| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2012 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 19 | Q2 2024 | 7.2% |
| AMAZON COM INC | 19 | Q2 2024 | 5.3% |
| MICROSOFT CORP | 19 | Q2 2024 | 4.2% |
| ALPHABET INC | 19 | Q2 2024 | 4.0% |
| META PLATFORMS INC | 19 | Q2 2024 | 4.6% |
| NEXTERA ENERGY INC | 19 | Q2 2024 | 4.2% |
| ENBRIDGE INC | 19 | Q2 2024 | 3.7% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 13.4% |
| DOMINION ENERGY INC | 19 | Q2 2024 | 3.3% |
| VALERO ENERGY CORP NEW | 19 | Q2 2024 | 2.7% |
View S.E.E.D. Planning Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-04-26 |
View S.E.E.D. Planning Group LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.