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 $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 $15,897,906VanEck Morningstar Wide Moat ETF $15,880,822Amazon.com $15,364,670Meta Platforms $11,595,700Microsoft $11,304,412 Largest New Holdings this Quarter Invesco BulletShares 2029 Corporate Bond ETF $2,505,629 HoldingInvesco BulletShares 2028 Corporate Bond ETF $2,503,568 HoldingInvesco BulletShares 2028 High Yield Corporate Bond ETF $1,209,657 HoldingUnited Parcel Service $498,033 HoldingNIKE $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 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$15,897,906$569,956 ▼-3.5%63,4855.3%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$15,880,822$2,183,117 ▲15.9%171,2685.3%ETFAMZNAmazon.com$15,364,670$1,201,592 ▼-7.3%70,0345.1%Retail/WholesaleMETAMeta Platforms$11,595,700$834,370 ▲7.8%19,8043.9%Computer and TechnologyMSFTMicrosoft$11,304,412$567,771 ▲5.3%26,8193.8%Computer and TechnologyGOOGLAlphabet$11,146,740$286,032 ▼-2.5%58,8843.7%Computer and TechnologyENBEnbridge$11,144,384$505,427 ▼-4.3%262,6533.7%EnergyNEENextEra Energy$11,116,132$1,085,246 ▲10.8%155,0583.7%UtilitiesCBRECBRE Group$10,274,725$1,028,523 ▼-9.1%78,2603.4%FinanceELEstée Lauder Companies$10,239,722$1,425,895 ▲16.2%136,5663.4%Consumer StaplesHONHoneywell International$10,019,146$512,320 ▼-4.9%44,3543.3%Multi-Sector ConglomeratesUSBU.S. Bancorp$8,806,255$462,515 ▼-5.0%184,1162.9%FinanceCOSTCostco Wholesale$8,009,418$480,144 ▼-5.7%8,7412.7%Retail/WholesaleMAMastercard$6,849,248$511,837 ▼-7.0%13,0072.3%Business ServicesXOMExxon Mobil$6,342,124$857,657 ▲15.6%58,9582.1%EnergyHDHome Depot$6,190,367$442,669 ▼-6.7%15,9142.1%Retail/WholesaleAAgilent Technologies$5,721,159$645,506 ▲12.7%42,5871.9%MedicalLINDE PLC$5,626,087$226,919 ▼-3.9%13,4381.9%SHSTMOThermo Fisher Scientific$5,527,785$321,492 ▲6.2%10,6261.8%MedicalCTVACorteva$5,474,049$1,930,154 ▲54.5%96,1031.8%Consumer StaplesUNHUnitedHealth Group$5,404,927$464,363 ▲9.4%10,6851.8%MedicalIFFInternational Flavors & Fragrances$5,335,443$4,207,292 ▲372.9%63,1041.8%Basic MaterialsJNJJohnson & Johnson$5,310,497$193,793 ▼-3.5%36,7201.8%MedicalVVisa$5,274,299$254,408 ▼-4.6%16,6891.8%Business ServicesAMTAmerican Tower$5,070,249$634,606 ▲14.3%27,6441.7%FinanceLMTLockheed Martin$4,760,621$224,012 ▲4.9%9,7971.6%AerospaceVLOValero Energy$4,289,302$61,785 ▼-1.4%34,9891.4%EnergyECLEcolab$3,963,657$6,000,081 ▼-60.2%16,9161.3%Basic MaterialsCSGPCoStar Group$3,461,019$227,943 ▲7.1%48,3451.2%Computer and TechnologyBSCRInvesco BulletShares 2027 Corporate Bond ETF$3,319,470$157,398 ▲5.0%170,4041.1%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$3,292,491$128,102 ▲4.0%169,4541.1%ETFLOWLowe's Companies$3,099,782$23,939 ▲0.8%12,5601.0%Retail/WholesaleJPMJPMorgan Chase & Co.$2,958,206$147,898 ▼-4.8%12,3411.0%FinanceRTXRTX$2,593,342$34,254 ▼-1.3%22,4100.9%AerospaceEQIXEquinix$2,590,180$169,724 ▼-6.1%2,7470.9%FinanceBSCTInvesco BulletShares 2029 Corporate Bond ETF$2,505,629$2,505,629 ▲New Holding136,6210.8%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$2,503,568$2,503,568 ▲New Holding124,3700.8%ETFPHParker-Hannifin$2,397,833$96,041 ▼-3.9%3,7700.8%IndustrialsSCHXSchwab US Large-Cap ETF$2,342,478$1,546,755 ▲194.4%101,0560.8%ETFVTIVanguard Total Stock Market ETF$2,257,0400.0%7,7880.8%ETFSBUXStarbucks$2,074,615$185,872 ▼-8.2%22,7360.7%Retail/WholesaleSOSouthern$2,053,942$3,540 ▼-0.2%24,9510.7%UtilitiesAPDAir Products and Chemicals$2,013,458$452,172 ▲29.0%6,9420.7%Basic MaterialsCMCSAComcast$1,813,037$217,486 ▲13.6%48,3090.6%Consumer DiscretionaryBRK.BBerkshire Hathaway$1,770,058$1,426,472 ▲415.2%3,9050.6%FinanceBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$1,732,170$291,402 ▼-14.4%77,3290.6%ETFBSJQInvesco BulletShares 2026 High Yield Corporate Bond ETF$1,648,872$368,746 ▼-18.3%70,8430.6%ETFBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$1,648,075$366,652 ▼-18.2%71,4380.6%ETFACNAccenture$1,414,113$108,345 ▼-7.1%4,0200.5%Computer and TechnologyIBMInternational Business Machines$1,395,501$27,699 ▲2.0%6,3480.5%Computer and TechnologyAMATApplied Materials$1,258,179$497,514 ▲65.4%7,7360.4%Computer and TechnologyGDGeneral Dynamics$1,218,905$117,253 ▲10.6%4,6260.4%AerospaceBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$1,209,657$1,209,657 ▲New Holding55,7960.4%ManufacturingWMTWalmart$988,068$76,165 ▼-7.2%10,9360.3%Retail/WholesaleADPAutomatic Data Processing$980,687$34,544 ▼-3.4%3,3500.3%Business ServicesIJHiShares Core S&P Mid-Cap ETF$904,275$935 ▼-0.1%14,5130.3%ETFCLColgate-Palmolive$792,674$10,910 ▼-1.4%8,7190.3%Consumer StaplesWTWWillis Towers Watson Public$771,5100.0%2,4630.3%FinanceMCDMcDonald's$763,687$481,871 ▲171.0%2,6340.3%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$744,529$1,205 ▼-0.2%1,8540.2%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$694,687$2,461,068 ▼-78.0%33,6410.2%ETFDISWalt Disney$648,103$2,254,998 ▼-77.7%5,8200.2%Consumer DiscretionaryNOCNorthrop Grumman$642,537$138,927 ▲27.6%1,3690.2%AerospaceIJRiShares Core S&P Small-Cap ETF$637,938$3,226 ▲0.5%5,5370.2%ETFROKRockwell Automation$559,152$1,429 ▼-0.3%1,9570.2%Computer and TechnologyCDNSCadence Design Systems$532,415$66,402 ▼-11.1%1,7720.2%Computer and TechnologyUPSUnited Parcel Service$498,033$498,033 ▲New Holding3,9500.2%TransportationNKENIKE$497,152$497,152 ▲New Holding6,5700.2%Consumer DiscretionaryXYLXylem$484,848$80,054 ▼-14.2%4,1790.2%Business ServicesSPGIS&P Global$457,690$457,690 ▲New Holding9190.2%Business ServicesSDYSPDR S&P Dividend ETF$354,9530.0%2,6870.1%ETFNVDANVIDIA$336,462$87,843 ▼-20.7%2,5050.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$305,2790.0%1,6490.1%ETFORCLOracle$284,7880.0%1,7090.1%Computer and TechnologyPGProcter & Gamble$218,783$3,185 ▲1.5%1,3050.1%Consumer StaplesBSJOInvesco BulletShares 2024 High Yield Corporate Bond ETF$0$1,974,550 ▼-100.0%00.0%ETFBRK.ABerkshire Hathaway$0$1,382,360 ▼-100.0%00.0%FinanceCATCaterpillar$0$336,363 ▼-100.0%00.0%IndustrialsTSLATesla$0$307,415 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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