Filer Name: ASSET PLANNING,INC
CIK: 2048547
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 315
Portfolio Value: $0.13B

Asset Planning,Inc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AMZN US AMAZON.COM INC 65,626 $14M 10.96% - -
TDG US TRANSDIGM GROUP INC 8,939 $11M 8.63% - -
LLY US ELI LILLY & CO 14,271 $11M 8.39% - -
AAPL US APPLE INC 32,327 $8M 6.16% - -
COST US COSTCO WHOLESALE CORP 7,492 $7M 5.23% - -
ALL US ALLSTATE CORP 33,459 $6M 4.82% - -
MCD US MCDONALD'S CORP 13,323 $4M 2.94% - -
NVDA US NVIDIA CORP 25,135 $3M 2.57% - -
MO US ALTRIA GROUP INC 50,782 $3M 2.02% - -
WELL US WELLTOWER INC 20,588 $3M 1.98% - -
VZ US VERIZON COMMUNICATIONS INC 57,752 $2M 1.76% - -
MSFT US MICROSOFT CORP 4,754 $2M 1.53% - -
EW US EDWARDS LIFESCIENCES CORP 26,922 $2M 1.52% - -
O US REALTY INCOME CORP 36,426 $2M 1.48% - -
GIS US GENERAL MILLS INC 30,375 $2M 1.47% - -
NFLX US NETFLIX INC 2,157 $2M 1.46% - -
SRE US SEMPRA 20,184 $2M 1.35% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 3,831 $2M 1.32% - -
PG US PROCTER & GAMBLE CO/THE 9,358 $2M 1.19% - -
SBUX US STARBUCKS CORP 15,967 $1M 1.11% - -
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