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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 $615,741,290
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 196,025 $30,970,094 5.03%
2.
Amazon Com Inc
 AMZN 134,824 $29,579,123 4.8%
3.
Apple Inc.
 AAPL 136,853 $28,078,256 4.56%
4.
Microsoft Corp
 MSFT 49,323 $24,534,011 3.98%
5.
Ishares Tr
 496,220 $23,558,078 3.83%
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)