The Analysis of STRATEGIC PLANNING GROUP, LLC's Holdings
Currently, STRATEGIC PLANNING GROUP, LLC holds 73 types of securities in its portfolio with a total value $776.9M. In the most recent quarter, they have increased their positions in NFLX (+137.7K shares, valued at $12.9M), LLY (+8.1K shares, valued at $8.7M), ORCL (+11.5K shares, valued at $2.2M); decreased their positions in ISRG (-8.8K shares, valued at $5.0M), SCHG (-138.6K shares, valued at $4.5M), N/A (-10.1K shares, valued at $3.2M); initiated new positions in LLY (+8.1K shares, valued at $8.7M), MU (+912 shares, valued at $260.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC173.7K shares2.30%2025-12-312026-02-04
ALPHABET INC ALPHABET INC141.4K shares-6.68%2025-12-312026-02-04 AMZN AMAZON COM INC161.2K shares5.07%2025-12-312026-02-04 NVDA NVIDIA CORPORATION191.4K shares3.91%2025-12-312026-02-04 MSFT MICROSOFT CORP66.5K shares6.10%2025-12-312026-02-04 TSLA TESLA INC67.3K shares-0.29%2025-12-312026-02-04 HYDB ISHARES TR567.0K shares5.13%2025-12-312026-02-04 WMT WALMART INC236.0K shares4.41%2025-12-312026-02-04 COST COSTCO WHSL CORP NEW25.6K shares9.80%2025-12-312026-02-04 EVTR MORGAN STANLEY ETF TRUST422.8K shares5.45%2025-12-312026-02-04 META META PLATFORMS INC30.4K shares10.33%2025-12-312026-02-04 FIX COMFORT SYS USA INC18.6K shares-2.14%2025-12-312026-02-04 SCIO FIRST TR EXCHANGE-TRADED FD788.8K shares7.49%2025-12-312026-02-04 NFLX NETFLIX INC151.6K shares987.64%2025-12-312026-02-04 MS MORGAN STANLEY75.7K shares5.96%2025-12-312026-02-04 GS GOLDMAN SACHS GROUP INC15.2K shares7.11%2025-12-312026-02-04 JPM JPMORGAN CHASE & CO.41.2K shares5.18%2025-12-312026-02-04 IBM INTERNATIONAL BUSINESS MACHS44.3K shares4.32%2025-12-312026-02-04 CSCO CISCO SYS INC168.0K shares4.52%2025-12-312026-02-04 PANW PALO ALTO NETWORKS INC70.1K shares5.63%2025-12-312026-02-04 RTX RTX CORPORATION69.3K shares6.21%2025-12-312026-02-04 USB US BANCORP DEL233.8K shares7.61%2025-12-312026-02-04 HCA HCA HEALTHCARE INC22.0K shares3.89%2025-12-312026-02-04 SPIB SPDR SERIES TRUST286.7K shares7.13%2025-12-312026-02-04 AMD ADVANCED MICRO DEVICES INC44.8K shares-1.17%2025-12-312026-02-04 ASML ASML HOLDING N V8.9K shares1.21%2025-12-312026-02-04 NEM NEWMONT CORP94.1K shares2.12%2025-12-312026-02-04 BROADCOM INC BROADCOM INC26.7K shares1.88%2025-12-312026-02-04 SHOP SHOPIFY INC55.9K shares4.70%2025-12-312026-02-04 LLY ELI LILLY & CO8.1K sharesnew addition2025-12-312026-02-04 JCI JOHNSON CTLS INTL PLC72.5K shares7.21%2025-12-312026-02-04 PLTR PALANTIR TECHNOLOGIES INC48.0K shares6.21%2025-12-312026-02-04 GE AEROSPACE GE AEROSPACE27.2K shares8.34%2025-12-312026-02-04 ORCL ORACLE CORP42.9K shares36.82%2025-12-312026-02-04 NET CLOUDFLARE INC41.2K shares6.75%2025-12-312026-02-04 CRWD CROWDSTRIKE HLDGS INC17.3K shares5.41%2025-12-312026-02-04 TRV TRAVELERS COMPANIES INC27.3K shares9.43%2025-12-312026-02-04 CRM SALESFORCE INC29.5K shares9.43%2025-12-312026-02-04 PSX PHILLIPS 6658.5K shares8.46%2025-12-312026-02-04 TTWO TAKE-TWO INTERACTIVE SOFTWAR29.4K shares32.15%2025-12-312026-02-04 ISRG INTUITIVE SURGICAL INC13.2K shares-39.85%2025-12-312026-02-04 NOC NORTHROP GRUMMAN CORP13.0K shares9.12%2025-12-312026-02-04 INTU INTUIT11.0K shares12.77%2025-12-312026-02-04 OKLO OKLO INC98.9K shares-3.17%2025-12-312026-02-04 EOG EOG RES INC66.0K shares17.80%2025-12-312026-02-04 BWXT BWX TECHNOLOGIES INC38.2K shares4.70%2025-12-312026-02-04 TT TRANE TECHNOLOGIES PLC16.8K shares12.28%2025-12-312026-02-04 AXP AMERICAN EXPRESS CO17.3K shares6.06%2025-12-312026-02-04 BAC BANK AMERICA CORP114.4K shares7.72%2025-12-312026-02-04 VEEV VEEVA SYS INC28.1K shares12.01%2025-12-312026-02-04 WFC WELLS FARGO CO NEW66.9K shares7.88%2025-12-312026-02-04 COIN COINBASE GLOBAL INC24.6K shares9.72%2025-12-312026-02-04 MA MASTERCARD INCORPORATED9.6K shares11.04%2025-12-312026-02-04 IONQ IONQ INC119.3K shares17.68%2025-12-312026-02-04 LOW LOWES COS INC21.9K shares12.32%2025-12-312026-02-04 BSX BOSTON SCIENTIFIC CORP53.4K shares18.56%2025-12-312026-02-04 HD HOME DEPOT INC14.4K shares13.61%2025-12-312026-02-04 SPOT SPOTIFY TECHNOLOGY S A8.1K shares14.37%2025-12-312026-02-04 SCHG SCHWAB STRATEGIC TR28.7K shares-82.87%2025-12-312026-02-04 SPY SPDR S&P 500 ETF TR776 shares5.15%2025-12-312026-02-04 VUG VANGUARD INDEX FDS992 shares0.10%2025-12-312026-02-04 VTV VANGUARD INDEX FDS2.1K shares1.15%2025-12-312026-02-04 ALPHABET INC ALPHABET INC1.3K shares1.13%2025-12-312026-02-04 T AT&T INC11.6K shares-2.52%2025-12-312026-02-04 VFLO VICTORY PORTFOLIOS II7.2K shares-14.42%2025-12-312026-02-04 RDVY FIRST TR EXCHANGE TRADED FD3.8K shares0.19%2025-12-312026-02-04 MU MICRON TECHNOLOGY INC912 sharesnew addition2025-12-312026-02-04 SCHX SCHWAB STRATEGIC TR9.5K shares0.31%2025-12-312026-02-04 JGRO J P MORGAN EXCHANGE TRADED F2.5K shares-13.37%2025-12-312026-02-04 RBRK RUBRIK INC.2.6K shares0.00%2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available