STRATEGIC PLANNING GROUP, LLC

PrivateCIK: 1875525
Location

BOUNTIFUL, UT

75
Positions
$917.97M
Total AUM (reported)
7.62M
Total Shares

Allocation by class

TOTAL AUM$917.97M75 positions
COM$516.24M56.2%
COM NEW$74.16M8.1%
STRUCTURED CR IN$59.32M6.5%
ST INTER BD ETF$58.44M6.4%
CL A$47.97M5.2%
CAP STK CL C$33.86M3.7%
SHS$29.13M3.2%

Portfolio Concentration

Top 317.3%4–1025.0%11–2532.1%Rest25.6%TOP 1042.3%0%100%
Top 3$158.47M17.3%
4–10$229.38M25.0%
11–25$294.72M32.1%
Rest$235.40M25.6%

Top 3 weight

17.3%

Top 10 weight

42.3%

Voting Authority Distribution

Total shares with voting rights: 7.62M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

7.62M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole75
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings75
Rows:

FIRST TR EXCHANGE-TRADED FD

SOLE
STRUCTURED CR IN
Shares2.87M
TypeSH
Market value$59.32M
6.46%
Sole
0.00
Shared
0.00
None
2.87M

SPDR SERIES TRUST

SOLE
ST INTER BD ETF
Shares1.75M
TypeSH
Market value$58.44M
6.37%
Sole
0.00
Shared
0.00
None
1.75M

APPLE INC

SOLE
COM
Shares140.70K
TypeSH
Market value$40.71M
4.43%
Sole
0.00
Shared
0.00
None
140.70K

NVIDIA CORPORATION

SOLE
COM
Shares184.44K
TypeSH
Market value$36.90M
4.02%
Sole
0.00
Shared
0.00
None
184.44K

MICROSOFT CORP

SOLE
COM
Shares91.87K
TypeSH
Market value$34.27M
3.73%
Sole
0.00
Shared
0.00
None
91.87K

ALPHABET INC

SOLE
CAP STK CL C
Shares95.83K
TypeSH
Market value$33.86M
3.69%
Sole
0.00
Shared
0.00
None
95.83K

AMAZON COM INC

SOLE
COM
Shares139.61K
TypeSH
Market value$33.27M
3.62%
Sole
0.00
Shared
0.00
None
139.61K

BROADCOM INC

SOLE
COM
Shares83.18K
TypeSH
Market value$31.42M
3.42%
Sole
0.00
Shared
0.00
None
83.18K

ELI LILLY & CO

SOLE
COM
Shares25.62K
TypeSH
Market value$30.73M
3.35%
Sole
0.00
Shared
0.00
None
25.62K

COMFORT SYS USA INC

SOLE
COM
Shares14.59K
TypeSH
Market value$28.92M
3.15%
Sole
0.00
Shared
0.00
None
14.59K

LAM RESEARCH CORP

SOLE
COM NEW
Shares61.86K
TypeSH
Market value$26.80M
2.92%
Sole
0.00
Shared
0.00
None
61.86K

ARISTA NETWORKS INC

SOLE
COM SHS
Shares139.74K
TypeSH
Market value$23.74M
2.59%
Sole
0.00
Shared
0.00
None
139.74K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares24.94K
TypeSH
Market value$23.33M
2.54%
Sole
0.00
Shared
0.00
None
24.94K

WALMART INC

SOLE
COM
Shares205.91K
TypeSH
Market value$23.32M
2.54%
Sole
0.00
Shared
0.00
None
205.91K

META PLATFORMS INC

SOLE
CL A
Shares40.70K
TypeSH
Market value$22.93M
2.50%
Sole
0.00
Shared
0.00
None
40.70K

PROGRESSIVE CORP

SOLE
COM
Shares91.67K
TypeSH
Market value$20.02M
2.18%
Sole
0.00
Shared
0.00
None
91.67K

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares9.87K
TypeSH
Market value$19.64M
2.14%
Sole
0.00
Shared
0.00
None
9.87K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares32.71K
TypeSH
Market value$19.00M
2.07%
Sole
0.00
Shared
0.00
None
32.71K

MASTERCARD INCORPORATED

SOLE
CL A
Shares36.78K
TypeSH
Market value$18.89M
2.06%
Sole
0.00
Shared
0.00
None
36.78K

GE AEROSPACE

SOLE
COM NEW
Shares48.83K
TypeSH
Market value$18.25M
1.99%
Sole
0.00
Shared
0.00
None
48.83K

SPACE EXPLORATION TECHN CORP

SOLE
CLASS A COM STK
Shares104.76K
TypeSH
Market value$17.90M
1.95%
Sole
0.00
Shared
0.00
None
104.76K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares34.69K
TypeSH
Market value$16.57M
1.80%
Sole
0.00
Shared
0.00
None
34.69K

MORGAN STANLEY

SOLE
COM NEW
Shares72.57K
TypeSH
Market value$15.17M
1.65%
Sole
0.00
Shared
0.00
None
72.57K

CBOE GLOBAL MKTS INC

SOLE
COM
Shares61.69K
TypeSH
Market value$14.97M
1.63%
Sole
0.00
Shared
0.00
None
61.69K

HEICO CORP NEW

SOLE
COM
Shares39.85K
TypeSH
Market value$14.19M
1.55%
Sole
0.00
Shared
0.00
None
39.85K
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