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  Name: STRATEGIC PLANNING GROUP LLC
  City: Bountiful
  State: UT
  Zip: 84010
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $399,934,000
  Total Value Change : $98,448,000
  Securities Held Change : 3
   
All Securities Held : 116
  New Positions : 6
  Closed Positions : 3
  Increased Positions : 101
  Unchanged Positions : 0
  Decreased Positions : 9

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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 7 New $97.11 $11,901,000 128,353 2.98% 11,901,000 128,353 0.012    Closed - End Fund - Debt
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 72 New $142.88 $1,450,000 11,289 0.36% 1,450,000 11,289 0.001    Drug Manufacturers - ...
   (DKNG)1 Year Chart         DKNG Draftkings Inc Class A 76 New $0.00 $1,382,000 30,427 0.35% 1,382,000 30,427 0.007    N/A
   (RIVN)1 Year Chart         RIVN Rivian Automotive, Inc. / De 94 New $0.00 $867,000 79,181 0.22% 867,000 79,181 0.009    N/A
   (EBAY)1 Year Chart         EBAY eBay Inc 99 New $53.08 $755,000 14,309 0.19% 755,000 14,309 0.002    Internet Software & S...
   (FBND)1 Year Chart         FBND Fidelity Total Bond Etf 115 New $0.00 $201,000 4,446 0.05% 201,000 4,446 0.002    N/A

      6 Records Found
  1    
Page 1 of 1
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