STRATEGIC PLANNING GROUP, LLC holdings history

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124 is the total number of securities STRATEGIC PLANNING GROUP, LLC has owned. The longest STRATEGIC PLANNING GROUP, LLC has owned a single stock is 3 quarters.

STRATEGIC PLANNING GROUP, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC334.69%5.45%5.84%Q4 2023Q2 20243
AMZN AMAZON COM INC334.18%4.54%4.88%Q4 2023Q2 20243
NVDA NVIDIA CORPORATION332.72%4.32%5.62%Q4 2023Q2 20243
MSFT MICROSOFT CORP333.20%3.60%4.02%Q4 2023Q2 20243
QQQM INVESCO EXCH TRADED FD...333.16%3.17%3.20%Q4 2023Q2 20243
GOOG ALPHABET INC332.93%3.17%3.49%Q4 2023Q2 20243
J P MORGAN EXCHANGE TR...333.08%3.14%3.22%Q4 2023Q2 20243
J P MORGAN EXCHANGE TR...332.48%2.66%2.82%Q4 2023Q2 20243
FTCS FIRST TR EXCHANGE-TRAD...332.42%2.66%2.86%Q4 2023Q2 20243
FVD FIRST TR VALUE LINE DI...332.29%2.54%2.73%Q4 2023Q2 20243
CDC VICTORY PORTFOLIOS II332.25%2.52%2.82%Q4 2023Q2 20243
COST COSTCO WHSL CORP NEW332.29%2.43%2.53%Q4 2023Q2 20243
YLD PRINCIPAL EXCHANGE TRA...332.13%2.37%2.77%Q4 2023Q2 20243
WMT WALMART INC332.15%2.28%2.46%Q4 2023Q2 20243
TSLA TESLA INC331.56%2.18%2.78%Q4 2023Q2 20243
NFLX NETFLIX INC331.53%2.07%2.52%Q4 2023Q2 20243
FB META PLATFORMS INC331.46%1.63%1.73%Q4 2023Q2 20243
PANW PALO ALTO NETWORKS INC331.07%1.27%1.56%Q4 2023Q2 20243
JPM JPMORGAN CHASE & CO.331.19%1.22%1.24%Q4 2023Q2 20243
BRKB BERKSHIRE HATHAWAY INC...331.17%1.21%1.26%Q4 2023Q2 20243
ABBV ABBVIE INC331.12%1.15%1.21%Q4 2023Q2 20243
IBM INTERNATIONAL BUSINESS...331.09%1.14%1.23%Q4 2023Q2 20243
ISRG INTUITIVE SURGICAL INC331.10%1.14%1.20%Q4 2023Q2 20243
MMM 3M CO330.98%1.11%1.22%Q4 2023Q2 20243
CSCO CISCO SYS INC330.96%1.08%1.24%Q4 2023Q2 20243
ADBE ADOBE INC330.82%1.05%1.30%Q4 2023Q2 20243
HTRB HARTFORD FDS EXCHANGE ...330.80%1.03%1.41%Q4 2023Q2 20243
UNH UNITEDHEALTH GROUP INC330.75%0.89%1.07%Q4 2023Q2 20243
PG PROCTER AND GAMBLE CO330.71%0.86%1.16%Q4 2023Q2 20243
CRWD CROWDSTRIKE HLDGS INC330.81%0.85%0.92%Q4 2023Q2 20243
AVGO BROADCOM INC330.78%0.83%0.87%Q4 2023Q2 20243
INTU INTUIT330.69%0.78%0.86%Q4 2023Q2 20243
AMD ADVANCED MICRO DEVICES...330.71%0.78%0.83%Q4 2023Q2 20243
ASML ASML HOLDING N V330.75%0.78%0.80%Q4 2023Q2 20243
NET CLOUDFLARE INC330.74%0.78%0.84%Q4 2023Q2 20243
CRM SALESFORCE INC330.72%0.77%0.86%Q4 2023Q2 20243
PSX PHILLIPS 66330.72%0.75%0.77%Q4 2023Q2 20243
VEEV VEEVA SYS INC330.71%0.75%0.79%Q4 2023Q2 20243
SHOP SHOPIFY INC330.64%0.74%0.83%Q4 2023Q2 20243
EOG EOG RES INC330.69%0.73%0.82%Q4 2023Q2 20243
HON HONEYWELL INTL INC330.65%0.73%0.78%Q4 2023Q2 20243
NOC NORTHROP GRUMMAN CORP330.67%0.73%0.81%Q4 2023Q2 20243
AMT AMERICAN TOWER CORP NEW330.61%0.72%0.81%Q4 2023Q2 20243
GS GOLDMAN SACHS GROUP INC330.69%0.72%0.76%Q4 2023Q2 20243
JCI JOHNSON CTLS INTL PLC330.71%0.72%0.72%Q4 2023Q2 20243
TRV TRAVELERS COMPANIES INC330.68%0.72%0.74%Q4 2023Q2 20243
USB US BANCORP DEL330.66%0.72%0.80%Q4 2023Q2 20243
DUK DUKE ENERGY CORP NEW330.65%0.71%0.75%Q4 2023Q2 20243
ORCL ORACLE CORP330.63%0.71%0.78%Q4 2023Q2 20243
TMO THERMO FISHER SCIENTIF...330.68%0.71%0.72%Q4 2023Q2 20243
RTX RTX CORPORATION330.70%0.71%0.71%Q4 2023Q2 20243
LMT LOCKHEED MARTIN CORP330.64%0.70%0.77%Q4 2023Q2 20243
NEE NEXTERA ENERGY INC330.67%0.69%0.72%Q4 2023Q2 20243
DHR DANAHER CORPORATION330.67%0.69%0.70%Q4 2023Q2 20243
LLY ELI LILLY & CO330.61%0.66%0.72%Q4 2023Q2 20243
NIO NIO INC330.37%0.65%0.80%Q4 2023Q2 20243
HD HOME DEPOT INC330.49%0.59%0.74%Q4 2023Q2 20243
OKTA OKTA INC330.52%0.57%0.62%Q4 2023Q2 20243
AXP AMERICAN EXPRESS CO330.55%0.56%0.56%Q4 2023Q2 20243
MA MASTERCARD INCORPORATED330.50%0.52%0.54%Q4 2023Q2 20243
JNJ JOHNSON & JOHNSON330.49%0.50%0.52%Q4 2023Q2 20243
LOW LOWES COS INC330.36%0.47%0.57%Q4 2023Q2 20243
JCPB J P MORGAN EXCHANGE TR...330.23%0.30%0.41%Q4 2023Q2 20243
UITB VICTORY PORTFOLIOS II330.23%0.30%0.41%Q4 2023Q2 20243
BAC BANK AMERICA CORP330.05%0.29%0.43%Q4 2023Q2 20243
QQQ INVESCO QQQ TR330.12%0.18%0.25%Q4 2023Q2 20243
SPY SPDR S&P 500 ETF TR330.05%0.06%0.07%Q4 2023Q2 20243
T AT&T INC330.05%0.05%0.06%Q4 2023Q2 20243
SCHG SCHWAB STRATEGIC TR222.98%2.99%3.01%Q1 2024Q2 20242
F FORD MTR CO DEL220.41%0.60%0.78%Q4 2023Q1 20242
CAT CATERPILLAR INC220.58%0.58%0.58%Q4 2023Q1 20242
PFE PFIZER INC220.36%0.51%0.67%Q4 2023Q1 20242
DE DEERE & CO220.49%0.51%0.54%Q4 2023Q1 20242
DRAFTKINGS INC NEW220.34%0.45%0.56%Q1 2024Q2 20242
WFC WELLS FARGO CO NEW220.41%0.41%0.42%Q4 2023Q1 20242
TSM TAIWAN SEMICONDUCTOR M...220.36%0.38%0.40%Q4 2023Q1 20242
XOM EXXON MOBIL CORP220.35%0.36%0.37%Q4 2023Q1 20242
VRTX VERTEX PHARMACEUTICALS...220.32%0.36%0.40%Q4 2023Q1 20242
MRK MERCK & CO INC220.34%0.35%0.36%Q4 2023Q1 20242
PLTR PALANTIR TECHNOLOGIES INC220.30%0.35%0.40%Q4 2023Q1 20242
CVX CHEVRON CORP NEW220.34%0.35%0.36%Q4 2023Q1 20242
MET METLIFE INC220.34%0.35%0.35%Q4 2023Q1 20242
SYK STRYKER CORPORATION220.34%0.35%0.36%Q4 2023Q1 20242
V VISA INC220.34%0.35%0.36%Q4 2023Q1 20242
COP CONOCOPHILLIPS220.34%0.34%0.35%Q4 2023Q1 20242
DDOG DATADOG INC220.32%0.34%0.36%Q4 2023Q1 20242
AEP AMERICAN ELEC PWR CO INC220.33%0.33%0.34%Q4 2023Q1 20242
STT STATE STR CORP220.31%0.33%0.36%Q4 2023Q1 20242
HES HESS CORP220.32%0.33%0.34%Q4 2023Q1 20242
GD GENERAL DYNAMICS CORP220.33%0.33%0.34%Q4 2023Q1 20242
D DOMINION ENERGY INC220.32%0.33%0.34%Q4 2023Q1 20242
SO SOUTHERN CO220.31%0.33%0.34%Q4 2023Q1 20242
BHP BHP GROUP LTD220.27%0.32%0.37%Q4 2023Q1 20242
AI C3 AI INC220.29%0.30%0.31%Q4 2023Q1 20242
FSLY FASTLY INC220.22%0.28%0.33%Q4 2023Q1 20242
VZ VERIZON COMMUNICATIONS...220.20%0.21%0.23%Q4 2023Q1 20242
SAP SAP SE220.17%0.18%0.19%Q4 2023Q1 20242
VLO VALERO ENERGY CORP220.17%0.18%0.20%Q4 2023Q1 20242
TM TOYOTA MOTOR CORP220.16%0.18%0.20%Q4 2023Q1 20242
PH PARKER-HANNIFIN CORP220.17%0.18%0.18%Q4 2023Q1 20242
ZBRA ZEBRA TECHNOLOGIES COR...220.17%0.18%0.18%Q4 2023Q1 20242
ING ING GROEP N.V.220.17%0.17%0.18%Q4 2023Q1 20242
TMUS T-MOBILE US INC220.15%0.16%0.18%Q4 2023Q1 20242
ROK ROCKWELL AUTOMATION INC220.14%0.16%0.18%Q4 2023Q1 20242
ZS ZSCALER INC220.14%0.16%0.19%Q4 2023Q1 20242
SHELL PLC220.16%0.16%0.17%Q4 2023Q1 20242
SLB SCHLUMBERGER LTD220.16%0.16%0.16%Q4 2023Q1 20242
SNY SANOFI220.15%0.16%0.18%Q4 2023Q1 20242
UPWK UPWORK INC220.13%0.15%0.17%Q4 2023Q1 20242
MDB MONGODB INC220.13%0.15%0.16%Q4 2023Q1 20242
ASAN ASANA INC220.12%0.13%0.14%Q4 2023Q1 20242
CMCSA COMCAST CORP NEW220.06%0.07%0.08%Q4 2023Q1 20242
NFLT ETFIS SER TR I112.09%2.09%2.09%Q2 2024Q2 20241
SPIB SPDR SER TR110.68%0.68%0.68%Q2 2024Q2 20241
SMCI SUPER MICRO COMPUTER INC110.55%0.55%0.55%Q2 2024Q2 20241
NVO NOVO-NORDISK A S110.36%0.36%0.36%Q1 2024Q1 20241
RIVIAN AUTOMOTIVE INC110.22%0.22%0.22%Q1 2024Q1 20241
EBAY EBAY INC.110.19%0.19%0.19%Q1 2024Q1 20241
DIS DISNEY WALT CO110.17%0.17%0.17%Q4 2023Q4 20231
SOLVENTUM CORP110.09%0.09%0.09%Q2 2024Q2 20241
IEI ISHARES TR110.08%0.08%0.08%Q4 2023Q4 20231
VOO VANGUARD INDEX FDS110.08%0.08%0.08%Q4 2023Q4 20231
SCHX SCHWAB STRATEGIC TR110.05%0.05%0.05%Q2 2024Q2 20241
FBND FIDELITY MERRIMACK STR TR110.05%0.05%0.05%Q1 2024Q1 20241
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The securities at the top of the list , including APPLE INC, AMAZON COM INC, and NVIDIA CORPORATION, are the highest-conviction holdings of STRATEGIC PLANNING GROUP, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by STRATEGIC PLANNING GROUP, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that STRATEGIC PLANNING GROUP, LLC owns currently or has owned in the past.