Strategic Planning Group, LLC Top Holdings and 13F Report (2025) About Strategic Planning Group, LLCInvestment ActivityStrategic Planning Group, LLC has $510.96 million in total holdings as of March 31, 2025.Strategic Planning Group, LLC owns shares of 79 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 12.18% of the portfolio was purchased this quarter.About 12.44% of the portfolio was sold this quarter.This quarter, Strategic Planning Group, LLC has purchased 80 new stocks and bought additional shares in 48 stocks.Strategic Planning Group, LLC sold shares of 29 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $26,570,113Amazon.com $22,916,525iShares High Yield Bond Factor ETF $21,506,296NVIDIA $18,027,108VictoryShares Free Cash Flow ETF $17,590,340 Largest New Holdings this Quarter 46435G250 - iShares High Yield Bond Factor ETF $21,506,296 Holding61774R841 - MORGAN STANLEY ETF TRUST $17,093,328 Holding Largest Purchases this Quarter iShares High Yield Bond Factor ETF 456,706 shares (about $21.51M)MORGAN STANLEY ETF TRUST 337,612 shares (about $17.09M)Microsoft 5,952 shares (about $2.23M)First Trust NASDAQ Rising Dividend Achievers 34,010 shares (about $1.99M)Advanced Micro Devices 13,387 shares (about $1.38M) Largest Sales this Quarter Tesla 21,621 shares (about $5.60M)NVIDIA 38,363 shares (about $4.16M)Netflix 3,211 shares (about $2.99M)Cloudflare 15,679 shares (about $1.77M)Walmart 18,660 shares (about $1.64M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStrategic Planning Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$26,570,113$143,274 ▲0.5%119,6155.2%Computer and TechnologyAMZNAmazon.com$22,916,525$102,170 ▼-0.4%120,4484.5%Retail/WholesaleHYDBiShares High Yield Bond Factor ETF$21,506,296$21,506,296 ▲New Holding456,7064.2%ETFNVDANVIDIA$18,027,108$4,157,793 ▼-18.7%166,3323.5%Computer and TechnologyVFLOVictoryShares Free Cash Flow ETF$17,590,340$666,506 ▼-3.7%513,1373.4%ETFMSFTMicrosoft$17,097,135$2,234,370 ▲15.0%45,5443.3%Computer and TechnologyMORGAN STANLEY ETF TRUST$17,093,328$17,093,328 ▲New Holding337,6123.3%EATON VANCE TOTAGOOGAlphabet$15,797,934$759,283 ▲5.0%101,1193.1%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$14,897,935$432,416 ▲3.0%594,9652.9%ETFNFLXNetflix$13,983,262$2,994,548 ▼-17.6%14,9942.7%Consumer DiscretionaryWMTWalmart$13,726,029$1,638,169 ▼-10.7%156,3502.7%Retail/WholesaleCOSTCostco Wholesale$13,720,010$202,405 ▼-1.5%14,5062.7%Retail/WholesaleRDVYFirst Trust NASDAQ Rising Dividend Achievers$13,307,701$1,990,951 ▲17.6%227,3262.6%ManufacturingJGROJPMorgan Active Growth ETF$13,217,074$218,124 ▼-1.6%179,1172.6%ETFAVUVAvantis U.S. Small Cap Value ETF$12,180,036$1,084,223 ▲9.8%139,7272.4%ETFTSLATesla$10,572,019$5,603,354 ▼-34.6%40,7932.1%Auto/Tires/TrucksMETAMeta Platforms$8,505,701$984,464 ▼-10.4%14,7571.7%Computer and TechnologyBRK.BBerkshire Hathaway$8,195,774$98,000 ▲1.2%15,3881.6%FinanceFIXComfort Systems USA$7,601,914$226,278 ▲3.1%23,5841.5%ConstructionPANWPalo Alto Networks$7,495,225$121,838 ▼-1.6%43,9241.5%Computer and TechnologyABBVAbbVie$7,345,667$55,105 ▼-0.7%35,0591.4%MedicalJPMJPMorgan Chase & Co.$7,260,571$158,713 ▼-2.1%29,5981.4%FinanceCSCOCisco Systems$7,032,818$837,841 ▼-10.6%113,9651.4%Computer and TechnologyIBMInternational Business Machines$7,001,948$1,540,240 ▼-18.0%28,1581.4%Computer and TechnologyLLYEli Lilly and Company$6,170,989$522,027 ▲9.2%7,4711.2%MedicalISRGIntuitive Surgical$6,096,399$440,799 ▼-6.7%12,3091.2%MedicalHTRBHartford Total Return Bond ETF$5,894,694$625,192 ▲11.9%174,0901.2%ETFUNHUnitedHealth Group$5,718,490$368,208 ▲6.9%10,9181.1%MedicalSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$5,609,487$644,424 ▲13.0%168,7571.1%ETFAMTAmerican Tower$5,232,549$702,867 ▲15.5%24,0461.0%FinanceRTXRTX$4,998,941$321,747 ▲6.9%37,7391.0%AerospaceDUKDuke Energy$4,987,493$377,864 ▲8.2%40,8911.0%UtilitiesTRVTravelers Companies$4,980,861$527,336 ▲11.8%18,8341.0%FinanceNOCNorthrop Grumman$4,960,120$321,048 ▲6.9%9,6871.0%AerospaceVEEVVeeva Systems$4,895,553$15,519 ▲0.3%21,1351.0%MedicalPGProcter & Gamble$4,670,986$915,689 ▲24.4%27,4080.9%Consumer StaplesJCIJohnson Controls International$4,587,852$297,290 ▲6.9%57,2690.9%ConstructionNEENextEra Energy$4,586,356$960,146 ▲26.5%64,6960.9%UtilitiesINTUIntuit$4,519,537$537,309 ▲13.5%7,3600.9%Computer and TechnologyHONHoneywell International$4,451,100$502,072 ▲12.7%21,0200.9%Multi-Sector ConglomeratesEOGEOG Resources$4,423,198$270,719 ▲6.5%34,4910.9%EnergyPSXPhillips 66$4,364,813$836,462 ▲23.7%35,3480.9%EnergyCRWDCrowdStrike$4,363,260$34,201 ▼-0.8%12,3750.9%Computer and TechnologyGSThe Goldman Sachs Group$4,213,150$90,688 ▼-2.1%7,7120.8%FinanceLMTLockheed Martin$4,192,306$549,950 ▲15.1%9,3840.8%AerospaceSHOPShopify$4,153,411$1,530,174 ▼-26.9%43,5000.8%Computer and TechnologyUSBU.S. Bancorp$4,133,982$10,935 ▼-0.3%97,9150.8%FinanceCRMSalesforce$4,056,809$242,061 ▼-5.6%15,1170.8%Computer and TechnologyTMOThermo Fisher Scientific$3,945,569$653,863 ▲19.9%7,9290.8%MedicalMMM3M$3,927,662$272,428 ▼-6.5%26,7440.8%Multi-Sector ConglomeratesORCLOracle$3,896,711$88,641 ▲2.3%27,8710.8%Computer and TechnologyASMLASML$3,858,196$1,074,887 ▲38.6%5,8220.8%Computer and TechnologyNETCloudflare$3,827,263$1,766,906 ▼-31.6%33,9620.7%Computer and TechnologyDHRDanaher$3,823,063$896,469 ▲30.6%18,6490.7%MedicalAMDAdvanced Micro Devices$3,796,877$1,375,387 ▲56.8%36,9560.7%Computer and TechnologyAVGOBroadcom$3,787,916$604,278 ▼-13.8%22,6230.7%Computer and TechnologyMAMastercard$3,549,000$439,102 ▲14.1%6,4740.7%Business ServicesTTWOTake-Two Interactive Software$3,502,462$105,495 ▼-2.9%16,8990.7%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$3,271,003$5,908 ▲0.2%38,7550.6%CL AHDHome Depot$3,183,992$530,360 ▲20.0%8,6870.6%Retail/WholesaleAXPAmerican Express$3,157,658$20,717 ▲0.7%11,7360.6%FinanceLOWLowe's Companies$3,096,177$470,899 ▲17.9%13,2750.6%Retail/WholesaleBWXTBWX Technologies$3,091,238$430,317 ▲16.2%31,3350.6%Computer and TechnologyDKNGDraftKings$2,618,690$124,505 ▲5.0%78,8520.5%Consumer DiscretionaryALCCAltC Acquisition$2,606,744$536,382 ▼-17.1%120,5150.5%EnergyCOINCoinbase Global$2,290,295$253,023 ▲12.4%13,2970.4%FinanceJAVAJPMorgan Active Value ETF$1,869,563$1,415,563 ▼-43.1%29,4230.4%ETFJCPBJPMorgan Core Plus Bond ETF$1,798,405$255,947 ▲16.6%38,2310.4%ETFUITBVictoryShares Core Intermediate Bond ETF$1,607,404$217,525 ▲15.7%34,2430.3%ETFCDCVictoryShares US EQ Income Enhanced Volatility Wtd ETF$1,343,310$185,799 ▲16.1%20,4390.3%ManufacturingFTCSFirst Trust Capital Strength ETF$1,312,390$184,757 ▲16.4%14,6400.3%ETFQQQMInvesco NASDAQ 100 ETF$586,459$788,959 ▼-57.4%3,0380.1%ETFQQQInvesco QQQ$545,544$26,738 ▼-4.7%1,1630.1%FinanceSPYSPDR S&P 500 ETF Trust$398,528$149,448 ▲60.0%7120.1%FinanceFVDFirst Trust Value Line Dividend Index Fund$340,560$781,544 ▼-69.6%7,6370.1%ETFTAT&T$329,212$13,264 ▲4.2%11,6410.1%Computer and TechnologySCHXSchwab US Large-Cap ETF$244,298$751 ▲0.3%11,0640.0%ETFBACBank of America$230,451$12,645 ▲5.8%5,5220.0%FinanceWFCWells Fargo & Company$217,994$10,411 ▲5.0%3,0360.0%FinanceYLDPrincipal Active High Yield ETF$0$20,161,395 ▼-100.0%00.0%ETFNFLTVirtus Newfleet Multi-Sector Bond ETF$0$15,108,139 ▼-100.0%00.0%ETFSOLVENTUM CORP$0$380,670 ▼-100.0%00.0%COM SHSShowing largest 100 holdings. 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