Strategic Planning Group, LLC Top Holdings and 13F Report (2024) → Claim Your Complimentary Bitcoin Reward (From Crypto Swap Profits) (Ad) 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. 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