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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 $544,205,022
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 118,970 $29,792,502 5.47%
2.
Nvidia Corp
 NVDA 204,695 $27,488,532 5.05%
3.
Amazon Com Inc
 AMZN 120,985 $26,542,943 4.87%
4.
Tesla Inc.
 TSLA 62,414 $25,205,463 4.63%
5.
Principal Exchange Traded Fd
 1,051,167 $20,161,395 3.7%
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)