The Analysis of Strategic Planning, Inc.'s Holdings
Currently, Strategic Planning, Inc. holds 52 types of securities in its portfolio with a total value $185.6M. In the most recent quarter, they have increased their positions in DOW (+491.9K shares, valued at $11.4M), SPY (+6.3K shares, valued at $4.3M), NVO (+70.7K shares, valued at $3.6M); decreased their positions in NVDA (-4.9K shares, valued at $920.9K), TSLA (-1.1K shares, valued at $489.3K), AAPL (-1.3K shares, valued at $361.3K); initiated new positions in SPY (+6.3K shares, valued at $4.3M), NVO (+70.7K shares, valued at $3.6M), VTI (+1.4K shares, valued at $454.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DOW DOW INC1.0M shares96.17%2025-12-312026-02-18
AAPL APPLE INC80.6K shares-1.62%2025-12-312026-02-18 NVDA NVIDIA CORP81.6K shares-5.71%2025-12-312026-02-18 AMZN AMAZON.COM INC63.0K shares-0.63%2025-12-312026-02-18 CVS CVS HEALTH CORP144.6K shares0.11%2025-12-312026-02-18 F FORD MTR CO DEL839.6K shares-2.31%2025-12-312026-02-18 PNC PNC FINL SERVICES34.5K shares-0.94%2025-12-312026-02-18 KHC KRAFT HEINZ CO274.5K shares-2.99%2025-12-312026-02-18 UPS UNITED PARCEL SVC INC CLASS B47.1K shares1.24%2025-12-312026-02-18 MO ALTRIA GROUP INC80.1K shares0.20%2025-12-312026-02-18 D DOMINION ENERGY INC78.6K shares-1.77%2025-12-312026-02-18 NKE NIKE INC CLASS CLASS B71.9K shares-0.93%2025-12-312026-02-18 AEE AMEREN CORP42.8K shares-4.19%2025-12-312026-02-18 SPY SPDR S&P 500 ETF6.3K sharesnew addition2025-12-312026-02-18 NVO NOVO-NORDISK A S ADR70.7K sharesnew addition2025-12-312026-02-18 TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS11.5K shares-0.07%2025-12-312026-02-18 FTNT FORTINET INC43.8K shares-5.13%2025-12-312026-02-18 HBAN HUNTINGTON BANCSHARES IN195.9K shares-1.70%2025-12-312026-02-18 XOM EXXON MOBIL CORP28.1K shares0.28%2025-12-312026-02-18 CMG CHIPOTLE MEXICAN GRILL I77.6K shares-5.77%2025-12-312026-02-18 PG PROCTER & GAMBLE CO19.1K shares-0.57%2025-12-312026-02-18 GIS GENERAL MILLS INC54.6K shares-5.82%2025-12-312026-02-18 EXC EXELON CORP49.6K shares-2.54%2025-12-312026-02-18 GE AEROSPACE GE AEROSPACE4.1K shares-0.80%2025-12-312026-02-18 TSLA TESLA INC2.4K shares-31.47%2025-12-312026-02-18 MSFT MICROSOFT CORP1.8K shares0.23%2025-12-312026-02-18 USFD US FOODS HLDG CORP9.7K shares-3.36%2025-12-312026-02-18 AEP AMERICAN ELEC PWR CO INC5.8K shares0.82%2025-12-312026-02-18 COST COSTCO WHSL CORP NEW758 shares0.00%2025-12-312026-02-18 GEV GE VERNOVA INC996 shares-0.80%2025-12-312026-02-18 WMT WALMART INC5.6K shares-0.18%2025-12-312026-02-18 HI HILLENBRAND INC18.5K shares0.71%2025-12-312026-02-18 GWRE GUIDEWIRE SOFTWARE INC2.9K shares0.00%2025-12-312026-02-18 CTVA CORTEVA INC7.2K shares-2.02%2025-12-312026-02-18 VTI VANGUARD TOTAL STOCK MARKET ETF1.4K sharesnew addition2025-12-312026-02-18 JCI JOHNSON CONTROLS INT F3.6K shares-9.08%2025-12-312026-02-18 CARR CARRIER GLOBAL CORP7.5K shares-1.14%2025-12-312026-02-18 SIEGY SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS2.6K shares0.00%2025-12-312026-02-18 HP INC HP INC15.7K shares0.20%2025-12-312026-02-18 VV VANGUARD LARGE CAP ETF1.1K sharesnew addition2025-12-312026-02-18 META META PLATFORMS INC CLASS A505 shares0.80%2025-12-312026-02-18 OTIS OTIS WORLDWIDE CORP3.3K shares-4.74%2025-12-312026-02-18 ARMK ARAMARK7.6K shares-3.28%2025-12-312026-02-18 BWA BORGWARNER INC5.1K shares-3.37%2025-12-312026-02-18 MCK MCKESSON CORP263 shares0.00%2025-12-312026-02-18 VGT VANGUARD INFORMATION TECH ETF279 sharesnew addition2025-12-312026-02-18 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available