S.E.E.D. Planning Group LLC
CIK 1765515 · Holdings on Mar 31, 2024 · First reported Apr 16, 2024
Top ten holdings
Q1 2024- AMZN4.94%
- AAPL4.36%
- NEE4.07%
- ECL3.90%
- MSFT3.77%
- EL3.66%
- META3.57%
- CBRE3.57%
- GOOGL3.56%
- ENB3.26%
Share classes counted separately38.66%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight decreased · -2.69 pp7.05% → 4.36%Shares -21.28K (-23.42%)
- MOATWeight increased · +0.81 pp2.37% → 3.18%Shares +27.49K (+39.67%)
- NEEWeight increased · +0.41 pp3.66% → 4.07%Shares +24.66K (+16.48%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AMZNAMAZON.COM INC View history and evidence | $13.53M | 4.94% | 75.03K shares | 4.74% → 4.94%+0.20 pp -2.44K (-3.14%) | Reduced | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $11.94M | 4.36% | 69.61K shares | 7.05% → 4.36%-2.69 pp -21.28K (-23.42%) | Reduced | ↗▾ |
| 03 | NEENEXTERA ENERGY INC View history and evidence | $11.14M | 4.07% | 174.27K shares | 3.66% → 4.07%+0.41 pp +24.66K (+16.48%) | Added | ↗▾ |
| 04 | ECLECOLAB INC View history and evidence | $10.67M | 3.90% | 46.22K shares | 3.80% → 3.90%+0.10 pp -1.27K (-2.68%) | Reduced | ↗▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $10.32M | 3.77% | 24.52K shares | 3.96% → 3.77%-0.19 pp -1.59K (-6.11%) | Reduced | ↗▾ |
| 06 | ELESTEE LAUDER COMPANIES-CL ACL A View history and evidence | $10.02M | 3.66% | 64.99K shares | 3.36% → 3.66%+0.30 pp +8.03K (+14.09%) | Added | ↗▾ |
| 07 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $9.78M | 3.57% | 20.15K shares | 3.72% → 3.57%-0.15 pp -5.93K (-22.74%) | Reduced | ↗▾ |
| 08 | CBRECBRE GROUP INC - ACL A View history and evidence | $9.77M | 3.57% | 100.48K shares | 3.88% → 3.57%-0.31 pp -3.05K (-2.95%) | Reduced | ↗▾ |
| 09 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $9.75M | 3.56% | 64.61K shares | 3.70% → 3.56%-0.14 pp -1.11K (-1.69%) | Reduced | ↗▾ |
| 10 | ENBENBRIDGE INC View history and evidence | $8.94M | 3.26% | 247.09K shares | 3.33% → 3.26%-0.07 pp +17.43K (+7.59%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 16
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BSCO INVESCO BULLETSHARES 2024 CB | Non-derivative | -147,526 | -$3.08M | SEC filing ↗ | SEC filing ↗ |
| INTC INTEL CORP | Non-derivative | -16,407 | -$824.44K | SEC filing ↗ | SEC filing ↗ |
| DHI DR HORTON INC | Non-derivative | -2,400 | -$364.75K | SEC filing ↗ | SEC filing ↗ |
3 / 16 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1765515 · Period Mar 31, 2024
Data loaded Oct 15, 2026 · First reported Apr 16, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 273877780
}Research all 75 reported holdings.
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