Strategic Planning, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Jul 14, 2025
Value $
$177M
Signature - Title
Brent P. Nicks - CCO
Location
Columbus, OH
Summary
This page shows a list of all the recent 13F filings made by Strategic Planning, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Strategic Planning, Inc. reported 57 stock holdings with total value $177M as of Q1 2025. Top holdings included AAPL, AMZN, CVS, NVDA, and KHC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 57 $177M $0 $0 AAPL, AMZN, CVS, NVDA, KHC 13F-HR 7/14/2025, 10:51 AM