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STRATEGIC PLANNING GROUP, LLC
STRATEGIC PLANNING GROUP, LLC
Latest filing: 2026-06-30
STRATEGIC PLANNING GROUP, LLC runs STRATEGIC PLANNING GROUP, LLC and currently holds 75 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $917.97M. Their top holdings are SCIO, SPIB, AAPL, NVDA, MSFT. The top five represent 25.0% of reported portfolio weight. STRATEGIC PLANNING GROUP, LLC ranks #575 out of 1000 investors tracked by Alpha Score. In the most recent quarter, STRATEGIC PLANNING GROUP, LLC initiated 3 new positions. They added to 58 existing positions. They trimmed 12 positions. Their current best-performing preview position is MU with returns of +241.53%.
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75 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SCIO FIRST TR EXCHANGE-TRADED FD | 6.46% | $20.68 | $20.51 | -0.82% | Added +20.14% |
 SPIB SPDR SERIES TRUST | 6.37% | $33.48 | $33.09 | -1.18% | Added +21.73% |
 AAPL APPLE INC | 4.43% | $206.76 | $309.35 | +49.62% | Trimmed -2.16% |
 NVDA NVIDIA CORPORATION | 4.02% | $102.75 | $214.76 | +109.01% | Added +25.43% |
 MSFT MICROSOFT CORP | 3.73% | $414.55 | $483.24 | +16.57% | Added +42.94% |
 GOOG ALPHABET INC | 3.69% | $177.97 | $341.75 | +92.03% | Added +2.98% |
 AMZN AMAZON COM INC | 3.62% | $179.43 | $258.63 | +44.14% | Added +2.30% |
 AVGO BROADCOM INC | 3.42% | $266.76 | $368.45 | +38.12% | Added +12.77% |
 LLY ELI LILLY & CO | 3.35% | $987.10 | $1,254.77 | +27.12% | Added +6.94% |
 FIX COMFORT SYS USA INC | 3.15% | $461.56 | $1,655.19 | +258.61% | Added +1.88% |
Showing 1-10 of 75