Asset Planning,Inc Purchases in Q2 2025

Asset Planning,Inc

  • $133 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HSY
Hershey CO

Consumer Defensive
1
+ 0.71%
$151.29 - $173.13 $151 - $173
141 $23.4M
SO
Southern CO

Utilities
4
+ 0.03%
$84.91 - $92.56 $340 - $370
12.9K $1.18B
SLVM
Sylvamo Corp

Basic Materials
1
+ 1.16%
$50.1 - $68.36 $50.1 - $68.4
87 $4.36M
CMCSA
Comcast Corp

Communication Services
10
+ 0.63%
$32.84 - $36.72 $328 - $367
1.6K $57.2M
COP
Conocophillips

Energy
1
+ 0.88%
$82.66 - $106.1 $82.7 - $106
114 $10.2M
CTRA
Coterra Energy Inc.

Energy
5
+ 0.98%
$22.6 - $29.07 $113 - $145
517 $13.1M
DNP
Dnp Select Income Fund Inc

Financial Services
23
+ 0.11%
$8.89 - $9.88 $204 - $227
20.3K $198M
KO
Coca Cola CO

Consumer Defensive
44
+ 0.67%
$68.37 - $73.9 $3.01K - $3.25K
6.66K $471M
EMN
Eastman Chemical CO

Basic Materials
3
+ 1.26%
$72.7 - $88.29 $218 - $265
241 $18M
HAL
Halliburton CO

Energy
6
+ 0.82%
$19.26 - $25.7 $116 - $154
735 $15M
AEP
American Electric Power CO Inc

Utilities
5
+ 0.54%
$98.59 - $109.11 $493 - $546
928 $96.3M
Kenvue Inc
15
+ 0.76%
N/A
1.98K $41.5M
WM
Waste Management Inc

Industrials
10
+ 0.31%
$216.47 - $242.1 $2.16K - $2.42K
3.2K $733M
IP
International Paper CO

Consumer Cyclical
5
+ 0.43%
$43.89 - $54.46 $219 - $272
1.18K $55.2M
DVN
Devon Energy Corp

Energy
11
+ 0.77%
$26.8 - $37.92 $295 - $417
1.45K $46M
PFE
Pfizer Inc

Healthcare
48
+ 0.54%
$21.59 - $24.84 $1.04K - $1.19K
8.93K $216M
DD
Du Pont De Nemours, Inc.

Basic Materials
7
+ 0.41%
$55.13 - $75.25 $386 - $527
1.71K $117M
UPS
United Parcel Service Inc

Industrials
3
+ 0.25%
$91.92 - $110.2 $276 - $331
1.2K $121M
DUK
Duke Energy Corp

Utilities
6
+ 0.17%
$112.46 - $124.05 $675 - $744
3.44K $406M
VTR
Ventas, Inc.

Real Estate
15
+ 0.58%
$62.45 - $70.08 $937 - $1.05K
2.62K $165M
AMGN
Amgen Inc

Healthcare
2
+ 0.27%
$262.28 - $309.85 $525 - $620
735 $205M
AJG
Arthur J. Gallagher & Co.

Financial Services
3
+ 0.25%
$310.86 - $348.77 $933 - $1.05K
1.2K $384M
ABBV
Abb Vie Inc.

Healthcare
14
+ 0.7%
$170.16 - $206.27 $2.38K - $2.89K
2K $372M
CB
Chubb LTD

Financial Services
14
+ 0.32%
$274.32 - $302.46 $3.84K - $4.23K
4.46K $1.29B
XOM
Exxon Mobil Corp

Energy
6
+ 0.09%
$99.93 - $119.04 $600 - $714
7.06K $761M
ED
Consolidated Edison Inc

Utilities
13
+ 0.15%
$98.05 - $113.3 $1.27K - $1.47K
8.75K $878M
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.01%
$126.84 - $145.22 $127 - $145
7.01K $904M
SBUX
Starbucks Corp

Consumer Cyclical
21
+ 0.13%
$79.69 - $99.41 $1.67K - $2.09K
15.8K $1.45B
CVX
Chevron Corp

Energy
47
+ 0.49%
$133.73 - $168.51 $6.29K - $7.92K
9.64K $1.38B
UNH
Unitedhealth Group Inc

Healthcare
61
+ 3.32%
$274.35 - $599.47 $16.7K - $36.6K
1.9K $593M
Activity Summary
Buys All Purchases 81 New Holdings 4 Increased Positions 77 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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