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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
UNHUnitedhealth Group Inc
Recent Activity
Increased 9.4%
1.81%
$5.405M
10,685 shares@ $505.85 avg price
IFFInternational Flavors&fragra
Recent Activity
Increased 372.94%
1.79%
$5.335M
63,104 shares@ $84.55 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -3.52%
1.78%
$5.31M
36,720 shares@ $144.63 avg price
VVisa Inc
Recent Activity
Decreased -4.6%
1.77%
$5.274M
16,689 shares@ $316.04 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 14.31%
1.7%
$5.07M
27,644 shares@ $183.42 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 4.94%
1.59%
$4.761M
9,797 shares@ $485.93 avg price
VLOValero Energy Corp
Recent Activity
Decreased -1.41%
1.44%
$4.289M
34,989 shares@ $122.6 avg price
ECLEcolab Inc
Recent Activity
Decreased -60.21%
1.33%
$3.964M
16,916 shares@ $234.32 avg price
CSGPCostar Group Inc
Recent Activity
Increased 7.06%
1.16%
$3.461M
48,345 shares@ $71.6 avg price
BSCRInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 4.98%
1.11%
$3.319M
170,404 shares@ $19.49 avg price