S.E.E.D. Planning Group LLC Top Holdings and 13F Report (2025) About S.E.E.D. Planning Group LLCInvestment ActivityS.E.E.D. Planning Group LLC has $296.73 million in total holdings as of March 31, 2025.S.E.E.D. Planning Group LLC owns shares of 73 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 12.21% of the portfolio was purchased this quarter.About 10.64% of the portfolio was sold this quarter.This quarter, S.E.E.D. Planning Group LLC has purchased 75 new stocks and bought additional shares in 32 stocks.S.E.E.D. Planning Group LLC sold shares of 33 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $14,236,711Amazon.com $14,034,290VanEck Morningstar Wide Moat ETF $12,938,413NextEra Energy $11,907,487Meta Platforms $11,334,272 Largest New Holdings this Quarter 713448108 - PepsiCo $1,605,884 Holding03524A108 - Anheuser-Busch InBev SA/NV $221,734 Holding030420103 - American Water Works $202,426 Holding Largest Purchases this Quarter United Parcel Service 76,566 shares (about $8.42M)Agilent Technologies 49,046 shares (about $5.74M)Lockheed Martin 9,491 shares (about $4.24M)Lowe's Companies 11,131 shares (about $2.60M)Colgate-Palmolive 23,372 shares (about $2.19M) Largest Sales this Quarter Honeywell International 41,312 shares (about $8.75M)VanEck Morningstar Wide Moat ETF 24,241 shares (about $2.13M)Starbucks 17,170 shares (about $1.68M)General Dynamics 3,735 shares (about $1.02M)CBRE Group 6,044 shares (about $790.43K) Sector Allocation Over TimeMap of 500 Largest Holdings ofS.E.E.D. Planning Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$14,236,711$134,832 ▲1.0%64,0924.8%Computer and TechnologyAMZNAmazon.com$14,034,290$709,667 ▲5.3%73,7644.7%Retail/WholesaleMOATVanEck Morningstar Wide Moat ETF$12,938,413$2,133,214 ▼-14.2%147,0274.4%ETFNEENextEra Energy$11,907,487$915,404 ▲8.3%167,9714.0%UtilitiesMETAMeta Platforms$11,334,272$80,115 ▼-0.7%19,6653.8%Computer and TechnologyGOOGLAlphabet$10,960,247$1,854,440 ▲20.4%70,8763.7%Computer and TechnologyENBEnbridge$10,936,635$701,516 ▼-6.0%246,8213.7%EnergyMSFTMicrosoft$10,826,342$758,670 ▲7.5%28,8403.6%Computer and TechnologyAAgilent Technologies$10,719,250$5,737,413 ▲115.2%91,6333.6%MedicalCBRECBRE Group$9,444,379$790,432 ▼-7.7%72,2163.2%FinanceUPSUnited Parcel Service$8,856,003$8,421,540 ▲1,938.4%80,5163.0%TransportationLMTLockheed Martin$8,616,119$4,239,713 ▲96.9%19,2882.9%AerospaceUSBU.S. Bancorp$8,460,122$686,750 ▲8.8%200,3822.9%FinanceELEstée Lauder Companies$8,431,705$581,658 ▼-6.5%127,7532.8%Consumer StaplesCOSTCostco Wholesale$7,785,027$482,367 ▼-5.8%8,2312.6%Retail/WholesaleXOMExxon Mobil$7,585,855$573,958 ▲8.2%63,7842.6%EnergyLINDE PLC$6,730,826$473,556 ▲7.6%14,4552.3%SHSMAMastercard$6,461,405$668,175 ▼-9.4%11,7882.2%Business ServicesCTVACorteva$6,074,264$26,494 ▲0.4%96,5242.0%Consumer StaplesAMTAmerican Tower$6,061,832$46,566 ▲0.8%27,8582.0%FinanceUNHUnitedHealth Group$5,988,155$391,773 ▲7.0%11,4332.0%MedicalHDHome Depot$5,730,126$102,252 ▼-1.8%15,6351.9%Retail/WholesaleLOWLowe's Companies$5,525,428$2,596,072 ▲88.6%23,6911.9%Retail/WholesaleIFFInternational Flavors & Fragrances$5,521,738$624,219 ▲12.7%71,1471.9%Basic MaterialsTMOThermo Fisher Scientific$5,460,886$173,172 ▲3.3%10,9741.8%MedicalVVisa$5,113,843$734,905 ▼-12.6%14,5921.7%Business ServicesVLOValero Energy$4,428,307$192,690 ▼-4.2%33,5301.5%EnergyCSGPCoStar Group$3,782,555$47,855 ▼-1.2%47,7411.3%Computer and TechnologyECLEcolab$3,613,087$675,362 ▼-15.7%14,2521.2%Basic MaterialsBSCQInvesco BulletShares 2026 Corporate Bond ETF$3,523,367$222,403 ▲6.7%180,8711.2%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$3,460,632$122,418 ▲3.7%176,6531.2%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$3,286,221$754,634 ▲29.8%177,3461.1%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$3,286,098$755,168 ▲29.8%161,4791.1%ETFCLColgate-Palmolive$3,006,926$2,189,956 ▲268.1%32,0911.0%Consumer StaplesJPMJPMorgan Chase & Co.$2,838,555$188,632 ▼-6.2%11,5721.0%FinanceEQIXEquinix$2,303,444$63,600 ▲2.8%2,8250.8%FinanceRTXRTX$2,263,087$705,352 ▼-23.8%17,0850.8%AerospaceSOSouthern$2,197,216$97,006 ▼-4.2%23,8960.7%UtilitiesVTIVanguard Total Stock Market ETF$2,140,4540.0%7,7880.7%ETFSCHXSchwab US Large-Cap ETF$2,095,414$135,902 ▼-6.1%94,9010.7%ETFBRK.BBerkshire Hathaway$2,074,450$5,326 ▼-0.3%3,8950.7%FinanceAPDAir Products and Chemicals$2,002,294$45,125 ▼-2.2%6,7890.7%Basic MaterialsBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$1,669,404$63,137 ▼-3.6%74,5110.6%ETFIBMInternational Business Machines$1,668,731$90,262 ▲5.7%6,7110.6%Computer and TechnologyBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$1,622,075$24,571 ▼-1.5%70,3720.5%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$1,614,998$27,851 ▼-1.7%69,6420.5%ETFPEPPepsiCo$1,605,884$1,605,884 ▲New Holding10,7100.5%Consumer StaplesBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$1,564,356$356,930 ▲29.6%72,2900.5%ManufacturingAMATApplied Materials$1,520,710$398,064 ▲35.5%10,4790.5%Computer and TechnologyACNAccenture$1,314,215$59,907 ▲4.8%4,2120.4%Computer and TechnologySPGIS&P Global$1,056,002$588,983 ▲126.1%2,0780.4%Business ServicesADPAutomatic Data Processing$936,075$87,375 ▼-8.5%3,0640.3%Business ServicesWMTWalmart$893,966$66,106 ▼-6.9%10,1830.3%Retail/WholesaleWTWWillis Towers Watson Public$810,742$21,629 ▼-2.6%2,3990.3%FinanceIJHiShares Core S&P Mid-Cap ETF$787,522$59,281 ▼-7.0%13,4970.3%ETFNOCNorthrop Grumman$738,093$37,365 ▲5.3%1,4420.2%AerospaceIWFiShares Russell 1000 Growth ETF$657,906$11,555 ▼-1.7%1,8220.2%ETFHONHoneywell International$644,197$8,748,543 ▼-93.1%3,0420.2%Multi-Sector ConglomeratesIJRiShares Core S&P Small-Cap ETF$585,142$6,169 ▲1.1%5,5960.2%ETFSBUXStarbucks$545,921$1,684,057 ▼-75.5%5,5660.2%Retail/WholesaleDISWalt Disney$537,453$37,015 ▼-6.4%5,4450.2%Consumer DiscretionaryXYLXylem$496,715$2,509 ▼-0.5%4,1580.2%Business ServicesROKRockwell Automation$490,796$14,724 ▼-2.9%1,9000.2%Computer and TechnologyCDNSCadence Design Systems$450,6730.0%1,7720.2%Computer and TechnologyPGProcter & Gamble$368,550$146,193 ▲65.7%2,1630.1%Consumer StaplesSDYSPDR S&P Dividend ETF$364,5720.0%2,6870.1%ETFNVDANVIDIA$323,350$51,814 ▲19.1%2,9830.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$310,2760.0%1,6490.1%ETFGDGeneral Dynamics$242,813$1,017,852 ▼-80.7%8910.1%AerospaceORCLOracle$238,9350.0%1,7090.1%Computer and TechnologyBUDAnheuser-Busch InBev SA/NV$221,734$221,734 ▲New Holding3,6020.1%Consumer StaplesMCDMcDonald's$204,506$617,889 ▼-75.1%6550.1%Retail/WholesaleAWKAmerican Water Works$202,426$202,426 ▲New Holding1,3720.1%UtilitiesJNJJohnson & Johnson$0$5,310,497 ▼-100.0%00.0%MedicalPHParker-Hannifin$0$2,397,833 ▼-100.0%00.0%IndustrialsCMCSAComcast$0$1,813,037 ▼-100.0%00.0%Consumer DiscretionaryBSCPInvesco BulletShares 2025 Corporate Bond ETF$0$694,687 ▼-100.0%00.0%ETFNKENIKE$0$497,152 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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