0001765515-23-000005.txt : 20230718 0001765515-23-000005.hdr.sgml : 20230718 20230718153702 ACCESSION NUMBER: 0001765515-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230718 DATE AS OF CHANGE: 20230718 EFFECTIVENESS DATE: 20230718 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: 231094174 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 false false 0001765515 XXXXXXXX 06-30-2023 06-30-2023 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 07-18-2023 0 90 284949224 false INFORMATION TABLE 2 SEEDPlanningGroup_13f.xml SEEDPLANNINGGROUPJULY202313F 3M CO COM 88579Y101 260634 2604 SH SOLE 0 0 0 2604 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 484471 1570 SH SOLE 0 0 0 1570 ACTIVISION BLIZZARD INC COM 00507V109 219180 2600 SH SOLE 0 0 0 2600 AGILENT TECHNOLOGIES INC COM 00846U101 2707429 22515 SH SOLE 0 0 0 22515 AIR PRODS & CHEMS INC COM 009158106 525975 1756 SH SOLE 0 0 0 1756 ALBEMARLE CORP COM 012653101 245399 1100 SH SOLE 0 0 0 1100 ALPHABET INC CAP STK CL A 02079K305 10434728 87174 SH SOLE 0 0 0 87174 AMAZON COM INC COM 023135106 12699343 97417 SH SOLE 0 0 0 97417 AMERICAN TOWER CORP NEW COM 03027X100 1985170 10236 SH SOLE 0 0 0 10236 AMERICAN WTR WKS CO INC NEW COM 030420103 256379 1796 SH SOLE 0 0 0 1796 APPLE INC COM 037833100 20400601 105174 SH SOLE 0 0 0 105174 APPLIED MATLS INC COM 038222105 407747 2821 SH SOLE 0 0 0 2821 AUTOMATIC DATA PROCESSING IN COM 053015103 527276 2399 SH SOLE 0 0 0 2399 BARCLAYS PLC ADR 06738E204 237765 30250 SH SOLE 0 0 0 30250 BARCLAYS PLC ADR 06738E204 7500 100000 SH Call SOLE 0 0 0 100000 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 226765 665 SH SOLE 0 0 0 665 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1035620 2 SH SOLE 0 0 0 2 BRISTOL-MYERS SQUIBB CO COM 110122108 239813 3750 SH SOLE 0 0 0 3750 CADENCE DESIGN SYSTEM INC COM 127387108 467398 1993 SH SOLE 0 0 0 1993 CBRE GROUP INC CL A 12504L109 8125641 100677 SH SOLE 0 0 0 100677 CISCO SYS INC COM 17275R102 484374 9362 SH SOLE 0 0 0 9362 CLEVELAND-CLIFFS INC NEW COM 185899101 176902 10555 SH SOLE 0 0 0 10555 COLGATE PALMOLIVE CO COM 194162103 271797 3528 SH SOLE 0 0 0 3528 CORTEVA INC COM 22052L104 1015356 17720 SH SOLE 0 0 0 17720 COSTAR GROUP INC COM 22160N109 3695369 41521 SH SOLE 0 0 0 41521 COSTCO WHSL CORP NEW COM 22160K105 8054703 14961 SH SOLE 0 0 0 14961 CRESCENT PT ENERGY CORP COM 22576C101 188440 28000 SH SOLE 0 0 0 28000 D R HORTON INC COM 23331A109 292056 2400 SH SOLE 0 0 0 2400 DISNEY WALT CO COM 254687106 453810 5083 SH SOLE 0 0 0 5083 DOMINION ENERGY INC COM 25746U109 6853060 132324 SH SOLE 0 0 0 132324 ECOLAB INC COM 278865100 9881315 52929 SH SOLE 0 0 0 52929 EMERSON ELEC CO COM 291011104 313834 3472 SH SOLE 0 0 0 3472 ENBRIDGE INC COM 29250N105 4786592 128845 SH SOLE 0 0 0 128845 EQUINIX INC COM 29444U700 2305568 2941 SH SOLE 0 0 0 2941 EXXON MOBIL CORP COM 30231G102 241098 2248 SH SOLE 0 0 0 2248 FORD MTR CO DEL COM 345370860 221073 14612 SH SOLE 0 0 0 14612 GENERAL DYNAMICS CORP COM 369550108 1199676 5576 SH SOLE 0 0 0 5576 GOLDEN OCEAN GROUP LTD SHS NEW G39637205 166100 22000 SH SOLE 0 0 0 22000 HOME DEPOT INC COM 437076102 6210880 19994 SH SOLE 0 0 0 19994 HONEYWELL INTL INC COM 438516106 6964323 33563 SH SOLE 0 0 0 33563 INTEL CORP COM 458140100 893360 26715 SH SOLE 0 0 0 26715 INTERNATIONAL BUSINESS MACHS COM 459200101 733814 5484 SH SOLE 0 0 0 5484 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 324011 4071 SH SOLE 0 0 0 4071 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 8044492 399627 SH SOLE 0 0 0 399627 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 8050604 391376 SH SOLE 0 0 0 391376 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635 4938320 216593 SH SOLE 0 0 0 216593 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 8039329 379751 SH SOLE 0 0 0 379751 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 5128479 227427 SH SOLE 0 0 0 227427 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 5176267 220173 SH SOLE 0 0 0 220173 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 5168826 229930 SH SOLE 0 0 0 229930 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 7821331 412844 SH SOLE 0 0 0 412844 ISHARES TR CORE S&P SCP ETF 464287804 620504 6227 SH SOLE 0 0 0 6227 ISHARES TR CORE S&P MCP ETF 464287507 840809 3216 SH SOLE 0 0 0 3216 ISHARES TR RUS 1000 GRW ETF 464287614 595490 2164 SH SOLE 0 0 0 2164 ISHARES TR CORE DIV GRWTH 46434V621 206120 4000 SH SOLE 0 0 0 4000 ISHARES TR RUS 1000 VAL ETF 464287598 260262 1649 SH SOLE 0 0 0 1649 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 210254 3800 SH SOLE 0 0 0 3800 JOHNSON & JOHNSON COM 478160104 4265904 25773 SH SOLE 0 0 0 25773 JONES LANG LASALLE INC COM 48020Q107 723068 4641 SH SOLE 0 0 0 4641 JPMORGAN CHASE & CO COM 46625H100 2260865 15545 SH SOLE 0 0 0 15545 LAUDER ESTEE COS INC CL A 518439104 6441853 32803 SH SOLE 0 0 0 32803 LINDE PLC SHS G54950103 7864729 20638 SH SOLE 0 0 0 20638 LOCKHEED MARTIN CORP COM 539830109 4423592 9609 SH SOLE 0 0 0 9609 LOWES COS INC COM 548661107 1404118 6221 SH SOLE 0 0 0 6221 MASTERCARD INCORPORATED CL A 57636Q104 4927262 12528 SH SOLE 0 0 0 12528 MCDONALDS CORP COM 580135101 230671 773 SH SOLE 0 0 0 773 MEDTRONIC PLC SHS G5960L103 688678 7817 SH SOLE 0 0 0 7817 META PLATFORMS INC CL A 30303M102 13243553 46148 SH SOLE 0 0 0 46148 MICROSOFT CORP COM 594918104 11877510 34878 SH SOLE 0 0 0 34878 NEXTERA ENERGY INC COM 65339F101 8190419 110383 SH SOLE 0 0 0 110383 NVIDIA CORPORATION COM 67066G104 594749 1406 SH SOLE 0 0 0 1406 ONEOK INC NEW COM 682680103 222192 3600 SH SOLE 0 0 0 3600 PARKER-HANNIFIN CORP COM 701094104 1933038 4956 SH SOLE 0 0 0 4956 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1233512 12592 SH SOLE 0 0 0 12592 REGIONS FINANCIAL CORP NEW COM 7591EP100 196020 11000 SH SOLE 0 0 0 11000 ROCKWELL AUTOMATION INC COM 773903109 581809 1766 SH SOLE 0 0 0 1766 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2658161 50757 SH SOLE 0 0 0 50757 SOUTHERN CO COM 842587107 275563 3923 SH SOLE 0 0 0 3923 SPDR SER TR S&P DIVID ETF 78464A763 329372 2687 SH SOLE 0 0 0 2687 STARBUCKS CORP COM 855244109 1585455 16005 SH SOLE 0 0 0 16005 THERMO FISHER SCIENTIFIC INC COM 883556102 4696794 9002 SH SOLE 0 0 0 9002 UNITEDHEALTH GROUP INC COM 91324P102 3368325 7008 SH SOLE 0 0 0 7008 US BANCORP DEL COM NEW 902973304 5036948 152450 SH SOLE 0 0 0 152450 VALERO ENERGY CORP COM 91913Y100 5060087 43138 SH SOLE 0 0 0 43138 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 10950459 137241 SH SOLE 0 0 0 137241 VISA INC COM CL A 92826C839 4314774 18169 SH SOLE 0 0 0 18169 WALMART INC COM 931142103 823938 5242 SH SOLE 0 0 0 5242 WASTE MGMT INC DEL COM 94106L109 297589 1716 SH SOLE 0 0 0 1716 WILLIS TOWERS WATSON PLC LTD SHS G96629103 617717 2623 SH SOLE 0 0 0 2623 XYLEM INC COM 98419M100 1307068 11606 SH SOLE 0 0 0 11606