STRATEGIC PLANNING GROUP, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$511M
Signature - Title
William Jeffrey Draper - CCO
Location
Bountiful, UT
Summary
This page shows a list of all the recent 13F filings made by STRATEGIC PLANNING GROUP, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. STRATEGIC PLANNING GROUP, LLC reported 79 stock holdings with total value $511M as of Q1 2025. Top holdings included AAPL, AMZN, HYDB, NVDA, and VFLO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 79 $511M +$62.3M -$63.6M -$1.32M AAPL, AMZN, HYDB, NVDA, VFLO 13F-HR 4/10/2025, 12:52 PM
Q4 2024 80 $544M +$84.7M -$58.5M +$26.2M AAPL, NVDA, AMZN, TSLA, YLD 13F-HR 1/23/2025, 12:18 PM
Q3 2024 78 $507M +$47.7M -$24.9M +$22.9M AAPL, NVDA, AMZN, YLD, TSLA 13F-HR 10/16/2024, 11:46 AM
Q2 2024 75 $458M +$106M -$50.8M +$55.5M AAPL, NVDA, AMZN, MSFT, GOOG 13F-HR 8/2/2024, 10:40 AM
Q1 2024 115 $381M +$77.5M -$5.52M +$72M NVDA, AMZN, MSFT, QQQM, JGRO 13F-HR 4/12/2024, 03:48 PM
Q4 2023 112 $284M $0 $0 AMZN, JGRO, MSFT, QQQM, GOOG 13F-HR 4/11/2024, 06:29 PM