Strategic Planning, Inc. Top Holdings and 13F Report (2025) About Strategic Planning, Inc.Investment ActivityStrategic Planning, Inc. has $172.82 million in total holdings as of September 30, 2025.Strategic Planning, Inc. owns shares of 54 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 9.58% of the portfolio was purchased this quarter.About 12.46% of the portfolio was sold this quarter.This quarter, Strategic Planning, Inc. has purchased 51 new stocks and bought additional shares in 28 stocks.Strategic Planning, Inc. sold shares of 13 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $20,850,801NVIDIA $16,138,401Amazon.com $13,925,788DOW $11,728,613CVS Health $10,889,859 Largest New Holdings this Quarter 911312106 - United Parcel Service $3,885,064 Holding34959E109 - Fortinet $3,881,889 Holding88339J105 - Trade Desk $256,812 Holding099724106 - BorgWarner $233,420 Holding172967424 - Citigroup $227,105 Holding Largest Purchases this Quarter DOW 271,260 shares (about $6.22M)United Parcel Service 46,511 shares (about $3.89M)Fortinet 46,169 shares (about $3.88M)Trade Desk 5,240 shares (about $256.81K)BorgWarner 5,310 shares (about $233.42K) Largest Sales this Quarter Dominion Energy 1,858 shares (about $113.65K)Ameren 592 shares (about $61.79K)Alphabet 192 shares (about $46.76K)Allete 663 shares (about $44.02K)The PNC Financial Services Group 209 shares (about $41.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStrategic Planning, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$20,850,801$46,852 ▲0.2%81,88712.1%Computer and TechnologyNVDANVIDIA$16,138,401$78,363 ▲0.5%86,4969.3%Computer and TechnologyAMZNAmazon.com$13,925,788$11,637 ▼-0.1%63,4238.1%Retail/WholesaleDOWDOW$11,728,613$6,219,985 ▲112.9%511,4976.8%Basic MaterialsCVSCVS Health$10,889,859$92,956 ▲0.9%144,4476.3%MedicalFFord Motor$10,278,928$105,188 ▲1.0%859,4435.9%Auto/Tires/TrucksKHCKraft Heinz$7,367,391$92,208 ▲1.3%282,9264.3%Consumer StaplesPNCThe PNC Financial Services Group$6,996,463$41,995 ▼-0.6%34,8204.0%FinanceMOAltria Group$5,279,441$5,021 ▼-0.1%79,9193.1%Consumer StaplesNKENIKE$5,059,020$2,231 ▲0.0%72,5522.9%Consumer DiscretionaryDDominion Energy$4,896,176$113,654 ▼-2.3%80,0422.8%UtilitiesAEEAmeren$4,665,541$61,792 ▼-1.3%44,6982.7%UtilitiesGOOGAlphabet$4,575,293$46,761 ▼-1.0%18,7862.6%Computer and TechnologyUPSUnited Parcel Service$3,885,064$3,885,064 ▲New Holding46,5112.2%TransportationFTNTFortinet$3,881,889$3,881,889 ▲New Holding46,1692.2%Computer and TechnologyALEAllete$3,522,566$44,023 ▼-1.2%53,0512.0%UtilitiesHBANHuntington Bancshares$3,442,230$11,571 ▲0.3%199,3182.0%FinanceBMYBristol Myers Squibb$3,357,002$14,883 ▼-0.4%74,4351.9%MedicalCMGChipotle Mexican Grill$3,227,532$31,979 ▼-1.0%82,3561.9%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$3,202,339$2,793 ▲0.1%11,4661.9%Computer and TechnologyXOMExxon Mobil$3,159,679$113 ▼0.0%28,0241.8%EnergyPGProcter & Gamble$2,955,867$7,836 ▲0.3%19,2381.7%Consumer StaplesGISGeneral Mills$2,920,581$15,781 ▼-0.5%57,9251.7%Consumer StaplesEXCExelon$2,290,451$19,489 ▲0.9%50,8881.3%UtilitiesTSLATesla$1,537,397$5,337 ▲0.3%3,4570.9%Auto/Tires/TrucksGEGE Aerospace$1,247,607$19,555 ▲1.6%4,1470.7%AerospaceMSFTMicrosoft$905,252$128,434 ▲16.5%1,7480.5%Computer and TechnologyUSFDUS Foods$770,1080.0%10,0510.4%Consumer StaplesCOSTCostco Wholesale$701,457$3,702 ▲0.5%7580.4%Retail/WholesaleGWREGuidewire Software$661,7670.0%2,8790.4%Computer and TechnologyAEPAmerican Electric Power$648,001$5,513 ▲0.9%5,7600.4%UtilitiesGE VERNOVA INC$617,167$22,129 ▲3.7%1,0040.4%COMMON STOCKWMTWalmart$577,061$14,120 ▲2.5%5,5990.3%Retail/WholesaleHIHillenbrand$497,497$4,083 ▲0.8%18,3990.3%IndustrialsCTVACorteva$495,954$4,802 ▼-1.0%7,3330.3%Consumer StaplesCARRCarrier Global$455,934$1,552 ▲0.3%7,6370.3%ConstructionJCIJohnson Controls International$436,062$2,199 ▲0.5%3,9660.3%ConstructionHPQHP$426,070$2,859 ▲0.7%15,6470.2%Computer and TechnologyGDGeneral Dynamics$393,282$1,705 ▲0.4%1,1530.2%AerospaceBRK.BBerkshire Hathaway$386,607$139,762 ▲56.6%7690.2%FinanceMETAMeta Platforms$368,029$94,762 ▲34.7%5010.2%Computer and TechnologySIEGYSiemens$357,371$16,876 ▲5.0%2,6470.2%IndustrialsDDDuPont de Nemours$337,761$1,792 ▲0.5%4,3360.2%Basic MaterialsOTISOtis Worldwide$320,130$3,932 ▼-1.2%3,5010.2%IndustrialsARMKAramark$303,448$806 ▲0.3%7,9020.2%Business ServicesTTDTrade Desk$256,812$256,812 ▲New Holding5,2400.1%Computer and TechnologyBABoeing$238,9240.0%1,1070.1%AerospaceBWABorgWarner$233,420$233,420 ▲New Holding5,3100.1%Auto/Tires/TrucksCCitigroup$227,105$227,105 ▲New Holding2,2370.1%Financial ServicesPVHPVH$221,480$221,480 ▲New Holding2,6440.1%Consumer DiscretionaryTRXTRX Gold$205,346$205,346 ▲New Holding329,1330.1%Basic MaterialsMCKMcKesson$202,980$202,980 ▲New Holding2630.1%MedicalFACOFirst Acceptance$199,589$199,589 ▲New Holding56,4290.1%FinanceTDOCTeladoc Health$92,760$92,760 ▲New Holding12,0000.1%MedicalTGTTarget$0$5,440,686 ▼-100.0%00.0%Retail/WholesaleWHRWhirlpool$0$4,113,468 ▼-100.0%00.0%Consumer DiscretionaryPFEPfizer$0$3,199,015 ▼-100.0%00.0%MedicalINTCIntel$0$3,048,373 ▼-100.0%00.0%Computer and TechnologyKSSKohl's$0$2,812,075 ▼-100.0%00.0%Retail/WholesaleHEHawaiian Electric Industries$0$2,486,113 ▼-100.0%00.0%UtilitiesNFENew Fortress Energy$0$41,500 ▼-100.0%00.0%EnergyShowing 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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