0001085146-24-003440.txt : 20240802 0001085146-24-003440.hdr.sgml : 20240802 20240802104058 ACCESSION NUMBER: 0001085146-24-003440 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240802 DATE AS OF CHANGE: 20240802 EFFECTIVENESS DATE: 20240802 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: 241169291 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 06-30-2024 06-30-2024 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 08-02-2024 0 75 457506426 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 5571127 54517 SH SOLE 0 0 54517 ABBVIE INC COM 00287Y109 5518959 32176 SH SOLE 0 0 32176 ADOBE INC COM 00724F101 5944287 10700 SH SOLE 0 0 10700 ADVANCED MICRO DEVICES INC COM 007903107 3258805 20090 SH SOLE 0 0 20090 ALPHABET INC CAP STK CL C 02079K107 15982909 87138 SH SOLE 0 0 87138 AMAZON COM INC COM 023135106 22322756 115512 SH SOLE 0 0 115512 AMERICAN EXPRESS CO COM 025816109 2501168 10801 SH SOLE 0 0 10801 AMERICAN TOWER CORP NEW COM 03027X100 3712000 19096 SH SOLE 0 0 19096 APPLE INC COM 037833100 26652978 126545 SH SOLE 0 0 126545 ASML HOLDING N V N Y REGISTRY SHS N07059210 3590140 3510 SH SOLE 0 0 3510 AT&T INC COM 00206R102 213495 11171 SH SOLE 0 0 11171 BANK AMERICA CORP COM 060505104 213791 5375 SH SOLE 0 0 5375 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5758278 14155 SH SOLE 0 0 14155 BROADCOM INC COM 11135F101 3960555 2466 SH SOLE 0 0 2466 CISCO SYS INC COM 17275R102 5687351 119708 SH SOLE 0 0 119708 CLOUDFLARE INC CL A COM 18915M107 3854871 46539 SH SOLE 0 0 46539 COSTCO WHSL CORP NEW COM 22160K105 11566258 13607 SH SOLE 0 0 13607 CROWDSTRIKE HLDGS INC CL A 22788C105 4187877 10928 SH SOLE 0 0 10928 DANAHER CORPORATION COM 235851102 3160689 12650 SH SOLE 0 0 12650 DRAFTKINGS INC NEW COM CL A 26142V105 2545863 66698 SH SOLE 0 0 66698 DUKE ENERGY CORP NEW COM NEW 26441C204 3448025 34401 SH SOLE 0 0 34401 ELI LILLY & CO COM 532457108 2984026 3295 SH SOLE 0 0 3295 EOG RES INC COM 26875P101 3727980 29617 SH SOLE 0 0 29617 ETFIS SER TR I VIRTUS NEWFLEET 26923G707 9556051 428138 SH SOLE 0 0 428138 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 11069745 131719 SH SOLE 0 0 131719 FIRST TR VALUE LINE DIVID IN SHS 33734H106 10486445 257336 SH SOLE 0 0 257336 GOLDMAN SACHS GROUP INC COM 38141G104 3280949 7253 SH SOLE 0 0 7253 HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 41653L305 3647449 108911 SH SOLE 0 0 108911 HOME DEPOT INC COM 437076102 2224232 6461 SH SOLE 0 0 6461 HONEYWELL INTL INC COM 438516106 3566806 16703 SH SOLE 0 0 16703 INTERNATIONAL BUSINESS MACHS COM 459200101 5620558 32498 SH SOLE 0 0 32498 INTUIT COM 461202103 3920608 5965 SH SOLE 0 0 5965 INTUITIVE SURGICAL INC COM NEW 46120E602 5475757 12309 SH SOLE 0 0 12309 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 14463550 73378 SH SOLE 0 0 73378 INVESCO QQQ TR UNIT SER 1 46090E103 530954 1108 SH SOLE 0 0 1108 J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 46654Q609 14109705 187753 SH SOLE 0 0 187753 J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 46641Q167 11322952 191072 SH SOLE 0 0 191072 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 1058536 22847 SH SOLE 0 0 22847 JOHNSON & JOHNSON COM 478160104 2317646 15856 SH SOLE 0 0 15856 JOHNSON CTLS INTL PLC SHS G51502105 3255295 48973 SH SOLE 0 0 48973 JPMORGAN CHASE & CO. 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