test

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
AMATApplied Matls Inc
Recent Activity
Increased 65.41%
0.42%
$1.258M
7,736 shares@ $162.64 avg price
GDGeneral Dynamics Corp
Recent Activity
Increased 10.65%
0.41%
$1.219M
4,626 shares@ $263.5 avg price
BSJSInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.41%
$1.21M
55,796 shares@ $21.68 avg price
WMTWalmart Inc
Recent Activity
Decreased -7.15%
0.33%
$988,068
10,936 shares@ $90.36 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -3.4%
0.33%
$980,687
3,350 shares@ $292.75 avg price
IJHIshares Tr
Recent Activity
Decreased -0.1%
0.31%
$904,275
14,513 shares@ $62.31 avg price
CLColgate Palmolive Co
Recent Activity
Decreased -1.35%
0.27%
$792,674
8,719 shares@ $90.92 avg price
WTWWillis Towers Watson Plc Ltd
Recent Activity
0.26%
$771,510
2,463 shares@ $313.24 avg price
MCDMcdonalds Corp
Recent Activity
Increased 170.99%
0.26%
$763,687
2,634 shares@ $289.94 avg price
IWFIshares Tr
Recent Activity
Decreased -0.16%
0.25%
$744,529
1,854 shares@ $401.58 avg price