S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- Latest filing
- Aug 4, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 75
- +2 vs. Q3 2024
- Portfolio value
- $299.6M
- −$1.98M (−0.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PGProcter & Gamble Co | Stock | 1,305 | $218.8K | 0.1% | +19+1.5% | Added | History |
| ORCLOracle Corp | Stock | 1,709 | $284.8K | 0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,649 | $305.3K | 0.1% | 00.0% | Unchanged | – |
| NVDANVIDIA Corp | Stock | 2,505 | $336.5K | 0.1% | −654−20.7% | Reduced | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,687 | $355.0K | 0.1% | 00.0% | Unchanged | – |
| SPGIS&P Global Inc. | Stock | 919 | $457.7K | 0.2% | +919 | New | History |
| XYLXylem Inc. | COM | 4,179 | $484.8K | 0.2% | −690−14.2% | Reduced | History |
| NKENIKE, Inc. | Stock | 6,570 | $497.2K | 0.2% | +6,570 | New | History |
| UPSUnited Parcel Service Inc | Stock | 3,950 | $498.0K | 0.2% | +3,950 | New | History |
| CDNSCadence Design Systems Inc | Stock | 1,772 | $532.4K | 0.2% | −221−11.1% | Reduced | History |
| ROKRockwell Automation, Inc | Stock | 1,957 | $559.2K | 0.2% | −5−0.3% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,537 | $637.9K | 0.2% | +28+0.5% | Added | – |
| NOCNorthrop Grumman Corp | Stock | 1,369 | $642.5K | 0.2% | +296+27.6% | Added | History |
| DISWalt Disney Co | Stock | 5,820 | $648.1K | 0.2% | −20,250−77.7% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 33,641 | $694.7K | 0.2% | −119,180−78.0% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,854 | $744.5K | 0.2% | −3−0.2% | Reduced | – |
| MCDMcDonalds Corp | Stock | 2,634 | $763.7K | 0.3% | +1,662+171.0% | Added | History |
| WTWWillis Towers Watson PLC | SHS | 2,463 | $771.5K | 0.3% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 8,719 | $792.7K | 0.3% | −120−1.4% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,513 | $904.3K | 0.3% | −15−0.1% | Reduced | – |
| ADPAutomatic Data Processing Inc | Stock | 3,350 | $980.7K | 0.3% | −118−3.4% | Reduced | History |
| WMTWalmart Inc. | Stock | 10,936 | $988.1K | 0.3% | −843−7.2% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 55,796 | $1.21M | 0.4% | +55,796 | New | – |
| GDGeneral Dynamics Corp | Stock | 4,626 | $1.22M | 0.4% | +445+10.6% | Added | History |
| AMATApplied Materials Inc | Stock | 7,736 | $1.26M | 0.4% | +3,059+65.4% | Added | History |
| IBMInternational Business Machines Corp | Stock | 6,348 | $1.40M | 0.5% | +126+2.0% | Added | History |
| ACNAccenture plc | Stock | 4,020 | $1.41M | 0.5% | −308−7.1% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 71,438 | $1.65M | 0.6% | −15,893−18.2% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 70,843 | $1.65M | 0.6% | −15,843−18.3% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 77,329 | $1.73M | 0.6% | −13,009−14.4% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,905 | $1.77M | 0.6% | +3,147+415.2% | Added | History |
| CMCSAComcast Corp | Stock | 48,309 | $1.81M | 0.6% | +5,795+13.6% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 6,942 | $2.01M | 0.7% | +1,559+29.0% | Added | History |
| SOSouthern Co | Stock | 24,951 | $2.05M | 0.7% | −43−0.2% | Reduced | History |
| SBUXStarbucks Corp | Stock | 22,736 | $2.07M | 0.7% | −2,037−8.2% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,788 | $2.26M | 0.8% | 00.0% | Unchanged | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 101,056 | $2.34M | 0.8% | −1,928−1.9% | ReducedConverted for a 3-for-1 split | – |
| PHParker-Hannifin Corp | Stock | 3,770 | $2.40M | 0.8% | −151−3.9% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 124,370 | $2.50M | 0.8% | +124,370 | New | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 136,621 | $2.51M | 0.8% | +136,621 | New | – |
| EQIXEquinix Inc | COM | 2,747 | $2.59M | 0.9% | −180−6.1% | Reduced | History |
| RTXRTX Corp | Stock | 22,410 | $2.59M | 0.9% | −296−1.3% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 12,341 | $2.96M | 1.0% | −617−4.8% | Reduced | History |
| LOWLowes Companies Inc | Stock | 12,560 | $3.10M | 1.0% | +97+0.8% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 169,454 | $3.29M | 1.1% | +6,593+4.0% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 170,404 | $3.32M | 1.1% | +8,080+5.0% | Added | – |
| CSGPCostar Group, Inc. | COM | 48,345 | $3.46M | 1.2% | +3,184+7.1% | Added | History |
| ECLEcolab Inc. | Stock | 16,916 | $3.96M | 1.3% | −25,607−60.2% | Reduced | History |
| VLOValero Energy Corp | Stock | 34,989 | $4.29M | 1.4% | −504−1.4% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 9,797 | $4.76M | 1.6% | +461+4.9% | Added | History |
| AMTAmerican Tower Corp | REIT | 27,644 | $5.07M | 1.7% | +3,460+14.3% | Added | History |
| VVisa Inc. | Stock | 16,689 | $5.27M | 1.8% | −805−4.6% | Reduced | History |
| JNJJohnson & Johnson | Stock | 36,720 | $5.31M | 1.8% | −1,340−3.5% | Reduced | History |
| IFFInternational Flavors & Fragrances Inc | COM | 63,104 | $5.34M | 1.8% | +49,761+372.9% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 10,685 | $5.40M | 1.8% | +918+9.4% | Added | History |
| CTVACorteva, Inc. | Stock | 96,103 | $5.47M | 1.8% | +33,886+54.5% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 10,626 | $5.53M | 1.8% | +618+6.2% | Added | History |
| LINLinde PLC | Stock | 13,438 | $5.63M | 1.9% | −542−3.9% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 42,587 | $5.72M | 1.9% | +4,805+12.7% | Added | History |
| HDHome Depot, Inc. | Stock | 15,914 | $6.19M | 2.1% | −1,138−6.7% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 58,958 | $6.34M | 2.1% | +7,973+15.6% | Added | History |
| MAMastercard Inc | Stock | 13,007 | $6.85M | 2.3% | −972−7.0% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 8,741 | $8.01M | 2.7% | −524−5.7% | Reduced | History |
| USBUS Bancorp DE | COM NEW | 184,116 | $8.81M | 2.9% | −9,670−5.0% | Reduced | History |
| HONHoneywell International Inc | COM | 44,354 | $10.0M | 3.3% | −2,268−4.9% | Reduced | History |
| ELEstee Lauder Companies Inc | CL A | 136,566 | $10.2M | 3.4% | +19,017+16.2% | Added | History |
| CBRECbre Group, Inc. | CL A | 78,260 | $10.3M | 3.4% | −7,834−9.1% | Reduced | History |
| NEENextera Energy Inc | Stock | 155,058 | $11.1M | 3.7% | +15,138+10.8% | Added | History |
| ENBEnbridge Inc | Stock | 262,653 | $11.1M | 3.7% | −11,912−4.3% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 58,884 | $11.1M | 3.7% | −1,511−2.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 26,819 | $11.3M | 3.8% | +1,347+5.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 19,804 | $11.6M | 3.9% | +1,425+7.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 70,034 | $15.4M | 5.1% | −5,477−7.3% | Reduced | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 171,268 | $15.9M | 5.3% | +23,544+15.9% | Added | – |
| AAPLApple Inc. | Stock | 63,485 | $15.9M | 5.3% | −2,276−3.5% | Reduced | History |
Sold out since Q3 2024 (4)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 86,908 | $1.97M | 0.7% | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.38M | 0.5% | History |
| CATCaterpillar Inc | Stock | 860 | $336.4K | 0.1% | History |
| TSLATesla, Inc. | Stock | 1,175 | $307.4K | 0.1% | History |