S.E.E.D. Planning Group LLC holdings history

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150 is the total number of securities S.E.E.D. Planning Group LLC has owned. The longest S.E.E.D. Planning Group LLC has owned a single stock is 16 quarters.

S.E.E.D. Planning Group LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC16164.45%5.68%7.16%Q4 2019Q3 202316
BSCN INVESCO EXCH TRD SLF I...16162.82%4.67%6.02%Q4 2019Q3 202316
MSFT MICROSOFT CORP16162.68%3.24%4.17%Q4 2019Q3 202316
AMZN AMAZON COM INC16162.48%3.23%4.46%Q4 2019Q3 202316
GOOGL ALPHABET INC16162.45%2.87%3.67%Q4 2019Q3 202316
FB META PLATFORMS INC16162.28%2.84%4.65%Q4 2019Q3 202316
SCHX SCHWAB STRATEGIC TR16160.78%2.77%13.38%Q4 2019Q3 202316
NEE NEXTERA ENERGY INC16160.48%2.46%3.21%Q4 2019Q3 202316
VLO VALERO ENERGY CORP NEW16161.78%2.38%2.70%Q4 2019Q3 202316
ENB ENBRIDGE INC16161.63%2.33%2.70%Q4 2019Q3 202316
D DOMINION ENERGY INC16161.68%2.30%3.00%Q4 2019Q3 202316
COST COSTCO WHSL CORP NEW16160.32%1.88%2.92%Q4 2019Q3 202316
LMT LOCKHEED MARTIN CORP16161.40%1.86%2.14%Q4 2019Q3 202316
BSJN INVESCO EXCH TRD SLF I...16161.27%1.85%2.16%Q4 2019Q3 202316
UNH UNITEDHEALTH GROUP INC16161.14%1.79%2.77%Q4 2019Q3 202316
A AGILENT TECHNOLOGIES INC16160.95%1.64%2.57%Q4 2019Q3 202316
JLL JONES LANG LASALLE INC16160.09%1.50%2.67%Q4 2019Q3 202316
V VISA INC16160.60%1.22%1.72%Q4 2019Q3 202316
EQIX EQUINIX INC16160.67%1.11%2.11%Q4 2019Q3 202316
JNJ JOHNSON & JOHNSON16160.17%0.89%1.56%Q4 2019Q3 202316
IJH ISHARES TR16160.27%0.61%1.18%Q4 2019Q3 202316
IJR ISHARES TR16160.18%0.53%1.10%Q4 2019Q3 202316
GD GENERAL DYNAMICS CORP16160.36%0.49%0.64%Q4 2019Q3 202316
IBM INTERNATIONAL BUSINESS...16160.26%0.46%0.76%Q4 2019Q3 202316
SO SOUTHERN CO16160.09%0.36%1.03%Q4 2019Q3 202316
IFF INTERNATIONAL FLAVORS&...16160.11%0.35%2.60%Q4 2019Q3 202316
ADP AUTOMATIC DATA PROCESS...16160.13%0.22%0.32%Q4 2019Q3 202316
BSCO INVESCO EXCH TRD SLF I...15152.82%4.66%5.91%Q1 2020Q3 202315
MOAT VANECK VECTORS ETF TR15151.43%3.44%5.65%Q1 2020Q3 202315
ECL ECOLAB INC15151.49%2.49%3.47%Q1 2020Q3 202315
HON HONEYWELL INTL INC15151.32%2.18%2.96%Q1 2020Q3 202315
SBUX STARBUCKS CORP1410.34%1.52%2.58%Q4 2019Q3 202315
MA MASTERCARD INCORPORATED15150.87%1.43%1.91%Q1 2020Q3 202315
CTVA CORTEVA INC15150.15%1.10%2.31%Q1 2020Q3 202315
INTC INTEL CORP1410.25%0.61%1.51%Q4 2019Q3 202315
APD AIR PRODS & CHEMS INC15150.18%0.34%1.09%Q1 2020Q3 202315
XYL XYLEM INC14140.15%0.35%0.60%Q2 2020Q3 202314
RTX RTX CORPORATION14140.24%0.33%0.57%Q2 2020Q3 202314
MDT MEDTRONIC PLC1310.09%0.30%0.93%Q4 2019Q3 202314
IWF ISHARES TR14140.20%0.29%0.42%Q2 2020Q3 202314
CL COLGATE PALMOLIVE CO950.10%0.20%0.40%Q4 2019Q2 202314
IWD ISHARES TR14140.09%0.17%0.28%Q2 2020Q3 202314
BSJO INVESCO EXCH TRD SLF I...13131.26%1.86%2.12%Q3 2020Q3 202313
LIN LINDE PLC13130.18%1.02%3.23%Q4 2019Q4 202213
SCHB SCHWAB STRATEGIC TR13130.77%0.99%1.28%Q4 2019Q4 202213
BRKB BERKSHIRE HATHAWAY INC...810.08%0.29%0.70%Q4 2019Q3 202313
ACN ACCENTURE PLC IRELAND1210.13%0.16%0.19%Q2 2020Q3 202313
BSCM INVESCO EXCH TRD SLF I...12123.72%5.19%6.23%Q4 2019Q3 202212
USB US BANCORP DEL12121.66%2.05%2.42%Q4 2020Q3 202312
BSJM INVESCO EXCH TRD SLF I...12121.59%1.93%2.27%Q4 2019Q3 202212
JPM JPMORGAN CHASE & CO12120.13%0.53%0.96%Q4 2020Q3 202312
BSCP INVESCO EXCH TRD SLF I...11112.82%4.34%5.99%Q1 2021Q3 202311
BSJP INVESCO EXCH TRD SLF I...11111.24%1.80%2.10%Q1 2021Q3 202311
TMO THERMO FISHER SCIENTIF...11110.62%1.25%1.96%Q1 2021Q3 202311
PG PROCTER & GAMBLE CO1010.08%0.12%0.20%Q4 2019Q1 202311
LOW LOWES COS INC910.11%0.29%0.61%Q4 2019Q3 202310
CDNS CADENCE DESIGN SYSTEM INC10100.14%0.19%0.52%Q2 2021Q3 202310
MCD MCDONALDS CORP640.08%0.18%0.29%Q4 2020Q3 202310
CSCO CISCO SYS INC10100.11%0.16%0.20%Q2 2021Q3 202310
MMM 3M CO10100.09%0.15%0.21%Q1 2021Q2 202310
EMR EMERSON ELEC CO10100.08%0.11%0.16%Q2 2021Q3 202310
RF REGIONS FINANCIAL CORP...10100.07%0.10%0.15%Q2 2021Q3 202310
CBRE CBRE GROUP INC990.10%2.16%3.14%Q3 2021Q3 20239
PEP PEPSICO INC990.71%1.60%2.48%Q1 2020Q1 20229
DIS DISNEY WALT CO410.16%0.34%0.57%Q4 2019Q3 20239
WMT WALMART INC810.11%0.25%0.34%Q4 2020Q3 20239
CVS CVS HEALTH CORP990.10%0.17%0.52%Q3 2020Q3 20229
VIG VANGUARD SPECIALIZED F...990.12%0.15%0.17%Q4 2020Q4 20229
AMAT APPLIED MATLS INC990.10%0.12%0.14%Q3 2021Q3 20239
BMY BRISTOL-MYERS SQUIBB CO810.08%0.10%0.12%Q2 2021Q3 20239
EL LAUDER ESTEE COS INC710.95%2.42%3.16%Q4 2019Q3 20238
WM WASTE MGMT INC DEL880.10%0.12%0.14%Q3 2021Q2 20238
BCS BARCLAYS PLC880.08%0.10%0.13%Q4 2021Q3 20238
CLF CLEVELAND-CLIFFS INC NEW880.06%0.08%0.14%Q4 2021Q3 20238
BSCL INVESCO EXCH TRD SLF I...770.77%3.78%5.44%Q4 2019Q2 20217
CSGP COSTAR GROUP INC771.11%1.65%2.16%Q1 2022Q3 20237
BSJL INVESCO EXCH TRD SLF I...770.23%1.39%2.14%Q4 2019Q2 20217
BUD ANHEUSER BUSCH INBEV S...610.08%0.68%1.02%Q4 2020Q1 20237
DD DUPONT DE NEMOURS INC770.20%0.50%0.99%Q2 2020Q4 20217
ABBV ABBVIE INC770.13%0.17%0.22%Q4 2020Q2 20227
AWK AMERICAN WTR WKS CO IN...770.09%0.11%0.14%Q4 2021Q2 20237
HD HOME DEPOT INC662.00%2.44%2.89%Q2 2022Q3 20236
PH PARKER-HANNIFIN CORP660.53%0.64%0.68%Q2 2022Q3 20236
MRK MERCK & CO. INC660.23%0.29%0.46%Q1 2020Q2 20216
DUK DUKE ENERGY CORP NEW510.20%0.26%0.31%Q4 2019Q2 20216
TGT TARGET CORP660.09%0.18%0.24%Q4 2020Q1 20226
DHI D R HORTON INC420.09%0.10%0.13%Q3 2021Q3 20236
JRS NUVEEN REAL ESTATE INC...660.04%0.09%0.11%Q2 2021Q3 20226
CPG CRESCENT PT ENERGY CORP660.07%0.08%0.09%Q2 2022Q3 20236
F FORD MTR CO DEL410.06%0.07%0.10%Q4 2020Q2 20236
GOGL GOLDEN OCEAN GROUP LTD660.04%0.06%0.08%Q2 2022Q3 20236
DBEF DBX ETF TR551.32%1.72%2.24%Q4 2019Q4 20205
XOM EXXON MOBIL CORP410.08%0.12%0.19%Q2 2021Q3 20235
UXIN UXIN LTD550.00%0.01%0.02%Q3 2021Q3 20225
IBIO IBIO INC550.00%0.00%0.01%Q3 2021Q3 20225
BSCQ INVESCO EXCH TRD SLF I...440.24%2.46%3.92%Q4 2022Q3 20234
COF CAPITAL ONE FINL CORP442.05%2.41%2.70%Q4 2019Q3 20204
BSJQ INVESCO EXCH TRD SLF I...440.15%1.23%1.83%Q4 2022Q3 20234
ESGU ISHARES TR440.22%0.22%0.24%Q1 2021Q4 20214
IVV ISHARES TR440.20%0.21%0.22%Q1 2021Q4 20214
ROK ROCKWELL AUTOMATION INC440.12%0.17%0.20%Q4 2022Q3 20234
SDY SPDR SER TR440.12%0.13%0.15%Q4 2022Q3 20234
NOC NORTHROP GRUMMAN CORP310.10%0.13%0.18%Q4 2019Q3 20214
IEFA ISHARES TR440.11%0.13%0.14%Q1 2021Q4 20214
EFG ISHARES TR440.11%0.11%0.12%Q1 2021Q4 20214
MMP MAGELLAN MIDSTREAM PRT...310.09%0.09%0.10%Q1 2022Q1 20234
LINDE PLC332.46%2.70%2.89%Q1 2023Q3 20233
BSJK INVESCO EXCH TRD SLF I...331.67%1.68%1.70%Q4 2019Q2 20203
AMT AMERICAN TOWER CORP NEW330.60%0.81%1.13%Q1 2023Q3 20233
WLTW WILLIS TOWERS WATSON P...330.21%0.22%0.24%Q1 2023Q3 20233
BDX BECTON DICKINSON & CO210.08%0.18%0.23%Q4 2019Q1 20223
KO COCA COLA CO210.09%0.12%0.19%Q4 2020Q1 20223
NEM NEWMONT CORP330.11%0.12%0.14%Q4 2021Q2 20223
DKS DICKS SPORTING GOODS INC330.08%0.10%0.11%Q3 2021Q1 20223
PBR PETROLEO BRASILEIRO SA...330.08%0.09%0.10%Q1 2022Q3 20223
JEPI J P MORGAN EXCHANGE TR...330.07%0.08%0.08%Q1 2023Q3 20233
RTN RAYTHEON CO220.40%0.43%0.45%Q4 2019Q1 20202
BRKA BERKSHIRE HATHAWAY INC...220.36%0.39%0.41%Q2 2023Q3 20232
PFE PFIZER INC110.10%0.26%0.42%Q4 2019Q3 20232
NKE NIKE INC110.08%0.13%0.18%Q3 2020Q3 20232
ALB ALBEMARLE CORP220.09%0.11%0.13%Q2 2023Q3 20232
MU MICRON TECHNOLOGY INC220.09%0.10%0.11%Q4 2021Q1 20222
MS MORGAN STANLEY220.09%0.10%0.10%Q3 2021Q4 20212
TX TERNIUM SA220.10%0.10%0.10%Q4 2021Q1 20222
EQNR EQUINOR ASA110.09%0.09%0.10%Q2 2022Q4 20222
OKE ONEOK INC NEW220.08%0.09%0.09%Q2 2023Q3 20232
ATVI ACTIVISION BLIZZARD INC220.08%0.08%0.09%Q1 2023Q2 20232
BCS BARCLAYS PLC220.00%0.00%0.00%Q2 2023Q3 20232
BSCK INVESCO EXCH TRD SLF I...114.40%4.40%4.40%Q4 2019Q4 20191
FDX FEDEX CORP112.10%2.10%2.10%Q4 2019Q4 20191
BLK BLACKROCK INC111.05%1.05%1.05%Q4 2019Q4 20191
NVDA NVIDIA CORPORATION110.21%0.21%0.21%Q2 2023Q2 20231
TXN TEXAS INSTRS INC110.21%0.21%0.21%Q3 2023Q3 20231
CLX CLOROX CO DEL110.14%0.14%0.14%Q3 2021Q3 20211
SBLK STAR BULK CARRIERS CORP.110.13%0.13%0.13%Q1 2022Q1 20221
CMI CUMMINS INC110.11%0.11%0.11%Q1 2021Q1 20211
LLY LILLY ELI & CO110.11%0.11%0.11%Q2 2021Q2 20211
SPTM SPDR SER TR110.11%0.11%0.11%Q3 2022Q3 20221
VZ VERIZON COMMUNICATIONS...110.10%0.10%0.10%Q2 2021Q2 20211
CRSR CORSAIR GAMING INC110.10%0.10%0.10%Q3 2021Q3 20211
GEO GEO GROUP INC NEW110.10%0.10%0.10%Q3 2021Q3 20211
GOOG ALPHABET INC110.09%0.09%0.09%Q4 2021Q4 20211
ADM ARCHER DANIELS MIDLAND CO110.09%0.09%0.09%Q1 2022Q1 20221
NFLX NETFLIX INC110.09%0.09%0.09%Q4 2021Q4 20211
DOC PHYSICIANS RLTY TR110.09%0.09%0.09%Q4 2021Q4 20211
ARKK ARK ETF TR110.08%0.08%0.08%Q1 2023Q1 20231
DGRO ISHARES TR110.07%0.07%0.07%Q2 2023Q2 20231
WMT WALMART INC110.02%0.02%0.02%Q4 2020Q4 20201
F FORD MTR CO DEL110.01%0.01%0.01%Q2 2021Q2 20211
BODY THE BEACHBODY COMPANY INC110.00%0.00%0.00%Q3 2021Q3 20211
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The securities at the top of the list , including APPLE INC, INVESCO EXCH TRD SLF IDX FD, and MICROSOFT CORP, are the highest-conviction holdings of S.E.E.D. Planning Group LLC.

The conviction is calculated by counting the number of quarters a security has been reported by S.E.E.D. Planning Group LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that S.E.E.D. Planning Group LLC owns currently or has owned in the past.