Asset Planning,Inc Purchases in Q1 2025

Asset Planning,Inc

  • $127 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
C
Citigroup Inc

Financial Services
8.07K
New
$67.23 - $84.63 $543K - $683K
8.07K $573M
CVX
Chevron Corp

Energy
639
+ 7.13%
$146.71 - $167.97 $93.7K - $107K
9.6K $1.61B
BACPRP
Bank Amer Corpo Dep Shs Repstg
15.8K
New
N/A
15.8K $275M
SNA
Snap On Inc

Industrials
810
+ 405.0%
$324.09 - $358.62 $263K - $290K
1.01K $340M
Viking Hldgs LTD
6.14K
New
N/A
6.14K $244M
O
Realty Income Corp

Real Estate
729
+ 2.0%
$51.67 - $58.49 $37.7K - $42.6K
37.2K $2.16B
ED
Consolidated Edison Inc

Utilities
11
+ 0.13%
$88.0 - $110.59 $968 - $1.22K
8.73K $966M
SO
Southern CO

Utilities
4
+ 0.03%
$80.96 - $92.96 $324 - $372
12.9K $1.18B
CB
Chubb LTD

Financial Services
14
+ 0.32%
$257.71 - $301.99 $3.61K - $4.23K
4.44K $1.34B
PNFPP
Pinnacle Finl Part Inc Dep Sh

Financial Services
4.32K
New
$24.1 - $25.25 $104K - $109K
4.32K $104M
BMY
Bristol Myers Squibb CO

Healthcare
75
+ 0.36%
$53.9 - $63.11 $4.04K - $4.73K
20.8K $1.27B
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.01%
$124.46 - $147.4 $124 - $147
7.01K $997M
BACPRO
Bank Amer Corpo Dep Shs Repstg
4.16K
New
N/A
4.16K $76.9M
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 0.17%
$275.89 - $345.24 $552 - $690
1.2K $414M
ABBV
Abb Vie Inc.

Healthcare
14
+ 0.71%
$169.2 - $216.66 $2.37K - $3.03K
1.99K $417M
T
At&T Inc.

Communication Services
52
+ 0.51%
$21.56 - $28.28 $1.12K - $1.47K
10.3K $290M
ABT
Abbott Laboratories

Healthcare
9
+ 0.32%
$111.1 - $140.22 $1K - $1.26K
2.84K $377M
IBM
International Business Machines Corp

Technology
1
+ 0.06%
$217.4 - $264.74 $217 - $265
1.73K $431M
DUK
Duke Energy Corp

Utilities
5
+ 0.15%
$105.87 - $121.97 $529 - $610
3.43K $419M
AMGN
Amgen Inc

Healthcare
2
+ 0.27%
$258.59 - $327.36 $517 - $655
733 $228M
WFCPRD
Wells Fargo & CO Dep Rep 1/100
2.14K
New
N/A
2.14K $37.7M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
2K
+ 11.99%
$15.88 - $17.78 $31.8K - $35.6K
18.7K $326M
PG
Procter & Gamble CO

Consumer Defensive
63
+ 0.67%
$158.56 - $176.26 $9.99K - $11.1K
9.42K $1.61B
CEG
Constellation Energy Corp

Utilities
180
+ 180.0%
$201.63 - $347.44 $36.3K - $62.5K
280 $56.5M
Birchcliff Energy LTD
7K
New
N/A
7K $32.5M
V
Visa Inc.

Financial Services
1
+ 0.12%
$306.92 - $362.71 $307 - $363
863 $302M
GLDM
World Gold Trust

ETFs
474
New
$52.19 - $61.89 $24.7K - $29.3K
474 $29.3M
VTR
Ventas, Inc.

Real Estate
16
+ 0.62%
$56.9 - $70.47 $910 - $1.13K
2.6K $179M
PLTR
Palantir Technologies Inc.

Technology
150
+ 11.28%
$64.98 - $124.62 $9.75K - $18.7K
1.48K $125M
DNP
Dnp Select Income Fund Inc

Financial Services
23
+ 0.11%
$8.93 - $9.92 $205 - $228
20.2K $200M
AEP
American Electric Power CO Inc

Utilities
4
+ 0.44%
$90.32 - $109.27 $361 - $437
923 $101M
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.2%
$225.19 - $279.95 $1.13K - $1.4K
2.56K $627M
CTVA
Corteva, Inc.

Basic Materials
1
+ 0.04%
$55.94 - $66.15 $55.9 - $66.2
2.29K $144M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
325
New
$36.16 - $38.77 $11.8K - $12.6K
325 $11.9M
BPYPO
Brookfield Ppty Part P

Real Estate
794
New
$13.42 - $15.51 $10.7K - $12.3K
794 $11M
GD
General Dynamics Corp

Industrials
1
+ 0.09%
$241.94 - $272.58 $242 - $273
1.09K $298M
AMT
American Tower Corp

Real Estate
1
+ 0.38%
$173.46 - $217.6 $173 - $218
267 $58.2M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
111
New
N/A
111 $8.76M
PSX
Phillips 66

Energy
3
+ 0.38%
$113.93 - $131.55 $342 - $395
790 $97.6M
MMM
3 M CO

Industrials
1
+ 0.3%
$129.7 - $155.12 $130 - $155
338 $49.6M
RPV
Invesco Exchange Traded Fd Tr

ETFs
65
New
$89.33 - $95.17 $5.81K - $6.19K
65 $6M
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.15%
$71.24 - $83.64 $142 - $167
1.34K $105M
RPG
Invesco Exchange Traded Fd Tr

ETFs
150
New
$37.33 - $45.03 $5.6K - $6.75K
150 $5.74M
WFC
Wells Fargo & Company

Financial Services
14
+ 0.47%
$66.78 - $81.42 $935 - $1.14K
2.97K $213M
Kenvue Inc
14
+ 0.72%
N/A
1.97K $47.2M
AIG
American International Group, Inc.

Financial Services
2
+ 0.56%
$70.5 - $86.94 $141 - $174
357 $31M
EPD
Enterprise Products Partners L.P.

Energy
24
+ 1.57%
$31.75 - $34.14 $762 - $819
1.55K $53M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
17
+ 2.25%
$97.25 - $104.79 $1.65K - $1.78K
771 $80M
Tempus Ai Inc
100
New
N/A
100 $4.82M
Activity Summary
Buys All Purchases 91 New Holdings 17 Increased Positions 74 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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