S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- Latest filing
- Aug 4, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 19, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 85
- +2 vs. Q3 2022
- Portfolio value
- $230.7M
- +$16.9M (+7.9%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FFord Motor Co | Stock | 13,000 | $151.2K | 0.1% | 00.0% | Unchanged | History |
| CLFCleveland-Cliffs Inc. | COM | 10,000 | $161.1K | 0.1% | 00.0% | Unchanged | History |
| Golden Ocean Group LtdG39637205 | SHS NEW | 22,000 | $191.2K | 0.1% | +12,000+120.0% | Added | – |
| Crescent PT Energy Corp22576C101 | COM | 28,000 | $200.2K | 0.1% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 773 | $203.7K | 0.1% | +773 | New | History |
| PGProcter & Gamble Co | Stock | 1,393 | $211.1K | 0.1% | −273−16.4% | Reduced | History |
| DHIHorton D R Inc | COM | 2,400 | $213.9K | 0.1% | +2,400 | New | History |
| EQNREquinor ASA | SPONSORED ADR | 6,000 | $214.9K | 0.1% | +6,000 | New | History |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 4,308 | $216.3K | 0.1% | +20.0% | Added | History |
| BCSBarclays PLC | ADR | 30,000 | $234.0K | 0.1% | 00.0% | Unchanged | History |
| RFRegions Financial Corp | COM | 11,000 | $237.2K | 0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 2,248 | $248.0K | 0.1% | +2,248 | New | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,649 | $250.1K | 0.1% | 00.0% | Unchanged | – |
| BMYBristol Myers Squibb Co | Stock | 3,600 | $259.0K | 0.1% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 855 | $264.1K | 0.1% | +855 | New | History |
| ROKRockwell Automation, Inc | Stock | 1,034 | $266.3K | 0.1% | +1,034 | New | History |
| SOSouthern Co | Stock | 3,918 | $279.8K | 0.1% | +2+0.1% | Added | History |
| WMWaste Management Inc | Stock | 1,966 | $308.4K | 0.1% | +172+9.6% | Added | History |
| AMATApplied Materials Inc | Stock | 3,262 | $317.7K | 0.1% | +280+9.4% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 1,993 | $320.2K | 0.1% | 00.0% | Unchanged | History |
| AWKAmerican Water Works Company, Inc. | Stock | 2,116 | $322.5K | 0.1% | +173+8.9% | Added | History |
| CLColgate Palmolive Co | Stock | 4,174 | $328.9K | 0.1% | +414+11.0% | Added | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,687 | $336.2K | 0.1% | +2,687 | New | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 15,091 | $339.8K | 0.1% | +15,091 | New | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,300 | $349.3K | 0.2% | 00.0% | Unchanged | – |
| EMREmerson Electric Co | Stock | 3,844 | $369.3K | 0.2% | +256+7.1% | Added | History |
| CTVACorteva, Inc. | Stock | 6,661 | $391.5K | 0.2% | +1,149+20.8% | Added | History |
| MMM3M Co | Stock | 3,470 | $416.1K | 0.2% | +628+22.1% | Added | History |
| ACNAccenture plc | Stock | 1,573 | $419.7K | 0.2% | +119+8.2% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,164 | $463.6K | 0.2% | 00.0% | Unchanged | – |
| CSCOCisco Systems, Inc. | Stock | 9,935 | $473.3K | 0.2% | +630+6.8% | Added | History |
| IFFInternational Flavors & Fragrances Inc | COM | 4,623 | $484.7K | 0.2% | −182−3.8% | Reduced | History |
| DISWalt Disney Co | Stock | 6,273 | $545.0K | 0.2% | +6,273 | New | History |
| MDTMedtronic plc | Stock | 7,018 | $545.4K | 0.2% | −1,931−21.6% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 28,918 | $547.3K | 0.2% | +28,918 | New | – |
| JLLJones Lang Lasalle Inc | COM | 3,501 | $558.0K | 0.2% | −327−8.5% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 2,365 | $564.9K | 0.2% | −187−7.3% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 1,983 | $611.3K | 0.3% | −196−9.0% | Reduced | History |
| RTXRTX Corp | Stock | 6,771 | $683.3K | 0.3% | +509+8.1% | Added | History |
| IBMInternational Business Machines Corp | Stock | 5,365 | $755.8K | 0.3% | −550−9.3% | Reduced | History |
| LOWLowes Companies Inc | Stock | 3,838 | $764.7K | 0.3% | +1,342+53.8% | Added | History |
| WMTWalmart Inc. | Stock | 5,549 | $786.8K | 0.3% | +46+0.8% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,475 | $802.0K | 0.3% | −206−2.4% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,217 | $1.02M | 0.4% | +74+1.8% | Added | – |
| GDGeneral Dynamics Corp | Stock | 4,323 | $1.07M | 0.5% | −85−1.9% | Reduced | History |
| INTCIntel Corp | Stock | 40,591 | $1.07M | 0.5% | +9,690+31.4% | Added | History |
| SBUXStarbucks Corp | Stock | 12,661 | $1.26M | 0.5% | +877+7.4% | Added | History |
| XYLXylem Inc. | COM | 12,452 | $1.38M | 0.6% | +253+2.1% | Added | History |
| PHParker-Hannifin Corp | Stock | 5,339 | $1.55M | 0.7% | +17+0.3% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 41,628 | $1.87M | 0.8% | −757−1.8% | Reduced | – |
| EQIXEquinix Inc | COM | 3,177 | $2.08M | 0.9% | +663+26.4% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 16,471 | $2.21M | 1.0% | +921+5.9% | Added | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 69,428 | $3.13M | 1.4% | −5,104−6.8% | Reduced | – |
| AAgilent Technologies, Inc. | COM | 22,100 | $3.31M | 1.4% | −241−1.1% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 6,259 | $3.32M | 1.4% | −32−0.5% | Reduced | History |
| JNJJohnson & Johnson | Stock | 19,586 | $3.46M | 1.5% | −858−4.2% | Reduced | History |
| MAMastercard Inc | Stock | 11,011 | $3.83M | 1.7% | +1,166+11.8% | Added | History |
| VVisa Inc. | Stock | 19,046 | $3.96M | 1.7% | −10.0% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 7,949 | $4.38M | 1.9% | +1,489+23.0% | Added | History |
| CSGPCostar Group, Inc. | COM | 60,393 | $4.67M | 2.0% | −5,971−9.0% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 219,653 | $4.86M | 2.1% | +32,348+17.3% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 221,104 | $4.89M | 2.1% | +32,769+17.4% | Added | – |
| LMTLockheed Martin Corp | Stock | 10,155 | $4.94M | 2.1% | −139−1.4% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 213,426 | $4.97M | 2.2% | +30,862+16.9% | Added | – |
| ENBEnbridge Inc | Stock | 131,457 | $5.14M | 2.2% | +302+0.2% | Added | History |
| USBUS Bancorp DE | COM NEW | 122,308 | $5.33M | 2.3% | +9,140+8.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 45,954 | $5.53M | 2.4% | +6,352+16.0% | Added | History |
| DDominion Energy, Inc | Stock | 95,006 | $5.83M | 2.5% | +12,457+15.1% | Added | History |
| COSTCostco Wholesale Corp | Stock | 12,833 | $5.86M | 2.5% | +868+7.3% | Added | History |
| VLOValero Energy Corp | Stock | 49,072 | $6.23M | 2.7% | −1,592−3.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 74,618 | $6.58M | 2.9% | +6,220+9.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 78,484 | $6.59M | 2.9% | +19,471+33.0% | Added | History |
| HDHome Depot, Inc. | Stock | 21,108 | $6.67M | 2.9% | +75+0.4% | Added | History |
| HONHoneywell International Inc | COM | 31,859 | $6.83M | 3.0% | −142−0.4% | Reduced | History |
| ECLEcolab Inc. | Stock | 47,594 | $6.93M | 3.0% | +3,317+7.5% | Added | History |
| CBRECbre Group, Inc. | CL A | 94,228 | $7.25M | 3.1% | +8,039+9.3% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 29,350 | $7.28M | 3.2% | +2,894+10.9% | Added | History |
| NEENextera Energy Inc | Stock | 88,583 | $7.41M | 3.2% | +2,831+3.3% | Added | History |
| LINLinde PLC | SHS | 22,819 | $7.44M | 3.2% | +589+2.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 32,211 | $7.72M | 3.3% | +2,950+10.1% | Added | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 124,419 | $8.08M | 3.5% | +20,310+19.5% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 422,316 | $8.65M | 3.7% | +43,129+11.4% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 413,479 | $8.67M | 3.8% | +35,696+9.4% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 431,475 | $8.69M | 3.8% | +46,425+12.1% | Added | – |
| AAPLApple Inc. | Stock | 93,879 | $12.2M | 5.3% | +4,013+4.5% | Added | History |
Sold out since Q3 2022 (8)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 375,457 | $7.95M | 3.7% | – |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 199,344 | $4.38M | 2.0% | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 5,241 | $231.0K | 0.1% | – |
| CVSCVS Health Corp | Stock | 2,332 | $222.0K | 0.1% | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 16,000 | $197.0K | 0.1% | History |
| JRSNuveen Real Estate Income Fund | COM | 10,000 | $77.0K | <0.1% | History |
| UXINUxin Ltd | ADS | 13,890 | $8.00K | <0.1% | History |
| IBIOiBio, Inc. | COM NEW | 17,080 | $3.00K | <0.1% | History |