Asset Planning,Inc Reduced Holdings in Q3 2025

Asset Planning,Inc

  • $138 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 0.11%
$915.95 - $994.57 $7.33K - $7.96K
7.4K $6.85B
LLY
Eli Lilly & CO

Healthcare
-183
- 1.31%
$625.65 - $812.69 $114K - $149K
13.8K $10.5B
SBUX
Starbucks Corp

Consumer Cyclical
-580
- 3.66%
$81.9 - $96.86 $47.5K - $56.2K
15.2K $1.29B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.29K
- 27.98%
$38.58 - $58.24 $49.8K - $75.1K
3.32K $130M
PG
Procter & Gamble CO

Consumer Defensive
-204
- 2.18%
$150.47 - $161.22 $30.7K - $32.9K
9.17K $1.41B
KMB
Kimberly Clark Corp

Consumer Defensive
-282
- 4.02%
$121.72 - $136.77 $34.3K - $38.6K
6.73K $837M
BMY
Bristol Myers Squibb CO

Healthcare
-809
- 4.03%
$43.31 - $48.98 $35K - $39.6K
19.3K $869M
UHAL
Amerco

Industrials
-620
- 8.73%
$55.87 - $63.85 $34.6K - $39.6K
6.48K $370M
EW
Edwards Lifesciences Corp

Healthcare
-600
- 2.15%
$73.75 - $81.83 $44.3K - $49.1K
27.3K $2.13B
AMZN
Amazon Com Inc

Consumer Cyclical
-260
- 0.4%
$211.65 - $238.24 $55K - $61.9K
64.1K $14.1B
BP
Bp PLC

Energy
-800
- 80.0%
$30.25 - $35.69 $24.2K - $28.6K
200 $6.89M
Kenvue Inc
-838
- 42.24%
N/A
1.15K $18.6M
AMT
American Tower Corp

Real Estate
-72
- 26.87%
$192.32 - $232.35 $13.8K - $16.7K
196 $37.7M
PEP
Pepsico Inc

Consumer Defensive
-205
- 23.01%
$133.81 - $152.16 $27.4K - $31.2K
686 $96.3M
GIS
General Mills Inc

Consumer Defensive
-325
- 27.66%
$48.44 - $53.83 $15.7K - $17.5K
850 $42.9M
NSC
Norfolk Southern Corp

Industrials
-100
- 28.57%
$259.49 - $300.41 $25.9K - $30K
250 $75.1M
PFE
Pfizer Inc

Healthcare
-799
- 8.95%
$23.29 - $25.88 $18.6K - $20.7K
8.13K $207M
ED
Consolidated Edison Inc

Utilities
-87
- 0.99%
$95.57 - $105.36 $8.31K - $9.17K
8.66K $870M
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
-68
- 4.82%
$123.6 - $138.88 $8.4K - $9.44K
1.34K $280M
BIIB
Biogen Inc.

Healthcare
-42
- 33.33%
$122.68 - $148.84 $5.15K - $6.25K
84 $11.8M
BA
Boeing CO

Industrials
-50
- 4.25%
$209.79 - $237.38 $10.5K - $11.9K
1.13K $243M
Solventum Corp
-25
- 48.08%
N/A
27 $1.97M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-100
- 86.96%
$11.64 - $15.79 $1.16K - $1.58K
15 $220K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-58
- 15.98%
$10.78 - $19.82 $625 - $1.15K
305 $5.96M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-334
- 9.38%
$46.69 - $59.27 $15.6K - $19.8K
3.23K $171M
MRK
Merck & Co., Inc.

Healthcare
-92
- 3.85%
$77.6 - $87.37 $7.14K - $8.04K
2.3K $193M
VZ
Verizon Communications Inc

Communication Services
-117
- 0.22%
$40.84 - $45.06 $4.78K - $5.27K
53.8K $2.36B
UNH
Unitedhealth Group Inc

Healthcare
-41
- 2.16%
$237.77 - $353.61 $9.75K - $14.5K
1.86K $642M
O
Realty Income Corp

Real Estate
-246
- 0.65%
$56.13 - $60.79 $13.8K - $15K
37.3K $2.27B
MCD
Mcdonalds Corp

Consumer Cyclical
-160
- 1.22%
$291.67 - $316.99 $46.7K - $50.7K
13K $3.95B
JNJ
Johnson & Johnson

Healthcare
-232
- 4.48%
$155.17 - $185.42 $36K - $43K
4.95K $917M
SRE
Sempra Energy

Utilities
-74
- 0.37%
$74.14 - $89.98 $5.49K - $6.66K
19.9K $1.79B
TSLA
Tesla, Inc.

Consumer Cyclical
-20
- 0.87%
$293.94 - $444.72 $5.88K - $8.89K
2.27K $1.01B
MO
Altria Group, Inc.

Consumer Defensive
-408
- 0.82%
$57.75 - $67.68 $23.6K - $27.6K
49.6K $3.28B
WELL
Welltower Inc.

Real Estate
-93
- 0.46%
$150.71 - $178.14 $14K - $16.6K
20.1K $3.58B
ALL
Allstate Corp

Financial Services
-92
- 0.28%
$192.0 - $214.65 $17.7K - $19.7K
33.2K $8.06B
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
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