Todd Wilcox

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

Latest period2024 - Q4

Reported4d ago

Managed Assets$299.61M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BSCTInvesco Exch Trd Slf Idx Fd Recent Activity New Position	0.84%	$2.506M 136,621 shares@ $18.34 avg price	New Position
BSCSInvesco Exch Trd Slf Idx Fd Recent Activity New Position	0.84%	$2.504M 124,370 shares@ $20.13 avg price	New Position
BSJSInvesco Exch Trd Slf Idx Fd Recent Activity New Position	0.41%	$1.21M 55,796 shares@ $21.68 avg price	New Position
UPSUnited Parcel Service Inc Recent Activity New Position	0.17%	$498,033 3,950 shares@ $126.09 avg price	New Position
NKENike Inc Recent Activity New Position	0.17%	$497,152 6,570 shares@ $75.68 avg price	New Position
SPGIS&p Global Inc Recent Activity New Position	0.16%	$457,690 919 shares@ $498.04 avg price	New Position