Asset Planning,Inc New Holdings in Q4 2024

Asset Planning,Inc

  • $131 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
65.6K
New
$180.88 - $232.93 $11.9M - $15.3M
65.6K $14.4B
TDG
Trans Digm Group Inc

Industrials
8.94K
New
$1239.0 - $1442.53 $11.1M - $12.9M
8.94K $11.3B
LLY
Eli Lilly & CO

Healthcare
14.3K
New
$727.2 - $932.06 $10.4M - $13.3M
14.3K $11B
AAPL
Apple Inc.

Technology
32.3K
New
$221.69 - $259.02 $7.17M - $8.37M
32.3K $8.1B
COST
Costco Wholesale Corp

Consumer Defensive
7.49K
New
$873.59 - $994.69 $6.54M - $7.45M
7.49K $6.87B
ALL
Allstate Corp

Financial Services
33.5K
New
$181.25 - $208.2 $6.06M - $6.97M
33.5K $6.33B
MCD
Mcdonalds Corp

Consumer Cyclical
13.3K
New
$288.47 - $316.54 $3.84M - $4.22M
13.3K $3.86B
NVDA
Nvidia Corp

Technology
25.1K
New
$117.0 - $148.88 $2.94M - $3.74M
25.1K $3.38B
MO
Altria Group, Inc.

Consumer Defensive
50.8K
New
$49.06 - $57.74 $2.49M - $2.93M
50.8K $2.66B
WELL
Welltower Inc.

Real Estate
20.6K
New
$123.11 - $139.3 $2.53M - $2.87M
20.6K $2.59B
MSFT
Microsoft Corp

Technology
4.75K
New
$406.35 - $454.46 $1.93M - $2.16M
4.75K $2B
EW
Edwards Lifesciences Corp

Healthcare
26.9K
New
$64.54 - $75.92 $1.74M - $2.04M
26.9K $1.99B
O
Realty Income Corp

Real Estate
36.4K
New
$51.76 - $64.71 $1.89M - $2.36M
36.4K $1.95B
GIS
General Mills Inc

Consumer Defensive
30.4K
New
$62.78 - $74.62 $1.91M - $2.27M
30.4K $1.94B
NFLX
Netflix Inc

Communication Services
2.16K
New
$687.65 - $936.56 $1.48M - $2.02M
2.16K $1.92B
SRE
Sempra Energy

Utilities
20.2K
New
$80.81 - $94.77 $1.63M - $1.91M
20.2K $1.77B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.83K
New
$442.29 - $483.08 $1.69M - $1.85M
3.83K $1.74B
PG
Procter & Gamble CO

Consumer Defensive
9.36K
New
$161.05 - $179.7 $1.51M - $1.68M
9.36K $1.57B
SBUX
Starbucks Corp

Consumer Cyclical
16K
New
$87.44 - $102.5 $1.4M - $1.64M
16K $1.46B
MA
Mastercard Inc

Financial Services
2.72K
New
$491.3 - $536.15 $1.34M - $1.46M
2.72K $1.43B
EIX
Edison International

Utilities
17.5K
New
$77.93 - $88.36 $1.37M - $1.55M
17.5K $1.4B
CVX
Chevron Corp

Energy
8.96K
New
$141.15 - $162.53 $1.26M - $1.46M
8.96K $1.3B
CB
Chubb LTD

Financial Services
4.43K
New
$271.57 - $301.89 $1.2M - $1.34M
4.43K $1.22B
BMY
Bristol Myers Squibb CO

Healthcare
20.7K
New
$51.92 - $59.94 $1.08M - $1.24M
20.7K $1.17B
SO
Southern CO

Utilities
12.8K
New
$81.5 - $94.15 $1.05M - $1.21M
12.8K $1.06B
UNH
Unitedhealth Group Inc

Healthcare
2.09K
New
$485.52 - $625.25 $1.02M - $1.31M
2.09K $1.06B
GOOG
Alphabet Inc.

Communication Services
5.49K
New
$163.08 - $198.16 $895K - $1.09M
5.49K $1.05B
TSLA
Tesla, Inc.

Consumer Cyclical
2.35K
New
$213.65 - $479.86 $502K - $1.13M
2.35K $949M
KMB
Kimberly Clark Corp

Consumer Defensive
7.01K
New
$130.37 - $146.09 $914K - $1.02M
7.01K $919M
HON
Honeywell International Inc

Industrials
3.92K
New
$202.84 - $236.0 $795K - $925K
3.92K $886M
LMT
Lockheed Martin Corp

Industrials
1.77K
New
$479.66 - $614.62 $848K - $1.09M
1.77K $859M
JNJ
Johnson & Johnson

Healthcare
5.5K
New
$143.34 - $165.86 $788K - $912K
5.5K $795M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3.4K
New
$173.13 - $258.09 $589K - $878K
3.4K $784M
XOM
Exxon Mobil Corp

Energy
7.24K
New
$105.51 - $125.37 $764K - $908K
7.24K $779M
ED
Consolidated Edison Inc

Utilities
8.72K
New
$88.87 - $107.38 $775K - $937K
8.72K $778M
PFE
Pfizer Inc

Healthcare
28.4K
New
$24.8 - $30.19 $705K - $858K
28.4K $754M
HD
Home Depot, Inc.

Consumer Cyclical
1.76K
New
$385.02 - $431.37 $679K - $761K
1.76K $686M
WM
Waste Management Inc

Industrials
3.18K
New
$201.79 - $228.46 $642K - $727K
3.18K $642M
RTX
Raytheon Technologies Corp

Industrials
5.35K
New
$114.45 - $127.21 $612K - $681K
5.35K $619M
CSCO
Cisco Systems, Inc.

Technology
10.4K
New
$52.45 - $60.02 $547K - $626K
10.4K $617M
JPM
Jpmorgan Chase & CO

Financial Services
2.55K
New
$205.18 - $250.29 $523K - $638K
2.55K $611M
NEE
Nextera Energy Inc

Utilities
7.81K
New
$69.77 - $85.43 $545K - $667K
7.81K $560M
Lowes Companies Inc
2.25K
New
N/A
2.25K $556M
TGT
Target Corp

Consumer Defensive
3.84K
New
$121.59 - $160.69 $467K - $618K
3.84K $520M
Diageo Plc Sponsored Ard New R
3.93K
New
N/A
3.93K $499M
MAR
Marriott International Inc

Consumer Cyclical
1.77K
New
$246.06 - $292.59 $436K - $518K
1.77K $494M
UHAL
Amerco

Industrials
7.1K
New
$67.46 - $78.4 $479K - $557K
7.1K $491M
SPG
Simon Property Group Inc

Real Estate
2.54K
New
$167.23 - $183.84 $424K - $466K
2.54K $437M
META
Meta Platforms, Inc.

Communication Services
718
New
$554.08 - $632.68 $398K - $454K
718 $420M
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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