Skip to main content
Livermore
Livermore
ZHEN

S.E.E.D. Planning Group LLC

SEC CIK
0001765515
Latest filing
Aug 4, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 8, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
73
−2 vs. Q4 2024
Portfolio value
$296.7M
−$2.88M (−1.0%) vs. Q4 2024
Filed
Apr 8, 2025
SEC
Holdings of S.E.E.D. Planning Group LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AWKAmerican Water Works Company, Inc.Stock1,372$202.4K0.1%+1,372NewHistory
MCDMcDonalds CorpStock655$204.5K0.1%−1,979−75.1%ReducedHistory
BUDAnheuser-Busch InBev SA/NVADR3,602$221.7K0.1%+3,602NewHistory
ORCLOracle CorpStock1,709$238.9K0.1%00.0%UnchangedHistory
GDGeneral Dynamics CorpStock891$242.8K0.1%−3,735−80.7%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF1,649$310.3K0.1%00.0%Unchanged–
NVDANVIDIA CorpStock2,983$323.4K0.1%+478+19.1%AddedHistory
SPDR Series Trust78464A763ST STR SP DIV2,687$364.6K0.1%00.0%Unchanged–
PGProcter & Gamble CoStock2,163$368.6K0.1%+858+65.7%AddedHistory
CDNSCadence Design Systems IncStock1,772$450.7K0.2%00.0%UnchangedHistory
ROKRockwell Automation, IncStock1,900$490.8K0.2%−57−2.9%ReducedHistory
XYLXylem Inc.COM4,158$496.7K0.2%−21−0.5%ReducedHistory
DISWalt Disney CoStock5,445$537.5K0.2%−375−6.4%ReducedHistory
SBUXStarbucks CorpStock5,566$545.9K0.2%−17,170−75.5%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF5,596$585.1K0.2%+59+1.1%Added–
HONHoneywell International IncCOM3,042$644.2K0.2%−41,312−93.1%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF1,822$657.9K0.2%−32−1.7%Reduced–
NOCNorthrop Grumman CorpStock1,442$738.1K0.2%+73+5.3%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF13,497$787.5K0.3%−1,016−7.0%Reduced–
WTWWillis Towers Watson PLCSHS2,399$810.7K0.3%−64−2.6%ReducedHistory
WMTWalmart Inc.Stock10,183$894.0K0.3%−753−6.9%ReducedHistory
ADPAutomatic Data Processing IncStock3,064$936.1K0.3%−286−8.5%ReducedHistory
SPGIS&P Global Inc.Stock2,078$1.06M0.4%+1,159+126.1%AddedHistory
ACNAccenture plcStock4,212$1.31M0.4%+192+4.8%AddedHistory
AMATApplied Materials IncStock10,479$1.52M0.5%+2,743+35.5%AddedHistory
Invesco Exch TRD SLF Idx FD46138J452INVSCO 28 HYCORP72,290$1.56M0.5%+16,494+29.6%Added–
PEPPepsiCo IncStock10,710$1.61M0.5%+10,710NewHistory
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 2669,642$1.61M0.5%−1,201−1.7%Reduced–
Invesco Exch TRD SLF Idx FD46138J817BULSHS 2025 HY70,372$1.62M0.5%−1,066−1.5%Reduced–
IBMInternational Business Machines CorpStock6,711$1.67M0.6%+363+5.7%AddedHistory
Invesco Exch TRD SLF Idx FD46138J585BULETSHS 202774,511$1.67M0.6%−2,818−3.6%Reduced–
APDAir Products & Chemicals, Inc.Stock6,789$2.00M0.7%−153−2.2%ReducedHistory
BRK.BBerkshire Hathaway IncStock3,895$2.07M0.7%−10−0.3%ReducedHistory
Schwab U.S. Large-Cap ETF808524201ETF94,901$2.10M0.7%−6,155−6.1%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF7,788$2.14M0.7%00.0%Unchanged–
SOSouthern CoStock23,896$2.20M0.7%−1,055−4.2%ReducedHistory
RTXRTX CorpStock17,085$2.26M0.8%−5,325−23.8%ReducedHistory
EQIXEquinix IncCOM2,825$2.30M0.8%+78+2.8%AddedHistory
JPMJPMorgan Chase & CoStock11,572$2.84M1.0%−769−6.2%ReducedHistory
CLColgate Palmolive CoStock32,091$3.01M1.0%+23,372+268.1%AddedHistory
Invesco Exch TRD SLF Idx FD46138J643INVSCO BLSH 28161,479$3.29M1.1%+37,109+29.8%Added–
Invesco Exch TRD SLF Idx FD46138J577BULETSHS 2029177,346$3.29M1.1%+40,725+29.8%Added–
Invesco Exch TRD SLF Idx FD46138J783BULSHS 2027 CB176,653$3.46M1.2%+6,249+3.7%Added–
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB180,871$3.52M1.2%+11,417+6.7%Added–
ECLEcolab Inc.Stock14,252$3.61M1.2%−2,664−15.7%ReducedHistory
CSGPCostar Group, Inc.COM47,741$3.78M1.3%−604−1.2%ReducedHistory
VLOValero Energy CorpStock33,530$4.43M1.5%−1,459−4.2%ReducedHistory
VVisa Inc.Stock14,592$5.11M1.7%−2,097−12.6%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock10,974$5.46M1.8%+348+3.3%AddedHistory
IFFInternational Flavors & Fragrances IncCOM71,147$5.52M1.9%+8,043+12.7%AddedHistory
LOWLowes Companies IncStock23,691$5.53M1.9%+11,131+88.6%AddedHistory
HDHome Depot, Inc.Stock15,635$5.73M1.9%−279−1.8%ReducedHistory
UNHUnitedHealth Group IncStock11,433$5.99M2.0%+748+7.0%AddedHistory
AMTAmerican Tower CorpREIT27,858$6.06M2.0%+214+0.8%AddedHistory
CTVACorteva, Inc.Stock96,524$6.07M2.0%+421+0.4%AddedHistory
MAMastercard IncStock11,788$6.46M2.2%−1,219−9.4%ReducedHistory
LINLinde PLCStock14,455$6.73M2.3%+1,017+7.6%AddedHistory
XOMExxonMobil Holdings CorpCOM63,784$7.59M2.6%+4,826+8.2%AddedHistory
COSTCostco Wholesale CorpStock8,231$7.79M2.6%−510−5.8%ReducedHistory
ELEstee Lauder Companies IncCL A127,753$8.43M2.8%−8,813−6.5%ReducedHistory
USBUS Bancorp DECOM NEW200,382$8.46M2.9%+16,266+8.8%AddedHistory
LMTLockheed Martin CorpStock19,288$8.62M2.9%+9,491+96.9%AddedHistory
UPSUnited Parcel Service IncStock80,516$8.86M3.0%+76,566+1,938.4%AddedHistory
CBRECbre Group, Inc.CL A72,216$9.44M3.2%−6,044−7.7%ReducedHistory
AAgilent Technologies, Inc.COM91,633$10.7M3.6%+49,046+115.2%AddedHistory
MSFTMicrosoft CorpStock28,840$10.8M3.6%+2,021+7.5%AddedHistory
ENBEnbridge IncStock246,821$10.9M3.7%−15,832−6.0%ReducedHistory
GOOGLAlphabet Inc.Stock70,876$11.0M3.7%+11,992+20.4%AddedHistory
METAMeta Platforms, Inc.Stock19,665$11.3M3.8%−139−0.7%ReducedHistory
NEENextera Energy IncStock167,971$11.9M4.0%+12,913+8.3%AddedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF147,027$12.9M4.4%−24,241−14.2%Reduced–
AMZNAmazon Com IncStock73,764$14.0M4.7%+3,730+5.3%AddedHistory
AAPLApple Inc.Stock64,092$14.2M4.8%+607+1.0%AddedHistory

Sold out since Q4 2024 (5)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of S.E.E.D. Planning Group LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
JNJJohnson & JohnsonStock36,720$5.31M1.8%History
PHParker-Hannifin CorpStock3,770$2.40M0.8%History
CMCSAComcast CorpStock48,309$1.81M0.6%History
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB33,641$694.7K0.2%–
NKENIKE, Inc.Stock6,570$497.2K0.2%History