IE
Insider Edges

STRATEGIC PLANNING, INC. 13F portfolio summary

STRATEGIC PLANNING, INC. of STRATEGIC PLANNING, INC. has 53 current stock holdings with a reported portfolio value of $199.3M. The portfolio 1 year return is +18.34%. Top holdings include AMZN (11.89%), DOW (10.85%), AAPL (10.20%), NVDA (7.49%), MSFT (5.97%).

Back to investors

STRATEGIC PLANNING, INC.

STRATEGIC PLANNING, INC.
Latest filing: 2026-03-31

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..

Sign in to enable email alerts for this investor.
Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.34%
#0/1000
3 Year
+18.34%
#0/1000
5 Year
+18.34%
#0/1000

Portfolio Value

$199.29M

Alpha Score

17.1

#0 of 1000

Holdings

53

Showper page

0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change