S.E.E.D. Planning Group LLC Buys U.S. Bancorp, Costco Wholesale Corp, Microsoft Corp, Sells Capital One Financial Corp, Colgate-Palmolive Co, Nike Inc

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Investment company S.E.E.D. Planning Group LLC (Current Portfolio) buys U.S. Bancorp, Costco Wholesale Corp, Microsoft Corp, Invesco BulletShares 2022 Corporate Bond ETF, Intel Corp, sells Capital One Financial Corp, Colgate-Palmolive Co, Nike Inc, Automatic Data Processing Inc during the 3-months ended 2020Q4, according to the most recent filings of the investment company, S.E.E.D. Planning Group LLC. As of 2020Q4, S.E.E.D. Planning Group LLC owns 64 stocks with a total value of $139 million. These are the details of the buys and sells.

For the details of S.E.E.D. Planning Group LLC's stock buys and sells, go to https://www.gurufocus.com/guru/s.e.e.d.+planning+group+llc/current-portfolio/portfolio

These are the top 5 holdings of S.E.E.D. Planning Group LLC
  1. Apple Inc (AAPL) - 85,613 shares, 8.20% of the total portfolio. Shares added by 15.77%
  2. Invesco BulletShares 2022 Corporate Bond ETF (BSCM) - 409,840 shares, 6.43% of the total portfolio. Shares added by 20.07%
  3. Invesco BulletShares 2021 Corporate Bond ETF (BSCL) - 369,839 shares, 5.66% of the total portfolio. Shares added by 6.18%
  4. Microsoft Corp (MSFT) - 28,112 shares, 4.51% of the total portfolio. Shares added by 50.21%
  5. CSIM Schwab U.S. Large-Cap ETF (SCHX) - 54,844 shares, 3.60% of the total portfolio. Shares reduced by 3.42%
New Purchase: U.S. Bancorp (USB)

S.E.E.D. Planning Group LLC initiated holding in U.S. Bancorp. The purchase prices were between $36.77 and $46.73, with an estimated average price of $42.52. The stock is now traded at around $48.560000. The impact to a portfolio due to this purchase was 2.9%. The holding were 86,424 shares as of 2020-12-31.

New Purchase: Anheuser-Busch InBev SA/NV (BUD)

S.E.E.D. Planning Group LLC initiated holding in Anheuser-Busch InBev SA/NV. The purchase prices were between $51.91 and $71.5, with an estimated average price of $63.59. The stock is now traded at around $68.410000. The impact to a portfolio due to this purchase was 0.52%. The holding were 10,374 shares as of 2020-12-31.

New Purchase: Target Corp (TGT)

S.E.E.D. Planning Group LLC initiated holding in Target Corp. The purchase prices were between $152.22 and $179.82, with an estimated average price of $167.24. The stock is now traded at around $188.520000. The impact to a portfolio due to this purchase was 0.26%. The holding were 2,033 shares as of 2020-12-31.

New Purchase: Coca-Cola Co (KO)

S.E.E.D. Planning Group LLC initiated holding in Coca-Cola Co. The purchase prices were between $47.96 and $54.84, with an estimated average price of $51.79. The stock is now traded at around $48.420000. The impact to a portfolio due to this purchase was 0.23%. The holding were 5,746 shares as of 2020-12-31.

New Purchase: Procter & Gamble Co (PG)

S.E.E.D. Planning Group LLC initiated holding in Procter & Gamble Co. The purchase prices were between $135.51 and $144.49, with an estimated average price of $139.72. The stock is now traded at around $134.305400. The impact to a portfolio due to this purchase was 0.18%. The holding were 1,807 shares as of 2020-12-31.

New Purchase: JPMorgan Chase & Co (JPM)

S.E.E.D. Planning Group LLC initiated holding in JPMorgan Chase & Co. The purchase prices were between $96.54 and $127.07, with an estimated average price of $112.36. The stock is now traded at around $138.870000. The impact to a portfolio due to this purchase was 0.18%. The holding were 2,004 shares as of 2020-12-31.

Added: Costco Wholesale Corp (COST)

S.E.E.D. Planning Group LLC added to a holding in Costco Wholesale Corp by 609.11%. The purchase prices were between $355.01 and $391.77, with an estimated average price of $373.95. The stock is now traded at around $354.430000. The impact to a portfolio due to this purchase was 2.07%. The holding were 8,878 shares as of 2020-12-31.

Added: Microsoft Corp (MSFT)

S.E.E.D. Planning Group LLC added to a holding in Microsoft Corp by 50.21%. The purchase prices were between $202.33 and $224.96, with an estimated average price of $215.16. The stock is now traded at around $215.020000. The impact to a portfolio due to this purchase was 1.51%. The holding were 28,112 shares as of 2020-12-31.

Added: Invesco BulletShares 2022 Corporate Bond ETF (BSCM)

S.E.E.D. Planning Group LLC added to a holding in Invesco BulletShares 2022 Corporate Bond ETF by 20.07%. The purchase prices were between $21.73 and $21.88, with an estimated average price of $21.82. The stock is now traded at around $21.708000. The impact to a portfolio due to this purchase was 1.07%. The holding were 409,840 shares as of 2020-12-31.

Added: Intel Corp (INTC)

S.E.E.D. Planning Group LLC added to a holding in Intel Corp by 239.70%. The purchase prices were between $44.11 and $54.58, with an estimated average price of $48.73. The stock is now traded at around $57.945000. The impact to a portfolio due to this purchase was 0.77%. The holding were 30,427 shares as of 2020-12-31.

Added: Berkshire Hathaway Inc (BRK.B)

S.E.E.D. Planning Group LLC added to a holding in Berkshire Hathaway Inc by 219.79%. The purchase prices were between $200.7 and $233.92, with an estimated average price of $220.63. The stock is now traded at around $234.300000. The impact to a portfolio due to this purchase was 0.54%. The holding were 4,669 shares as of 2020-12-31.

Added: Dominion Energy Inc (D)

S.E.E.D. Planning Group LLC added to a holding in Dominion Energy Inc by 23.91%. The purchase prices were between $73.5 and $86.07, with an estimated average price of $79.38. The stock is now traded at around $71.400000. The impact to a portfolio due to this purchase was 0.43%. The holding were 40,979 shares as of 2020-12-31.

Sold Out: Capital One Financial Corp (COF)

S.E.E.D. Planning Group LLC sold out a holding in Capital One Financial Corp. The sale prices were between $72.07 and $98.85, with an estimated average price of $85.48.

Sold Out: Nike Inc (NKE)

S.E.E.D. Planning Group LLC sold out a holding in Nike Inc. The sale prices were between $120.08 and $144.02, with an estimated average price of $132.77.

Reduced: Colgate-Palmolive Co (CL)

S.E.E.D. Planning Group LLC reduced to a holding in Colgate-Palmolive Co by 58.08%. The sale prices were between $76.67 and $86.26, with an estimated average price of $82.84. The stock is now traded at around $80.960000. The impact to a portfolio due to this sale was -0.24%. S.E.E.D. Planning Group LLC still held 2,523 shares as of 2020-12-31.

Reduced: Automatic Data Processing Inc (ADP)

S.E.E.D. Planning Group LLC reduced to a holding in Automatic Data Processing Inc by 21.74%. The sale prices were between $138.67 and $179.24, with an estimated average price of $164.99. The stock is now traded at around $161.285000. The impact to a portfolio due to this sale was -0.05%. S.E.E.D. Planning Group LLC still held 1,616 shares as of 2020-12-31.



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