Asset Planning,Inc Incresed Positions in Q2 2025

Asset Planning,Inc

  • $133 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TDG
Trans Digm Group Inc

Industrials
20
+ 0.23%
$1231.75 - $1520.64 $24.6K - $30.4K
8.81K $13.4B
ALL
Allstate Corp

Financial Services
10
+ 0.03%
$180.53 - $212.64 $1.81K - $2.13K
33.3K $5.87B
MSFT
Microsoft Corp

Technology
43
+ 0.91%
$354.56 - $497.45 $15.2K - $21.4K
4.78K $2.38B
EW
Edwards Lifesciences Corp

Healthcare
1.02K
+ 3.77%
$67.07 - $78.22 $68.1K - $79.4K
27.9K $2.19B
CAT
Caterpillar Inc

Industrials
143
+ 13.16%
$273.94 - $388.21 $39.2K - $55.5K
1.23K $478M
PLTR
Palantir Technologies Inc.

Technology
100
+ 6.76%
$74.01 - $144.25 $7.4K - $14.4K
1.58K $215M
HON
Honeywell International Inc

Industrials
7
+ 0.18%
$182.86 - $232.88 $1.28K - $1.63K
3.83K $892M
TJX
Tjx Companies Inc

Consumer Cyclical
573
+ 51.3%
$119.13 - $135.03 $68.3K - $77.4K
1.69K $209M
RTX
Raytheon Technologies Corp

Industrials
16
+ 0.33%
$113.75 - $148.48 $1.82K - $2.38K
4.94K $721M
AVGO
Broadcom Inc.

Technology
113
+ 37.67%
$146.29 - $275.65 $16.5K - $31.1K
413 $114M
WMT
Walmart Inc.

Consumer Defensive
215
+ 6.14%
$81.79 - $99.98 $17.6K - $21.5K
3.72K $363M
CEG
Constellation Energy Corp

Utilities
50
+ 17.86%
$170.96 - $322.76 $8.55K - $16.1K
330 $107M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
1.5K
+ 8.03%
$16.37 - $18.59 $24.6K - $27.9K
20.2K $372M
PSX
Phillips 66

Energy
285
+ 36.08%
$92.87 - $125.73 $26.5K - $35.8K
1.08K $128M
BAC
Bank Of America Corp

Financial Services
22
+ 0.44%
$34.39 - $47.46 $757 - $1.04K
5.04K $239M
LMT
Lockheed Martin Corp

Industrials
1
+ 0.06%
$430.82 - $486.45 $431 - $486
1.7K $785M
CTVA
Corteva, Inc.

Basic Materials
1
+ 0.04%
$55.52 - $74.53 $55.5 - $74.5
2.29K $170M
WFC
Wells Fargo & Company

Financial Services
14
+ 0.47%
$60.98 - $80.12 $854 - $1.12K
2.99K $239M
CSX
Csx Corp

Industrials
7
+ 0.09%
$26.69 - $32.91 $187 - $230
7.56K $247M
HD
Home Depot, Inc.

Consumer Cyclical
61
+ 3.26%
$335.24 - $380.78 $20.4K - $23.2K
1.94K $709M
GD
General Dynamics Corp

Industrials
1
+ 0.09%
$247.68 - $291.66 $248 - $292
1.09K $319M
PSA
Public Storage

Real Estate
86
+ 8.65%
$266.31 - $309.77 $22.9K - $26.6K
1.08K $317M
J
Jacobs Engineering Group Inc

Industrials
4
+ 0.24%
$110.79 - $131.45 $443 - $526
1.7K $224M
TXN
Texas Instruments Inc

Technology
2
+ 0.32%
N/A
627 $130M
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.07%
$69.06 - $91.24 $69.1 - $91.2
1.35K $123M
KKR
Kkr & Co. Inc.

Financial Services
1
+ 0.15%
$92.79 - $134.29 $92.8 - $134
668 $88.9M
Amentum Hldgs Inc
103
+ 6.09%
N/A
1.79K $42.3M
ABT
Abbott Laboratories

Healthcare
8
+ 0.28%
$123.95 - $138.08 $992 - $1.1K
2.85K $387M
O
Realty Income Corp

Real Estate
421
+ 1.13%
$52.27 - $58.52 $22K - $24.6K
37.6K $2.16B
PNFP
Pinnacle Financial Partners Inc

Financial Services
4
+ 0.22%
$87.19 - $111.51 $349 - $446
1.86K $205M
T
At&T Inc.

Communication Services
45
+ 0.44%
$26.33 - $28.94 $1.18K - $1.3K
10.3K $298M
CF
Cf Industries Holdings, Inc.

Basic Materials
1
+ 0.19%
$68.47 - $102.48 $68.5 - $102
516 $47.5M
The Blackstone Group Inc.
4
+ 0.66%
N/A
606 $90.7M
MU
Micron Technology Inc

Technology
1
+ 0.66%
$64.72 - $127.91 $64.7 - $128
153 $18.8M
UNP
Union Pacific Corp

Industrials
58
+ 3.81%
$208.27 - $238.46 $12.1K - $13.8K
1.58K $364M
MMM
3 M CO

Industrials
1
+ 0.3%
$126.09 - $154.15 $126 - $154
339 $51.6M
SWKS
Skyworks Solutions, Inc.

Technology
1
+ 0.64%
$49.2 - $74.95 $49.2 - $75
158 $11.8M
CTRE
Care Trust Reit, Inc.

Real Estate
6
+ 1.17%
$26.65 - $30.69 $160 - $184
520 $15.9M
AMT
American Tower Corp

Real Estate
1
+ 0.37%
$203.96 - $228.19 $204 - $228
268 $59.3M
TR
Tootsie Roll Industries Inc

Consumer Defensive
10
+ 2.73%
$29.7 - $36.03 $297 - $360
376 $12.6M
KMI
Kinder Morgan, Inc.

Energy
8
+ 1.13%
$25.21 - $29.4 $202 - $235
714 $21M
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.55%
$233.83 - $276.34 $234 - $276
183 $48.8M
IDA
Idacorp Inc

Utilities
4
+ 0.75%
$111.01 - $119.72 $444 - $479
538 $62.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3
+ 0.57%
$63.54 - $68.5 $191 - $206
530 $35.7M
AIG
American International Group, Inc.

Financial Services
2
+ 0.56%
$77.56 - $87.72 $155 - $175
359 $30.7M
HSY
Hershey CO

Consumer Defensive
1
+ 0.71%
$151.29 - $173.13 $151 - $173
141 $23.4M
SO
Southern CO

Utilities
4
+ 0.03%
$84.91 - $92.56 $340 - $370
12.9K $1.18B
SLVM
Sylvamo Corp

Basic Materials
1
+ 1.16%
$50.1 - $68.36 $50.1 - $68.4
87 $4.36M
CMCSA
Comcast Corp

Communication Services
10
+ 0.63%
$32.84 - $36.72 $328 - $367
1.6K $57.2M
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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