The Analysis of S.E.E.D. Planning Group LLC's Holdings
Currently, S.E.E.D. Planning Group LLC holds 86 types of securities in its portfolio with a total value $350.9M. In the most recent quarter, they have increased their positions in LNG (+6.2K shares, valued at $1.2M), N/A (+2.2K shares, valued at $952.6K), ADP (+3.2K shares, valued at $828.8K); decreased their positions in N/A (-5.2K shares, valued at $1.6M), TMO (-1.2K shares, valued at $723.1K), NEE (-4.3K shares, valued at $343.9K); initiated new positions in N/A (+1.4K shares, valued at $491.0K), COP (+4.6K shares, valued at $434.1K), KLAC (+221 shares, valued at $268.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ALPHABET INC ALPHABET INC59.5K shares-8.10%2025-12-312026-01-09
AAPL APPLE INC67.7K shares-1.40%2025-12-312026-01-09 AMZN AMAZON COM INC73.4K shares0.29%2025-12-312026-01-09 MOAT VANECK ETF TRUST156.1K shares1.67%2025-12-312026-01-09 TMO THERMO FISHER SCIENTIFIC INC26.2K shares-4.55%2025-12-312026-01-09 A AGILENT TECHNOLOGIES INC101.3K shares-2.30%2025-12-312026-01-09 NEE NEXTERA ENERGY INC169.4K shares-2.47%2025-12-312026-01-09 MSFT MICROSOFT CORP26.5K shares2.06%2025-12-312026-01-09 META META PLATFORMS INC19.1K shares6.55%2025-12-312026-01-09 CTVA CORTEVA INC185.5K shares6.88%2025-12-312026-01-09 LINDE PLC LINDE PLC27.3K shares8.90%2025-12-312026-01-09 VLO VALERO ENERGY CORP70.4K shares-2.64%2025-12-312026-01-09 USB US BANCORP DEL212.9K shares2.50%2025-12-312026-01-09 ADP AUTOMATIC DATA PROCESSING IN43.8K shares7.95%2025-12-312026-01-09 LMT LOCKHEED MARTIN CORP22.7K shares2.56%2025-12-312026-01-09 CBRE CBRE GROUP INC65.7K shares-1.43%2025-12-312026-01-09 ENB ENBRIDGE INC214.5K shares-1.06%2025-12-312026-01-09 EL LAUDER ESTEE COS INC86.9K shares-2.61%2025-12-312026-01-09 LOW LOWES COS INC33.4K shares9.53%2025-12-312026-01-09 MA MASTERCARD INCORPORATED11.2K shares-1.10%2025-12-312026-01-09 COST COSTCO WHSL CORP NEW7.2K shares-0.83%2025-12-312026-01-09 CL COLGATE PALMOLIVE CO66.4K shares13.68%2025-12-312026-01-09 AMT AMERICAN TOWER CORP NEW28.3K shares4.05%2025-12-312026-01-09 HD HOME DEPOT INC14.0K shares-0.98%2025-12-312026-01-09 V VISA INC12.9K shares-1.05%2025-12-312026-01-09 PEP PEPSICO INC25.8K shares2.88%2025-12-312026-01-09 EQIX EQUINIX INC4.7K shares11.08%2025-12-312026-01-09 BSCR INVESCO EXCH TRD SLF IDX FD177.2K shares-3.57%2025-12-312026-01-09 BSCQ INVESCO EXCH TRD SLF IDX FD176.6K shares-5.48%2025-12-312026-01-09 BSCS INVESCO EXCH TRD SLF IDX FD166.9K shares-2.33%2025-12-312026-01-09 JPM JPMORGAN CHASE & CO.10.5K shares-2.36%2025-12-312026-01-09 BSCT INVESCO EXCH TRD SLF IDX FD178.5K shares-4.59%2025-12-312026-01-09 CSGP COSTAR GROUP INC47.0K shares4.99%2025-12-312026-01-09 SPGI S&P GLOBAL INC5.5K shares24.91%2025-12-312026-01-09 AMAT APPLIED MATLS INC9.6K shares-10.62%2025-12-312026-01-09 SCHX SCHWAB STRATEGIC TR90.2K shares-0.88%2025-12-312026-01-09 VTI VANGUARD INDEX FDS7.0K shares-10.41%2025-12-312026-01-09 LNG CHENIERE ENERGY INC11.8K shares112.55%2025-12-312026-01-09 RTX RTX CORPORATION11.6K shares-2.08%2025-12-312026-01-09 XOM EXXON MOBIL CORP17.5K shares3.03%2025-12-312026-01-09 IBM INTERNATIONAL BUSINESS MACHS7.0K shares-4.16%2025-12-312026-01-09 SO SOUTHERN CO21.9K shares-5.25%2025-12-312026-01-09 BSJQ INVESCO EXCH TRD SLF IDX FD72.0K shares-5.18%2025-12-312026-01-09 BSJR INVESCO EXCH TRD SLF IDX FD74.1K shares-8.32%2025-12-312026-01-09 BSJS INVESCO EXCH TRD SLF IDX FD76.0K shares-1.45%2025-12-312026-01-09 WMT WALMART INC9.2K shares-1.19%2025-12-312026-01-09 IWF ISHARES TR2.0K shares0.00%2025-12-312026-01-09 ECL ECOLAB INC3.6K shares-6.20%2025-12-312026-01-09 NOC NORTHROP GRUMMAN CORP1.6K shares6.91%2025-12-312026-01-09 IJH ISHARES TR13.5K shares-0.68%2025-12-312026-01-09 WTW WILLIS TOWERS WATSON PLC LTD2.3K shares0.00%2025-12-312026-01-09 IJR ISHARES TR5.7K shares-2.16%2025-12-312026-01-09 KO COCA COLA CO9.2K shares84.31%2025-12-312026-01-09 DIS DISNEY WALT CO5.0K shares-0.99%2025-12-312026-01-09 CDNS CADENCE DESIGN SYSTEM INC1.8K shares0.00%2025-12-312026-01-09 BROADCOM INC BROADCOM INC1.4K sharesnew addition2025-12-312026-01-09 COP CONOCOPHILLIPS4.6K sharesnew addition2025-12-312026-01-09 NVDA NVIDIA CORPORATION2.2K shares-0.31%2025-12-312026-01-09 ARQT ARCUTIS BIOTHERAPEUTICS INC13.0K shares0.00%2025-12-312026-01-09 SDY SPDR SERIES TRUST2.7K shares-4.38%2025-12-312026-01-09 GLW CORNING INC4.1K shares-0.07%2025-12-312026-01-09 DGRO ISHARES TR5.1K shares0.00%2025-12-312026-01-09 IWD ISHARES TR1.6K shares0.00%2025-12-312026-01-09 XYL XYLEM INC2.5K shares-0.66%2025-12-312026-01-09 ORCL ORACLE CORP1.8K shares-0.57%2025-12-312026-01-09 ROK ROCKWELL AUTOMATION INC850 shares-2.07%2025-12-312026-01-09 BCS BARCLAYS PLC12.5K shares0.00%2025-12-312026-01-09 SBUX STARBUCKS CORP3.7K shares-7.64%2025-12-312026-01-09 PG PROCTER AND GAMBLE CO2.1K shares-17.93%2025-12-312026-01-09 COMM COMMSCOPE HLDG CO INC15.0K shares0.00%2025-12-312026-01-09 KLAC KLA CORP221 sharesnew addition2025-12-312026-01-09 SLV ISHARES SILVER TR4.0K sharesnew addition2025-12-312026-01-09 SHYG ISHARES TR5.9K shares9.89%2025-12-312026-01-09 GILD GILEAD SCIENCES INC2.0K shares0.00%2025-12-312026-01-09 APH AMPHENOL CORP NEW1.7K shares0.00%2025-12-312026-01-09 TIGO MILLICOM INTL CELLULAR S A4.0K sharesnew addition2025-12-312026-01-09 CCL CARNIVAL CORP7.0K shares0.00%2025-12-312026-01-09 RACE FERRARI N V576 sharesnew addition2025-12-312026-01-09 BUD ANHEUSER BUSCH INBEV SA/NV3.3K sharesnew addition2025-12-312026-01-09 QS QUANTUMSCAPE CORP20.0K shares-50.00%2025-12-312026-01-09 SCHD SCHWAB STRATEGIC TR7.5K shares0.00%2025-12-312026-01-09 EXC EXELON CORP4.6K shares1.10%2025-12-312026-01-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available