Portfolio (Quarterly)
Guide ↗
S.E.E.D. Planning Group LLC
· CIK 0001765515| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CTVA | CORTEVA INC | Basic Materials | 185,508 | $12.4M | 3.54% | SOLD |
| 2 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 28,253 | $5.0M | 1.41% | SOLD |
| 3 | BSCQ | INVESCO EXCH TRD SLF IDX FD | — | 176,573 | $3.5M | 0.98% | SOLD |
| 4 | SO | SOUTHERN CO | Utilities | 21,899 | $1.9M | 0.54% | SOLD |
| 5 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 13,000 | $378K | 0.11% | SOLD |
| 6 | VISN | COMMSCOPE HLDG CO INC | Technology | 15,000 | $272K | 0.08% | SOLD |
| 7 | KLAC | KLA CORP | Technology | 221 | $268K | 0.08% | SOLD |
| 8 | SLV | ISHARES SILVER TR | Financial Services | 4,005 | $258K | 0.07% | SOLD |
| 9 | CLS | CELESTICA INC | Technology | 833 | $246K | 0.07% | SOLD |
| 10 | CCL | CARNIVAL CORP | Consumer Cyclical | 7,002 | $214K | 0.06% | SOLD |
| 11 | GD | GENERAL DYNAMICS CORP | Industrials | 601 | $202K | 0.06% | SOLD |
Sector Allocation
Consumer Cyclical
13.7%
Technology
11.6%
Communication Services
9.1%
Financial Services
9.1%
Energy
9.0%
Industrials
8.8%
Basic Materials
8.8%
Real Estate
8.5%
Healthcare
8.4%
Consumer Defensive
8.4%