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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
SDYSpdr Ser Tr
Recent Activity
0.12%
$354,953
2,687 shares@ $132.11 avg price
NVDANvidia Corporation
Recent Activity
Decreased -20.7%
0.12%
$336,462
2,505 shares@ $134.32 avg price
IWDIshares Tr
Recent Activity
0.11%
$305,279
1,649 shares@ $185.13 avg price
ORCLOracle Corp
Recent Activity
0.1%
$284,788
1,709 shares@ $166.65 avg price
PGProcter And Gamble Co
Recent Activity
Increased 1.48%
0.08%
$218,783
1,305 shares@ $167.65 avg price