Asset Planning,Inc Purchases and Sells in Q3 2025

Asset Planning,Inc

$138 Billion
Q3 2025

Top Buys

Incresed Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	23 + 0.07%	$202.38 - $256.87 $4.65K - $5.91K	31.4K $7.99B
NVDA	141 + 0.58%	$153.3 - $186.58 $21.6K - $26.3K	24.4K $4.56B
GOOG	3 + 0.06%	$175.16 - $255.24 $525 - $766	5.41K $1.32B
CVX	146 + 1.51%	$145.57 - $161.83 $21.3K - $23.6K	9.79K $1.52B
CAT	3 + 0.24%	$390.92 - $477.15 $1.17K - $1.43K	1.23K $588M
RTX	14 + 0.28%	$144.19 - $167.33 $2.02K - $2.34K	4.95K $829M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
Fidelity Wise Origin	750 New	N/A	750 $74.9M
DASH	185 New	$234.5 - $272.5 $43.4K - $50.4K	185 $50.3M
CRWD	50 New	$412.46 - $514.1 $20.6K - $25.7K	50 $24.5M
VST	100 New	$182.0 - $217.92 $18.2K - $21.8K	100 $19.6M
Arm Holdings ADR	100 New	N/A	100 $14.1M
SKY	100 New	$60.9 - $78.84 $6.09K - $7.88K	100 $7.64M

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COST	-8 - 0.11%	$915.95 - $994.57 $7.33K - $7.96K	7.4K $6.85B
LLY	-183 - 1.31%	$625.65 - $812.69 $114K - $149K	13.8K $10.5B
SBUX	-580 - 3.66%	$81.9 - $96.86 $47.5K - $56.2K	15.2K $1.29B
CMG	-1.29K - 27.98%	$38.58 - $58.24 $49.8K - $75.1K	3.32K $130M
PG	-204 - 2.18%	$150.47 - $161.22 $30.7K - $32.9K	9.17K $1.41B
KMB	-282 - 4.02%	$121.72 - $136.77 $34.3K - $38.6K	6.73K $837M

Activity Summary All Purchases 83 New Holdings 6 Increased Positions 77 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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