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STRATEGIC PLANNING, INC.
STRATEGIC PLANNING, INC.
Latest filing: 2026-03-31
STRATEGIC PLANNING, INC. runs STRATEGIC PLANNING, INC. and currently holds 54 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $199.29M. Their top holdings are AMZN, DOW, AAPL, NVDA, MSFT. The top five represent 46.3% of reported portfolio weight. STRATEGIC PLANNING, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, STRATEGIC PLANNING, INC. initiated 8 new positions. They added to 29 existing positions. They trimmed 9 positions. Their current best-performing preview position is DOW with returns of +78.90%.
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54 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AMZN AMAZON.COM INC | 11.88% | $198.44 | $258.63 | +30.33% | Added +83.29% |
 DOW DOW INC | 10.84% | $26.01 | $32.34 | +24.34% | Trimmed -48.31% |
 AAPL APPLE INC | 10.19% | $222.20 | $309.35 | +39.22% | Trimmed -0.71% |
 NVDA NVIDIA CORP | 7.48% | $111.76 | $214.76 | +92.16% | Added +4.79% |
 MSFT MICROSOFT CORP | 5.97% | $371.57 | $483.24 | +30.05% | Added +1733.05% |
 CVS CVS HEALTH CORP | 5.27% | $67.88 | $93.02 | +37.03% | Added +1.20% |
 F FORD MTR CO DEL | 5.02% | $10.10 | $14.41 | +42.67% | Added +3.31% |
 KHC KRAFT HEINZ CO | 3.13% | $30.29 | $25.58 | -15.55% | Added +1.15% |
 WDAY WORKDAY INC CLASS A | 2.96% | $129.92 | $200.01 | +53.95% | New Buy |
 VZ VERIZON COMMUNICATIONS I | 2.86% | $50.20 | $49.45 | -1.49% | New Buy |
Showing 1-10 of 54