S.E.E.D. Planning Group LLC Top Holdings and 13F Report (2024) → His win rate puts Warren Buffett to shame… (From Investing Daily) (Ad) About S.E.E.D. Planning Group LLCInvestment ActivityS.E.E.D. Planning Group LLC has $273.88 million in total holdings as of March 31, 2024.S.E.E.D. Planning Group LLC owns shares of 75 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 10.07% of the portfolio was purchased this quarter.About 7.06% of the portfolio was sold this quarter.This quarter, S.E.E.D. Planning Group LLC has purchased 85 new stocks and bought additional shares in 37 stocks.S.E.E.D. Planning Group LLC sold shares of 27 stocks and completely divested from 15 stocks this quarter.Largest Holdings Amazon.com $13,533,517Apple $11,936,546NextEra Energy $11,137,650Ecolab $10,672,309Microsoft $10,315,367 Largest New Holdings this Quarter Invesco BulletShares 2027 Corporate Bond ETF $2,990,201 HoldingVanguard Total Stock Market ETF $2,024,101 HoldingInvesco BulletShares 2027 High Yield Corporate Bond ETF $1,927,362 HoldingS&P Global $498,202 HoldingCaterpillar $326,856 Holding Largest Purchases this Quarter Invesco BulletShares 2027 Corporate Bond ETF 155,013 shares (about $2.99M)VanEck Morningstar Wide Moat ETF 27,491 shares (about $2.47M)Vanguard Total Stock Market ETF 7,788 shares (about $2.02M)Invesco BulletShares 2027 High Yield Corporate Bond ETF 86,623 shares (about $1.93M)NextEra Energy 24,659 shares (about $1.58M) Largest Sales this Quarter Apple 21,284 shares (about $3.65M)Meta Platforms 5,931 shares (about $2.88M)Costco Wholesale 1,191 shares (about $872.56K)Texas Instruments 4,014 shares (about $699.28K)LINDE PLC 1,450 shares (about $673.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofS.E.E.D. Planning Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$13,533,517$439,224 ▼-3.1%75,0284.9%Retail/WholesaleAAPLApple$11,936,546$3,649,779 ▼-23.4%69,6094.4%Computer and TechnologyNEENextEra Energy$11,137,650$1,575,955 ▲16.5%174,2714.1%UtilitiesECLEcolab$10,672,309$293,939 ▼-2.7%46,2203.9%Basic MaterialsMSFTMicrosoft$10,315,367$671,058 ▼-6.1%24,5183.8%Computer and TechnologyELEstée Lauder Companies$10,018,610$1,237,509 ▲14.1%64,9933.7%Consumer StaplesMETAMeta Platforms$9,784,923$2,879,975 ▼-22.7%20,1513.6%Computer and TechnologyCBRECBRE Group$9,770,383$296,582 ▼-2.9%100,4773.6%FinanceGOOGLAlphabet$9,750,965$167,532 ▼-1.7%64,6063.6%Computer and TechnologyENBEnbridge$8,939,749$630,545 ▲7.6%247,0913.3%Oils/EnergyMOATVanEck Morningstar Wide Moat ETF$8,701,783$2,471,442 ▲39.7%96,7943.2%ETFDDominion Energy$8,609,922$96,363 ▲1.1%175,0343.1%UtilitiesUSBU.S. Bancorp$8,360,002$713,411 ▲9.3%187,0253.1%FinanceHONHoneywell International$8,264,917$767,011 ▲10.2%40,2683.0%Multi-Sector ConglomeratesCOSTCostco Wholesale$7,847,200$872,562 ▼-10.0%10,7112.9%Retail/WholesaleLINDE PLC$6,820,396$673,264 ▼-9.0%14,6892.5%SHSHDHome Depot$6,819,019$400,103 ▼-5.5%17,7762.5%Retail/WholesaleVLOValero Energy$6,311,263$325,506 ▼-4.9%36,9752.3%Oils/EnergyTMOThermo Fisher Scientific$5,915,632$215,632 ▲3.8%10,1782.2%MedicalMAMastercard$5,515,421$130,024 ▼-2.3%11,4532.0%Business ServicesJNJJohnson & Johnson$5,274,610$758,826 ▲16.8%33,3441.9%MedicalAAgilent Technologies$4,912,741$115,681 ▲2.4%33,7621.8%Computer and TechnologyLMTLockheed Martin$4,787,948$564,037 ▲13.4%10,5261.7%AerospaceVVisa$4,763,416$19,536 ▼-0.4%17,0681.7%Business ServicesAMTAmerican Tower$4,729,270$1,070,927 ▲29.3%23,9351.7%FinanceUNHUnitedHealth Group$4,284,597$716,326 ▲20.1%8,6611.6%MedicalCSGPCoStar Group$3,485,618$1,256 ▼0.0%36,0831.3%Computer and TechnologyBSCPInvesco BulletShares 2025 Corporate Bond ETF$3,173,739$3,555 ▲0.1%155,3471.2%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$3,101,935$8,702 ▲0.3%161,4751.1%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$2,990,201$2,990,201 ▲New Holding155,0131.1%ETFCTVACorteva$2,893,128$368,626 ▲14.6%50,1671.1%Consumer StaplesJPMJPMorgan Chase & Co.$2,787,575$141,612 ▼-4.8%13,9171.0%FinanceLOWLowe's Companies$2,619,686$459,795 ▲21.3%10,2841.0%Retail/WholesaleRTXRTX$2,529,544$84,851 ▲3.5%25,9360.9%AerospaceSCHXSchwab US Large-Cap ETF$2,443,364$504,362 ▲26.0%39,3710.9%ETFPHParker-Hannifin$2,289,299$8,893 ▼-0.4%4,1190.8%Industrial ProductsIBMInternational Business Machines$2,199,859$1,170,012 ▲113.6%11,5200.8%Computer and TechnologyBSJOInvesco BulletShares 2024 High Yield Corporate Bond ETF$2,085,955$4,682 ▲0.2%91,7710.8%ETFBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$2,072,339$43,008 ▲2.1%90,2980.8%ETFVTIVanguard Total Stock Market ETF$2,024,101$2,024,101 ▲New Holding7,7880.7%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$1,987,059$11,660 ▲0.6%85,7230.7%ETFBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$1,927,362$1,927,362 ▲New Holding86,6230.7%ETFSOSouthern$1,916,428$1,498,478 ▲358.5%26,7140.7%UtilitiesEQIXEquinix$1,797,569$98,214 ▼-5.2%2,1780.7%FinanceSBUXStarbucks$1,765,746$494,328 ▲38.9%19,3210.6%Retail/WholesaleDISWalt Disney$1,429,202$349,347 ▲32.4%11,6800.5%Consumer DiscretionaryBRK.ABerkshire Hathaway$1,268,8800.0%20.5%FinanceXYLXylem$1,267,457$19,644 ▼-1.5%9,8070.5%Industrial ProductsCSCOCisco Systems$1,257,093$680,778 ▲118.1%25,1870.5%Computer and TechnologyCMCSAComcast$1,248,570$627,189 ▲100.9%28,8020.5%Consumer DiscretionaryGDGeneral Dynamics$1,224,877$33,616 ▼-2.7%4,3360.4%AerospaceAPDAir Products and Chemicals$1,047,333$533,721 ▲103.9%4,3230.4%Basic MaterialsIJHiShares Core S&P Mid-Cap ETF$931,601$791,660 ▲565.7%15,3380.3%ETFCLColgate-Palmolive$901,631$34,217 ▼-3.7%10,0130.3%Consumer StaplesADPAutomatic Data Processing$875,840$155,339 ▲21.6%3,5070.3%Business ServicesWMTWalmart$775,050$520,591 ▲204.6%12,8810.3%Retail/WholesaleWTWWillis Towers Watson Public$687,225$34,100 ▼-4.7%2,4990.3%FinanceIWFiShares Russell 1000 Growth ETF$676,7960.0%2,0080.2%ETFIJRiShares Core S&P Small-Cap ETF$643,856$201,357 ▲45.5%5,8260.2%ETFIFFInternational Flavors & Fragrances$624,717$263,301 ▲72.9%7,2650.2%Consumer StaplesCDNSCadence Design Systems$620,3810.0%1,9930.2%Computer and TechnologyROKRockwell Automation$538,087$102,840 ▲23.6%1,8470.2%Industrial ProductsSPGIS&P Global$498,202$498,202 ▲New Holding1,1710.2%Business ServicesTXNTexas Instruments$446,326$699,279 ▼-61.0%2,5620.2%Computer and TechnologyACNAccenture$433,609$15,597 ▼-3.5%1,2510.2%Business ServicesSDYSPDR S&P Dividend ETF$352,6420.0%2,6870.1%ETFCATCaterpillar$326,856$326,856 ▲New Holding8920.1%Industrial ProductsIWDiShares Russell 1000 Value ETF$295,3520.0%1,6490.1%ETFBRK.BBerkshire Hathaway$264,5070.0%6290.1%FinanceXOMExxon Mobil$262,192$220,702 ▼-45.7%2,2560.1%Oils/EnergyJLLJones Lang LaSalle$244,448$390 ▲0.2%1,2530.1%FinanceMCDMcDonald's$228,669$10,996 ▲5.1%8110.1%Retail/WholesaleAMATApplied Materials$219,222$241,289 ▼-52.4%1,0630.1%Computer and TechnologyWMWaste Management$214,216$30,694 ▼-12.5%1,0050.1%Business ServicesMDTMedtronic$204,280$17,343 ▼-7.8%2,3440.1%MedicalBSCOInvesco BulletShares 2024 Corporate Bond ETF$0$3,081,081 ▼-100.0%00.0%ETFINTCIntel$0$824,436 ▼-100.0%00.0%Computer and TechnologyDHID.R. Horton$0$364,752 ▼-100.0%00.0%ConstructionALBAlbemarle$0$288,960 ▼-100.0%00.0%Basic MaterialsOKEONEOK$0$267,550 ▼-100.0%00.0%Oils/EnergyBCSBarclays$0$236,410 ▼-100.0%00.0%FinanceDGROiShares Core Dividend Growth ETF$0$215,280 ▼-100.0%00.0%ETFGOGLGolden Ocean Group$0$214,720 ▼-100.0%00.0%TransportationRFRegions Financial$0$213,180 ▼-100.0%00.0%FinanceJEPIJPMorgan Equity Premium Income ETF$0$208,924 ▼-100.0%00.0%ETFMPLXMplx$0$205,632 ▼-100.0%00.0%Oils/EnergyCLFCleveland-Cliffs$0$204,200 ▼-100.0%00.0%Basic MaterialsIMFLInvesco International Developed Dynamic Multifactor ETF$0$201,365 ▼-100.0%00.0%ETFPFEPfizer$0$200,613 ▼-100.0%00.0%MedicalCPGCrescent Point Energy$0$194,040 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. 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