0001085146-24-001796.txt : 20240412 0001085146-24-001796.hdr.sgml : 20240412 20240412154840 ACCESSION NUMBER: 0001085146-24-001796 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240412 DATE AS OF CHANGE: 20240412 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: 24841298 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 03-31-2024 03-31-2024 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 04-12-2024 0 116 399940076 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 3932294 37072 SH SOLE 0 0 37072 ABBVIE INC COM 00287Y109 4513902 24788 SH SOLE 0 0 24788 ADOBE INC COM 00724F101 3285217 6510 SH SOLE 0 0 6510 ADVANCED MICRO DEVICES INC COM 007903107 3154504 17477 SH SOLE 0 0 17477 ALPHABET INC CAP STK CL C 02079K107 11724855 77005 SH SOLE 0 0 77005 AMAZON COM INC COM 023135106 18174968 100759 SH SOLE 0 0 100759 AMERICAN ELEC PWR CO INC COM 025537101 1303349 15137 SH SOLE 0 0 15137 AMERICAN EXPRESS CO COM 025816109 2260190 9926 SH SOLE 0 0 9926 AMERICAN TOWER CORP NEW COM 03027X100 2457427 12437 SH SOLE 0 0 12437 APPLE INC COM 037833100 18761059 208823 SH SOLE 0 0 208823 ASANA INC CL A 04342Y104 486658 31417 SH SOLE 0 0 31417 ASML HOLDING N V N Y REGISTRY SHS N07059210 3186991 3283 SH SOLE 0 0 3283 AT&T INC COM 00206R102 196092 11141 SH SOLE 0 0 11141 BANK AMERICA CORP COM 060505104 1592360 41992 SH SOLE 0 0 41992 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4814237 11448 SH SOLE 0 0 11448 BHP GROUP LTD SPONSORED ADS 088606108 1078088 18687 SH SOLE 0 0 18687 BROADCOM INC COM 11135F101 3112267 2348 SH SOLE 0 0 2348 C3 AI INC CL A 12468P104 1164063 43001 SH SOLE 0 0 43001 CATERPILLAR INC COM 149123101 2328942 6355 SH SOLE 0 0 6355 CHEVRON CORP NEW COM 166764100 1351160 8565 SH SOLE 0 0 8565 CISCO SYS INC COM 17275R102 3848005 77098 SH SOLE 0 0 77098 CLOUDFLARE INC CL A COM 18915M107 2967782 30649 SH SOLE 0 0 30649 COMCAST CORP NEW CL A 20030N101 246797 5693 SH SOLE 0 0 5693 CONOCOPHILLIPS COM 20825C104 1354809 10644 SH SOLE 0 0 10644 COSTCO WHSL CORP NEW COM 22160K105 9147461 12485 SH SOLE 0 0 12485 CROWDSTRIKE HLDGS INC CL A 22788C105 3336078 10406 SH SOLE 0 0 10406 DANAHER CORPORATION COM 235851102 2679250 10729 SH SOLE 0 0 10729 DATADOG INC CL A COM 23804L103 1268364 10261 SH SOLE 0 0 10261 DEERE & CO COM 244199105 1942598 4729 SH SOLE 0 0 4729 DOMINION ENERGY INC COM 25746U109 1294827 26322 SH SOLE 0 0 26322 DRAFTKINGS INC NEW COM CL A 26142V105 1381730 30427 SH SOLE 0 0 30427 DUKE ENERGY CORP NEW COM NEW 26441C204 2586673 26746 SH SOLE 0 0 26746 EBAY INC. 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