Asset Planning,Inc Purchases and Sells in Q2 2025

Asset Planning,Inc

$133 Billion
Q2 2025

Top Buys

Incresed Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TDG	20 + 0.23%	$1231.75 - $1520.64 $24.6K - $30.4K	8.81K $13.4B
ALL	10 + 0.03%	$180.53 - $212.64 $1.81K - $2.13K	33.3K $5.87B
MSFT	43 + 0.91%	$354.56 - $497.45 $15.2K - $21.4K	4.78K $2.38B
EW	1.02K + 3.77%	$67.07 - $78.22 $68.1K - $79.4K	27.9K $2.19B
CAT	143 + 13.16%	$273.94 - $388.21 $39.2K - $55.5K	1.23K $478M
PLTR	100 + 6.76%	$74.01 - $144.25 $7.4K - $14.4K	1.58K $215M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HOOD	4.27K New	$34.17 - $93.63 $146K - $400K	4.27K $400M
BKH	1.41K New	$55.66 - $61.75 $78.5K - $87.1K	1.41K $79.1M
Howard Hughes Holdings	200 New	N/A	200 $13.5M
DBEF	193 New	$38.18 - $45.52 $7.37K - $8.79K	193 $8.44M

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-809 - 2.51%	$172.42 - $223.89 $139K - $181K	31.4K $6.43B
LLY	-48 - 0.34%	$713.71 - $898.95 $34.3K - $43.1K	14K $10.9B
BMY	-733 - 3.52%	$44.12 - $59.6 $32.3K - $43.7K	20.1K $929M
EIX	-3.5K - 20.15%	$48.32 - $59.92 $169K - $210K	13.9K $715M
MCD	-9 - 0.07%	$285.55 - $321.23 $2.57K - $2.89K	13.2K $3.84B
VZ	-448 - 0.82%	$41.67 - $45.62 $18.7K - $20.4K	53.9K $2.33B

Activity Summary All Purchases 81 New Holdings 4 Increased Positions 77 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

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