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| Name: |
STRATEGIC PLANNING GROUP LLC |
| City: |
Bountiful |
| State: |
UT |
| Zip: |
84010 |
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data |
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| Holdings
Found :
9 |
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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 |
|
HTRB |
Hartford Total Return Bond Etf |
27 |
- |
$0.00 |
$3,534,000 |
104,728 |
0.88% |
-715,000 |
-20,128 |
0.045 |
N/A |
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PG |
Procter & Gamble Co |
42 |
- |
$167.64 |
$2,837,000 |
17,482 |
0.71% |
-674,000 |
-6,480 |
0.001 |
Cleaning Products |
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LLY |
Eli Lilly & Co |
56 |
- |
$770.00 |
$2,427,000 |
3,120 |
0.61% |
265,000 |
-588 |
0 |
Drug Manufacturers - ... |
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HD |
Home Depot Inc |
61 |
- |
$344.21 |
$2,158,000 |
5,626 |
0.54% |
-67,000 |
-793 |
0.001 |
Home Improvement Stores |
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F |
Ford Motor Co |
65 |
- |
$12.50 |
$1,657,000 |
124,768 |
0.41% |
-697,000 |
-68,361 |
0.003 |
Auto Manufacturers |
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PFE |
Pfizer Inc |
74 |
- |
$28.64 |
$1,440,000 |
51,903 |
0.36% |
-578,000 |
-18,183 |
0.001 |
Drug Manufacturers - ... |
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UITB |
Victoryshares Usaa Core Int... |
91 |
- |
$0.00 |
$996,000 |
21,480 |
0.25% |
-252,000 |
-5,130 |
0.024 |
N/A |
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JCPB |
Jpmorgan Core Plus Bond Etf |
92 |
- |
$0.00 |
$995,000 |
21,321 |
0.25% |
-246,000 |
-5,027 |
0.024 |
N/A |
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QQQ |
Invesco QQQ Trust Series I |
103 |
- |
$451.76 |
$654,000 |
1,474 |
0.16% |
-89,000 |
-341 |
0 |
Closed - End Fund - Debt |
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