STRATEGIC PLANNING GROUP, LLC
STRATEGIC PLANNING GROUP, LLC runs STRATEGIC PLANNING GROUP, LLC and currently holds 72 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $715.35M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. STRATEGIC PLANNING GROUP, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, STRATEGIC PLANNING GROUP, LLC's portfolio at STRATEGIC PLANNING GROUP, LLC has delivered returns of +22.81%. Their 3-year annualized return is +50.26%. Looking at the 5-year horizon, STRATEGIC PLANNING GROUP, LLC has achieved +50.26% annualized returns at STRATEGIC PLANNING GROUP, LLC.
Portfolio Value
$715.35M
Alpha Score
39.5
#0 of 1000
Holdings
72
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|