Asset Planning,Inc Top Holdings and 13F Report (2025) About Asset Planning,IncInvestment ActivityAsset Planning,Inc has $131.33 million in total holdings as of December 31, 2024.Asset Planning,Inc owns shares of 317 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Largest Holdings Amazon.com $14,397,688TransDigm Group $11,327,696Eli Lilly and Company $11,017,192Apple $8,095,318Costco Wholesale $6,865,140 Sector AllocationMap of 500 Largest Holdings ofAsset Planning,Inc Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAMZNAmazon.com$14,397,68865,62611.0%Retail/WholesaleTDGTransDigm Group$11,327,6968,9398.6%AerospaceLLYEli Lilly and Company$11,017,19214,2718.4%MedicalAAPLApple$8,095,31832,3276.2%Computer and TechnologyCOSTCostco Wholesale$6,865,1407,4925.2%Retail/WholesaleALLAllstate$6,314,04633,3554.8%FinanceMCDMcDonald's$3,862,25713,3232.9%Retail/WholesaleNVDANVIDIA$3,375,41125,1352.6%Computer and TechnologyMOAltria Group$2,655,39250,7822.0%Consumer StaplesWELLWelltower$2,594,76820,5882.0%FinanceVZVerizon Communications$2,309,51457,7521.8%Computer and TechnologyMSFTMicrosoft$2,003,7354,7541.5%Computer and TechnologyEWEdwards Lifesciences$1,993,06826,9221.5%MedicalORealty Income$1,945,48836,4261.5%FinanceGISGeneral Mills$1,937,01430,3751.5%Consumer StaplesNFLXNetflix$1,922,5772,1571.5%Consumer DiscretionarySRESempra$1,770,51020,1841.3%UtilitiesBRK.BBerkshire Hathaway$1,736,5163,8311.3%FinancePGProcter & Gamble$1,568,7959,3581.2%Consumer StaplesSBUXStarbucks$1,456,98415,9671.1%Retail/WholesaleMAMastercard$1,433,9192,7231.1%Business ServicesEIXEdison International$1,398,70917,5191.1%UtilitiesCVXChevron$1,297,1768,9561.0%Oils/EnergyCBChubb$1,223,5734,4280.9%FinanceBMYBristol-Myers Squibb$1,172,73320,7340.9%MedicalSOSouthern$1,057,72712,8490.8%UtilitiesUNHUnitedHealth Group$1,057,6732,0910.8%MedicalGOOGAlphabet$1,045,4995,4900.8%Computer and TechnologyTSLATesla$949,0232,3500.7%Auto/Tires/TrucksKMBKimberly-Clark$918,5917,0100.7%Consumer StaplesHONHoneywell International$885,7973,9210.7%Multi-Sector ConglomeratesLMTLockheed Martin$859,1811,7680.7%AerospaceJNJJohnson & Johnson$795,0275,4970.6%MedicalRCLRoyal Caribbean Cruises$784,3913,4000.6%Consumer DiscretionaryXOMExxon Mobil$779,1867,2440.6%Oils/EnergyEDConsolidated Edison$778,2378,7220.6%UtilitiesPFEPfizer$753,80328,4130.6%MedicalHDHome Depot$685,8301,7630.5%Retail/WholesaleWMWaste Management$642,3913,1830.5%Business ServicesRTXRTX$619,0855,3500.5%AerospaceCSCOCisco Systems$617,01110,4220.5%Computer and TechnologyJPMJPMorgan Chase & Co.$611,2532,5500.5%FinanceNEENextEra Energy$559,5807,8060.4%UtilitiesLowes Companies Inc$556,2872,2540.4%LOWTGTTarget$519,6783,8440.4%Retail/WholesaleDGEAFDiageo$499,4643,9290.4%Consumer DefensiveMARMarriott International$493,7241,7700.4%Consumer DiscretionaryUHALU-Haul$490,5397,1000.4%TransportationSPGSimon Property Group$436,5522,5350.3%FinanceMETAMeta Platforms$420,4977180.3%Computer and TechnologyDISWalt Disney$417,3913,7480.3%Consumer DiscretionaryKOCoca-Cola$411,7366,6130.3%Consumer StaplesQCOMQUALCOMM$402,1802,6180.3%Computer and TechnologyCATCaterpillar$393,4451,0850.3%Industrial ProductsUNPUnion Pacific$380,8861,6700.3%TransportationIBMInternational Business Machines$380,5021,7310.3%Computer and TechnologyDUKDuke Energy$369,1163,4260.3%UtilitiesABBVAbbVie$351,2001,9760.3%MedicalAJGArthur J. Gallagher & Co.$339,4891,1960.3%FinanceCMGChipotle Mexican Grill$327,1285,4250.2%Retail/WholesaleGrayscale Bitcoin Mini$320,3067,6500.2%BTCABTAbbott Laboratories$320,1402,8300.2%MedicalWMTWalmart$315,7853,4950.2%Retail/WholesaleIRMIron Mountain$315,3303,0000.2%Business ServicesPSAPublic Storage$294,7169840.2%FinanceSBRASabra Health Care REIT$288,82816,6760.2%FinanceGDGeneral Dynamics$287,8251,0920.2%AerospaceMRKMerck & Co., Inc.$287,6162,8910.2%MedicalVVisa$272,3948620.2%Business ServicesCSXCSX$243,4297,5440.2%TransportationTAT&T$232,33310,2030.2%Computer and TechnologyJacobs Engineering Group Inc$226,3801,6940.2%JBACBank of America$219,5804,9960.2%FinancePNFPPinnacle Financial Partners$211,6621,8500.2%FinanceBABoeing$208,1521,1760.2%AerospaceWFCWells Fargo & Company$207,7262,9570.2%FinanceCWTCalifornia Water Service Group$203,9854,5000.2%UtilitiesTSMTaiwan Semiconductor Manufacturing$203,4151,0300.2%Computer and TechnologyTMOThermo Fisher Scientific$196,4013780.1%MedicalAMGNAmgen$190,5927310.1%MedicalSIEGYSiemens Aktiengesellschaft$183,2849500.1%Industrial ProductsDNPDNP Select Income Fund$178,27620,2130.1%FinanceFTNTFortinet$163,1671,7270.1%Computer and TechnologySYYSysco$162,4782,1250.1%Consumer StaplesPEPPepsiCo$155,1491,0200.1%Consumer StaplesVTRVentas$152,3672,5870.1%FinanceUPSUnited Parcel Service$149,9221,1890.1%TransportationSTZConstellation Brands$135,0366110.1%Consumer StaplesTJXTJX Companies$134,5471,1140.1%Retail/WholesaleCTVACorteva$130,1392,2850.1%Consumer StaplesDDDuPont de Nemours$129,6781,7010.1%Basic MaterialsBTIBritish American Tobacco$129,3723,5620.1%Consumer StaplesVTRSViatris$126,36810,1500.1%MedicalORCLOracle$117,5217050.1%Computer and TechnologyTXNTexas Instruments$116,6576220.1%Computer and TechnologyAWRAmerican States Water$112,6941,4500.1%UtilitiesAMDAdvanced Micro Devices$111,1279200.1%Computer and TechnologyADPAutomatic Data Processing$109,7743750.1%Business ServicesBCEBCE$104,8874,5250.1%UtilitiesTDToronto-Dominion Bank$104,2161,9570.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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