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Home > Institutional Investor > Strategic Planning, Inc. > Profile

Instuitional Investor - Strategic Planning, Inc.

Fund Profile
Filing Period:
Fund Name: Strategic Planning, Inc.
Portfolio Value $177,257,003
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 82,547 $18,336,081 10.34%
2.
Amazon Com Inc
 AMZN 64,702 $12,310,203 6.94%
3.
Cvs Health Corp
 CVS 145,437 $9,853,332 5.56%
4.
Nvidia Corp
 NVDA 86,703 $9,396,885 5.3%
5.
Kraft Heinz Co
 KHC 283,368 $8,622,859 4.86%
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)