STRATEGIC PLANNING GROUP, LLC - Portfolio overview

STRATEGIC PLANNING GROUP, LLC has 94 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCIO - FIRST TR EXCHANGE-TRADED FD, 5.67%
2. SPIB - SPDR SERIES TRUST, 5.54%
3. AAPL - APPLE INC, 4.20%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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