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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
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -77.98%
0.24%
$694,687
33,641 shares@ $20.66 avg price
DISDisney Walt Co
Recent Activity
Decreased -77.67%
0.22%
$648,103
5,820 shares@ $111.36 avg price
NOCNorthrop Grumman Corp
Recent Activity
Increased 27.59%
0.22%
$642,537
1,369 shares@ $469.35 avg price
IJRIshares Tr
Recent Activity
Increased 0.51%
0.22%
$637,938
5,537 shares@ $115.22 avg price
ROKRockwell Automation Inc
Recent Activity
Decreased -0.25%
0.19%
$559,152
1,957 shares@ $285.72 avg price
CDNSCadence Design System Inc
Recent Activity
Decreased -11.08%
0.18%
$532,415
1,772 shares@ $300.46 avg price
UPSUnited Parcel Service Inc
Recent Activity
New Position
0.17%
$498,033
3,950 shares@ $126.09 avg price
NKENike Inc
Recent Activity
New Position
0.17%
$497,152
6,570 shares@ $75.68 avg price
XYLXylem Inc
Recent Activity
Decreased -14.17%
0.17%
$484,848
4,179 shares@ $116.03 avg price
SPGIS&p Global Inc
Recent Activity
New Position
0.16%
$457,690
919 shares@ $498.04 avg price