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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
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 4.05%
1.1%
$3.292M
169,454 shares@ $19.43 avg price
LOWLowes Cos Inc
Recent Activity
Increased 0.78%
1.04%
$3.1M
12,560 shares@ $246.8 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -4.76%
0.99%
$2.958M
12,341 shares@ $239.71 avg price
RTXRtx Corporation
Recent Activity
Decreased -1.3%
0.87%
$2.593M
22,410 shares@ $115.73 avg price
EQIXEquinix Inc
Recent Activity
Decreased -6.14%
0.87%
$2.59M
2,747 shares@ $942.92 avg price
BSCTInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.84%
$2.506M
136,621 shares@ $18.34 avg price
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.84%
$2.504M
124,370 shares@ $20.13 avg price
PHParker-hannifin Corp
Recent Activity
Decreased -3.85%
0.81%
$2.398M
3,770 shares@ $636.03 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 194.39%
0.79%
$2.342M
101,056 shares@ $23.18 avg price
VTIVanguard Index Fds
Recent Activity
0.76%
$2.257M
7,788 shares@ $289.81 avg price