| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 3 | Q2 2024 | 5.8% |
| AMAZON COM INC | 3 | Q2 2024 | 4.9% |
| NVIDIA CORPORATION | 3 | Q2 2024 | 5.6% |
| MICROSOFT CORP | 3 | Q2 2024 | 4.0% |
| INVESCO EXCH TRADED FD TR II | 3 | Q2 2024 | 3.2% |
| ALPHABET INC | 3 | Q2 2024 | 3.5% |
| J P MORGAN EXCHANGE TRADED F | 3 | Q2 2024 | 3.2% |
| J P MORGAN EXCHANGE TRADED F | 3 | Q2 2024 | 2.8% |
| FIRST TR EXCHANGE-TRADED FD | 3 | Q2 2024 | 2.9% |
| FIRST TR VALUE LINE DIVID IN | 3 | Q2 2024 | 2.7% |
View STRATEGIC PLANNING GROUP, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-04-12 |
View STRATEGIC 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.