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S.e.e.d. Planning Group LLC
S.E.E.D. Planning Group LLC is a registered investment advisor offering investment advisory and financial planning services, including discretionary investment management and financial planning.
Investment Strategy
S.E.E.D. offers investment services to individuals, high net worth individuals, trusts, estates, businesses, non-profits, foundations, and retirement plans.
Latest 13F Filing Activity
S.e.e.d. Planning Group LLC filed their most recent 13F report on Sep 30, 2025 disclosing 85 equity positions with a total 13F market value of $343M. The fund increased holdings in Linde PLC, Alphabet Inc., Apple Inc. among other positions. S.e.e.d. Planning Group LLC reduced exposure to Ecolab Inc., Air Prods & Chems Inc., Lauder Estee Cos Inc. among others.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.10% | $17.5M | 68,703 | $117.11 | $254.63 | +$3.0M |
A AMZN | AMAZON COM INC | 4.69% | $16.1M | 73,219 | $115.10 | $219.57 | -$36.4K |
| ALPHABET INC | 4.59% | $15.8M | 64,789 | $102.39 | $243.10 | +$3.0M | |
M MOAT | VANECK ETF TRUST | 4.43% | $15.2M | 153,542 | $81.56 | $99.11 | +$1.7M |
M MSFT | MICROSOFT CORP | 3.92% | $13.4M | 25,964 | $250.24 | $517.95 | +$465.2K |
Industry Allocation
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