STRATEGIC PLANNING, INC.
STRATEGIC PLANNING, INC. runs STRATEGIC PLANNING, INC. and currently holds 53 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $199.29M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. STRATEGIC PLANNING, INC. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, STRATEGIC PLANNING, INC.'s portfolio at STRATEGIC PLANNING, INC. has delivered returns of +18.34%. Their 3-year annualized return is +18.34%. Looking at the 5-year horizon, STRATEGIC PLANNING, INC. has achieved +18.34% annualized returns at STRATEGIC PLANNING, INC..
Portfolio Value
$199.29M
Alpha Score
17.1
#0 of 1000
Holdings
53
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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