| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BCS | Exit | BARCLAYS PLCcall | $0 | – | -100,000 | -100.0% | -0.00% | – |
| CLF | Exit | CLEVELAND-CLIFFS INC NEW | $0 | – | -10,000 | -100.0% | -0.06% | – |
| GOGL | Exit | GOLDEN OCEAN GROUP LTD | $0 | – | -22,000 | -100.0% | -0.07% | – |
| RF | Exit | REGIONS FINANCIAL CORP NEW | $0 | – | -11,000 | -100.0% | -0.07% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -772 | -100.0% | -0.08% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -2,128 | -100.0% | -0.08% | – |
| JEPI | Exit | J P MORGAN EXCHANGE TRADED Fequity premium | $0 | – | -3,800 | -100.0% | -0.08% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -2,141 | -100.0% | -0.08% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -3,691 | -100.0% | -0.08% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -619 | -100.0% | -0.08% | – |
| CPG | Exit | CRESCENT PT ENERGY CORP | $0 | – | -28,000 | -100.0% | -0.09% | – |
| BCS | Exit | BARCLAYS PLCadr | $0 | – | -30,250 | -100.0% | -0.09% | – |
| JLL | Exit | JONES LANG LASALLE INC | $0 | – | -1,705 | -100.0% | -0.09% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -3,809 | -100.0% | -0.09% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -3,779 | -100.0% | -0.09% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -3,096 | -100.0% | -0.09% | – |
| PFE | Exit | PFIZER INC | $0 | – | -7,617 | -100.0% | -0.10% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -1,649 | -100.0% | -0.10% | – |
| DHI | Exit | D R HORTON INC | $0 | – | -2,400 | -100.0% | -0.10% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -5,210 | -100.0% | -0.11% | – |
| IFF | Exit | INTERNATIONAL FLAVORS&FRAGRA | $0 | – | -4,133 | -100.0% | -0.11% | – |
| SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -2,687 | -100.0% | -0.12% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -2,336 | -100.0% | -0.12% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -2,000 | -100.0% | -0.13% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -1,370 | -100.0% | -0.16% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -5,468 | -100.0% | -0.17% | – |
| CDNS | Exit | CADENCE DESIGN SYSTEM INC | $0 | – | -1,993 | -100.0% | -0.18% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -5,027 | -100.0% | -0.18% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -1,670 | -100.0% | -0.18% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -4,271 | -100.0% | -0.19% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -1,775 | -100.0% | -0.20% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -2,008 | -100.0% | -0.21% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -3,391 | -100.0% | -0.21% | – |
| WLTW | Exit | WILLIS TOWERS WATSON PLC LTD | $0 | – | -2,623 | -100.0% | -0.21% | – |
| INTC | Exit | INTEL CORP | $0 | – | -18,394 | -100.0% | -0.25% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -2,746 | -100.0% | -0.26% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -2,777 | -100.0% | -0.27% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -5,038 | -100.0% | -0.27% | – |
| WMT | Exit | WALMART INC | $0 | – | -4,877 | -100.0% | -0.30% | – |
| XYL | Exit | XYLEM INC | $0 | – | -10,847 | -100.0% | -0.38% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -2 | -100.0% | -0.41% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -5,293 | -100.0% | -0.45% | – |
| RTX | Exit | RTX CORPORATION | $0 | – | -20,381 | -100.0% | -0.57% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -7,580 | -100.0% | -0.61% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -17,309 | -100.0% | -0.61% | – |
| CTVA | Exit | CORTEVA INC | $0 | – | -34,417 | -100.0% | -0.68% | – |
| PH | Exit | PARKER-HANNIFIN CORP | $0 | – | -4,558 | -100.0% | -0.68% | – |
| EQIX | Exit | EQUINIX INC | $0 | – | -2,460 | -100.0% | -0.69% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -40,166 | -100.0% | -0.78% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -14,971 | -100.0% | -0.84% | – |
| CSGP | Exit | COSTAR GROUP INC | $0 | – | -38,139 | -100.0% | -1.13% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -17,848 | -100.0% | -1.13% | – |
| BSJQ | Exit | INVESCO EXCH TRD SLF IDX FDinvsco blsh 26 | $0 | – | -137,407 | -100.0% | -1.20% | – |
| BSJP | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -142,519 | -100.0% | -1.24% | – |
| BSJO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -145,212 | -100.0% | -1.26% | – |
| BSJN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -139,808 | -100.0% | -1.27% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -8,902 | -100.0% | -1.40% | – |
| A | Exit | AGILENT TECHNOLOGIES INC | $0 | – | -32,833 | -100.0% | -1.42% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -7,375 | -100.0% | -1.43% | – |
| V | Exit | VISA INC | $0 | – | -16,861 | -100.0% | -1.50% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -25,799 | -100.0% | -1.55% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -126,813 | -100.0% | -1.63% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -9,304 | -100.0% | -1.82% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -11,907 | -100.0% | -1.82% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -17,143 | -100.0% | -2.00% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -171,957 | -100.0% | -2.19% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -40,207 | -100.0% | -2.20% | – |
| Exit | LINDE PLC | $0 | – | -17,143 | -100.0% | -2.46% | – | |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -35,151 | -100.0% | -2.50% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -123,376 | -100.0% | -2.73% | – |
| CBRE | Exit | CBRE GROUP INCcl a | $0 | – | -97,663 | -100.0% | -2.78% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -50,122 | -100.0% | -2.79% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -164,580 | -100.0% | -2.84% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -13,392 | -100.0% | -2.92% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -48,121 | -100.0% | -3.14% | – |
| MOAT | Exit | VANECK ETF TRUSTmrngstr wde moat | $0 | – | -110,409 | -100.0% | -3.23% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -29,257 | -100.0% | -3.39% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -28,577 | -100.0% | -3.48% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -72,693 | -100.0% | -3.67% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -78,728 | -100.0% | -3.86% | – |
| BSCQ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -541,698 | -100.0% | -3.92% | – |
| BSCN | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -485,047 | -100.0% | -3.97% | – |
| BSCP | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -514,976 | -100.0% | -3.99% | – |
| BSCO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -501,465 | -100.0% | -4.00% | – |
| AAPL | Exit | APPLE INC | $0 | – | -92,249 | -100.0% | -6.09% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2023 | 7.2% |
| INVESCO EXCH TRD SLF IDX FD | 16 | Q3 2023 | 6.0% |
| MICROSOFT CORP | 16 | Q3 2023 | 4.2% |
| AMAZON COM INC | 16 | Q3 2023 | 4.5% |
| ALPHABET INC | 16 | Q3 2023 | 3.7% |
| META PLATFORMS INC | 16 | Q3 2023 | 4.6% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 13.4% |
| NEXTERA ENERGY INC | 16 | Q3 2023 | 3.2% |
| VALERO ENERGY CORP NEW | 16 | Q3 2023 | 2.7% |
| ENBRIDGE INC | 16 | Q3 2023 | 2.7% |
View S.E.E.D. Planning Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-01-24 |
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.