Asset Planning,Inc Purchases in Q3 2025

Asset Planning,Inc

  • $138 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CTRE
Care Trust Reit, Inc.

Real Estate
5
+ 0.96%
$30.29 - $34.8 $151 - $174
525 $18.2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
9
+ 1.17%
$98.52 - $103.93 $887 - $935
775 $79.8M
EPD
Enterprise Products Partners L.P.

Energy
27
+ 1.71%
$30.74 - $32.14 $830 - $868
1.6K $50.2M
MMM
3 M CO

Industrials
1
+ 0.29%
$144.41 - $160.2 $144 - $160
340 $52.8M
SWKS
Skyworks Solutions, Inc.

Technology
2
+ 1.27%
$67.52 - $82.97 $135 - $166
160 $12.3M
IP
International Paper CO

Consumer Cyclical
5
+ 0.42%
$45.32 - $55.68 $227 - $278
1.18K $54.9M
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
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
ZTS
Zoetis Inc.

Healthcare
2
+ 0.66%
$141.13 - $159.19 $282 - $318
306 $44.7M
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
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