Asset Planning,Inc New Holdings in Q4 2024

Asset Planning,Inc

  • $131 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
The Blackstone Group Inc.
597
New
N/A
597 $103M
DXCM
Dexcom Inc

Healthcare
1.3K
New
$65.68 - $81.01 $85.4K - $105K
1.3K $101M
PLTR
Palantir Technologies Inc.

Technology
1.33K
New
$36.46 - $82.38 $48.5K - $110K
1.33K $101M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
1.47K
New
N/A
1.47K $100M
SCHW
Schwab Charles Corp

Financial Services
1.34K
New
$63.31 - $82.85 $85K - $111K
1.34K $99.4M
D
Dominion Energy, Inc

Utilities
1.84K
New
$52.63 - $60.92 $96.8K - $112K
1.84K $99M
KKR
Kkr & Co. Inc.

Financial Services
666
New
$129.87 - $162.87 $86.5K - $108K
666 $98.6M
DOW
Dow Inc.

Basic Materials
2.43K
New
$39.1 - $55.34 $94.9K - $134K
2.43K $97.4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
480
New
$178.39 - $215.0 $85.6K - $103K
480 $92.6M
BLK
Black Rock Inc.

Financial Services
89
New
$934.02 - $1065.26 $83.1K - $94.8K
89 $91.2M
PSX
Phillips 66

Energy
787
New
$110.35 - $138.93 $86.8K - $109K
787 $89.6M
OEF
Ishares S&P 100 ETF

ETFs
300
New
N/A
300 $86.7M
AEP
American Electric Power CO Inc

Utilities
919
New
$90.91 - $102.21 $83.5K - $93.9K
919 $84.7M
WPC
W. P. Carey Inc.

Real Estate
1.54K
New
$53.44 - $61.33 $82.3K - $94.4K
1.54K $83.9M
NSC
Norfolk Southern Corp

Industrials
350
New
$230.6 - $277.0 $80.7K - $97K
350 $82.1M
EMR
Emerson Electric CO

Industrials
661
New
$108.13 - $134.33 $71.5K - $88.8K
661 $81.9M
ENSG
Ensign Group, Inc

Healthcare
603
New
$132.78 - $156.91 $80.1K - $94.6K
603 $80.1M
GILD
Gilead Sciences, Inc.

Healthcare
824
New
$83.95 - $97.9 $69.2K - $80.7K
824 $76.1M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
754
New
$99.04 - $109.59 $74.7K - $82.6K
754 $75M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
410
New
$174.04 - $205.27 $71.4K - $84.2K
410 $74M
ENB
Enbridge Inc

Energy
1.71K
New
$40.4 - $43.92 $69K - $75K
1.71K $72.4M
PNW
Pinnacle West Capital Corp

Utilities
850
New
$84.03 - $94.52 $71.4K - $80.3K
850 $72.1M
XPOF
Xponential Fitness, Inc.

Consumer Cyclical
5.28K
New
$11.87 - $16.4 $62.7K - $86.6K
5.28K $71M
MDT
Medtronic PLC

Healthcare
872
New
$79.61 - $92.24 $69.4K - $80.4K
872 $69.7M
SNA
Snap On Inc

Industrials
200
New
$285.44 - $371.35 $57.1K - $74.3K
200 $67.9M
DHR
Danaher Corp

Healthcare
290
New
$226.16 - $274.52 $65.6K - $79.6K
290 $66.6M
BFB
Brown Forman Corp Cl B
1.75K
New
N/A
1.75K $66.5M
AZN
Astrazeneca PLC

Healthcare
1K
New
$63.2 - $79.58 $63.2K - $79.6K
1K $65.5M
Novo Nordisk A/S Adr
750
New
N/A
750 $64.5M
NOW
Service Now, Inc.

Technology
60
New
$867.18 - $1148.42 $52K - $68.9K
60 $63.6M
IP
International Paper CO

Consumer Cyclical
1.17K
New
$46.64 - $59.57 $54.5K - $69.6K
1.17K $62.9M
CMCSA
Comcast Corp

Communication Services
1.58K
New
$37.39 - $45.14 $59.1K - $71.4K
1.58K $59.3M
ZTS
Zoetis Inc.

Healthcare
357
New
$162.24 - $194.42 $57.9K - $69.4K
357 $58.1M
IDA
Idacorp Inc

Utilities
530
New
$100.11 - $118.96 $53.1K - $63K
530 $57.9M
USB
Us Bancorp \De\

Financial Services
1.21K
New
$43.98 - $53.66 $53.1K - $64.8K
1.21K $57.7M
NKE
Nike, Inc.

Consumer Cyclical
740
New
$73.36 - $89.13 $54.3K - $66K
740 $56M
SQ
Block, Inc.

Technology
653
New
$65.06 - $98.92 $42.5K - $64.6K
653 $55.5M
DVN
Devon Energy Corp

Energy
1.65K
New
$30.52 - $42.96 $50.2K - $70.7K
1.65K $53.8M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
123
New
$338.38 - $446.21 $41.6K - $54.9K
123 $53.5M
PLD
Prologis, Inc.

Real Estate
500
New
$101.4 - $126.96 $50.7K - $63.5K
500 $52.9M
CAG
Conagra Brands Inc.

Consumer Defensive
1.9K
New
$26.48 - $32.72 $50.3K - $62.2K
1.9K $52.7M
Wisconsin Egy Cp Hldg CO
558
New
N/A
558 $52.5M
EXR
Extra Space Storage Inc.

Real Estate
350
New
$142.35 - $178.32 $49.8K - $62.4K
350 $52.4M
DE
Deere & CO

Industrials
120
New
$389.45 - $466.0 $46.7K - $55.9K
120 $50.8M
ROK
Rockwell Automation, Inc

Industrials
173
New
$264.65 - $302.92 $45.8K - $52.4K
173 $49.4M
AMT
American Tower Corp

Real Estate
266
New
$179.4 - $232.01 $47.7K - $61.7K
266 $48.9M
COOP
Mr. Cooper Group Inc.

Financial Services
500
New
$87.37 - $101.43 $43.7K - $50.7K
500 $48M
EPD
Enterprise Products Partners L.P.

Energy
1.53K
New
$28.66 - $34.43 $43.8K - $52.6K
1.53K $47.9M
AVGO
Broadcom Inc.

Technology
200
New
$159.67 - $250.0 $31.9K - $50K
200 $46.4M
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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