STRATEGIC PLANNING GROUP, LLC 13F Holdings
CIK 0001875525 · Bountiful, UT
As of Sep 30, 2025, STRATEGIC PLANNING GROUP, LLC reported 73 positions worth $739.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 169,812 | $43.2M | 5.84% |
| ALPHABET INC | GOOG | Equity | 151,537 | $36.9M | 4.99% |
| NVIDIA CORP | NVDA | Technology | 184,199 | $34.4M | 4.65% |
| AMAZON.COM INC | AMZN | Equity | 153,424 | $33.7M | 4.55% |
| MICROSOFT CORP | MSFT | Technology | 62,712 | $32.5M | 4.39% |
| TESLA INC | TSLA | Consumer Cyclical | 67,507 | $30.0M | 4.06% |
| ISHARES HIGH YIELD SYSTEMATIC BOND ETF | HYDB | — | 539,304 | $25.8M | 3.49% |
| WALMART INC | WMT | Consumer Defensive | 226,012 | $23.3M | 3.15% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 23,325 | $21.6M | 2.92% |
| MORGAN STANLEY ETF TRUST | — | — | 400,948 | $20.6M | 2.79% |
| META PLATFORMS INC | META | Communication Services | 27,549 | $20.2M | 2.73% |
| NETFLIX INC | NFLX | Communication Services | 13,943 |