S.E.E.D. Planning Group LLC
RIA/Wealth
S.E.E.D. Planning Group LLC is a RIA/Wealth based in Binghamton, NY led by Travis Ed Maus, reporting $490.9M in AUM as of Q3 2025 with AAPL as the largest holding (5% allocation).
CEOTravis Ed Maus
- Portfolio Value
- $343.1M
- Positions
- 85
- Top Holding
- AAPL at 5.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in S.E.E.D. Planning Group LLC's portfolio (41.7% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $17.5M | 5.10% | -$530.9K Sold | 0.00% 68.7K shares | |
Specialty Retail Consumer Cyclical | $16.1M | 4.69% | -$49.6K Sold | 0.00% 73.2K shares | |
Internet Content & Information Communication Services | $15.8M | 4.59% | -$1.9M Sold | 0.00% 64.8K shares | |
ETF ETF | $15.2M | 4.43% | +$942.9K Bought | — 153.5K shares | |
Software - Infrastructure Technology | $13.4M | 3.92% | -$71.0K Sold | 0.00% 26.0K shares | |
Medical - Diagnostics & Research Healthcare | $13.3M | 3.88% | -$381.2K Sold | 0.01% 27.5K shares | |
Medical - Diagnostics & Research Healthcare | $13.3M | 3.88% | -$12.1K Sold | 0.04% 103.7K shares | |
Internet Content & Information Communication Services | $13.2M | 3.84% | -$400.2K Sold | 0.00% 17.9K shares | |
Regulated Electric Utilities | $13.1M | 3.82% | +$186.9K Bought | 0.01% 173.7K shares | |
Oil & Gas Refining & Marketing Energy | $12.3M | 3.59% | -$1.5M Sold | 0.02% 72.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in S.E.E.D. Planning Group LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-88.17% | |
-71.58% |
Analytics
Portfolio insights and performance metrics for S.E.E.D. Planning Group LLC
GthenA