S.E.E.D. Planning Group LLC Top Holdings and 13F Report (2025)

About S.E.E.D. Planning Group LLC

Investment Activity

S.E.E.D. Planning Group LLC has $343.13 million in total holdings as of September 30, 2025.
S.E.E.D. Planning Group LLC owns shares of 85 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 5.42% of the portfolio was purchased this quarter.
About 4.72% of the portfolio was sold this quarter.
This quarter, S.E.E.D. Planning Group LLC has purchased 71 new stocks and bought additional shares in 31 stocks.
S.E.E.D. Planning Group LLC sold shares of 34 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Apple: $17,493,923
Amazon.com: $16,076,703
Alphabet: $15,750,087
VanEck Morningstar Wide Moat ETF: $15,217,593
Microsoft: $13,448,047

Largest New Holdings this Quarter

74767V109 - QuantumScape: $492,800 Holding
46434V621 - iShares Core Dividend Growth ETF: $348,433 Holding
191216100 - CocaCola: $332,263 Holding
06738E204 - Barclays: $258,375 Holding
03969K108 - Arcutis Biotherapeutics: $245,050 Holding

Largest Purchases this Quarter

LINDE PLC: 10,848 shares (about $5.15M)
Colgate-Palmolive: 16,424 shares (about $1.31M)
Automatic Data Processing: 4,334 shares (about $1.27M)
VanEck Morningstar Wide Moat ETF: 9,514 shares (about $942.94K)
Lockheed Martin: 1,665 shares (about $831.17K)

Largest Sales this Quarter

Ecolab: 9,785 shares (about $2.68M)
Air Products and Chemicals: 7,474 shares (about $2.04M)
Alphabet: 7,672 shares (about $1.87M)
Estee Lauder Companies: 21,093 shares (about $1.86M)
Valero Energy: 8,992 shares (about $1.53M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$17,493,923	$530,906 ▼	-2.9%	68,703	5.1%	Computer and Technology
AMZN Amazon.com	$16,076,703	$49,623 ▼	-0.3%	73,219	4.7%	Retail/Wholesale
GOOGL Alphabet	$15,750,087	$1,865,049 ▼	-10.6%	64,789	4.6%	Computer and Technology
MOAT VanEck Morningstar Wide Moat ETF	$15,217,593	$942,935 ▲	6.6%	153,542	4.4%	ETF
MSFT Microsoft	$13,448,047	$70,959 ▼	-0.5%	25,964	3.9%	Computer and Technology
TMO Thermo Fisher Scientific	$13,316,350	$381,229 ▼	-2.8%	27,455	3.9%	Medical
A Agilent Technologies	$13,312,399	$12,065 ▼	-0.1%	103,720	3.9%	Medical
META Meta Platforms	$13,159,256	$400,234 ▼	-3.0%	17,919	3.8%	Computer and Technology
NEE NextEra Energy	$13,115,163	$186,913 ▲	1.4%	173,734	3.8%	Utilities
VLO Valero Energy	$12,310,865	$1,530,984 ▼	-11.1%	72,306	3.6%	Energy
LINDE PLC	$11,925,641	$5,152,720 ▲	76.1%	25,107	3.5%	SHS
ADP Automatic Data Processing	$11,897,135	$1,272,041 ▲	12.0%	40,535	3.5%	Computer and Technology
CTVA Corteva	$11,738,564	$620,642 ▲	5.6%	173,570	3.4%	Consumer Staples
LMT Lockheed Martin	$11,058,323	$831,171 ▲	8.1%	22,152	3.2%	Aerospace
ENB Enbridge	$10,939,043	$436,379 ▼	-3.8%	216,786	3.2%	Energy
CBRE CBRE Group	$10,501,597	$767,795 ▼	-6.8%	66,651	3.1%	Finance
USB U.S. Bancorp	$10,036,652	$272,968 ▼	-2.6%	207,669	2.9%	Finance
EL Estee Lauder Companies	$7,858,580	$1,858,724 ▼	-19.1%	89,180	2.3%	Consumer Staples
LOW Lowe's Companies	$7,658,779	$200,799 ▲	2.7%	30,475	2.2%	Retail/Wholesale
COST Costco Wholesale	$6,691,727	$196,244 ▼	-2.8%	7,229	2.0%	Retail/Wholesale
MA Mastercard	$6,431,439	$211,594 ▼	-3.2%	11,307	1.9%	Business Services
HD Home Depot	$5,732,080	$390,188 ▼	-6.4%	14,147	1.7%	Retail/Wholesale
AMT American Tower	$5,222,196	$158,470 ▲	3.1%	27,154	1.5%	Finance
CL Colgate-Palmolive	$4,669,096	$1,312,923 ▲	39.1%	58,408	1.4%	Consumer Staples
V Visa	$4,446,734	$215,407 ▼	-4.6%	13,026	1.3%	Business Services
CSGP CoStar Group	$3,774,123	$134,823 ▼	-3.4%	44,733	1.1%	Computer and Technology
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$3,654,150	$113,644 ▲	3.2%	186,817	1.1%	ETF
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$3,621,555	$109,864 ▲	3.1%	183,742	1.1%	ETF
PEP PepsiCo	$3,520,260	$223,299 ▲	6.8%	25,066	1.0%	Consumer Staples
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$3,519,652	$103,436 ▲	3.0%	187,116	1.0%	ETF
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$3,515,701	$113,258 ▲	3.3%	170,914	1.0%	ETF
JPM JPMorgan Chase & Co.	$3,398,758	$146,360 ▼	-4.1%	10,775	1.0%	Finance
EQIX Equinix	$3,278,916	$739,440 ▲	29.1%	4,186	1.0%	Finance
VTI Vanguard Total Stock Market ETF	$2,555,788		0.0%	7,788	0.7%	ETF
SCHX Schwab US Large-Cap ETF	$2,397,730	$81,022 ▼	-3.3%	91,030	0.7%	ETF
AMAT Applied Materials	$2,208,597	$102,578 ▼	-4.4%	10,787	0.6%	Computer and Technology
SO Southern	$2,190,452	$60,559 ▼	-2.7%	23,113	0.6%	Utilities
SPGI S&P Global	$2,154,929	$830,241 ▲	62.7%	4,428	0.6%	Finance
IBM International Business Machines	$2,064,002	$9,029 ▼	-0.4%	7,315	0.6%	Computer and Technology
RTX RTX	$1,984,480	$26,270 ▼	-1.3%	11,860	0.6%	Aerospace
BRK.B Berkshire Hathaway	$1,938,565	$19,607 ▼	-1.0%	3,856	0.6%	Finance
XOM Exxon Mobil	$1,914,130	$773,003 ▲	67.7%	16,977	0.6%	Energy
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF	$1,838,415	$75,520 ▲	4.3%	80,845	0.5%	ETF
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF	$1,777,213	$73,468 ▲	4.3%	75,933	0.5%	ETF
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF	$1,775,436	$81,287 ▲	4.8%	76,992	0.5%	ETF
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF	$1,703,097	$56,679 ▲	3.4%	77,133	0.5%	Manufacturing
ACN Accenture	$1,344,546	$156,601 ▲	13.2%	5,452	0.4%	Computer and Technology
CHENIERE ENERGY INC	$1,299,364	$9,164 ▲	0.7%	5,530	0.4%	COM NEW
ECL Ecolab	$1,063,951	$2,679,732 ▼	-71.6%	3,885	0.3%	Basic Materials
WMT Walmart	$963,405	$33,185 ▼	-3.3%	9,348	0.3%	Retail/Wholesale
IWF iShares Russell 1000 Growth ETF	$953,683	$100,240 ▲	11.7%	2,036	0.3%	ETF
NOC Northrop Grumman	$934,605	$3,656 ▲	0.4%	1,534	0.3%	Aerospace
IJH iShares Core S&P Mid-Cap ETF	$884,421	$9,593 ▲	1.1%	13,552	0.3%	ETF
WTW Willis Towers Watson Public	$806,280	$11,400 ▼	-1.4%	2,334	0.2%	Finance
IJR iShares Core S&P Small-Cap ETF	$687,391	$21,150 ▲	3.2%	5,785	0.2%	ETF
CDNS Cadence Design Systems	$622,433		0.0%	1,772	0.2%	Computer and Technology
DIS Walt Disney	$580,437	$1,489 ▲	0.3%	5,069	0.2%	Consumer Discretionary
ORCL Oracle	$495,592	$7,594 ▼	-1.5%	1,762	0.1%	Computer and Technology
QS QuantumScape	$492,800	$492,800 ▲	New Holding	40,000	0.1%	Auto/Tires/Trucks
NVDA NVIDIA	$418,879	$378,764 ▼	-47.5%	2,245	0.1%	Computer and Technology
PG Procter & Gamble	$397,579	$24,426 ▲	6.5%	2,588	0.1%	Consumer Staples
SDY SPDR S&P Dividend ETF	$393,541	$17,226 ▲	4.6%	2,810	0.1%	ETF
XYL Xylem	$378,053	$138,949 ▼	-26.9%	2,563	0.1%	Business Services
DGRO iShares Core Dividend Growth ETF	$348,433	$348,433 ▲	New Holding	5,118	0.1%	ETF
SBUX Starbucks	$340,938	$106,850 ▼	-23.9%	4,030	0.1%	Retail/Wholesale
IWD iShares Russell 1000 Value ETF	$335,720		0.0%	1,649	0.1%	ETF
GLW Corning	$334,274	$1,723 ▲	0.5%	4,075	0.1%	Computer and Technology
KO CocaCola	$332,263	$332,263 ▲	New Holding	5,010	0.1%	Consumer Staples
ROK Rockwell Automation	$303,392	$345,685 ▼	-53.3%	868	0.1%	Computer and Technology
APD Air Products and Chemicals	$273,555	$2,038,435 ▼	-88.2%	1,003	0.1%	Basic Materials
BCS Barclays	$258,375	$258,375 ▲	New Holding	12,500	0.1%	Finance
ARQT Arcutis Biotherapeutics	$245,050	$245,050 ▲	New Holding	13,000	0.1%	Medical
OKEANIS ECO TANKERS COR	$234,160	$234,160 ▲	New Holding	8,000	0.1%	SHS
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$233,300	$233,300 ▲	New Holding	5,388	0.1%	ETF
COMM CommScope	$232,200	$232,200 ▲	New Holding	15,000	0.1%	Computer and Technology
VOO Vanguard S&P 500 ETF	$231,419	$231,419 ▲	New Holding	378	0.1%	ETF
SYF Synchrony Financial	$227,360	$227,360 ▲	New Holding	3,200	0.1%	Finance
GD General Dynamics	$226,083	$27,280 ▼	-10.8%	663	0.1%	Aerospace
GILD Gilead Sciences	$222,000	$222,000 ▲	New Holding	2,000	0.1%	Medical
APH Amphenol	$211,860	$211,860 ▲	New Holding	1,712	0.1%	Computer and Technology
CMG Chipotle Mexican Grill	$210,921	$210,921 ▲	New Holding	5,382	0.1%	Retail/Wholesale
CELESTICA INC	$205,235	$205,235 ▲	New Holding	833	0.1%	COM
EXC Exelon	$204,796	$204,796 ▲	New Holding	4,550	0.1%	Utilities
SCHD Schwab US Dividend Equity ETF	$204,750	$204,750 ▲	New Holding	7,500	0.1%	ETF
CCL Carnival	$202,428	$202,428 ▲	New Holding	7,002	0.1%	Consumer Discretionary
BUD Anheuser-Busch InBev SA/NV	$0	$232,130 ▼	-100.0%	0	0.0%	Consumer Staples
HON Honeywell International	$0	$221,702 ▼	-100.0%	0	0.0%	Multi-Sector Conglomerates
RACE Ferrari	$0	$208,242 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.

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S.E.E.D. Planning Group LLC Top Holdings and 13F Report (2025)

About S.E.E.D. Planning Group LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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S.E.E.D. Planning Group LLC Top Holdings and 13F Report (2025)

About S.E.E.D. Planning Group LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofS.E.E.D. Planning Group LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools