test

Todd Wilcox

@S.e.e.d. Planning Group Llc

Latest period2024 - Q4ReportedManaged Assets$299.61MTotal holdings75
Assets growth rate-0.65%Assets growth rate (2-Q avg)4.5%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in S.e.e.d. Planning Group Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of S.e.e.d. Planning Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 299.61M in assets, with a quarterly growth rate of -0.65% and a 2-quarter average growth rate of 4.5%. The portfolio is managed by Todd Wilcox, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -3.46%
5.31%
$15.898M
63,485 shares@ $250.42 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -7.25%
5.13%
$15.365M
70,034 shares@ $219.39 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -2.5%
3.73%
$11.147M
58,884 shares@ $189.3 avg price
ENBEnbridge Inc
Recent Activity
Decreased -4.33%
3.72%
$11.144M
262,653 shares@ $42.44 avg price
CBRECbre Group Inc
Recent Activity
Decreased -9.09%
3.43%
$10.275M
78,260 shares@ $131.29 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -4.86%
3.35%
$10.019M
44,354 shares@ $225.9 avg price
USBUs Bancorp Del
Recent Activity
Decreased -4.99%
2.94%
$8.806M
184,116 shares@ $47.83 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -5.65%
2.68%
$8.009M
8,741 shares@ $916.31 avg price
MAMastercard Incorporated
Recent Activity
Decreased -6.95%
2.29%
$6.849M
13,007 shares@ $526.59 avg price
HDHome Depot Inc
Recent Activity
Decreased -6.67%
2.07%
$6.19M
15,914 shares@ $388.99 avg price