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Home > Institutional Investor > Strategic Planning Group, Llc > Profile

Instuitional Investor - Strategic Planning Group, Llc

Fund Profile
Filing Period:
Fund Name: Strategic Planning Group, Llc
Portfolio Value $510,959,433
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 119,615 $26,570,113 5.2%
2.
Amazon Com Inc
 AMZN 120,448 $22,916,525 4.48%
3.
Ishares Tr
 456,706 $21,506,296 4.21%
4.
Nvidia Corp
 NVDA 166,332 $18,027,108 3.53%
5.
Victory Portfolios Ii
 513,137 $17,590,340 3.44%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)