Asset Planning,Inc Incresed Positions in Q3 2025

Asset Planning,Inc

  • $138 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SLVM
Sylvamo Corp

Basic Materials
1
+ 1.15%
$40.4 - $53.01 $40.4 - $53
88 $3.88M
KMI
Kinder Morgan, Inc.

Energy
7
+ 0.98%
$26.23 - $28.5 $184 - $200
721 $20.4M
CTRA
Coterra Energy Inc.

Energy
4
+ 0.77%
$23.09 - $25.45 $92.4 - $102
521 $12.3M
CF
Cf Industries Holdings, Inc.

Basic Materials
1
+ 0.19%
$80.91 - $98.75 $80.9 - $98.8
517 $46.4M
ASIX
Advan Six Inc.

Basic Materials
3
+ 0.93%
$18.03 - $25.29 $54.1 - $75.9
325 $6.3M
KKR
Kkr & Co. Inc.

Financial Services
1
+ 0.15%
$129.95 - $152.16 $130 - $152
669 $87M
MCO
Moodys Corp

Financial Services
1
+ 1.14%
$472.69 - $521.32 $473 - $521
89 $42.2M
AIG
American International Group, Inc.

Financial Services
2
+ 0.56%
$76.34 - $85.87 $153 - $172
361 $28.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3
+ 0.57%
$60.9 - $70.75 $183 - $212
533 $33.3M
EMN
Eastman Chemical CO

Basic Materials
2
+ 0.83%
$58.79 - $81.56 $118 - $163
243 $15.3M
CSCO
Cisco Systems, Inc.

Technology
72
+ 0.72%
$66.2 - $71.79 $4.77K - $5.17K
10.1K $691M
ABT
Abbott Laboratories

Healthcare
8
+ 0.28%
$120.51 - $136.62 $964 - $1.09K
2.86K $382M
T
At&T Inc.

Communication Services
48
+ 0.47%
$26.94 - $29.62 $1.29K - $1.42K
10.3K $292M
CMCSA
Comcast Corp

Communication Services
11
+ 0.69%
$31.41 - $36.33 $346 - $400
1.61K $50.6M
V
Visa Inc.

Financial Services
1
+ 0.12%
$332.09 - $358.86 $332 - $359
864 $295M
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 0.17%
$284.17 - $319.49 $568 - $639
1.2K $373M
TXN
Texas Instruments Inc

Technology
2
+ 0.32%
N/A
629 $116M
CTVA
Corteva, Inc.

Basic Materials
1
+ 0.04%
$67.08 - $77.12 $67.1 - $77.1
2.29K $155M
IBM
International Business Machines Corp

Technology
1
+ 0.06%
$234.77 - $292.47 $235 - $292
1.56K $440M
UPS
United Parcel Service Inc

Industrials
16
+ 1.33%
$82.58 - $105.54 $1.32K - $1.69K
1.22K $102M
WM
Waste Management Inc

Industrials
10
+ 0.31%
$213.88 - $237.1 $2.14K - $2.37K
3.21K $710M
KO
Coca Cola CO

Consumer Defensive
44
+ 0.66%
$65.67 - $71.67 $2.89K - $3.15K
6.7K $444M
PNFP
Pinnacle Financial Partners Inc

Financial Services
5
+ 0.27%
$86.13 - $119.63 $431 - $598
1.86K $175M
HON
Honeywell International Inc

Industrials
108
+ 2.82%
$207.7 - $240.4 $22.4K - $26K
3.94K $829M
AEP
American Electric Power CO Inc

Utilities
104K
+ 11207.97%
$103.26 - $115.0 $10.7M - $12M
105K $113K
TDG
Trans Digm Group Inc

Industrials
247
+ 2.8%
$1271.04 - $1620.83 $314K - $400K
9.06K $11.9B
Activity Summary
Buys All Purchases 83 New Holdings 6 Increased Positions 77 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Asset Planning,Inc Portfolio

Follow Asset Planning,Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Asset Planning,Inc, based on Form 13F filings with the SEC.

News

Stay updated on Asset Planning,Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email