S.E.E.D. Planning Group LLC Portfolio Holdings
Q3 2025•85 long positions•$343.1M portfolio value
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Holding88 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $17.5M 5.1% | -$530.9K Sold | 0.0% 68.7K shares | 70.8K → 68.7K −$530.9K | -2.95% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $16.1M 4.69% | -$49.6K Sold | 0.001% 73.2K shares | 73.4K → 73.2K −$49.6K | -0.31% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $15.8M 4.59% | -$1.9M Sold | 0.001% 64.8K shares | 72.5K → 64.8K −$1.9M | -10.59% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $15.2M 4.43% | +$942.9K Bought | — 153.5K shares | 144.0K → 153.5K +$942.9K | +6.61% | — — | Q1 2020 Held for 5y 8m | |
Software - Infrastructure Technology | $13.4M 3.92% | -$71.0K Sold | 0.0% 26.0K shares | 26.1K → 26.0K −$71.0K | -0.52% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
Medical - Diagnostics & Research Healthcare | $13.3M 3.88% | -$381.2K Sold | 0.007% 27.5K shares | 28.2K → 27.5K −$381.2K | -2.78% | $183.15B Large Cap | Q1 2021 Held for 4y 8m | |
Medical - Diagnostics & Research Healthcare | $13.3M 3.88% | -$12.1K Sold | 0.037% 103.7K shares | 103.8K → 103.7K −$12.1K | -0.09% | $36.4B Large Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $13.2M 3.84% | -$400.2K Sold | 0.001% 17.9K shares | 18.5K → 17.9K −$400.2K | -2.95% | $1.84T Mega Cap | Q4 2019 Held for 5y 11m | |
Regulated Electric Utilities | $13.1M 3.82% | +$186.9K Bought | 0.008% 173.7K shares | 171.3K → 173.7K +$186.9K | +1.45% | $155.46B Large Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Refining & Marketing Energy | $12.3M 3.59% | -$1.5M Sold | 0.023% 72.3K shares | 81.3K → 72.3K −$1.5M | -11.06% | $52.9B Large Cap | Q4 2019 Held for 5y 11m | |
Chemicals - Specialty Basic Materials | $11.9M 3.48% | +$5.2M Bought | 0.005% 25.1K shares | 14.3K → 25.1K +$5.2M | +76.08% | $222.73B Mega Cap | Q4 2019 Held for 5y 11m | |
Staffing & Employment Services Industrials | $11.9M 3.47% | +$1.3M Bought | 0.01% 40.5K shares | 36.2K → 40.5K +$1.3M | +11.97% | $118.89B Large Cap | Q4 2019 Held for 5y 11m | |
Agricultural Inputs Basic Materials | $11.7M 3.42% | +$620.6K Bought | 0.026% 173.6K shares | 164.4K → 173.6K +$620.6K | +5.58% | $45.9B Large Cap | Q1 2020 Held for 5y 8m | |
Aerospace & Defense Industrials | $11.1M 3.22% | +$831.2K Bought | 0.009% 22.2K shares | 20.5K → 22.2K +$831.2K | +8.13% | $116.55B Large Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Midstream Energy | $10.9M 3.19% | -$436.4K Sold | 0.01% 216.8K shares | 225.4K → 216.8K −$436.4K | -3.84% | $110.03B Large Cap | Q4 2019 Held for 5y 11m | |
Real Estate - Services Real Estate | $10.5M 3.06% | -$767.8K Sold | 0.022% 66.7K shares | 71.5K → 66.7K −$767.8K | -6.81% | $46.9B Large Cap | Q3 2021 Held for 4y 2m | |
Banks - Regional Financial Services | $10.0M 2.93% | -$273.0K Sold | 0.013% 207.7K shares | 213.3K → 207.7K −$273.0K | -2.65% | $75.2B Large Cap | Q4 2020 Held for 4y 11m | |
Household & Personal Products Consumer Defensive | $7.9M 2.29% | -$1.9M Sold | 0.025% 89.2K shares | 110.3K → 89.2K −$1.9M | -19.13% | $31.8B Large Cap | Q1 2022 Held for 3y 8m | |
Home Improvement Consumer Cyclical | $7.7M 2.23% | +$200.8K Bought | 0.005% 30.5K shares | 29.7K → 30.5K +$200.8K | +2.69% | $140.94B Large Cap | Q3 2021 Held for 4y 2m | |
Discount Stores Consumer Defensive | $6.7M 1.95% | -$196.2K Sold | 0.002% 7.2K shares | 7.4K → 7.2K −$196.2K | -2.85% | $410.27B Mega Cap | Q4 2019 Held for 5y 11m | |
Financial - Credit Services Financial Services | $6.4M 1.87% | -$211.6K Sold | 0.001% 11.3K shares | 11.7K → 11.3K −$211.6K | -3.19% | $514.21B Mega Cap | Q1 2020 Held for 5y 8m | |
Home Improvement Consumer Cyclical | $5.7M 1.67% | -$390.2K Sold | 0.001% 14.1K shares | 15.1K → 14.1K −$390.2K | -6.37% | $403.32B Mega Cap | Q2 2022 Held for 3y 5m | |
REIT - Specialty Real Estate | $5.2M 1.52% | +$158.5K Bought | 0.006% 27.2K shares | 26.3K → 27.2K +$158.5K | +3.13% | $90.1B Large Cap | Q1 2023 Held for 2y 8m | |
Household & Personal Products Consumer Defensive | $4.7M 1.36% | +$1.3M Bought | 0.007% 58.4K shares | 42.0K → 58.4K +$1.3M | +39.12% | $64.6B Large Cap | Q4 2019 Held for 5y 11m | |
Financial - Credit Services Financial Services | $4.4M 1.3% | -$215.4K Sold | 0.001% 13.0K shares | 13.7K → 13.0K −$215.4K | -4.62% | $662.60B Mega Cap | Q4 2019 Held for 5y 11m | |
Real Estate - Services Real Estate | $3.8M 1.1% | -$134.8K Sold | 0.011% 44.7K shares | 46.3K → 44.7K −$134.8K | -3.45% | $35.7B Large Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $3.7M 1.06% | +$113.6K Bought | — 186.8K shares | 181.0K → 186.8K +$113.6K | +3.21% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.6M 1.06% | +$109.9K Bought | — 183.7K shares | 178.2K → 183.7K +$109.9K | +3.13% | — — | Q1 2024 Held for 1y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $3.5M 1.03% | +$223.3K Bought | 0.002% 25.1K shares | 23.5K → 25.1K +$223.3K | +6.77% | $192.27B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $3.5M 1.03% | +$103.4K Bought | — 187.1K shares | 181.6K → 187.1K +$103.4K | +3.03% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.5M 1.02% | +$113.3K Bought | — 170.9K shares | 165.4K → 170.9K +$113.3K | +3.33% | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $3.4M 0.991% | -$146.4K Sold | 0.0% 10.8K shares | 11.2K → 10.8K −$146.4K | -4.13% | $867.35B Mega Cap | Q4 2020 Held for 4y 11m | |
REIT - Specialty Real Estate | $3.3M 0.956% | +$739.4K Bought | 0.004% 4.2K shares | 3.2K → 4.2K +$739.4K | +29.12% | $76.7B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.6M 0.745% | — | — 7.8K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.4M 0.699% | -$81.0K Sold | — 91.0K shares | 94.1K → 91.0K −$81.0K | -3.27% | — — | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $2.2M 0.644% | -$102.6K Sold | 0.001% 10.8K shares | 11.3K → 10.8K −$102.6K | -4.44% | $163.10B Large Cap | Q3 2021 Held for 4y 2m | |
Regulated Electric Utilities | $2.2M 0.638% | -$60.6K Sold | 0.002% 23.1K shares | 23.8K → 23.1K −$60.6K | -2.69% | $104.25B Large Cap | Q4 2019 Held for 5y 11m | |
Financial - Data & Stock Exchanges Financial Services | $2.2M 0.628% | +$830.2K Bought | 0.001% 4.4K shares | 2.7K → 4.4K +$830.2K | +62.67% | $148.59B Large Cap | Q4 2024 Held for 11 months | |
Information Technology Services Technology | $2.1M 0.602% | -$9.0K Sold | 0.001% 7.3K shares | 7.3K → 7.3K −$9.0K | -0.44% | $262.84B Mega Cap | Q4 2019 Held for 5y 11m | |
Aerospace & Defense Industrials | $2.0M 0.578% | -$26.3K Sold | 0.001% 11.9K shares | 12.0K → 11.9K −$26.3K | -1.31% | $223.98B Mega Cap | Q2 2020 Held for 5y 5m | |
Insurance - Diversified Financial Services | $1.9M 0.565% | -$19.6K Sold | 0.0% 3.9K shares | 3.9K → 3.9K −$19.6K | -1.0% | $1.08T Mega Cap | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $1.9M 0.558% | +$773.0K Bought | 0.0% 17.0K shares | 10.1K → 17.0K +$773.0K | +67.74% | $480.68B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.536% | +$75.5K Bought | — 80.8K shares | 77.5K → 80.8K +$75.5K | +4.28% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.8M 0.518% | +$73.5K Bought | — 75.9K shares | 72.8K → 75.9K +$73.5K | +4.31% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.517% | +$81.3K Bought | — 77.0K shares | 73.5K → 77.0K +$81.3K | +4.8% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $1.7M 0.496% | +$56.7K Bought | — 77.1K shares | 74.6K → 77.1K +$56.7K | +3.44% | — — | Q4 2024 Held for 11 months | |
Information Technology Services Technology | $1.3M 0.392% | +$156.6K Bought | 0.001% 5.5K shares | 4.8K → 5.5K +$156.6K | +13.18% | $153.39B Large Cap | Q2 2020 Held for 5y 5m | |
Oil & Gas Midstream Energy | $1.3M 0.379% | +$9.2K Bought | 0.003% 5.5K shares | 5.5K → 5.5K +$9.2K | +0.71% | $51.6B Large Cap | Q2 2025 Held for 5 months | |
Chemicals - Specialty Basic Materials | $1.1M 0.31% | -$2.7M Sold | 0.001% 3.9K shares | 13.7K → 3.9K −$2.7M | -71.58% | $77.7B Large Cap | Q1 2020 Held for 5y 8m | |
Discount Stores Consumer Defensive | $963.4K 0.281% | -$33.2K Sold | 0.0% 9.3K shares | 9.7K → 9.3K −$33.2K | -3.33% | $821.68B Mega Cap | Q4 2021 Held for 3y 11m |
