SPG
Strategic Planning Group Portfolio holdings
AUM
$616M
1-Year Est. Return
37.24%
1 Year Est. Return
+37.24%
AUM
$616M
AUM Growth
+$105M
(+21%)
Holding
83
Top Buys
| 1 | +$7.61M | |
| 2 | +$5.49M | |
| 3 | +$4.69M | |
| 4 |
Southern Company
SO
|
+$4.45M |
| 5 |
Tesla
TSLA
|
+$4.13M |
Top Sells
| 1 | +$12.2M | |
| 2 | +$7.35M | |
| 3 | +$5.72M | |
| 4 |
Eli Lilly
LLY
|
+$5.48M |
| 5 |
NextEra Energy
NEE
|
+$4.59M |
Sector Composition
| 1 | Technology | 27.83% |
| 2 | Financials | 9.84% |
| 3 | Communication Services | 9.67% |
| 4 | Consumer Discretionary | 9.24% |
| 5 | Industrials | 8.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cloudflare
NET
$73.2B
| $7.37M | 1.2% |
37,635
+3,673
|
|
||
27
Intuitive Surgical
ISRG
$160B
| $7.08M | 1.15% |
13,026
+717
|
|
||
28
Oracle
ORCL
$830B
| $6.51M | 1.06% |
29,763
+1,892
|
|
||
29
CrowdStrike
CRWD
$122B
| $6.49M | 1.05% |
12,738
+363
|
|
||
30
Goldman Sachs
GS
$232B
| $6.46M | 1.05% |
9,129
+1,417
|
|
||
31
Veeva Systems
VEEV
$46.5B
| $6.33M | 1.03% |
21,993
+858
|
|
||
32
Johnson Controls International
JCI
$71.2B
| $6.26M | 1.02% |
59,277
+2,008
|
|
||
33
Advanced Micro Devices
AMD
$378B
| $6.11M | 0.99% |
43,027
+6,071
|
|
||
34
Intuit
INTU
$184B
| $6.04M | 0.98% |
7,674
+314
|
|
||
35
Hartford Total Return Bond ETF
HTRB
$2.08B
| $5.95M | 0.97% |
175,818
+1,728
|
|
||
36
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
| $5.84M | 0.95% |
173,781
+5,024
|
|
||
37
Coinbase
COIN
$86.3B
| $5.81M | 0.94% |
16,585
+3,288
|
|
||
38
Shopify
SHOP
$205B
| $5.78M | 0.94% |
50,081
+6,581
|
|
||
39
RTX Corp
RTX
$211B
| $5.74M | 0.93% |
39,298
+1,559
|
|
||
40
American Tower
AMT
$89.6B
| $5.52M | 0.9% |
24,977
+931
|
|
||
41
US Bancorp
USB
$71.1B
| $5.5M | 0.89% |
121,475
+23,560
|
|
||
42
HCA Healthcare
HCA
$99.7B
| $5.49M | 0.89% |
+14,317
|
|
||
43
Palantir
PLTR
$423B
| $5.45M | 0.89% |
40,009
+1,254
|
|
||
44
Travelers Companies
TRV
$58.4B
| $5.27M | 0.86% |
19,700
+866
|
|
||
45
ASML
ASML
$400B
| $5.25M | 0.85% |
6,552
+730
|
|
||
46
Honeywell
HON
$129B
| $5.16M | 0.84% |
22,160
+1,140
|
|
||
47
Duke Energy
DUK
$99.9B
| $5.05M | 0.82% |
42,806
+1,915
|
|
||
48
Northrop Grumman
NOC
$85.1B
| $5.04M | 0.82% |
10,084
+397
|
|
||
49
BWX Technologies
BWXT
$18.6B
| $4.8M | 0.78% |
33,320
+1,985
|
|
||
50
Phillips 66
PSX
$52.2B
| $4.66M | 0.76% |
39,102
+3,754
|
|