S.E.E.D. Planning Group

S.E.E.D. Planning Group as of Sept. 30, 2024

Portfolio Holdings for S.E.E.D. Planning Group

S.E.E.D. Planning Group holds 73 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.1 $15M 66k 233.00
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.7 $14M 148k 96.95
Amazon (AMZN) 4.7 $14M 76k 186.33
Nextera Energy (NEE) 3.9 $12M 140k 84.53
Lauder Estee Cos Cl A (EL) 3.9 $12M 118k 99.69
Enbridge (ENB) 3.7 $11M 275k 40.61
Microsoft Corporation (MSFT) 3.6 $11M 26k 430.30
Ecolab (ECL) 3.6 $11M 43k 255.33
Cbre Group Cl A (CBRE) 3.6 $11M 86k 124.48
Meta Platforms Cl A (META) 3.5 $11M 18k 572.43
Alphabet Cap Stk Cl A (GOOGL) 3.3 $10M 60k 165.85
Honeywell International (HON) 3.2 $9.6M 47k 206.71
Us Bancorp Del Com New (USB) 2.9 $8.9M 194k 45.73
Costco Wholesale Corporation (COST) 2.7 $8.2M 9.3k 886.54
Home Depot (HD) 2.3 $6.9M 17k 405.19
Mastercard Incorporated Cl A (MA) 2.3 $6.9M 14k 493.81
Linde SHS (LIN) 2.2 $6.7M 14k 476.87
Thermo Fisher Scientific (TMO) 2.1 $6.2M 10k 618.56
Johnson & Johnson (JNJ) 2.0 $6.2M 38k 162.06
Exxon Mobil Corporation (XOM) 2.0 $6.0M 51k 117.22
UnitedHealth (UNH) 1.9 $5.7M 9.8k 584.70
American Tower Reit (AMT) 1.9 $5.6M 24k 232.56
Agilent Technologies Inc C ommon (A) 1.9 $5.6M 38k 148.48
Lockheed Martin Corporation (LMT) 1.8 $5.5M 9.3k 584.53
Visa Com Cl A (V) 1.6 $4.8M 18k 274.95
Valero Energy Corporation (VLO) 1.6 $4.8M 36k 135.03
Corteva (CTVA) 1.2 $3.7M 62k 58.79
CoStar (CSGP) 1.1 $3.4M 45k 75.44
Lowe's Companies (LOW) 1.1 $3.4M 13k 270.85
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.1 $3.2M 162k 19.72
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.1 $3.2M 163k 19.56
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 1.0 $3.2M 153k 20.65
Raytheon Technologies Corp (RTX) 0.9 $2.8M 23k 121.16
JPMorgan Chase & Co. (JPM) 0.9 $2.7M 13k 210.86
Equinix (EQIX) 0.9 $2.6M 2.9k 887.58
Walt Disney Company (DIS) 0.8 $2.5M 26k 96.19
Parker-Hannifin Corporation (PH) 0.8 $2.5M 3.9k 631.82
Starbucks Corporation (SBUX) 0.8 $2.4M 25k 97.49
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $2.3M 34k 67.85
Southern Company (SO) 0.7 $2.3M 25k 90.18
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.2M 7.8k 283.16
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.7 $2.1M 90k 22.70
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.7 $2.0M 87k 23.45
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.7 $2.0M 87k 23.12
Invesco Exch Trd Slf Idx Bulshs 2024 Hy 0.7 $2.0M 87k 22.72
Comcast Corp Cl A (CMCSA) 0.6 $1.8M 43k 41.77
Air Products & Chemicals (APD) 0.5 $1.6M 5.4k 297.74
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.5M 4.3k 353.47
International Flavors & Fragrances (IFF) 0.5 $1.4M 13k 104.93
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.4M 2.00 691180.00
International Business Machines (IBM) 0.5 $1.4M 6.2k 221.08
General Dynamics Corporation (GD) 0.4 $1.3M 4.2k 302.19
Automatic Data Processing (ADP) 0.3 $960k 3.5k 276.73
Wal-Mart Stores (WMT) 0.3 $951k 12k 80.75
Applied Materials (AMAT) 0.3 $945k 4.7k 202.05
Colgate-Palmolive Company (CL) 0.3 $918k 8.8k 103.81
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $905k 15k 62.32
Willis Towers Watson SHS (WTW) 0.2 $725k 2.5k 294.53
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $697k 1.9k 375.38
Xylem (XYL) 0.2 $658k 4.9k 135.03
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $644k 5.5k 116.95
Northrop Grumman Corporation (NOC) 0.2 $567k 1.1k 528.24
Cadence Design Systems (CDNS) 0.2 $540k 2.0k 271.03
Rockwell Automation (ROK) 0.2 $527k 2.0k 268.39
NVIDIA Corporation (NVDA) 0.1 $384k 3.2k 121.45
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $382k 2.7k 142.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $349k 758.00 460.26
Caterpillar (CAT) 0.1 $336k 860.00 391.12
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $313k 1.6k 189.80
Tesla Motors (TSLA) 0.1 $307k 1.2k 261.63
McDonald's Corporation (MCD) 0.1 $296k 972.00 304.56
Oracle Corporation (ORCL) 0.1 $291k 1.7k 170.40
Procter & Gamble Company (PG) 0.1 $223k 1.3k 173.20