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Home > Institutional Investor > Strategic Planning, Inc. > 13F Holdings

Instuitional Investor - Strategic Planning, Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 81,887 $20,850,801 12.07%
2.
Nvidia Corp
 NVDA 86,496 $16,138,401 9.34%
3.
Amazon Com Inc
 AMZN 63,423 $13,925,788 8.06%
4.
Dow Inc.
 DOW 511,497 $11,728,613 6.79%
5.
Cvs Health Corp
 CVS 144,447 $10,889,859 6.3%
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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