Strategic Planning Group, LLC Top Holdings and 13F Report (2024) About Strategic Planning Group, LLCInvestment ActivityStrategic Planning Group, LLC has $399.94 million in total holdings as of March 31, 2024.Strategic Planning Group, LLC owns shares of 116 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $18,761,059NVIDIA $18,512,320Amazon.com $18,174,968Microsoft $14,267,298Invesco NASDAQ 100 ETF $12,793,866 Sector AllocationMap of 500 Largest Holdings ofStrategic Planning Group, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$18,761,059208,8234.7%Computer and TechnologyNVDANVIDIA$18,512,32020,4884.6%Computer and TechnologyAMZNAmazon.com$18,174,968100,7594.5%Retail/WholesaleMSFTMicrosoft$14,267,29833,9113.6%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$12,793,86670,0303.2%ETFJGROJPMorgan Active Growth ETF$12,459,642177,4623.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$11,900,892128,3533.0%ETFGOOGAlphabet$11,724,85577,0052.9%Computer and TechnologyJAVAJPMorgan Active Value ETF$10,789,347180,1522.7%ETFFTCSFirst Trust Capital Strength ETF$10,771,605125,7632.7%ETFFVDFirst Trust Value Line Dividend Index Fund$10,351,226245,1152.6%ETFCDCVictoryShares US EQ Income Enhanced Volatility Wtd ETF$9,942,285167,0132.5%ManufacturingCOSTCostco Wholesale$9,147,46112,4852.3%Retail/WholesaleWMTWalmart$8,900,262147,9182.2%Retail/WholesaleYLDPrincipal Active High Yield ETF$8,797,073459,1372.2%ETFNFLXNetflix$8,616,53614,1872.2%Consumer DiscretionaryMETAMeta Platforms$6,915,49114,2411.7%Computer and TechnologyTSLATesla$6,224,07135,4061.6%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$4,878,26924,3541.2%FinanceBRK.BBerkshire Hathaway$4,814,23711,4481.2%FinanceABBVAbbVie$4,513,90224,7881.1%MedicalISRGIntuitive Surgical$4,453,13011,1581.1%MedicalIBMInternational Business Machines$4,410,67123,0971.1%Computer and TechnologyPANWPalo Alto Networks$4,280,81515,0661.1%Computer and TechnologyMMM3M$3,932,29437,0721.0%Multi-Sector ConglomeratesCSCOCisco Systems$3,848,00577,0981.0%Computer and TechnologyHTRBHartford Total Return Bond ETF$3,533,551104,7280.9%ETFCRWDCrowdStrike$3,336,07810,4060.8%Computer and TechnologyADBEAdobe$3,285,2176,5100.8%Computer and TechnologyASMLASML$3,186,9913,2830.8%Computer and TechnologyAMDAdvanced Micro Devices$3,154,50417,4770.8%Computer and TechnologyAVGOBroadcom$3,112,2672,3480.8%Computer and TechnologyPSXPhillips 66$3,066,54918,7740.8%Oils/EnergyUNHUnitedHealth Group$3,015,9186,0960.8%MedicalVEEVVeeva Systems$3,004,39812,9670.8%Computer and TechnologyTRVTravelers Companies$2,975,87612,9300.7%FinanceNETCloudflare$2,967,78230,6490.7%Computer and TechnologyORCLOracle$2,924,34123,2810.7%Computer and TechnologyJCIJohnson Controls International$2,901,45444,4190.7%Industrial ProductsCRMSalesforce$2,886,3449,5830.7%Computer and TechnologyRTXRTX$2,857,46429,2980.7%AerospacePGProcter & Gamble$2,836,51017,4820.7%Consumer StaplesINTUIntuit$2,766,4054,2560.7%Computer and TechnologyGSThe Goldman Sachs Group$2,765,9326,6210.7%FinanceEOGEOG Resources$2,764,05421,6210.7%Oils/EnergyTMOThermo Fisher Scientific$2,735,9194,7070.7%MedicalNEENextEra Energy$2,691,14542,1080.7%UtilitiesDHRDanaher$2,679,25010,7290.7%Multi-Sector ConglomeratesNOCNorthrop Grumman$2,678,7355,5960.7%AerospaceUSBU.S. Bancorp$2,643,35859,1350.7%FinanceHONHoneywell International$2,612,92112,7300.7%Multi-Sector ConglomeratesDUKDuke Energy$2,586,67326,7460.6%UtilitiesLMTLockheed Martin$2,560,6515,6290.6%AerospaceSHOPShopify$2,557,08333,1350.6%Computer and TechnologyAMTAmerican Tower$2,457,42712,4370.6%FinanceLLYEli Lilly and Company$2,427,3363,1200.6%MedicalCATCaterpillar$2,328,9426,3550.6%Industrial ProductsOKTAOkta$2,274,46121,7400.6%Computer and TechnologyLOWLowe's Companies$2,271,4018,9160.6%Retail/WholesaleAXPAmerican Express$2,260,1909,9260.6%FinanceHDHome Depot$2,158,1985,6260.5%Retail/WholesaleMAMastercard$2,144,0334,4520.5%Business ServicesJNJJohnson & Johnson$1,944,12912,2890.5%MedicalDEDeere & Company$1,942,5984,7290.5%Industrial ProductsFFord Motor$1,656,930124,7680.4%Auto/Tires/TrucksWFCWells Fargo & Company$1,624,33728,0250.4%FinancePLTRPalantir Technologies$1,618,14370,3230.4%Business ServicesBACBank of America$1,592,36041,9920.4%FinanceTSMTaiwan Semiconductor Manufacturing$1,588,81011,6780.4%Computer and TechnologyXOMExxon Mobil$1,493,10112,8440.4%Oils/EnergyNIONIO$1,481,942329,3200.4%Auto/Tires/TrucksNVONovo Nordisk A/S$1,449,58511,2890.4%MedicalMRKMerck & Co., Inc.$1,445,05110,9510.4%MedicalPFEPfizer$1,440,31551,9030.4%MedicalSYKStryker$1,426,4983,9860.4%MedicalDKNGDraftKings$1,381,73030,4270.3%Consumer DiscretionaryMETMetLife$1,377,10618,5810.3%FinanceCOPConocoPhillips$1,354,80910,6440.3%Oils/EnergyCVXChevron$1,351,1608,5650.3%Oils/EnergyVVisa$1,346,9464,8260.3%Business ServicesGDGeneral Dynamics$1,321,1414,6760.3%AerospaceAEPAmerican Electric Power$1,303,34915,1370.3%UtilitiesDDominion Energy$1,294,82726,3220.3%UtilitiesHESHess$1,294,5578,4810.3%Oils/EnergyVRTXVertex Pharmaceuticals$1,284,9713,0740.3%MedicalDDOGDatadog$1,268,36410,2610.3%Computer and TechnologySOSouthern$1,256,71417,5170.3%UtilitiesSTTState Street$1,242,44916,0680.3%FinanceAIC3.ai$1,164,06343,0010.3%Computer and TechnologyBHPBHP Group$1,078,08818,6870.3%Basic MaterialsUITBVictoryShares Core Intermediate Bond ETF$996,27621,4800.2%ETFJCPBJPMorgan Core Plus Bond ETF$994,52021,3210.2%ETFFSLYFastly$886,33168,3360.2%Computer and TechnologyRIVNRivian Automotive$867,03379,1810.2%Auto/Tires/TrucksTMToyota Motor$809,7263,2170.2%Auto/Tires/TrucksVZVerizon Communications$784,07918,6860.2%Computer and TechnologyVLOValero Energy$781,6194,5790.2%Oils/EnergySAPSAP$774,8843,9730.2%Computer and TechnologyEBAYeBay$755,27214,3090.2%Retail/WholesalePHParker-Hannifin$717,2431,2900.2%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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