STRATEGIC PLANNING GROUP, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Bountiful, UT
CIK
0001875525
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 78 507,196 AAPL, NVDA, AMZN, YLD 13F-HR 10/16/2024 000108514624004940
Q2 2024 75 457,506 AAPL, NVDA, AMZN, MSFT 13F-HR 8/2/2024 000108514624003440
Q1 2024 116 399,940 AAPL, NVDA, AMZN, MSFT 13F-HR 4/12/2024 000108514624001796
Q4 2023 113 301,484 AAPL, AMZN, JGRO, MSFT 13F-HR 4/11/2024 000108514624001739