Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC PLANNING GROUP LLC | 04-12-2024 | 03-31-2024 | 116 | 399,940,076 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $18,761,059 | 208,823 | 0.00 | 208,823 | +Inf | 03-31-2024 | |
| NVIDIA CORPORATION | COM | 2 | $18,512,320 | 20,488 | 0.00 | 20,488 | +Inf | 03-31-2024 | |
| AMAZON COM INC | COM | 3 | $18,174,968 | 100,759 | 0.00 | 100,759 | +Inf | 03-31-2024 | |
| MICROSOFT CORP | COM | 4 | $14,267,298 | 33,911 | 0.00 | 33,911 | +Inf | 03-31-2024 |
