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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

  • S.E.E.D. Planning Group LLC has $318.97 million in total holdings as of June 30, 2025.
  • S.E.E.D. Planning Group LLC owns shares of 71 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 12.93% of the portfolio was purchased this quarter.
  • About 11.08% of the portfolio was sold this quarter.
  • This quarter, S.E.E.D. Planning Group LLC has purchased 73 new stocks and bought additional shares in 32 stocks.
  • S.E.E.D. Planning Group LLC sold shares of 30 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Amazon.com
$16,113,070
Apple
$14,523,534
Meta Platforms
$13,627,844
Microsoft
$12,982,834

Largest New Holdings this Quarter

16411R208 - CHENIERE ENERGY INC
$1,337,135 Holding
219350105 - Corning
$213,201 Holding
N3167Y103 - Ferrari
$208,242 Holding

Largest Purchases this Quarter

Automatic Data Processing
33,137 shares (about $10.22M)
Thermo Fisher Scientific
17,267 shares (about $7.00M)
Valero Energy
47,768 shares (about $6.42M)
Corteva
67,869 shares (about $5.06M)
PepsiCo
12,766 shares (about $1.69M)

Largest Sales this Quarter

Exxon Mobil
53,663 shares (about $5.78M)
Estee Lauder Companies
17,480 shares (about $1.41M)
Microsoft
2,739 shares (about $1.36M)
Enbridge
21,387 shares (about $969.26K)
Meta Platforms
1,201 shares (about $886.43K)

Sector Allocation Over Time

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

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$16,113,070$69,985 -0.4%73,4455.1%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$14,523,534$1,373,815 10.4%70,7884.6%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$13,627,844$886,430 -6.1%18,4644.3%Computer and Technology
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$13,508,417$281,277 -2.0%144,0284.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$12,982,834$1,362,399 -9.5%26,1014.1%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$12,769,851$279,326 2.2%72,4614.0%Computer and Technology
Corteva, Inc. stock logo
CTVA
Corteva
$12,252,184$5,058,266 70.3%164,3933.8%Consumer Staples
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$12,251,148$1,437,487 13.3%103,8143.8%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$11,888,707$228,183 2.0%171,2583.7%Utilities
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$11,450,646$7,001,108 157.3%28,2413.6%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$11,164,350$10,219,416 1,081.5%36,2013.5%Computer and Technology
Valero Energy Corporation stock logo
VLO
Valero Energy
$10,928,025$6,420,944 142.5%81,2983.4%Energy
Enbridge Inc stock logo
ENB
Enbridge
$10,216,673$969,259 -8.7%225,4343.2%Energy
CBRE Group, Inc. stock logo
CBRE
CBRE Group
$10,022,010$96,964 -1.0%71,5243.1%Finance
U.S. Bancorp stock logo
USB
U.S. Bancorp
$9,652,611$585,310 6.5%213,3173.0%Finance
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$9,488,425$555,309 6.2%20,4873.0%Aerospace
The Estee Lauder Companies Inc. stock logo
EL
Estee Lauder Companies
$8,910,079$1,412,387 -13.7%110,2732.8%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$7,366,503$782,091 -9.6%7,4412.3%Retail/Wholesale
LINDE PLC
$6,690,038$91,959 -1.4%14,2592.1%SHS
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$6,584,275$1,327,904 25.3%29,6762.1%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$6,562,794$61,250 -0.9%11,6792.1%Business Services
American Tower Corporation stock logo
AMT
American Tower
$5,819,450$337,718 -5.5%26,3301.8%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$5,540,063$192,491 -3.4%15,1101.7%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$4,849,047$331,981 -6.4%13,6571.5%Business Services
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$3,816,346$899,274 30.8%41,9841.2%Consumer Staples
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$3,725,006$113,364 -3.0%46,3311.2%Computer and Technology
Ecolab Inc. stock logo
ECL
Ecolab
$3,683,113$156,808 -4.1%13,6701.2%Basic Materials
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$3,533,257$2,655 0.1%181,0071.1%ETF
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$3,501,001$29,770 0.9%178,1681.1%ETF
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$3,396,238$79,868 2.4%181,6171.1%ETF
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$3,389,210$80,505 2.4%165,4081.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,258,298$96,540 -2.9%11,2391.0%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,099,745$1,685,608 119.2%23,4761.0%Consumer Staples
Equinix, Inc. stock logo
EQIX
Equinix
$2,578,777$331,693 14.8%3,2420.8%Finance
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$2,391,037$476,120 24.9%8,4770.7%Basic Materials
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,367,0070.0%7,7880.7%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$2,299,951$19,430 -0.8%94,1060.7%ETF
Southern Company (The) stock logo
SO
Southern
$2,181,137$13,223 -0.6%23,7520.7%Utilities
International Business Machines Corporation stock logo
IBM
International Business Machines
$2,165,646$187,471 9.5%7,3470.7%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$2,066,430$148,099 7.7%11,2880.6%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,892,0740.0%3,8950.6%Finance
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
$1,760,183$68,410 4.0%77,5240.6%ETF
RTX Corporation stock logo
RTX
RTX
$1,754,758$740,044 -29.7%12,0170.6%Aerospace
Invesco BulletShares 2026 High Yield Corporate Bond ETF stock logo
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bond ETF
$1,698,284$73,536 4.5%72,7940.5%ETF
Invesco BulletShares 2025 High Yield Corporate Bond ETF stock logo
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
$1,694,884$71,402 4.4%73,4670.5%ETF
Invesco BulletShares 2028 High Yield Corporate Bond ETF stock logo
BSJS
Invesco BulletShares 2028 High Yield Corporate Bond ETF
$1,644,180$50,186 3.1%74,5660.5%Manufacturing
Accenture PLC stock logo
ACN
Accenture
$1,439,854$180,841 14.4%4,8170.5%Computer and Technology
S&P Global Inc. stock logo
SPGI
S&P Global
$1,435,547$339,637 31.0%2,7220.5%Finance
CHENIERE ENERGY INC
$1,337,135$1,337,135 New Holding5,4910.4%COM NEW
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,091,034$5,784,819 -84.1%10,1210.3%Energy
Walmart Inc. stock logo
WMT
Walmart
$945,533$50,161 -5.0%9,6700.3%Retail/Wholesale
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$831,348$5,706 -0.7%13,4050.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$773,5850.0%1,8220.2%ETF
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$764,013$43,001 6.0%1,5280.2%Aerospace
Willis Towers Watson Public Limited Company stock logo
WTW
Willis Towers Watson Public
$725,486$9,808 -1.3%2,3670.2%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$675,401$204,121 43.3%4,2750.2%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$627,035$48,243 -7.1%5,0560.2%Consumer Discretionary
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$616,840$14,283 -2.3%1,8570.2%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$612,756$1,202 0.2%5,6070.2%ETF
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$546,0420.0%1,7720.2%Computer and Technology
Starbucks Corporation stock logo
SBUX
Starbucks
$484,998$25,015 -4.9%5,2930.2%Retail/Wholesale
Xylem Inc. stock logo
XYL
Xylem
$453,416$84,474 -15.7%3,5050.1%Business Services
Oracle Corporation stock logo
ORCL
Oracle
$391,129$17,490 4.7%1,7890.1%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$387,060$42,387 12.3%2,4290.1%Consumer Staples
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$364,7070.0%2,6870.1%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$320,2850.0%1,6490.1%ETF
Anheuser-Busch InBev SA/NV stock logo
BUD
Anheuser-Busch InBev SA/NV
$232,130$15,393 -6.2%3,3780.1%Consumer Staples
Honeywell International Inc. stock logo
HON
Honeywell International
$221,702$486,720 -68.7%9520.1%Multi-Sector Conglomerates
General Dynamics Corporation stock logo
GD
General Dynamics
$216,703$43,166 -16.6%7430.1%Aerospace
Corning Incorporated stock logo
GLW
Corning
$213,201$213,201 New Holding4,0540.1%Computer and Technology
Ferrari N.V. stock logo
RACE
Ferrari
$208,242$208,242 New Holding4240.1%Auto/Tires/Trucks
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$0$8,856,003 -100.0%00.0%Transportation
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$5,988,155 -100.0%00.0%Medical
International Flavors & Fragrances Inc. stock logo
IFF
International Flavors & Fragrances
$0$5,521,738 -100.0%00.0%Basic Materials
McDonald's Corporation stock logo
MCD
McDonald's
$0$204,506 -100.0%00.0%Retail/Wholesale
American Water Works Company, Inc. stock logo
AWK
American Water Works
$0$202,426 -100.0%00.0%Utilities

Showing largest 100 holdings. View all holdings.
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