The Analysis of Strategic Planning, Inc.'s Holdings
Currently, Strategic Planning, Inc. holds 54 types of securities in its portfolio with a total value $172.8M. In the most recent quarter, they have increased their positions in DOW (+271.3K shares, valued at $6.2M), UPS (+46.5K shares, valued at $3.9M), FTNT (+46.2K shares, valued at $3.9M); decreased their positions in D (-1.9K shares, valued at $113.7K), AEE (-592 shares, valued at $61.8K), GOOG (-192 shares, valued at $46.8K); initiated new positions in UPS (+46.5K shares, valued at $3.9M), FTNT (+46.2K shares, valued at $3.9M), TTD (+5.2K shares, valued at $256.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC81.9K shares0.23%2025-09-302025-10-20
NVDA NVIDIA CORP86.5K shares0.49%2025-09-302025-10-20 AMZN AMAZON.COM INC63.4K shares-0.08%2025-09-302025-10-20 DOW DOW INC511.5K shares112.91%2025-09-302025-10-20 CVS CVS HEALTH CORP144.4K shares0.86%2025-09-302025-10-20 F FORD MTR CO DEL859.4K shares1.03%2025-09-302025-10-20 KHC KRAFT HEINZ CO282.9K shares1.27%2025-09-302025-10-20 PNC PNC FINL SERVICES34.8K shares-0.60%2025-09-302025-10-20 MO ALTRIA GROUP INC79.9K shares-0.10%2025-09-302025-10-20 NKE NIKE INC CLASS CLASS B72.6K shares0.04%2025-09-302025-10-20 D DOMINION ENERGY INC80.0K shares-2.27%2025-09-302025-10-20 AEE AMEREN CORP44.7K shares-1.31%2025-09-302025-10-20 GOOG ALPHABET INC CLASS C18.8K shares-1.01%2025-09-302025-10-20 UPS UNITED PARCEL SVC INC CLASS B46.5K sharesnew addition2025-09-302025-10-20 FTNT FORTINET INC46.2K sharesnew addition2025-09-302025-10-20 ALE ALLETE INC53.1K shares-1.23%2025-09-302025-10-20 HBAN HUNTINGTON BANCSHARES IN199.3K shares0.34%2025-09-302025-10-20 BMY BRISTOL MYERS SQUIBB CO74.4K shares-0.44%2025-09-302025-10-20 CMG CHIPOTLE MEXICAN GRILL I82.4K shares-0.98%2025-09-302025-10-20 TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS11.5K shares0.09%2025-09-302025-10-20 XOM EXXON MOBIL CORP28.0K shares-0.00%2025-09-302025-10-20 PG PROCTER & GAMBLE CO19.2K shares0.27%2025-09-302025-10-20 GIS GENERAL MILLS INC57.9K shares-0.54%2025-09-302025-10-20 EXC EXELON CORP50.9K shares0.86%2025-09-302025-10-20 TSLA TESLA INC3.5K shares0.35%2025-09-302025-10-20 GE GE AEROSPACE4.1K shares1.59%2025-09-302025-10-20 MSFT MICROSOFT CORP1.7K shares16.53%2025-09-302025-10-20 USFD US FOODS HLDG CORP10.1K shares0.00%2025-09-302025-10-20 COST COSTCO WHSL CORP NEW758 shares0.53%2025-09-302025-10-20 GWRE GUIDEWIRE SOFTWARE INC2.9K shares0.00%2025-09-302025-10-20 AEP AMERICAN ELEC PWR CO INC5.8K shares0.86%2025-09-302025-10-20 GEV GE VERNOVA INC1.0K shares3.72%2025-09-302025-10-20 WMT WALMART INC5.6K shares2.51%2025-09-302025-10-20 HI HILLENBRAND INC18.4K shares0.83%2025-09-302025-10-20 CTVA CORTEVA INC7.3K shares-0.96%2025-09-302025-10-20 CARR CARRIER GLOBAL CORP7.6K shares0.34%2025-09-302025-10-20 JCI JOHNSON CONTROLS INT F4.0K shares0.51%2025-09-302025-10-20 HPQ HP INC15.6K shares0.68%2025-09-302025-10-20 GD GENERAL DYNAMICS CORP1.2K shares0.44%2025-09-302025-10-20 BRK.B BERKSHIRE HATHAWAY CLASS B769 shares56.62%2025-09-302025-10-20 META META PLATFORMS INC CLASS A501 shares34.68%2025-09-302025-10-20 SIEGY SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS2.6K shares4.96%2025-09-302025-10-20 DD DUPONT DE NEMOURS INC4.3K shares0.53%2025-09-302025-10-20 OTIS OTIS WORLDWIDE CORP3.5K shares-1.21%2025-09-302025-10-20 ARMK ARAMARK7.9K shares0.27%2025-09-302025-10-20 TTD THE TRADE DESK INC CLASS CLASS A5.2K sharesnew addition2025-09-302025-10-20 BA BOEING CO1.1K shares0.00%2025-09-302025-10-20 BWA BORGWARNER INC5.3K sharesnew addition2025-09-302025-10-20 C CITIGROUP INC2.2K sharesnew addition2025-09-302025-10-20 PVH PVH CORP2.6K sharesnew addition2025-09-302025-10-20 TRX TRX GOLD CORP F329.1K sharesnew addition2025-09-302025-10-20 MCK MCKESSON CORP263 sharesnew addition2025-09-302025-10-20 TDOC TELADOC HEALTH INC12.0K sharesnew addition2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available