The Analysis of S.E.E.D. Planning Group LLC's Holdings
Currently, S.E.E.D. Planning Group LLC holds 85 types of securities in its portfolio with a total value $343.1M. In the most recent quarter, they have increased their positions in LIN (+10.8K shares, valued at $5.2M), CL (+16.4K shares, valued at $1.3M), ADP (+4.3K shares, valued at $1.3M); decreased their positions in ECL (-9.8K shares, valued at $2.7M), APD (-7.5K shares, valued at $2.0M), GOOGL (-7.7K shares, valued at $1.9M); initiated new positions in QS (+40.0K shares, valued at $492.8K), DGRO (+5.1K shares, valued at $348.4K), KO (+5.0K shares, valued at $332.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC68.7K shares-2.95%2025-09-302025-10-14
AMZN AMAZON COM INC73.2K shares-0.31%2025-09-302025-10-14 GOOGL ALPHABET INC64.8K shares-10.59%2025-09-302025-10-14 MOAT VANECK ETF TRUST153.5K shares6.61%2025-09-302025-10-14 MSFT MICROSOFT CORP26.0K shares-0.52%2025-09-302025-10-14 TMO THERMO FISHER SCIENTIFIC INC27.5K shares-2.78%2025-09-302025-10-14 A AGILENT TECHNOLOGIES INC103.7K shares-0.09%2025-09-302025-10-14 META META PLATFORMS INC17.9K shares-2.95%2025-09-302025-10-14 NEE NEXTERA ENERGY INC173.7K shares1.45%2025-09-302025-10-14 VLO VALERO ENERGY CORP72.3K shares-11.06%2025-09-302025-10-14 LIN LINDE PLC25.1K shares76.08%2025-09-302025-10-14 ADP AUTOMATIC DATA PROCESSING IN40.5K shares11.97%2025-09-302025-10-14 CTVA CORTEVA INC173.6K shares5.58%2025-09-302025-10-14 LMT LOCKHEED MARTIN CORP22.2K shares8.13%2025-09-302025-10-14 ENB ENBRIDGE INC216.8K shares-3.84%2025-09-302025-10-14 CBRE CBRE GROUP INC66.7K shares-6.81%2025-09-302025-10-14 USB US BANCORP DEL207.7K shares-2.65%2025-09-302025-10-14 EL LAUDER ESTEE COS INC89.2K shares-19.13%2025-09-302025-10-14 LOW LOWES COS INC30.5K shares2.69%2025-09-302025-10-14 COST COSTCO WHSL CORP NEW7.2K shares-2.85%2025-09-302025-10-14 MA MASTERCARD INCORPORATED11.3K shares-3.19%2025-09-302025-10-14 HD HOME DEPOT INC14.1K shares-6.37%2025-09-302025-10-14 AMT AMERICAN TOWER CORP NEW27.2K shares3.13%2025-09-302025-10-14 CL COLGATE PALMOLIVE CO58.4K shares39.12%2025-09-302025-10-14 V VISA INC13.0K shares-4.62%2025-09-302025-10-14 CSGP COSTAR GROUP INC44.7K shares-3.45%2025-09-302025-10-14 BSCQ INVESCO EXCH TRD SLF IDX FD186.8K shares3.21%2025-09-302025-10-14 BSCR INVESCO EXCH TRD SLF IDX FD183.7K shares3.13%2025-09-302025-10-14 PEP PEPSICO INC25.1K shares6.77%2025-09-302025-10-14 BSCT INVESCO EXCH TRD SLF IDX FD187.1K shares3.03%2025-09-302025-10-14 BSCS INVESCO EXCH TRD SLF IDX FD170.9K shares3.33%2025-09-302025-10-14 JPM JPMORGAN CHASE & CO.10.8K shares-4.13%2025-09-302025-10-14 EQIX EQUINIX INC4.2K shares29.12%2025-09-302025-10-14 VTI VANGUARD INDEX FDS7.8K shares0.00%2025-09-302025-10-14 SCHX SCHWAB STRATEGIC TR91.0K shares-3.27%2025-09-302025-10-14 AMAT APPLIED MATLS INC10.8K shares-4.44%2025-09-302025-10-14 SO SOUTHERN CO23.1K shares-2.69%2025-09-302025-10-14 SPGI S&P GLOBAL INC4.4K shares62.67%2025-09-302025-10-14 IBM INTERNATIONAL BUSINESS MACHS7.3K shares-0.44%2025-09-302025-10-14 RTX RTX CORPORATION11.9K shares-1.31%2025-09-302025-10-14 BRK.B BERKSHIRE HATHAWAY INC DEL3.9K shares-1.00%2025-09-302025-10-14 XOM EXXON MOBIL CORP17.0K shares67.74%2025-09-302025-10-14 BSJR INVESCO EXCH TRD SLF IDX FD80.8K shares4.28%2025-09-302025-10-14 BSJQ INVESCO EXCH TRD SLF IDX FD75.9K shares4.31%2025-09-302025-10-14 BSJP INVESCO EXCH TRD SLF IDX FD77.0K shares4.80%2025-09-302025-10-14 BSJS INVESCO EXCH TRD SLF IDX FD77.1K shares3.44%2025-09-302025-10-14 ACN ACCENTURE PLC IRELAND5.5K shares13.18%2025-09-302025-10-14 LNG CHENIERE ENERGY INC5.5K shares0.71%2025-09-302025-10-14 ECL ECOLAB INC3.9K shares-71.58%2025-09-302025-10-14 WMT WALMART INC9.3K shares-3.33%2025-09-302025-10-14 IWF ISHARES TR2.0K shares11.75%2025-09-302025-10-14 NOC NORTHROP GRUMMAN CORP1.5K shares0.39%2025-09-302025-10-14 IJH ISHARES TR13.6K shares1.10%2025-09-302025-10-14 WTW WILLIS TOWERS WATSON PLC LTD2.3K shares-1.39%2025-09-302025-10-14 IJR ISHARES TR5.8K shares3.17%2025-09-302025-10-14 CDNS CADENCE DESIGN SYSTEM INC1.8K shares0.00%2025-09-302025-10-14 DIS DISNEY WALT CO5.1K shares0.26%2025-09-302025-10-14 ORCL ORACLE CORP1.8K shares-1.51%2025-09-302025-10-14 QS QUANTUMSCAPE CORP40.0K sharesnew addition2025-09-302025-10-14 NVDA NVIDIA CORPORATION2.2K shares-47.49%2025-09-302025-10-14 PG PROCTER AND GAMBLE CO2.6K shares6.55%2025-09-302025-10-14 SDY SPDR SERIES TRUST2.8K shares4.58%2025-09-302025-10-14 XYL XYLEM INC2.6K shares-26.88%2025-09-302025-10-14 DGRO ISHARES TR5.1K sharesnew addition2025-09-302025-10-14 SBUX STARBUCKS CORP4.0K shares-23.86%2025-09-302025-10-14 IWD ISHARES TR1.6K shares0.00%2025-09-302025-10-14 GLW CORNING INC4.1K shares0.52%2025-09-302025-10-14 KO COCA COLA CO5.0K sharesnew addition2025-09-302025-10-14 ROK ROCKWELL AUTOMATION INC868 shares-53.26%2025-09-302025-10-14 APD AIR PRODS & CHEMS INC1.0K shares-88.17%2025-09-302025-10-14 BCS BARCLAYS PLC12.5K sharesnew addition2025-09-302025-10-14 ARQT ARCUTIS BIOTHERAPEUTICS INC13.0K sharesnew addition2025-09-302025-10-14 ECO OKEANIS ECO TANKERS COR8.0K sharesnew addition2025-09-302025-10-14 SHYG ISHARES TR5.4K sharesnew addition2025-09-302025-10-14 COMM COMMSCOPE HLDG CO INC15.0K sharesnew addition2025-09-302025-10-14 VOO VANGUARD INDEX FDS378 sharesnew addition2025-09-302025-10-14 SYF SYNCHRONY FINANCIAL3.2K sharesnew addition2025-09-302025-10-14 GD GENERAL DYNAMICS CORP663 shares-10.77%2025-09-302025-10-14 GILD GILEAD SCIENCES INC2.0K sharesnew addition2025-09-302025-10-14 APH AMPHENOL CORP NEW1.7K sharesnew addition2025-09-302025-10-14 CMG CHIPOTLE MEXICAN GRILL INC5.4K sharesnew addition2025-09-302025-10-14 CLS CELESTICA INC833 sharesnew addition2025-09-302025-10-14 EXC EXELON CORP4.5K sharesnew addition2025-09-302025-10-14 SCHD SCHWAB STRATEGIC TR7.5K sharesnew addition2025-09-302025-10-14 CCL CARNIVAL CORP7.0K sharesnew addition2025-09-302025-10-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available