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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
SBUXStarbucks Corp
Recent Activity
Decreased -8.22%
0.7%
$2.075M
22,736 shares@ $91.25 avg price
SOSouthern Co
Recent Activity
Decreased -0.17%
0.69%
$2.054M
24,951 shares@ $82.32 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 28.97%
0.68%
$2.013M
6,942 shares@ $290.05 avg price
CMCSAComcast Corp New
Recent Activity
Increased 13.64%
0.61%
$1.813M
48,309 shares@ $37.54 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 415.18%
0.6%
$1.77M
3,905 shares@ $453.28 avg price
BSJRInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -14.4%
0.58%
$1.732M
77,329 shares@ $22.41 avg price
BSJQInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -18.27%
0.56%
$1.649M
70,843 shares@ $23.28 avg price
BSJPInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -18.19%
0.56%
$1.648M
71,438 shares@ $23.08 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -7.11%
0.48%
$1.414M
4,020 shares@ $351.77 avg price
IBMInternational Business Machs
Recent Activity
Increased 2.03%
0.47%
$1.396M
6,348 shares@ $219.84 avg price