S.e.e.d. Planning Group LLC
CIK:0001765515
Investment Adviser
$0 AUM
85 holdings
Binghamton, NY, USA
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.
Top Buys
L
LINLINDE PLC+$5.2M
G
GOOGLALPHABET INC+$3.0M
A
AAPLAPPLE INC+$3.0M
T
TMOTHERMO FISHER SCIENTIFIC INC+$1.9M
M
MOATVANECK ETF TRUST+$1.7M
Top Sells
E
ECLECOLAB INC-$2.6M
A
APDAIR PRODS & CHEMS INC-$2.1M
E
ELLAUDER ESTEE COS INC-$1.1M
C
COSTCOSTCO WHSL CORP NEW-$674.8K
A
AMTAMERICAN TOWER CORP NEW-$597.3K
Top Holdings
A
AAPLAPPLE INC+5.1%$17.5M
A
AMZNAMAZON COM INC+4.7%$16.1M
G
GOOGLALPHABET INC+4.6%$15.8M
M
MOATVANECK ETF TRUST+4.4%$15.2M
M
MSFTMICROSOFT CORP+3.9%$13.4M
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 |
G GOOGL | 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
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.4%
ELECTRONIC COMPUTERS
+5.1%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+4.7%
SERVICES-BUSINESS SERVICES, NEC
+4.7%
ELECTRIC SERVICES
+4.5%