S.E.E.D. Planning Group LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 18, 2024
Value $
$275M
Signature - Title
Travis Maus - CCO
Location
31 Lewis St, Suite 401, Binghamton, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 74 $275M +$11.1M -$8.9M +$2.17M AMZN, AAPL, NEE, MSFT, GOOGL 13F-HR 7/18/2024, 01:12 PM
Q1 2024 75 $274M +$27.6M -$19.3M +$8.25M AMZN, AAPL, NEE, ECL, MSFT 13F-HR 4/16/2024, 10:03 AM
Q4 2023 85 $248M +$14.1M -$51.3M -$37.2M AAPL, AMZN, MSFT, CBRE, ECL 13F-HR 1/26/2024, 11:22 AM
Q3 2023 84 $259M +$21M -$34.3M -$13.4M AAPL, BSCO, BSCP, BSCN, BSCQ 13F-HR 10/17/2023, 03:10 PM
Q2 2023 89 $285M +$14.2M -$3.46M +$10.7M AAPL, META, AMZN, MSFT, MOAT 13F-HR 7/18/2023, 03:37 PM
Q1 2023 88 $259M +$35.2M -$18.4M +$16.8M AAPL, META, MOAT, AMZN, MSFT 13F-HR 4/13/2023, 02:03 PM
Q4 2022 85 $231M +$20.2M -$14.8M +$5.41M AAPL, BSCP, BSCN, BSCO, MOAT 13F-HR 1/19/2023, 03:00 PM
Q3 2022 83 $214M +$16.9M -$8.54M +$8.4M AAPL, BSCM, BSCN, BSCO, BSCP 13F-HR 10/20/2022, 03:39 PM
Q2 2022 83 $221M +$40.3M -$25M +$15.3M AAPL, BSCM, BSCN, BSCO, BSCP 13F-HR 7/26/2022, 11:02 AM
Q1 2022 91 $235M +$43.1M -$30.6M +$12.5M BSCM, AAPL, BSCN, BSCO, BSCP 13F-HR 4/26/2022, 08:39 AM
Q4 2021 95 $230M +$12.3M -$5.96M +$6.38M BSCM, BSCN, BSCP, BSCO, AAPL 13F-HR 1/24/2022, 10:54 AM
Q3 2021 87 $212M +$22.6M -$14.9M +$7.68M BSCM, BSCN, BSCP, BSCO, AAPL 13F-HR 10/21/2021, 01:36 PM
Q2 2021 84 $203M +$14.3M -$2.53M +$11.8M BSCM, BSCN, BSCO, BSCP, AAPL 13F-HR 7/14/2021, 03:55 PM
Q1 2021 74 $182M +$32.2M -$23.2M +$9M BSCN, BSCM, BSCO, BSCP, AAPL 13F-HR 4/21/2021, 03:48 PM
Q4 2020 68 $167M +$28.5M -$8.92M +$19.6M AAPL, BSCO, BSCN, BSCM, BSCL 13F-HR 1/19/2021, 12:43 PM
Q3 2020 58 $136M +$17M -$8.33M +$8.66M AAPL, BSCN, BSCM, BSCL, BSCO 13F-HR 10/16/2020, 11:26 AM
Q2 2020 56 $128M +$14.8M -$6.08M +$8.74M AAPL, BSCN, BSCM, BSCO, BSCL Restatement 7/17/2020, 11:34 AM
Q1 2020 48 $103M +$32.5M -$29M +$3.51M MOAT, AAPL, BSCL, BSCM, BSCN 13F-HR 4/17/2020, 01:05 PM
Q4 2019 53 $115M $0 $0 SCHX, AAPL, BSCK, BSCL, BSCN Restatement 2/10/2020, 03:24 PM