The Analysis of STRATEGIC PLANNING GROUP, LLC's Holdings
Currently, STRATEGIC PLANNING GROUP, LLC holds 73 types of securities in its portfolio with a total value $739.8M. In the most recent quarter, they have increased their positions in SCIO (+733.9K shares, valued at $15.2M), AAPL (+33.0K shares, valued at $8.4M), NEM (+92.1K shares, valued at $7.8M); decreased their positions in VFLO (-488.9K shares, valued at $18.3M), RDVY (-229.6K shares, valued at $15.4M), JGRO (-161.9K shares, valued at $15.2M); initiated new positions in SCIO (+733.9K shares, valued at $15.2M), NEM (+92.1K shares, valued at $7.8M), GE (+25.1K shares, valued at $7.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC169.8K shares24.08%2025-09-302025-10-23
GOOG ALPHABET INC151.5K shares24.64%2025-09-302025-10-23 NVDA NVIDIA CORPORATION184.2K shares-6.03%2025-09-302025-10-23 AMZN AMAZON COM INC153.4K shares13.80%2025-09-302025-10-23 MSFT MICROSOFT CORP62.7K shares27.15%2025-09-302025-10-23 TSLA TESLA INC67.5K shares25.47%2025-09-302025-10-23 HYDB ISHARES TR539.3K shares8.68%2025-09-302025-10-23 WMT WALMART INC226.0K shares37.33%2025-09-302025-10-23 COST COSTCO WHSL CORP NEW23.3K shares53.86%2025-09-302025-10-23 EVTR MORGAN STANLEY ETF TRUST400.9K shares10.22%2025-09-302025-10-23 META META PLATFORMS INC27.5K shares61.07%2025-09-302025-10-23 NFLX NETFLIX INC13.9K shares-10.05%2025-09-302025-10-23 FIX COMFORT SYS USA INC19.0K shares-33.71%2025-09-302025-10-23 SCIO FIRST TR EXCHANGE-TRADED FD733.9K sharesnew addition2025-09-302025-10-23 PANW PALO ALTO NETWORKS INC66.3K shares43.63%2025-09-302025-10-23 JPM JPMORGAN CHASE & CO.39.2K shares26.36%2025-09-302025-10-23 IBM INTERNATIONAL BUSINESS MACHS42.5K shares44.29%2025-09-302025-10-23 OKLO OKLO INC102.1K shares-33.12%2025-09-302025-10-23 MS MORGAN STANLEY71.4K shares32.17%2025-09-302025-10-23 GS GOLDMAN SACHS GROUP INC14.2K shares55.15%2025-09-302025-10-23 CSCO CISCO SYS INC160.7K shares34.04%2025-09-302025-10-23 RTX RTX CORPORATION65.3K shares66.04%2025-09-302025-10-23 USB US BANCORP DEL217.3K shares78.85%2025-09-302025-10-23 ISRG INTUITIVE SURGICAL INC22.0K shares69.04%2025-09-302025-10-23 SPIB SPDR SERIES TRUST267.6K shares53.98%2025-09-302025-10-23 HCA HCA HEALTHCARE INC21.2K shares47.83%2025-09-302025-10-23 ORCL ORACLE CORP31.3K shares5.23%2025-09-302025-10-23 AVGO BROADCOM INC26.2K shares-5.70%2025-09-302025-10-23 ASML ASML HOLDING N V8.8K shares34.78%2025-09-302025-10-23 NET CLOUDFLARE INC38.6K shares2.45%2025-09-302025-10-23 PLTR PALANTIR TECHNOLOGIES INC45.2K shares12.99%2025-09-302025-10-23 CRWD CROWDSTRIKE HLDGS INC16.4K shares28.75%2025-09-302025-10-23 SHOP SHOPIFY INC53.4K shares6.57%2025-09-302025-10-23 NEM NEWMONT CORP92.1K sharesnew addition2025-09-302025-10-23 COIN COINBASE GLOBAL INC22.4K shares35.02%2025-09-302025-10-23 GE GE AEROSPACE25.1K sharesnew addition2025-09-302025-10-23 VEEV VEEVA SYS INC25.1K shares14.07%2025-09-302025-10-23 JCI JOHNSON CTLS INTL PLC67.7K shares14.13%2025-09-302025-10-23 PSX PHILLIPS 6654.0K shares38.03%2025-09-302025-10-23 AMD ADVANCED MICRO DEVICES INC45.4K shares5.42%2025-09-302025-10-23 NOC NORTHROP GRUMMAN CORP11.9K shares18.26%2025-09-302025-10-23 TRV TRAVELERS COMPANIES INC25.0K shares26.85%2025-09-302025-10-23 DUK DUKE ENERGY CORP NEW55.7K shares30.17%2025-09-302025-10-23 BWXT BWX TECHNOLOGIES INC36.5K shares9.53%2025-09-302025-10-23 INTU INTUIT9.8K shares27.34%2025-09-302025-10-23 CRM SALESFORCE INC26.9K shares65.54%2025-09-302025-10-23 AMT AMERICAN TOWER CORP NEW33.0K shares32.14%2025-09-302025-10-23 TT TRANE TECHNOLOGIES PLC15.0K sharesnew addition2025-09-302025-10-23 EOG EOG RES INC56.0K shares49.63%2025-09-302025-10-23 IONQ IONQ INC101.4K sharesnew addition2025-09-302025-10-23 TTWO TAKE-TWO INTERACTIVE SOFTWAR22.2K shares27.77%2025-09-302025-10-23 BAC BANK AMERICA CORP106.2K shares45.92%2025-09-302025-10-23 AXP AMERICAN EXPRESS CO16.4K shares32.32%2025-09-302025-10-23 SCHG SCHWAB STRATEGIC TR167.3K shares-73.20%2025-09-302025-10-23 WFC WELLS FARGO CO NEW62.0K shares147.80%2025-09-302025-10-23 HD HOME DEPOT INC12.6K shares37.28%2025-09-302025-10-23 SPOT SPOTIFY TECHNOLOGY S A7.1K sharesnew addition2025-09-302025-10-23 MA MASTERCARD INCORPORATED8.7K shares28.24%2025-09-302025-10-23 LOW LOWES COS INC19.5K shares37.37%2025-09-302025-10-23 BSX BOSTON SCIENTIFIC CORP45.0K sharesnew addition2025-09-302025-10-23 DKNG DRAFTKINGS INC NEW112.1K shares29.62%2025-09-302025-10-23 BRK.B BERKSHIRE HATHAWAY INC DEL1.8K shares-88.81%2025-09-302025-10-23 QQQ INVESCO QQQ TR1.2K shares0.09%2025-09-302025-10-23 SPY SPDR S&P 500 ETF TR738 shares0.14%2025-09-302025-10-23 VUG VANGUARD INDEX FDS991 sharesnew addition2025-09-302025-10-23 VTV VANGUARD INDEX FDS2.1K sharesnew addition2025-09-302025-10-23 T AT&T INC11.9K shares1.41%2025-09-302025-10-23 VFLO VICTORY PORTFOLIOS II8.4K shares-98.31%2025-09-302025-10-23 GOOGL ALPHABET INC1.2K sharesnew addition2025-09-302025-10-23 JGRO J P MORGAN EXCHANGE TRADED F2.9K shares-98.25%2025-09-302025-10-23 RDVY FIRST TR EXCHANGE TRADED FD3.8K shares-98.39%2025-09-302025-10-23 SCHX SCHWAB STRATEGIC TR9.5K shares0.27%2025-09-302025-10-23 RBRK RUBRIK INC.2.6K shares0.00%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available