Asset Planning,Inc Reduced Holdings in Q2 2025

Asset Planning,Inc

  • $133 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-809
- 2.51%
$172.42 - $223.89 $139K - $181K
31.4K $6.43B
LLY
Eli Lilly & CO

Healthcare
-48
- 0.34%
$713.71 - $898.95 $34.3K - $43.1K
14K $10.9B
BMY
Bristol Myers Squibb CO

Healthcare
-733
- 3.52%
$44.12 - $59.6 $32.3K - $43.7K
20.1K $929M
EIX
Edison International

Utilities
-3.5K
- 20.15%
$48.32 - $59.92 $169K - $210K
13.9K $715M
MCD
Mcdonalds Corp

Consumer Cyclical
-9
- 0.07%
$285.55 - $321.23 $2.57K - $2.89K
13.2K $3.84B
VZ
Verizon Communications Inc

Communication Services
-448
- 0.82%
$41.67 - $45.62 $18.7K - $20.4K
53.9K $2.33B
PG
Procter & Gamble CO

Consumer Defensive
-46
- 0.49%
$157.66 - $172.39 $7.25K - $7.93K
9.38K $1.49B
JNJ
Johnson & Johnson

Healthcare
-240
- 4.43%
$146.36 - $159.82 $35.1K - $38.4K
5.18K $791M
NEE
Nextera Energy Inc

Utilities
-1.17K
- 15.06%
$64.11 - $75.0 $74.8K - $87.5K
6.58K $456M
MO
Altria Group, Inc.

Consumer Defensive
-161
- 0.32%
$55.56 - $60.91 $8.95K - $9.81K
50K $2.93B
TGT
Target Corp

Consumer Defensive
-290
- 12.13%
$88.76 - $105.77 $25.7K - $30.7K
2.1K $207M
PEP
Pepsico Inc

Consumer Defensive
-134
- 13.07%
$128.02 - $151.37 $17.2K - $20.3K
891 $118M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-259
- 20.57%
N/A
1K $51.5M
DOW
Dow Inc.

Basic Materials
-566
- 89.84%
$25.81 - $34.89 $14.6K - $19.7K
64 $1.7M
WELL
Welltower Inc.

Real Estate
-192
- 0.94%
$136.49 - $155.22 $26.2K - $29.8K
20.2K $3.11B
CARR
Carrier Global Corp

Industrials
-253
- 86.05%
$55.55 - $75.83 $14.1K - $19.2K
41 $3M
NKE
Nike, Inc.

Consumer Cyclical
-178
- 29.47%
$53.27 - $72.04 $9.48K - $12.8K
426 $30.3M
QCOM
Qualcomm Inc

Technology
-143
- 5.44%
$124.66 - $159.48 $17.8K - $22.8K
2.49K $396M
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
-145
- 9.32%
$96.27 - $130.59 $14K - $18.9K
1.41K $285M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-5
- 0.65%
$97.29 - $105.63 $486 - $528
766 $77.8M
ASIX
Advan Six Inc.

Basic Materials
-110
- 25.46%
$18.69 - $24.81 $2.06K - $2.73K
322 $7.66M
ITW
Illinois Tool Works Inc

Industrials
-7
- 4.46%
$218.41 - $252.43 $1.53K - $1.77K
150 $37M
Solventum Corp
-26
- 33.33%
N/A
52 $3.94M
Expand Energy Cl 26 Wts
-2
- 11.76%
N/A
15 $1.62M
CHK
Chesapeake Energy Corp

Energy
-1
- 3.85%
N/A
25 $2.88M
USB
Us Bancorp \De\

Financial Services
-43
- 3.53%
$36.4 - $45.76 $1.57K - $1.97K
1.18K $53.2M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-250
- 5.14%
$45.98 - $56.15 $11.5K - $14K
4.61K $259M
IBM
International Business Machines Corp

Technology
-173
- 9.99%
$221.03 - $294.78 $38.2K - $51K
1.56K $459M
SRE
Sempra Energy

Utilities
-471
- 2.3%
$63.78 - $78.91 $30K - $37.2K
20K $1.51B
CSCO
Cisco Systems, Inc.

Technology
-173
- 1.7%
$53.19 - $69.38 $9.2K - $12K
10K $695M
DIS
Walt Disney CO

Communication Services
-153
- 4.18%
$81.72 - $124.01 $12.5K - $19K
3.51K $435M
GOOG
Alphabet Inc.

Communication Services
-64
- 1.17%
$146.58 - $180.01 $9.38K - $11.5K
5.41K $959M
JPM
Jpmorgan Chase & CO

Financial Services
-28
- 1.1%
$210.28 - $289.91 $5.89K - $8.12K
2.53K $733M
TSLA
Tesla, Inc.

Consumer Cyclical
-24
- 1.04%
$221.86 - $362.89 $5.32K - $8.71K
2.29K $728M
COST
Costco Wholesale Corp

Consumer Defensive
-28
- 0.38%
$908.13 - $1056.85 $25.4K - $29.6K
7.4K $7.33B
NVDA
Nvidia Corp

Technology
-93
- 0.38%
$94.31 - $157.99 $8.77K - $14.7K
24.3K $3.84B
AMZN
Amazon Com Inc

Consumer Cyclical
-225
- 0.35%
$167.32 - $223.3 $37.6K - $50.2K
64.3K $14.1B
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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