S.E.E.D. Planning Group LLC Top Holdings and 13F Report (2025)

About S.E.E.D. Planning Group LLC

Investment Activity

S.E.E.D. Planning Group LLC has $299.61 million in total holdings as of December 31, 2024.
S.E.E.D. Planning Group LLC owns shares of 75 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
Approximately 9.51% of the portfolio was purchased this quarter.
About 7.87% of the portfolio was sold this quarter.
This quarter, S.E.E.D. Planning Group LLC has purchased 73 new stocks and bought additional shares in 28 stocks.
S.E.E.D. Planning Group LLC sold shares of 36 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple: $15,897,906
VanEck Morningstar Wide Moat ETF: $15,880,822
Amazon.com: $15,364,670
Meta Platforms: $11,595,700
Microsoft: $11,304,412

Largest New Holdings this Quarter

Invesco BulletShares 2029 Corporate Bond ETF: $2,505,629 Holding
Invesco BulletShares 2028 Corporate Bond ETF: $2,503,568 Holding
Invesco BulletShares 2028 High Yield Corporate Bond ETF: $1,209,657 Holding
United Parcel Service: $498,033 Holding
NIKE: $497,152 Holding

Largest Purchases this Quarter

International Flavors & Fragrances: 49,761 shares (about $4.21M)
Invesco BulletShares 2029 Corporate Bond ETF: 136,621 shares (about $2.51M)
Invesco BulletShares 2028 Corporate Bond ETF: 124,370 shares (about $2.50M)
VanEck Morningstar Wide Moat ETF: 23,544 shares (about $2.18M)
Corteva: 33,886 shares (about $1.93M)

Largest Sales this Quarter

Ecolab: 25,607 shares (about $6.00M)
Invesco BulletShares 2025 Corporate Bond ETF: 119,180 shares (about $2.46M)
Walt Disney: 20,250 shares (about $2.25M)
Amazon.com: 5,477 shares (about $1.20M)
CBRE Group: 7,834 shares (about $1.03M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$15,897,906	$569,956 ▼	-3.5%	63,485	5.3%	Computer and Technology
MOAT VanEck Morningstar Wide Moat ETF	$15,880,822	$2,183,117 ▲	15.9%	171,268	5.3%	ETF
AMZN Amazon.com	$15,364,670	$1,201,592 ▼	-7.3%	70,034	5.1%	Retail/Wholesale
META Meta Platforms	$11,595,700	$834,370 ▲	7.8%	19,804	3.9%	Computer and Technology
MSFT Microsoft	$11,304,412	$567,771 ▲	5.3%	26,819	3.8%	Computer and Technology
GOOGL Alphabet	$11,146,740	$286,032 ▼	-2.5%	58,884	3.7%	Computer and Technology
ENB Enbridge	$11,144,384	$505,427 ▼	-4.3%	262,653	3.7%	Oils/Energy
NEE NextEra Energy	$11,116,132	$1,085,246 ▲	10.8%	155,058	3.7%	Utilities
CBRE CBRE Group	$10,274,725	$1,028,523 ▼	-9.1%	78,260	3.4%	Finance
EL Estée Lauder Companies	$10,239,722	$1,425,895 ▲	16.2%	136,566	3.4%	Consumer Staples
HON Honeywell International	$10,019,146	$512,320 ▼	-4.9%	44,354	3.3%	Multi-Sector Conglomerates
USB U.S. Bancorp	$8,806,255	$462,515 ▼	-5.0%	184,116	2.9%	Finance
COST Costco Wholesale	$8,009,418	$480,144 ▼	-5.7%	8,741	2.7%	Retail/Wholesale
MA Mastercard	$6,849,248	$511,837 ▼	-7.0%	13,007	2.3%	Business Services
XOM Exxon Mobil	$6,342,124	$857,657 ▲	15.6%	58,958	2.1%	Oils/Energy
HD Home Depot	$6,190,367	$442,669 ▼	-6.7%	15,914	2.1%	Retail/Wholesale
A Agilent Technologies	$5,721,159	$645,506 ▲	12.7%	42,587	1.9%	Computer and Technology
LINDE PLC	$5,626,087	$226,919 ▼	-3.9%	13,438	1.9%	SHS
TMO Thermo Fisher Scientific	$5,527,785	$321,492 ▲	6.2%	10,626	1.8%	Medical
CTVA Corteva	$5,474,049	$1,930,154 ▲	54.5%	96,103	1.8%	Consumer Staples
UNH UnitedHealth Group	$5,404,927	$464,363 ▲	9.4%	10,685	1.8%	Medical
IFF International Flavors & Fragrances	$5,335,443	$4,207,292 ▲	372.9%	63,104	1.8%	Basic Materials
JNJ Johnson & Johnson	$5,310,497	$193,793 ▼	-3.5%	36,720	1.8%	Medical
V Visa	$5,274,299	$254,408 ▼	-4.6%	16,689	1.8%	Business Services
AMT American Tower	$5,070,249	$634,606 ▲	14.3%	27,644	1.7%	Finance
LMT Lockheed Martin	$4,760,621	$224,012 ▲	4.9%	9,797	1.6%	Aerospace
VLO Valero Energy	$4,289,302	$61,785 ▼	-1.4%	34,989	1.4%	Oils/Energy
ECL Ecolab	$3,963,657	$6,000,081 ▼	-60.2%	16,916	1.3%	Basic Materials
CSGP CoStar Group	$3,461,019	$227,943 ▲	7.1%	48,345	1.2%	Computer and Technology
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$3,319,470	$157,398 ▲	5.0%	170,404	1.1%	ETF
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$3,292,491	$128,102 ▲	4.0%	169,454	1.1%	ETF
LOW Lowe's Companies	$3,099,782	$23,939 ▲	0.8%	12,560	1.0%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$2,958,206	$147,898 ▼	-4.8%	12,341	1.0%	Finance
RTX RTX	$2,593,342	$34,254 ▼	-1.3%	22,410	0.9%	Aerospace
EQIX Equinix	$2,590,180	$169,724 ▼	-6.1%	2,747	0.9%	Finance
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$2,505,629	$2,505,629 ▲	New Holding	136,621	0.8%	ETF
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$2,503,568	$2,503,568 ▲	New Holding	124,370	0.8%	ETF
PH Parker-Hannifin	$2,397,833	$96,041 ▼	-3.9%	3,770	0.8%	Industrial Products
SCHX Schwab US Large-Cap ETF	$2,342,478	$1,546,755 ▲	194.4%	101,056	0.8%	ETF
VTI Vanguard Total Stock Market ETF	$2,257,040		0.0%	7,788	0.8%	ETF
SBUX Starbucks	$2,074,615	$185,872 ▼	-8.2%	22,736	0.7%	Retail/Wholesale
SO Southern	$2,053,942	$3,540 ▼	-0.2%	24,951	0.7%	Utilities
APD Air Products and Chemicals	$2,013,458	$452,172 ▲	29.0%	6,942	0.7%	Basic Materials
CMCSA Comcast	$1,813,037	$217,486 ▲	13.6%	48,309	0.6%	Consumer Discretionary
BRK.B Berkshire Hathaway	$1,770,058	$1,426,472 ▲	415.2%	3,905	0.6%	Finance
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF	$1,732,170	$291,402 ▼	-14.4%	77,329	0.6%	ETF
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF	$1,648,872	$368,746 ▼	-18.3%	70,843	0.6%	ETF
BSJP Invesco BulletShares 2025 High Yield Corporate Bond ETF	$1,648,075	$366,652 ▼	-18.2%	71,438	0.6%	ETF
ACN Accenture	$1,414,113	$108,345 ▼	-7.1%	4,020	0.5%	Computer and Technology
IBM International Business Machines	$1,395,501	$27,699 ▲	2.0%	6,348	0.5%	Computer and Technology
AMAT Applied Materials	$1,258,179	$497,514 ▲	65.4%	7,736	0.4%	Computer and Technology
GD General Dynamics	$1,218,905	$117,253 ▲	10.6%	4,626	0.4%	Aerospace
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF	$1,209,657	$1,209,657 ▲	New Holding	55,796	0.4%	Manufacturing
WMT Walmart	$988,068	$76,165 ▼	-7.2%	10,936	0.3%	Retail/Wholesale
ADP Automatic Data Processing	$980,687	$34,544 ▼	-3.4%	3,350	0.3%	Business Services
IJH iShares Core S&P Mid-Cap ETF	$904,275	$935 ▼	-0.1%	14,513	0.3%	ETF
CL Colgate-Palmolive	$792,674	$10,910 ▼	-1.4%	8,719	0.3%	Consumer Staples
WTW Willis Towers Watson Public	$771,510		0.0%	2,463	0.3%	Finance
MCD McDonald's	$763,687	$481,871 ▲	171.0%	2,634	0.3%	Retail/Wholesale
IWF iShares Russell 1000 Growth ETF	$744,529	$1,205 ▼	-0.2%	1,854	0.2%	ETF
BSCP Invesco BulletShares 2025 Corporate Bond ETF	$694,687	$2,461,068 ▼	-78.0%	33,641	0.2%	ETF
DIS Walt Disney	$648,103	$2,254,998 ▼	-77.7%	5,820	0.2%	Consumer Discretionary
NOC Northrop Grumman	$642,537	$138,927 ▲	27.6%	1,369	0.2%	Aerospace
IJR iShares Core S&P Small-Cap ETF	$637,938	$3,226 ▲	0.5%	5,537	0.2%	ETF
ROK Rockwell Automation	$559,152	$1,429 ▼	-0.3%	1,957	0.2%	Computer and Technology
CDNS Cadence Design Systems	$532,415	$66,402 ▼	-11.1%	1,772	0.2%	Computer and Technology
UPS United Parcel Service	$498,033	$498,033 ▲	New Holding	3,950	0.2%	Transportation
NKE NIKE	$497,152	$497,152 ▲	New Holding	6,570	0.2%	Consumer Discretionary
XYL Xylem	$484,848	$80,054 ▼	-14.2%	4,179	0.2%	Business Services
SPGI S&P Global	$457,690	$457,690 ▲	New Holding	919	0.2%	Business Services
SDY SPDR S&P Dividend ETF	$354,953		0.0%	2,687	0.1%	ETF
NVDA NVIDIA	$336,462	$87,843 ▼	-20.7%	2,505	0.1%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$305,279		0.0%	1,649	0.1%	ETF
ORCL Oracle	$284,788		0.0%	1,709	0.1%	Computer and Technology
PG Procter & Gamble	$218,783	$3,185 ▲	1.5%	1,305	0.1%	Consumer Staples
BSJO Invesco BulletShares 2024 High Yield Corporate Bond ETF	$0	$1,974,550 ▼	-100.0%	0	0.0%	ETF
BRK.A Berkshire Hathaway	$0	$1,382,360 ▼	-100.0%	0	0.0%	Finance
CAT Caterpillar	$0	$336,363 ▼	-100.0%	0	0.0%	Industrial Products
TSLA Tesla	$0	$307,415 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

S.E.E.D. Planning Group LLC Top Holdings and 13F Report (2025)

About S.E.E.D. Planning Group LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

S.E.E.D. Planning Group LLC Top Holdings and 13F Report (2025)

About S.E.E.D. Planning Group LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofS.E.E.D. Planning Group LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools