Asset Planning,Inc Purchases in Q4 2024

Asset Planning,Inc

  • $131 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
3.75K
New
$92.39 - $117.6 $346K - $441K
3.75K $417M
KO
Coca Cola CO

Consumer Defensive
6.61K
New
$61.74 - $71.71 $408K - $474K
6.61K $412M
QCOM
Qualcomm Inc

Technology
2.62K
New
$150.4 - $178.04 $394K - $466K
2.62K $402M
CAT
Caterpillar Inc

Industrials
1.09K
New
$360.37 - $416.88 $391K - $452K
1.09K $393M
UNP
Union Pacific Corp

Industrials
1.67K
New
$223.15 - $249.32 $373K - $416K
1.67K $381M
IBM
International Business Machines Corp

Technology
1.73K
New
$204.9 - $238.04 $355K - $412K
1.73K $381M
DUK
Duke Energy Corp

Utilities
3.43K
New
$105.76 - $120.76 $362K - $414K
3.43K $369M
ABBV
Abb Vie Inc.

Healthcare
1.98K
New
$164.99 - $203.87 $326K - $403K
1.98K $351M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.2K
New
$278.49 - $315.16 $333K - $377K
1.2K $339M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.43K
New
$55.73 - $66.16 $302K - $359K
5.43K $327M
ABT
Abbott Laboratories

Healthcare
2.83K
New
$111.93 - $119.39 $317K - $338K
2.83K $320M
WMT
Walmart Inc.

Consumer Defensive
3.5K
New
$79.1 - $95.7 $276K - $334K
3.5K $316M
IRM
Iron Mountain Inc

Real Estate
3K
New
$101.62 - $128.14 $305K - $384K
3K $315M
PSA
Public Storage

Real Estate
984
New
$289.33 - $360.21 $285K - $354K
984 $295M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
16.7K
New
$16.73 - $19.67 $279K - $328K
16.7K $289M
GD
General Dynamics Corp

Industrials
1.09K
New
$260.28 - $314.03 $284K - $343K
1.09K $288M
MRK
Merck & Co., Inc.

Healthcare
2.89K
New
$96.31 - $114.76 $278K - $332K
2.89K $288M
V
Visa Inc.

Financial Services
862
New
$273.87 - $320.91 $236K - $277K
862 $272M
CSX
Csx Corp

Industrials
7.54K
New
$31.58 - $36.88 $238K - $278K
7.54K $243M
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
1.56K
New
$92.41 - $103.11 $144K - $160K
1.56K $242M
T
At&T Inc.

Communication Services
10.2K
New
$21.22 - $23.88 $217K - $244K
10.2K $232M
J
Jacobs Engineering Group Inc

Industrials
1.69K
New
$132.04 - $149.25 $224K - $253K
1.69K $226M
BAC
Bank Of America Corp

Financial Services
5K
New
$39.22 - $47.77 $196K - $239K
5K $220M
PNFP
Pinnacle Financial Partners Inc

Financial Services
1.85K
New
$92.95 - $129.87 $172K - $240K
1.85K $212M
BA
Boeing CO

Industrials
1.18K
New
$138.14 - $180.72 $162K - $213K
1.18K $208M
WFC
Wells Fargo & Company

Financial Services
2.96K
New
$54.98 - $77.35 $163K - $229K
2.96K $208M
CWT
California Water Service Group

Utilities
4.5K
New
$45.33 - $54.6 $204K - $246K
4.5K $204M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.03K
New
$172.07 - $207.36 $177K - $214K
1.03K $203M
TMO
Thermo Fisher Scientific Inc.

Healthcare
378
New
$501.29 - $612.85 $189K - $232K
378 $196M
AMGN
Amgen Inc

Healthcare
731
New
$258.78 - $328.31 $189K - $240K
731 $191M
DNP
Dnp Select Income Fund Inc

Financial Services
20.2K
New
$8.82 - $9.96 $178K - $201K
20.2K $178M
FTNT
Fortinet, Inc.

Technology
1.73K
New
$76.49 - $99.21 $132K - $171K
1.73K $163M
SYY
Sysco Corp

Consumer Defensive
2.13K
New
$73.63 - $81.77 $156K - $174K
2.13K $162M
PEP
Pepsico Inc

Consumer Defensive
1.02K
New
$151.29 - $176.1 $154K - $180K
1.02K $155M
VTR
Ventas, Inc.

Real Estate
2.59K
New
$57.73 - $66.48 $149K - $172K
2.59K $152M
UPS
United Parcel Service Inc

Industrials
1.19K
New
$122.65 - $138.35 $146K - $164K
1.19K $150M
STZ
Constellation Brands, Inc.

Consumer Defensive
611
New
$219.66 - $257.62 $134K - $157K
611 $135M
TJX
Tjx Companies Inc

Consumer Cyclical
1.11K
New
$112.15 - $127.2 $125K - $142K
1.11K $135M
CTVA
Corteva, Inc.

Basic Materials
2.29K
New
$55.21 - $64.13 $126K - $147K
2.29K $130M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.7K
New
$75.95 - $88.05 $129K - $150K
1.7K $130M
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.56K
New
$34.25 - $37.94 $122K - $135K
3.56K $129M
VTRS
Viatris Inc

Healthcare
10.2K
New
$11.32 - $13.37 $115K - $136K
10.2K $126M
ORCL
Oracle Corp

Technology
705
New
$165.41 - $192.43 $117K - $136K
705 $118M
TXN
Texas Instruments Inc

Technology
622
New
N/A
622 $117M
AWR
American States Water CO

Utilities
1.45K
New
$77.72 - $87.27 $113K - $127K
1.45K $113M
AMD
Advanced Micro Devices Inc

Technology
920
New
$118.88 - $172.8 $109K - $159K
920 $111M
ADP
Automatic Data Processing Inc

Industrials
375
New
$280.08 - $307.97 $105K - $115K
375 $110M
BCE
Bce Inc

Communication Services
4.53K
New
$22.53 - $34.84 $102K - $158K
4.53K $105M
TD
Toronto Dominion Bank

Financial Services
1.96K
New
$51.56 - $63.8 $101K - $125K
1.96K $104M
Activity Summary
Buys All Purchases 315 New Holdings 315 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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