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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 $185,566,345
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dow Inc.
 DOW 1,003,418 $23,235,142 12.52%
2.
Apple Inc.
 AAPL 80,558 $21,900,511 11.8%
3.
Nvidia Corp
 NVDA 81,558 $15,210,650 8.2%
4.
Amazon Com Inc
 AMZN 63,021 $14,546,507 7.84%
5.
Cvs Health Corp
 CVS 144,609 $11,476,150 6.18%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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