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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 $715,348,770
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchange-Traded Fd
 2,388,645 $49,301,643 6.89%
2.
Spdr Series Trust
 1,434,770 $48,122,208 6.73%
3.
Apple Inc.
 AAPL 143,806 $36,496,653 5.1%
4.
Amazon Com Inc
 AMZN 136,464 $28,421,464 3.97%
5.
Alphabet Inc.
 GOOGL 93,056 $26,694,225 3.73%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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