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STRATEGIC PLANNING GROUP, LLC 13F holdings

Filed 2026-07-16 · STRATEGIC PLANNING GROUP, LLC · 75 positions · $918.0M

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TickerCompanySharesValue% of portfolio
SCIOFIRST TR EXCHANGE-TRADED FD2.9M$59.3M6.5%
SPIBSPDR SERIES TRUST1.7M$58.4M6.4%
AAPLAPPLE INC140.7K$40.7M4.4%
NVDANVIDIA CORPORATION184.4K$36.9M4.0%
MSFTMICROSOFT CORP91.9K$34.3M3.7%
GOOGALPHABET INC95.8K$33.9M3.7%
AMZNAMAZON COM INC139.6K$33.3M3.6%
AVGOBROADCOM INC83.2K$31.4M3.4%
LLYELI LILLY & CO25.6K$30.7M3.3%
FIXCOMFORT SYS USA INC14.6K$28.9M3.2%
LRCXLAM RESEARCH CORP61.9K$26.8M2.9%
ANETARISTA NETWORKS INC139.7K$23.7M2.6%
COSTCOSTCO WHOLESALE CORPORATION24.9K$23.3M2.5%
WMTWALMART INC205.9K$23.3M2.5%
METAMETA PLATFORMS INC40.7K$22.9M2.5%
PGRPROGRESSIVE CORP91.7K$20.0M2.2%
ASMLASML HLDG NV9.9K$19.6M2.1%
AMDADVANCED MICRO DEVICES INC32.7K$19.0M2.1%
MAMASTERCARD INCORPORATED36.8K$18.9M2.1%
GEGE AEROSPACE48.8K$18.3M2.0%
SPCXSPACE EXPLORATION TECHN CORP104.8K$17.9M1.9%
TSMTAIWAN SEMICONDUCTOR MANUFAC34.7K$16.6M1.8%
MSMORGAN STANLEY72.6K$15.2M1.7%
CBOECBOE GLOBAL MKTS INC61.7K$15.0M1.6%
HEIHEICO CORP NEW39.8K$14.2M1.5%
TSLATESLA INC33.5K$14.1M1.5%
JPMJPMORGAN CHASE & CO42.9K$14.0M1.5%
CTASCINTAS CORP80.9K$13.8M1.5%
LINLINDE PLC25.3K$13.1M1.4%
STRLSTERLING INFRASTRUCTURE INC14.0K$11.7M1.3%
TJXTJX COS INC NEW76.8K$11.6M1.3%
RTXRTX CORPORATION58.5K$11.1M1.2%
NFLXNETFLIX INC.146.9K$10.5M1.1%
NEMNEWMONT CORP110.7K$10.3M1.1%
VEEVVEEVA SYS INC57.4K$10.2M1.1%
VRTXVERTEX PHARMACEUTICALS INC18.7K$9.3M1.0%
—TRANE TECHNOLOGIES PLC17.7K$8.7M0.9%
PANWPALO ALTO NETWORKS INC23.3K$8.0M0.9%
ISRGINTUITIVE SURGICAL INC19.7K$7.8M0.9%
ISRGINTUIT29.7K$7.7M0.8%
ETNEATON CORP PLC16.4K$7.0M0.8%
MUMICRON TECHNOLOGY INC6.0K$6.9M0.8%
BWXTBWX TECHNOLOGIES INC33.2K$6.5M0.7%
AEPAMERICAN ELEC PWR CO INC46.0K$6.3M0.7%
SHWSHERWIN WILLIAMS CO18.3K$6.3M0.7%
PLTRPALANTIR TECHNOLOGIES INC52.8K$6.2M0.7%
DUKDUKE ENERGY CORP NEW48.3K$6.1M0.7%
WMWASTE MGMT INC DEL25.8K$5.7M0.6%
NOCNORTHROP GRUMMAN CORP11.2K$5.7M0.6%
ORCLORACLE CORP23.5K$3.4M0.4%
MPMP MATERIALS CORP60.1K$3.4M0.4%
SCHGSCHWAB STRATEGIC TR25.2K$853,3600.1%
SPYSTATE STR SPDR S&P 500 ETF T979$731,2010.1%
BRK-BBERKSHIRE HATHAWAY INC DEL1.3K$632,2100.1%
HYDBISHARES TR12.4K$579,3190.1%
GSGOLDMAN SACHS GROUP INC507$513,6270.1%
VUGVANGUARD INDEX FDS6.0K$513,3060.1%
GOOGLALPHABET INC1.3K$477,1850.1%
QQQINVESCO QQQ TR625$460,7510.1%
VTVVANGUARD INDEX FDS2.1K$457,6460.0%
Top Fund Holdings
13F
Top Fund Holdings

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