Asset Planning,Inc Reduced Holdings in Q1 2025

Asset Planning,Inc

  • $127 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-1.09K
- 1.66%
$190.26 - $242.06 $207K - $264K
64.5K $12.3B
GIS
General Mills Inc

Consumer Defensive
-29.2K
- 96.13%
$57.56 - $65.3 $1.68M - $1.91M
1.18K $70.3M
ALL
Allstate Corp

Financial Services
-190
- 0.57%
$180.99 - $210.18 $34.4K - $39.9K
33.3K $5.15B
AAPL
Apple Inc.

Technology
-157
- 0.49%
$209.68 - $247.1 $32.9K - $38.8K
32.2K $7.15B
NVDA
Nvidia Corp

Technology
-735
- 2.92%
$106.98 - $149.43 $78.6K - $110K
24.4K $2.64B
PFE
Pfizer Inc

Healthcare
-19.5K
- 68.75%
$25.01 - $27.13 $489K - $530K
8.88K $225M
EIX
Edison International

Utilities
-158
- 0.9%
$50.06 - $80.01 $7.91K - $12.6K
17.4K $1.02B
TSLA
Tesla, Inc.

Consumer Cyclical
-33
- 1.4%
$222.15 - $428.22 $7.33K - $14.1K
2.32K $600M
TGT
Target Corp

Consumer Defensive
-1.45K
- 37.83%
$103.65 - $142.5 $151K - $207K
2.39K $249M
MSFT
Microsoft Corp

Technology
-22
- 0.46%
$375.39 - $447.2 $8.26K - $9.84K
4.73K $1.78B
Diageo Plc Sponsored Ard New R
-479
- 12.19%
N/A
3.45K $362M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-100
- 2.94%
$203.38 - $274.79 $20.3K - $27.5K
3.3K $678M
LMT
Lockheed Martin Corp

Industrials
-74
- 4.19%
$423.19 - $506.29 $31.3K - $37.5K
1.69K $757M
UNH
Unitedhealth Group Inc

Healthcare
-252
- 12.05%
$461.52 - $548.18 $116K - $138K
1.84K $963M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-565
- 10.41%
$47.79 - $59.89 $27K - $33.8K
4.86K $244M
HON
Honeywell International Inc

Industrials
-98
- 2.5%
$202.75 - $226.52 $19.9K - $22.2K
3.82K $809M
DOW
Dow Inc.

Basic Materials
-1.8K
- 74.04%
$34.36 - $41.92 $61.7K - $75.3K
630 $22M
DIS
Walt Disney CO

Communication Services
-89
- 2.37%
$96.87 - $114.0 $8.62K - $10.1K
3.66K $361M
MRK
Merck & Co., Inc.

Healthcare
-297
- 10.27%
$83.01 - $101.02 $24.7K - $30K
2.59K $233M
GKOS
Glaukos Corp

Healthcare
-100
- 16.67%
$96.6 - $161.22 $9.66K - $16.1K
500 $49.2M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-207
- 14.12%
N/A
1.26K $76.6M
SQ
Block, Inc.

Technology
-26
- 3.98%
$54.04 - $92.95 $1.41K - $2.42K
627 $34.1M
UNP
Union Pacific Corp

Industrials
-146
- 8.74%
$225.21 - $254.42 $32.9K - $37.1K
1.52K $360M
NKE
Nike, Inc.

Consumer Cyclical
-136
- 18.38%
$63.29 - $81.72 $8.61K - $11.1K
604 $38.3M
BCE
Bce Inc

Communication Services
-650
- 14.36%
$22.14 - $25.18 $14.4K - $16.4K
3.88K $89M
OGN
Organon & Co.

Healthcare
-1.01K
- 98.06%
$14.29 - $16.41 $14.5K - $16.6K
20 $298K
TD
Toronto Dominion Bank

Financial Services
-400
- 20.44%
$53.12 - $61.15 $21.2K - $24.5K
1.56K $93.4M
NEE
Nextera Energy Inc

Utilities
-65
- 0.83%
$66.96 - $76.16 $4.35K - $4.95K
7.74K $549M
ASIX
Advan Six Inc.

Basic Materials
-212
- 32.92%
$22.57 - $32.31 $4.78K - $6.85K
432 $9.77M
ZTS
Zoetis Inc.

Healthcare
-53
- 14.85%
$156.48 - $175.67 $8.29K - $9.31K
304 $50M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-198
- 27.31%
$56.12 - $68.15 $11.1K - $13.5K
527 $35.7M
ALGN
Align Technology Inc

Healthcare
-25
- 38.46%
$158.86 - $234.89 $3.97K - $5.87K
40 $6.35M
REZI
Resideo Technologies, Inc.

Industrials
-300
- 92.31%
$16.92 - $23.77 $5.08K - $7.13K
25 $443K
BP
Bp PLC

Energy
-350
- 25.93%
$29.93 - $35.31 $10.5K - $12.4K
1K $33.8M
GSAT
Globalstar, Inc.

Communication Services
-934
- 93.4%
$1.48 - $24.33 $1.38K - $22.7K
66 $1.38M
NTR
Nutrien Ltd.

Basic Materials
-88
- 11.3%
$45.28 - $53.84 $3.98K - $4.74K
691 $34.3M
DVN
Devon Energy Corp

Energy
-210
- 12.77%
$33.15 - $38.55 $6.96K - $8.1K
1.44K $53.7M
Solventum Corp
-12
- 13.33%
N/A
78 $5.93M
Expand Energy Cl 26 Wts
-2
- 10.53%
N/A
17 $1.71M
CSCO
Cisco Systems, Inc.

Technology
-226
- 2.17%
$58.74 - $64.87 $13.3K - $14.7K
10.2K $629M
RTX
Raytheon Technologies Corp

Industrials
-428
- 8.0%
$114.1 - $135.66 $48.8K - $58.1K
4.92K $652M
XOM
Exxon Mobil Corp

Energy
-194
- 2.68%
$105.44 - $118.93 $20.5K - $23.1K
7.05K $838M
SBUX
Starbucks Corp

Consumer Cyclical
-160
- 1.0%
$91.75 - $115.81 $14.7K - $18.5K
15.8K $1.55B
JNJ
Johnson & Johnson

Healthcare
-79
- 1.44%
$142.06 - $167.7 $11.2K - $13.2K
5.42K $899M
VZ
Verizon Communications Inc

Communication Services
-3.38K
- 5.85%
$37.81 - $46.49 $128K - $157K
54.4K $2.47B
COST
Costco Wholesale Corp

Consumer Defensive
-60
- 0.8%
$890.62 - $1076.86 $53.4K - $64.6K
7.43K $7.03B
MCD
Mcdonalds Corp

Consumer Cyclical
-159
- 1.19%
$279.74 - $321.29 $44.5K - $51.1K
13.2K $4.11B
MO
Altria Group, Inc.

Consumer Defensive
-601
- 1.18%
$50.81 - $60.02 $30.5K - $36.1K
50.2K $3.01B
WELL
Welltower Inc.

Real Estate
-192
- 0.93%
$124.05 - $156.86 $23.8K - $30.1K
20.4K $3.12B
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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