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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
AAPLApple Inc
Recent Activity
Decreased -3.46%
5.31%
$15.898M
63,485 shares@ $250.42 avg price
MOATVaneck Etf Trust
Recent Activity
Increased 15.94%
5.31%
$15.881M
171,268 shares@ $92.73 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -7.25%
5.13%
$15.365M
70,034 shares@ $219.39 avg price
METAMeta Platforms Inc
Recent Activity
Increased 7.76%
3.88%
$11.596M
19,804 shares@ $585.53 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 5.29%
3.78%
$11.304M
26,819 shares@ $421.51 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -2.5%
3.73%
$11.147M
58,884 shares@ $189.3 avg price
ENBEnbridge Inc
Recent Activity
Decreased -4.33%
3.72%
$11.144M
262,653 shares@ $42.44 avg price
NEENextera Energy Inc
Recent Activity
Increased 10.82%
3.72%
$11.116M
155,058 shares@ $71.7 avg price
CBRECbre Group Inc
Recent Activity
Decreased -9.09%
3.43%
$10.275M
78,260 shares@ $131.29 avg price
ELLauder Estee Cos Inc
Recent Activity
Increased 16.18%
3.42%
$10.24M
136,566 shares@ $74.99 avg price