News + Filings Holdings
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S.E.E.D. Planning Group LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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LINDE PLC
| LIN | SHS | 20,638 | 20,638 | 7,864,729,000 | 7,864,729,000 | 2.76 | 0.00 |
Hist
| 06/30/2023 |
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INVESCO EXCH TRD SLF IDX FD
| BSCQ | Common | 412,844 | 412,844 | 7,821,331,000 | 7,821,331,000 | 2.74 | |
Hist
| 06/30/2023 |
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INVESCO EXCH TRD SLF IDX FD
| BSJQ | Common | 216,593 | 216,593 | 4,938,320,000 | 4,938,320,000 | 1.73 | |
Hist
| 06/30/2023 |
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AMERICAN TOWER CORP /MA/
| AMT | COM | 10,236 | 10,236 | 1,985,170,000 | 1,985,170,000 | 0.70 | 0.00 |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK.A | Common | 2 | 2 | 1,035,620,000 | 1,035,620,000 | 0.36 | |
Hist
| 06/30/2023 |
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WILLIS TOWERS WATSON PLC
| WLTW | SHS | 2,623 | 2,623 | 617,717,000 | 617,717,000 | 0.22 | 0.00 |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 1,406 | 1,406 | 594,749,000 | 594,749,000 | 0.21 | 0.00 |
Hist
| 06/30/2023 |
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ROCKWELL AUTOMATION, INC
| ROK | Common | 1,766 | 1,766 | 581,809,000 | 581,809,000 | 0.20 | 0.00 |
Hist
| 06/30/2023 |
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Walt Disney Co
| DIS | Common | 5,083 | 5,083 | 453,810,000 | 453,810,000 | 0.16 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SDY | Common | 2,687 | 2,687 | 329,372,000 | 329,372,000 | 0.12 | |
Hist
| 06/30/2023 |
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HORTON D R INC /DE/
| DHI | Common | 2,400 | 2,400 | 292,056,000 | 292,056,000 | 0.10 | 0.00 |
Hist
| 06/30/2023 |
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ALBEMARLE CORP
| ALB | Common | 1,100 | 1,100 | 245,399,000 | 245,399,000 | 0.09 | |
Hist
| 06/30/2023 |
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EXXON MOBIL CORP
| XOM | Common | 2,248 | 2,248 | 241,098,000 | 241,098,000 | 0.08 | 0.00 |
Hist
| 06/30/2023 |
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MCDONALDS CORP
| MCD | Common | 773 | 773 | 230,671,000 | 230,671,000 | 0.08 | 0.00 |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 665 | 665 | 226,765,000 | 226,765,000 | 0.08 | |
Hist
| 06/30/2023 |
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ONEOK INC /NEW/
| OKE | Common | 3,600 | 3,600 | 222,192,000 | 222,192,000 | 0.08 | 0.00 |
Hist
| 06/30/2023 |
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FORD MOTOR CO
| F | Common | 14,612 | 14,612 | 221,073,000 | 221,073,000 | 0.08 | |
Hist
| 06/30/2023 |
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Activision Blizzard, Inc.
| ATVI | STOCK | 2,600 | 2,600 | 219,180,000 | 219,180,000 | 0.08 | 0.00 |
Hist
| 06/30/2023 |
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J P MORGAN EXCHANGE TRADED F
| JEPI | Common | 3,800 | 3,800 | 210,254,000 | 210,254,000 | 0.07 | |
Hist
| 06/30/2023 |
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DGROYAL, LLC
| DGRO | ETF | 4,000 | 4,000 | 206,120,000 | 206,120,000 | 0.07 | |
Hist
| 06/30/2023 |
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BARCLAYS PLC
| BCS | CALL | 100,000 | 100,000 | 7,500,000 | 7,500,000 | 0.00 | |
Hist
| 06/30/2023 |
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