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  Name: S.E.E.D. Planning Group LLC
  City: BINGHAMTON
  State: NY
  Zip: 13901
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $273,879,000
  Total Value Change : $25,755,000
  Securities Held Change : -10
   
All Securities Held : 75
  New Positions : 5
  Closed Positions : 15
  Increased Positions : 37
  Unchanged Positions : 6
  Decreased Positions : 27

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Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged 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
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 47 - $622,000.00 $1,269,000 2 0.46% 184,000 0 0    Property & Casualty I...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 58 - $336.67 $677,000 2,008 0.25% 68,000 0 0.001    Closed - End Fund - E...
   (CDNS)1 Year Chart         CDNS Cadence Design Systems Inc 61 - $287.48 $620,000 1,993 0.23% 77,000 0 0.001    Technical & System So...
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 66 - $131.39 $353,000 2,687 0.13% 17,000 0 0.002    Closed - End Fund - E...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 68 - $176.89 $295,000 1,649 0.11% 23,000 0 0.001    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 69 - $412.05 $265,000 629 0.1% 41,000 0 0    Property & Casualty I...

      6 Records Found
  1    
Page 1 of 1
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