Asset Planning,Inc Portfolio Holdings

Asset Planning,Inc

  • $133 Billion
  • Q2 2025

Asset Planning,Inc has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 291 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $14.1B, Trans Digm Group Inc with a value of $13.4B, Eli Lilly & CO with a value of $10.9B, Costco Wholesale Corp with a value of $7.33B, and Apple Inc. with a value of $6.43B.

Examining the 13F form we can see an increase of $5.22B in the current position value, from $127B to 133B.

Asset Planning,Inc is based out at Cypress, CA

Below you can find more details about Asset Planning,Inc portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
Consumer Cyclical: $23.2 Billion
Industrials: $20.3 Billion
Healthcare: $17.8 Billion
Technology: $16.2 Billion
Financial Services: $14.5 Billion
Consumer Defensive: $14.3 Billion
Communication Services: $7.61 Billion
Real Estate: $7.15 Billion
Other: $9.47 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.15B
$372 Million 0.28% of portfolio
20,176
Q2 2025 Added 8.03%
$2.43B
$205 Million 0.15% of portfolio
4,500
Q4 2024 New
$7.02B
$205 Million 0.15% of portfolio
1,858
Q2 2025 Added 0.22%
$2.67B
$111 Million 0.08% of portfolio
1,450
Q4 2024 New
$8.2B
$93 Million 0.07% of portfolio
603
Q4 2024 New
$3.64B
$79.1 Million 0.06% of portfolio
1,410
Q2 2025 New
$6.1B
$62.1 Million 0.05% of portfolio
538
Q2 2025 Added 0.75%
$8.31B
$51.5 Million 0.04% of portfolio
1,000
Q2 2025 Reduced 20.57%
$4.52B
$51.6 Million 0.04% of portfolio
500
Q1 2025 Reduced 16.67%
$2B
$36 Million 0.03% of portfolio
1,000
Q4 2024 New
$8.5B
$37.4 Million 0.03% of portfolio
703
Q4 2024 New
$3.24B
$38.5 Million 0.03% of portfolio
500
Q4 2024 New
$6.56B
$24.6 Million 0.02% of portfolio
400
Q4 2024 New
$4.9B
$29.6 Million 0.02% of portfolio
500
Q4 2024 New
$9.63B
$23.2 Million 0.02% of portfolio
625
Q4 2024 New
$6.24B
$24.1 Million 0.02% of portfolio
100
Q4 2024 New
$4.39B
$8.46 Million 0.01% of portfolio
100
Q4 2024 New
$3.14B
$14.7 Million 0.01% of portfolio
300
Q4 2024 New
$9.2B
$18 Million 0.01% of portfolio
241
Q2 2025 Added 1.26%
$8.95B
$12.5 Million 0.01% of portfolio
299
Q4 2024 New
$7.17B
$393,000 0.0% of portfolio
35
Q4 2024 New
$5.21B
$1.89 Million 0.0% of portfolio
34
Q4 2024 New
$6.76B
$6.27 Million 0.0% of portfolio
22
Q4 2024 New
$8.43B
$1.72 Million 0.0% of portfolio
40
Q4 2024 New
$2.54B
$194,000 0.0% of portfolio
20
Q1 2025 Reduced 98.06%
$2.14B
$4.36 Million 0.0% of portfolio
87
Q2 2025 Added 1.16%
$3.62B
$552,000 0.0% of portfolio
25
Q1 2025 Reduced 92.31%
$2.3B
$235,000 0.0% of portfolio
18
Q4 2024 New
$2.52B
$4.73 Million 0.0% of portfolio
70
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 291
  • Current Value $133 Billion
  • Prior Value $127 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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