp
166,332
18,027.1
-18.74%
3.530
-0.95%
0.000
+23.82%
+5.17%
3,444,010.8
Semiconductors
VFLO 		VictoryShares Free Cash Flow ETF
513,137
17,590.3
-3.65%
3.440
-0.12%
0.510
-0.05%
+1.72%
4,010.6
 
MSFT 		Microsoft Corp
45,544
17,097.1
+15.03%
3.350
+0.44%
0.000
+19.39%
+10.26%
3,441,044.8
Software
EVTR 		MORGAN STANLEY ETF
337,612
17,093.3
New Holding
3.350
+3.35%
1.070
-0.53%
+2.44%
1,799.3
 
GOOG 		Alphabet Inc
101,119
15,797.9
+5.05%
3.090
+0.15%
0.000
-0.45%
-11.84%
2,024,905.2
Interactive Media
SCHG 		Schwab U.S. Large-Cap Growth ETF
594,965
14,897.9
+2.99%
2.920
+0.08%
0.040
+5.15%
+0.32%
41,825.2
 
NFLX 		Netflix Inc
14,994
13,983.3
-17.64%
2.740
-0.53%
0.000
+25.08%
+36.64%
518,320.3
Media - Diversified

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
HYDB 		iShares High Yield Systematic Bond ETF2025-03-31New Buy
+4.21%
●
46.82 ($47.34) 47.8
$46.61
-1.54%
New holding
456,706
456,706
YLD 		Principal Active High Yield ETF2025-03-31Sold Out
-3.70%
●
19.03 ($19.3) 19.51
$18.99
-1.61%
Sold Out
0
-1,051,167
EVTR 		MORGAN STANLEY ETF2025-03-31New Buy
+3.35%
●
49.32 ($50.31) 50.97
$50.12
-0.38%
New holding
337,612
337,612
NFLT 		Virtus Newfleet Multi-Sector Unconstrained Bond ETF2025-03-31Sold Out
-2.78%
●
22.31 ($22.6) 22.79
$22.62
0.09%
Sold Out
0
-672,968
TSLA 		Tesla Inc2025-03-31Reduce
-1.60%
●
222.15 ($333.26) 428.22
$344.27
3.30%
Reduce -34.64%
40,793
-21,621
NVDA 		NVIDIA Corp2025-03-31Reduce
-0.95%
●
106.98 ($126.74) 149.43
$141.22
11.42%
Reduce -18.74%
166,332
-38,363
NFLX 		Netflix Inc2025-03-31Reduce
-0.53%
●
828.4 ($951.01) 1058.6
$1,217.94
28.07%
Reduce -17.64%
14,994
-3,211
MSFT 		Microsoft Corp2025-03-31Add
+0.44%
●
375.39 ($407.71) 447.2
$462.97
13.55%
Add 15.03%
45,544
5,952
RDVY 		First Trust NASDAQ Rising Dividend Achievers ETF2025-03-31Add
+0.39%
●
57.22 ($60.78) 63.39
$60.91
0.21%
Add 17.59%
227,326
34,010
NET 		Cloudflare Inc2025-03-31Reduce
-0.31%
●
110.71 ($132.56) 176.5
$172.57
30.18%
Reduce -31.58%
33,962
-15,679

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 2025-03-31

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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