13F HOLDINGS REPORT
S.E.E.D. Planning Group LLC
Quarter ended Q2 2025 · Filed July 8, 2025 · Accession 0001765515-25-000007
Total Value
$319.0M
Positions
71
Other Managers
0
Confidential Omitted
No
Holdings (71)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 73,445 | $16.1M | 5.05% |
| 2 | APPLE INC | AAPL | 70,788 | $14.5M | 4.55% |
| 3 | META PLATFORMS INC | META | 18,464 | $13.6M | 4.27% |
| 4 | VANECK ETF TRUST | 92189F643 | 144,028 | $13.5M | 4.23% |
| 5 | MICROSOFT CORP | MSFT | 26,101 | $13.0M | 4.07% |
| 6 | ALPHABET INC | GOOG | 72,461 | $12.8M | 4.00% |
| 7 | CORTEVA INC | CTVA | 164,393 | $12.3M | 3.84% |
| 8 | AGILENT TECHNOLOGIES INC | A | 103,814 | $12.3M | 3.84% |
| 9 | NEXTERA ENERGY INC | NEE-PW | 171,258 | $11.9M | 3.73% |
| 10 | THERMO FISHER SCIENTIFIC INC | TMO | 28,241 | $11.5M | 3.59% |
| 11 | AUTOMATIC DATA PROCESSING IN | ADP | 36,201 | $11.2M | 3.50% |
| 12 | VALERO ENERGY CORP | VLO | 81,298 | $10.9M | 3.43% |
| 13 | ENBRIDGE INC | ENNPF | 225,434 | $10.2M | 3.20% |
| 14 | CBRE GROUP INC | CBRE | 71,524 | $10.0M | 3.14% |
| 15 | US BANCORP DEL | USB-PS | 213,317 | $9.7M | 3.03% |
| 16 | LOCKHEED MARTIN CORP | LMT | 20,487 | $9.5M | 2.97% |
| 17 | LAUDER ESTEE COS INC | 518439104 | 110,273 | $8.9M | 2.79% |
| 18 | COSTCO WHSL CORP NEW | 22160K105 | 7,441 | $7.4M | 2.31% |
| 19 | LINDE PLC | LIN | 14,259 | $6.7M | 2.10% |
| 20 | LOWES COS INC | 548661107 | 29,676 | $6.6M | 2.06% |
| 21 | MASTERCARD INCORPORATED | MA | 11,679 | $6.6M | 2.06% |
| 22 | AMERICAN TOWER CORP NEW | 03027X100 | 26,330 | $5.8M | 1.82% |
| 23 | HOME DEPOT INC | HD | 15,110 | $5.5M | 1.74% |
| 24 | VISA INC | V | 13,657 | $4.8M | 1.52% |
| 25 | COLGATE PALMOLIVE CO | CL | 41,984 | $3.8M | 1.20% |
| 26 | COSTAR GROUP INC | CSGP | 46,331 | $3.7M | 1.17% |
| 27 | ECOLAB INC | ECL | 13,670 | $3.7M | 1.15% |
| 28 | INVESCO EXCH TRD SLF IDX FD | IVZ | 181,007 | $3.5M | 1.11% |
| 29 | INVESCO EXCH TRD SLF IDX FD | IVZ | 178,168 | $3.5M | 1.10% |
| 30 | INVESCO EXCH TRD SLF IDX FD | IVZ | 181,617 | $3.4M | 1.06% |
| 31 | INVESCO EXCH TRD SLF IDX FD | IVZ | 165,408 | $3.4M | 1.06% |
| 32 | JPMORGAN CHASE & CO. | VYLD | 11,239 | $3.3M | 1.02% |
| 33 | PEPSICO INC | PEP | 23,476 | $3.1M | 0.97% |
| 34 | EQUINIX INC | EQIX | 3,242 | $2.6M | 0.81% |
| 35 | AIR PRODS & CHEMS INC | AIIR | 8,477 | $2.4M | 0.75% |
| 36 | VANGUARD INDEX FDS | 922908769 | 7,788 | $2.4M | 0.74% |
| 37 | SCHWAB STRATEGIC TR | 808524201 | 94,106 | $2.3M | 0.72% |
| 38 | SOUTHERN CO | SOMN | 23,752 | $2.2M | 0.68% |
| 39 | INTERNATIONAL BUSINESS MACHS | INTR | 7,347 | $2.2M | 0.68% |
| 40 | APPLIED MATLS INC | 038222105 | 11,288 | $2.1M | 0.65% |
| 41 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,895 | $1.9M | 0.59% |
| 42 | INVESCO EXCH TRD SLF IDX FD | IVZ | 77,524 | $1.8M | 0.55% |
| 43 | RTX CORPORATION | RTX | 12,017 | $1.8M | 0.55% |
| 44 | INVESCO EXCH TRD SLF IDX FD | IVZ | 72,794 | $1.7M | 0.53% |
| 45 | INVESCO EXCH TRD SLF IDX FD | IVZ | 73,467 | $1.7M | 0.53% |
| 46 | INVESCO EXCH TRD SLF IDX FD | IVZ | 74,566 | $1.6M | 0.52% |
| 47 | ACCENTURE PLC IRELAND | ACN | 4,817 | $1.4M | 0.45% |
| 48 | S&P GLOBAL INC | SPGI | 2,722 | $1.4M | 0.45% |
| 49 | CHENIERE ENERGY INC | LNG | 5,491 | $1.3M | 0.42% |
| 50 | EXXON MOBIL CORP | XOM | 10,121 | $1.1M | 0.34% |
| 51 | WALMART INC | WMT | 9,670 | $945,533 | 0.30% |
| 52 | ISHARES TR | 464287507 | 13,405 | $831,348 | 0.26% |
| 53 | ISHARES TR | 464287614 | 1,822 | $773,585 | 0.24% |
| 54 | NORTHROP GRUMMAN CORP | NOC | 1,528 | $764,013 | 0.24% |
| 55 | WILLIS TOWERS WATSON PLC LTD | WTW | 2,367 | $725,486 | 0.23% |
| 56 | NVIDIA CORPORATION | NVDA | 4,275 | $675,401 | 0.21% |
| 57 | DISNEY WALT CO | 254687106 | 5,056 | $627,035 | 0.20% |
| 58 | ROCKWELL AUTOMATION INC | ROK | 1,857 | $616,840 | 0.19% |
| 59 | ISHARES TR | 464287804 | 5,607 | $612,756 | 0.19% |
| 60 | CADENCE DESIGN SYSTEM INC | CDNS | 1,772 | $546,042 | 0.17% |
| 61 | STARBUCKS CORP | SBUX | 5,293 | $484,998 | 0.15% |
| 62 | XYLEM INC | XYL | 3,505 | $453,416 | 0.14% |
| 63 | ORACLE CORP | ORCL-PD | 1,789 | $391,129 | 0.12% |
| 64 | PROCTER AND GAMBLE CO | 742718109 | 2,429 | $387,060 | 0.12% |
| 65 | SPDR SERIES TRUST | 78464A763 | 2,687 | $364,707 | 0.11% |
| 66 | ISHARES TR | 464287598 | 1,649 | $320,285 | 0.10% |
| 67 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 3,378 | $232,130 | 0.07% |
| 68 | HONEYWELL INTL INC | 438516106 | 952 | $221,702 | 0.07% |
| 69 | GENERAL DYNAMICS CORP | GD | 743 | $216,703 | 0.07% |
| 70 | CORNING INC | GLW | 4,054 | $213,201 | 0.07% |
| 71 | FERRARI N V | RACE | 424 | $208,242 | 0.07% |