S.E.E.D. Planning Group

S.E.E.D. Planning Group as of June 30, 2025

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

S.E.E.D. Planning Group holds 71 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 5.1 $16M 73k 219.39
Apple (AAPL) 4.6 $15M 71k 205.17
Meta Platforms Cl A (META) 4.3 $14M 19k 738.08
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.2 $14M 144k 93.79
Microsoft Corporation (MSFT) 4.1 $13M 26k 497.41
Alphabet Cap Stk Cl A (GOOGL) 4.0 $13M 73k 176.23
Corteva (CTVA) 3.8 $12M 164k 74.53
Agilent Technologies Inc C ommon (A) 3.8 $12M 104k 118.01
Nextera Energy (NEE) 3.7 $12M 171k 69.42
Thermo Fisher Scientific (TMO) 3.6 $12M 28k 405.46
Automatic Data Processing (ADP) 3.5 $11M 36k 308.40
Valero Energy Corporation (VLO) 3.4 $11M 81k 134.42
Enbridge (ENB) 3.2 $10M 225k 45.32
Cbre Group Cl A (CBRE) 3.1 $10M 72k 140.12
Us Bancorp Del Com New (USB) 3.0 $9.7M 213k 45.25
Lockheed Martin Corporation (LMT) 3.0 $9.5M 21k 463.14
Lauder Estee Cos Cl A (EL) 2.8 $8.9M 110k 80.80
Costco Wholesale Corporation (COST) 2.3 $7.4M 7.4k 989.99
Linde SHS (LIN) 2.1 $6.7M 14k 469.18
Lowe's Companies (LOW) 2.1 $6.6M 30k 221.87
Mastercard Incorporated Cl A (MA) 2.1 $6.6M 12k 561.93
American Tower Reit (AMT) 1.8 $5.8M 26k 221.02
Home Depot (HD) 1.7 $5.5M 15k 366.65
Visa Com Cl A (V) 1.5 $4.8M 14k 355.06
Colgate-Palmolive Company (CL) 1.2 $3.8M 42k 90.90
CoStar (CSGP) 1.2 $3.7M 46k 80.40
Ecolab (ECL) 1.2 $3.7M 14k 269.43
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.1 $3.5M 181k 19.52
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.1 $3.5M 178k 19.65
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 1.1 $3.4M 182k 18.70
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 1.1 $3.4M 165k 20.49
JPMorgan Chase & Co. (JPM) 1.0 $3.3M 11k 289.91
Pepsi (PEP) 1.0 $3.1M 24k 132.04
Equinix (EQIX) 0.8 $2.6M 3.2k 795.43
Air Products & Chemicals (APD) 0.7 $2.4M 8.5k 282.06
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.4M 7.8k 303.93
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $2.3M 94k 24.44
Southern Company (SO) 0.7 $2.2M 24k 91.83
International Business Machines (IBM) 0.7 $2.2M 7.3k 294.77
Applied Materials (AMAT) 0.6 $2.1M 11k 183.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.9M 3.9k 485.77
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.6 $1.8M 78k 22.70
Raytheon Technologies Corp (RTX) 0.6 $1.8M 12k 146.02
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.5 $1.7M 73k 23.33
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.5 $1.7M 74k 23.07
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.5 $1.6M 75k 22.05
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.4M 4.8k 298.91
S&p Global (SPGI) 0.5 $1.4M 2.7k 527.39
Cheniere Energy Com New (LNG) 0.4 $1.3M 5.5k 243.51
Exxon Mobil Corporation (XOM) 0.3 $1.1M 10k 107.80
Wal-Mart Stores (WMT) 0.3 $946k 9.7k 97.78
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $831k 13k 62.02
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $774k 1.8k 424.58
Northrop Grumman Corporation (NOC) 0.2 $764k 1.5k 500.01
Willis Towers Watson SHS (WTW) 0.2 $726k 2.4k 306.50
NVIDIA Corporation (NVDA) 0.2 $675k 4.3k 157.99
Walt Disney Company (DIS) 0.2 $627k 5.1k 124.02
Rockwell Automation (ROK) 0.2 $617k 1.9k 332.17
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $613k 5.6k 109.28
Cadence Design Systems (CDNS) 0.2 $546k 1.8k 308.15
Starbucks Corporation (SBUX) 0.2 $485k 5.3k 91.63
Xylem (XYL) 0.1 $453k 3.5k 129.36
Oracle Corporation (ORCL) 0.1 $391k 1.8k 218.63
Procter & Gamble Company (PG) 0.1 $387k 2.4k 159.35
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $365k 2.7k 135.73
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $320k 1.6k 194.23
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $232k 3.4k 68.72
Honeywell International (HON) 0.1 $222k 952.00 232.88
General Dynamics Corporation (GD) 0.1 $217k 743.00 291.66
Corning Incorporated (GLW) 0.1 $213k 4.1k 52.59
Ferrari Nv Ord (RACE) 0.1 $208k 424.00 491.14