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
BSJOInvesco Exch Trd Slf Idx Fd Recent Activity Exited	0%	$1.975M 86,908 shares@ $22.73 avg price	Exited
BRK.ABerkshire Hathaway Inc Del Recent Activity Exited	0%	$1.382M 2 shares@ $691180.0 avg price	Exited
CATCaterpillar Inc Recent Activity Exited	0%	$336,363 860 shares@ $391.12 avg price	Exited
TSLATesla Inc Recent Activity Exited	0%	$307,415 1,175 shares@ $261.63 avg price	Exited