0001085146-24-001739.txt : 20240412 0001085146-24-001739.hdr.sgml : 20240412 20240411182923 ACCESSION NUMBER: 0001085146-24-001739 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240412 DATE AS OF CHANGE: 20240411 EFFECTIVENESS DATE: 20240412 FILER: COMPANY DATA: COMPANY CONFORMED NAME: STRATEGIC PLANNING GROUP, LLC CENTRAL INDEX KEY: 0001875525 ORGANIZATION NAME: IRS NUMBER: 870636478 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24057 FILM NUMBER: 24839637 BUSINESS ADDRESS: STREET 1: 190 SOUTH MAIN STREET CITY: BOUNTIFUL STATE: UT ZIP: 84010 BUSINESS PHONE: 801-627-2200 MAIL ADDRESS: STREET 1: 190 SOUTH MAIN STREET CITY: BOUNTIFUL STATE: UT ZIP: 84010 FORMER COMPANY: FORMER CONFORMED NAME: Strategic Planning Group, LLC DATE OF NAME CHANGE: 20210728 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001875525 XXXXXXXX 12-31-2023 12-31-2023 false STRATEGIC PLANNING GROUP, LLC

190 South Main Street Bountiful UT 84010

13F HOLDINGS REPORT 028-24057 000113844 801-112440 N William Jeffrey Draper 801-627-2200 /s/ William Jeffrey Draper Bountiful UT 04-11-2024 0 113 301484163 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 3377266 30893 SH SOLE 0 0 30893 ABBVIE INC COM 00287Y109 3364121 21708 SH SOLE 0 0 21708 ADOBE INC COM 00724F101 3128223 5243 SH SOLE 0 0 5243 ADVANCED MICRO DEVICES INC COM 007903107 2513648 17052 SH SOLE 0 0 17052 ALPHABET INC CAP STK CL C 02079K107 9324896 66166 SH SOLE 0 0 66166 AMAZON COM INC COM 023135106 12614151 83020 SH SOLE 0 0 83020 AMERICAN ELEC PWR CO INC COM 025537101 1034335 12734 SH SOLE 0 0 12734 AMERICAN EXPRESS CO COM 025816109 1673276 8931 SH SOLE 0 0 8931 AMERICAN TOWER CORP NEW COM 03027X100 2261318 10474 SH SOLE 0 0 10474 APPLE INC COM 037833100 17613475 190964 SH SOLE 0 0 190964 ASANA INC CL A 04342Y104 437434 23010 SH SOLE 0 0 23010 ASML HOLDING N V N Y REGISTRY SHS N07059210 2253315 2976 SH SOLE 0 0 2976 AT&T INC COM 00206R102 186931 11140 SH SOLE 0 0 11140 BANK AMERICA CORP COM 060505104 1285398 38176 SH SOLE 0 0 38176 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3527590 9890 SH SOLE 0 0 9890 BHP GROUP LTD SPONSORED ADS 088606108 1119025 16381 SH SOLE 0 0 16381 BROADCOM INC COM 11135F101 2513097 2251 SH SOLE 0 0 2251 C3 AI INC CL A 12468P104 939901 32737 SH SOLE 0 0 32737 CATERPILLAR INC COM 149123101 1747696 5910 SH SOLE 0 0 5910 CHEVRON CORP NEW COM 166764100 1081906 7253 SH SOLE 0 0 7253 CISCO SYS INC COM 17275R102 3153963 62429 SH SOLE 0 0 62429 CLOUDFLARE INC CL A COM 18915M107 2244537 26958 SH SOLE 0 0 26958 COMCAST CORP NEW CL A 20030N101 234843 5355 SH SOLE 0 0 5355 CONOCOPHILLIPS COM 20825C104 1043561 8990 SH SOLE 0 0 8990 COSTCO WHSL CORP NEW COM 22160K105 7460763 11302 SH SOLE 0 0 11302 CROWDSTRIKE HLDGS INC CL A 22788C105 2439135 9553 SH SOLE 0 0 9553 DANAHER CORPORATION COM 235851102 2102169 9086 SH SOLE 0 0 9086 DATADOG INC CL A COM 23804L103 1076011 8864 SH SOLE 0 0 8864 DEERE & CO COM 244199105 1633561 4085 SH SOLE 0 0 4085 DISNEY WALT CO COM 254687106 502873 5569 SH SOLE 0 0 5569 DOMINION ENERGY INC COM 25746U109 1029225 21898 SH SOLE 0 0 21898 DUKE ENERGY CORP NEW COM NEW 26441C204 2227125 22950 SH SOLE 0 0 22950 ELI LILLY & CO COM 532457108 2161713 3708 SH SOLE 0 0 3708 EOG RES INC COM 26875P101 2081623 17210 SH SOLE 0 0 17210 EXXON MOBIL CORP COM 30231G102 1043082 10432 SH SOLE 0 0 10432 FASTLY INC CL A 31188V100 997389 56033 SH SOLE 0 0 56033 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 8620709 107705 SH SOLE 0 0 107705 FIRST TR VALUE LINE DIVID IN SHS 33734H106 8240163 203159 SH SOLE 0 0 203159 FORD MTR CO DEL COM 345370860 2354251 193129 SH SOLE 0 0 193129 GENERAL DYNAMICS CORP COM 369550108 1014016 3905 SH SOLE 0 0 3905 GOLDMAN SACHS GROUP INC COM 38141G104 2290168 5936 SH SOLE 0 0 5936 HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 41653L305 4248872 124856 SH SOLE 0 0 124856 HESS CORP COM 42809H107 1035217 7181 SH SOLE 0 0 7181 HOME DEPOT INC COM 437076102 2224518 6419 SH SOLE 0 0 6419 HONEYWELL INTL INC COM 438516106 2285938 10900 SH SOLE 0 0 10900 ING GROEP N.V. 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