S
STRATEGIC PLANNING GROUP, LLC
RIA/Wealth
STRATEGIC PLANNING GROUP, LLC is a RIA/Wealth based in Columbus, OH led by Ryan Eugene Craner, managing $739.8M across 73 long positions as of Q3 2025 with 32% Technology concentration.
Managing PartnerRyan Eugene Craner
- Portfolio Value
- $739.8M
- Positions
- 73
- Top Holding
- AAPL at 5.84%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in STRATEGIC PLANNING GROUP, LLC's portfolio (40.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $43.2M | 5.84% | +$8.4M Bought | 0.00% 169.8K shares | |
Internet Content & Information Communication Services | $36.9M | 4.99% | +$7.3M Bought | 0.00% 151.5K shares | |
Semiconductors Technology | $34.4M | 4.65% | -$2.2M Sold | 0.00% 184.2K shares | |
Specialty Retail Consumer Cyclical | $33.7M | 4.55% | +$4.1M Bought | 0.00% 153.4K shares | |
Software - Infrastructure Technology | $32.5M | 4.39% | +$6.9M Bought | 0.00% 62.7K shares | |
Auto - Manufacturers Consumer Cyclical | $30.0M | 4.06% | +$6.1M Bought | 0.00% 67.5K shares | |
ETF ETF | $25.8M | 3.49% | +$2.1M Bought | — 539.3K shares | |
Discount Stores Consumer Defensive | $23.3M | 3.15% | +$6.3M Bought | 0.00% 226.0K shares | |
Discount Stores Consumer Defensive | $21.6M | 2.92% | +$7.6M Bought | 0.01% 23.3K shares | |
ETF ETF | $20.6M | 2.79% | +$1.9M Bought | — 400.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in STRATEGIC 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 | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for STRATEGIC PLANNING GROUP, LLC
GthenA