0001765515-23-000004.txt : 20230413 0001765515-23-000004.hdr.sgml : 20230413 20230413140331 ACCESSION NUMBER: 0001765515-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230413 DATE AS OF CHANGE: 20230413 EFFECTIVENESS DATE: 20230413 FILER: COMPANY DATA: COMPANY CONFORMED NAME: S.E.E.D. Planning Group LLC CENTRAL INDEX KEY: 0001765515 IRS NUMBER: 463176421 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19672 FILM NUMBER: 23817968 BUSINESS ADDRESS: STREET 1: 31 LEWIS ST STREET 2: SUITE 401 CITY: BINGHAMTON STATE: NY ZIP: 13901 BUSINESS PHONE: 6072175091 MAIL ADDRESS: STREET 1: 31 LEWIS ST STREET 2: SUITE 401 CITY: BINGHAMTON STATE: NY ZIP: 13901 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001765515 XXXXXXXX 03-31-2023 03-31-2023 S.E.E.D. Planning Group LLC

31 LEWIS ST SUITE 401 BINGHAMTON NY 13901

13F HOLDINGS REPORT 028-19672 000188521 N Travis Maus 6072175091 Travis Maus Knoxville TN 04-13-2023 0 88 259115817 false INFORMATION TABLE 2 SEEDPlanningGroup_13f.xml SEEDPLANNINGGROUPAPRIL202313F 3M CO COM 88579Y101 343079 3264 SH SOLE 0 0 0 3264 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 460726 1612 SH SOLE 0 0 0 1612 ACTIVISION BLIZZARD INC COM 00507V109 222534 2600 SH SOLE 0 0 0 2600 AGILENT TECHNOLOGIES INC COM 00846U101 2963104 21419 SH SOLE 0 0 0 21419 AIR PRODS & CHEMS INC COM 009158106 506638 1764 SH SOLE 0 0 0 1764 ALPHABET INC CAP STK CL A 02079K305 8850762 85325 SH SOLE 0 0 0 85325 AMAZON COM INC COM 023135106 9683694 93752 SH SOLE 0 0 0 93752 AMERICAN TOWER CORP NEW COM 03027X100 1567083 7669 SH SOLE 0 0 0 7669 AMERICAN WTR WKS CO INC NEW COM 030420103 307043 2096 SH SOLE 0 0 0 2096 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 218474 3274 SH SOLE 0 0 0 3274 APPLE INC COM 037833100 17090896 103644 SH SOLE 0 0 0 103644 APPLIED MATLS INC COM 038222105 350925 2857 SH SOLE 0 0 0 2857 ARK ETF TR INNOVATION ETF 00214Q104 201700 5000 SH SOLE 0 0 0 5000 AUTOMATIC DATA PROCESSING IN COM 053015103 536984 2412 SH SOLE 0 0 0 2412 BARCLAYS PLC ADR 06738E204 215700 30000 SH SOLE 0 0 0 30000 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 205332 665 SH SOLE 0 0 0 665 BRISTOL-MYERS SQUIBB CO COM 110122108 252358 3641 SH SOLE 0 0 0 3641 CADENCE DESIGN SYSTEM INC COM 127387108 418709 1993 SH SOLE 0 0 0 1993 CBRE GROUP INC CL A 12504L109 6743444 92617 SH SOLE 0 0 0 92617 CISCO SYS INC COM 17275R102 504142 9644 SH SOLE 0 0 0 9644 CLEVELAND-CLIFFS INC NEW COM 185899101 183300 10000 SH SOLE 0 0 0 10000 COLGATE PALMOLIVE CO COM 194162103 318861 4243 SH SOLE 0 0 0 4243 CORTEVA INC COM 22052L104 614921 10196 SH SOLE 0 0 0 10196 COSTAR GROUP INC COM 22160N109 2882130 41861 SH SOLE 0 0 0 41861 COSTCO WHSL CORP NEW COM 22160K105 7000401 14089 SH SOLE 0 0 0 14089 CRESCENT PT ENERGY CORP COM 22576C101 197680 28000 SH SOLE 0 0 0 28000 D R HORTON INC COM 23331A109 234456 2400 SH SOLE 0 0 0 2400 DISNEY WALT CO COM 254687106 593671 5929 SH SOLE 0 0 0 5929 DOMINION ENERGY INC COM 25746U109 6904102 123486 SH SOLE 0 0 0 123486 ECOLAB INC COM 278865100 8414221 50832 SH SOLE 0 0 0 50832 EMERSON ELEC CO COM 291011104 315011 3615 SH SOLE 0 0 0 3615 ENBRIDGE INC COM 29250N105 4946605 129662 SH SOLE 0 0 0 129662 EQUINIX INC COM 29444U700 2166725 3005 SH SOLE 0 0 0 3005 EXXON MOBIL CORP COM 30231G102 246516 2248 SH SOLE 0 0 0 2248 FORD MTR CO DEL COM 345370860 163820 13002 SH SOLE 0 0 0 13002 GENERAL DYNAMICS CORP COM 369550108 939084 4115 SH SOLE 0 0 0 4115 GOLDEN OCEAN GROUP LTD SHS NEW G39637205 209440 22000 SH SOLE 0 0 0 22000 HOME DEPOT INC COM 437076102 5929731 20093 SH SOLE 0 0 0 20093 HONEYWELL INTL INC COM 438516106 6075896 31791 SH SOLE 0 0 0 31791 INTEL CORP COM 458140100 692021 21182 SH SOLE 0 0 0 21182 INTERNATIONAL BUSINESS MACHS COM 459200101 677538 5168 SH SOLE 0 0 0 5168 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 427338 4647 SH SOLE 0 0 0 4647 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 7907862 389934 SH SOLE 0 0 0 389934 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635 4749474 207718 SH SOLE 0 0 0 207718 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 7778183 368984 SH SOLE 0 0 0 368984 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 7869086 382180 SH SOLE 0 0 0 382180 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 4966664 220937 SH SOLE 0 0 0 220937 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 7630623 398258 SH SOLE 0 0 0 398258 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 4967939 210908 SH SOLE 0 0 0 210908 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 4961413 220958 SH SOLE 0 0 0 220958 ISHARES TR CORE S&P SCP ETF 464287804 705204 7293 SH SOLE 0 0 0 7293 ISHARES TR CORE S&P MCP ETF 464287507 913965 3654 SH SOLE 0 0 0 3654 ISHARES TR RUS 1000 GRW ETF 464287614 528730 2164 SH SOLE 0 0 0 2164 ISHARES TR RUS 1000 VAL ETF 464287598 251077 1649 SH SOLE 0 0 0 1649 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 207480 3800 SH SOLE 0 0 0 3800 JOHNSON & JOHNSON COM 478160104 3520547 22713 SH SOLE 0 0 0 22713 JONES LANG LASALLE INC COM 48020Q107 776917 5340 SH SOLE 0 0 0 5340 JPMORGAN CHASE & CO COM 46625H100 1947483 14945 SH SOLE 0 0 0 14945 LAUDER ESTEE COS INC CL A 518439104 7113329 28862 SH SOLE 0 0 0 28862 LINDE PLC SHS G54950103 7487699 21066 SH SOLE 0 0 0 21066 LOCKHEED MARTIN CORP COM 539830109 4532714 9588 SH SOLE 0 0 0 9588 LOWES COS INC COM 548661107 834475 4173 SH SOLE 0 0 0 4173 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 233888 4311 SH SOLE 0 0 0 4311 MASTERCARD INCORPORATED CL A 57636Q104 4207198 11577 SH SOLE 0 0 0 11577 MCDONALDS CORP COM 580135101 216139 773 SH SOLE 0 0 0 773 MEDTRONIC PLC SHS G5960L103 753878 9351 SH SOLE 0 0 0 9351 META PLATFORMS INC CL A 30303M102 10311517 48653 SH SOLE 0 0 0 48653 MICROSOFT CORP COM 594918104 9597891 33291 SH SOLE 0 0 0 33291 NEXTERA ENERGY INC COM 65339F101 7866785 102060 SH SOLE 0 0 0 102060 PARKER-HANNIFIN CORP COM 701094104 1686936 5019 SH SOLE 0 0 0 5019 PROCTER AND GAMBLE CO COM 742718109 202962 1365 SH SOLE 0 0 0 1365 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1149894 11742 SH SOLE 0 0 0 11742 REGIONS FINANCIAL CORP NEW COM 7591EP100 389760 21000 SH SOLE 0 0 0 21000 ROCKWELL AUTOMATION INC COM 773903109 407309 1388 SH SOLE 0 0 0 1388 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2915163 60268 SH SOLE 0 0 0 60268 SOUTHERN CO COM 842587107 272774 3920 SH SOLE 0 0 0 3920 SPDR SER TR S&P DIVID ETF 78464A763 332409 2687 SH SOLE 0 0 0 2687 STARBUCKS CORP COM 855244109 1665559 15995 SH SOLE 0 0 0 15995 THERMO FISHER SCIENTIFIC INC COM 883556102 5074361 8804 SH SOLE 0 0 0 8804 UNITEDHEALTH GROUP INC COM 91324P102 2965502 6275 SH SOLE 0 0 0 6275 US BANCORP DEL COM NEW 902973304 4781852 132645 SH SOLE 0 0 0 132645 VALERO ENERGY CORP COM 91913Y100 5763386 41285 SH SOLE 0 0 0 41285 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 9900382 134097 SH SOLE 0 0 0 134097 VISA INC COM CL A 92826C839 4045654 17944 SH SOLE 0 0 0 17944 WALMART INC COM 931142103 768509 5212 SH SOLE 0 0 0 5212 WASTE MGMT INC DEL COM 94106L109 337436 2068 SH SOLE 0 0 0 2068 WILLIS TOWERS WATSON PLC LTD SHS G96629103 609533 2623 SH SOLE 0 0 0 2623 XYLEM INC COM 98419M100 1231481 11762 SH SOLE 0 0 0 11762