Asset Planning,Inc New Holdings in Q4 2024

Asset Planning,Inc

  • $131 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CTSH
Cognizant Technology Solutions Corp

Technology
600
New
$74.37 - $82.32 $44.6K - $49.4K
600 $46.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
538
New
$77.25 - $91.3 $41.6K - $49.1K
538 $45.9M
CF
Cf Industries Holdings, Inc.

Basic Materials
514
New
$81.39 - $94.14 $41.8K - $48.4K
514 $43.8M
TRV
Travelers Companies, Inc.

Financial Services
181
New
$225.97 - $266.66 $40.9K - $48.3K
181 $43.7M
MMM
3 M CO

Industrials
337
New
$124.74 - $137.12 $42K - $46.2K
337 $43.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
725
New
$59.25 - $72.99 $43K - $52.9K
725 $43.3M
Kenvue Inc
1.96K
New
N/A
1.96K $41.7M
MCO
Moodys Corp

Financial Services
88
New
$454.04 - $500.88 $40K - $44.1K
88 $41.7M
Prologis Inc
731
New
N/A
731 $41.7M
SLF
Sun Life Financial Inc

Financial Services
678
New
$55.43 - $62.69 $37.6K - $42.5K
678 $40.2M
BP
Bp PLC

Energy
1.35K
New
$28.16 - $33.14 $38K - $44.7K
1.35K $39.9M
ITW
Illinois Tool Works Inc

Industrials
157
New
$253.56 - $278.5 $39.8K - $43.7K
157 $39.8M
TTEK
Tetra Tech Inc

Industrials
1K
New
$39.8 - $50.52 $39.8K - $50.5K
1K $39.8M
EXAS
Exact Sciences Corp

Healthcare
703
New
$49.33 - $71.97 $34.7K - $50.6K
703 $39.5M
FCNCA
First Citizens Bancshares Inc

Financial Services
18
New
$1818.92 - $2353.08 $32.7K - $42.4K
18 $38M
OTTR
Otter Tail Corp

Utilities
500
New
$73.59 - $85.52 $36.8K - $42.8K
500 $36.9M
Lamar Advertising CO Class A
300
New
N/A
300 $36.5M
PANW
Palo Alto Networks Inc

Technology
200
New
$181.96 - $405.9 $36.4K - $81.2K
200 $36.4M
INTC
Intel Corp

Technology
1.8K
New
$19.07 - $26.23 $34.3K - $47.2K
1.8K $36.1M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.05K
New
$33.7 - $37.69 $35.4K - $39.6K
1.05K $36.1M
WY
Weyerhaeuser CO

Real Estate
1.28K
New
$27.21 - $33.7 $34.8K - $43.1K
1.28K $36M
PAYX
Paychex Inc

Industrials
255
New
$135.86 - $148.73 $34.6K - $37.9K
255 $35.8M
Amentum Hldgs Inc
1.69K
New
N/A
1.69K $35.5M
NTR
Nutrien Ltd.

Basic Materials
779
New
$44.04 - $50.78 $34.3K - $39.6K
779 $34.9M
Ge Vernova Inc
105
New
N/A
105 $34.5M
BIO
Bio Rad Laboratories, Inc.

Healthcare
100
New
$313.15 - $374.28 $31.3K - $37.4K
100 $32.9M
ELY
Callaway Golf CO

Consumer Cyclical
4.16K
New
N/A
4.16K $32.7M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
85
New
$260.53 - $404.79 $22.1K - $34.4K
85 $32.5M
CLX
Clorox CO

Consumer Defensive
200
New
$156.51 - $169.74 $31.3K - $33.9K
200 $32.5M
CRM
Salesforce, Inc.

Technology
93
New
$270.87 - $367.87 $25.2K - $34.2K
93 $31.1M
TTE
Total Energies Se

Energy
569
New
N/A
569 $31M
TTC
Toro CO

Industrials
385
New
$80.1 - $88.44 $30.8K - $34K
385 $30.8M
ADM
Archer Daniels Midland CO

Consumer Defensive
610
New
$49.38 - $59.52 $30.1K - $36.3K
610 $30.8M
CAE
Cae Inc

Industrials
1.2K
New
$17.6 - $25.38 $21.1K - $30.5K
1.2K $30.5M
XLU
Utilities Sector Spdr

ETFs
390
New
$74.89 - $82.93 $29.2K - $32.3K
390 $29.5M
MAIN
Main Street Capital Corp

Financial Services
500
New
$49.95 - $58.58 $25K - $29.3K
500 $29.3M
Spdr Lehman Muni Bond ETF
637
New
N/A
637 $29.1M
GS
Goldman Sachs Group Inc

Financial Services
50
New
$486.1 - $608.57 $24.3K - $30.4K
50 $28.6M
GLW
Corning Inc

Technology
600
New
$44.11 - $49.76 $26.5K - $29.9K
600 $28.5M
MPC
Marathon Petroleum Corp

Energy
200
New
$131.65 - $174.84 $26.3K - $35K
200 $27.9M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
406
New
$64.85 - $73.04 $26.3K - $29.7K
406 $26.5M
AIG
American International Group, Inc.

Financial Services
355
New
$70.0 - $79.22 $24.9K - $28.1K
355 $25.9M
FCX
Freeport Mcmoran Inc

Basic Materials
665
New
$38.08 - $50.82 $25.3K - $33.8K
665 $25.3M
HMC
Honda Motor CO LTD

Consumer Cyclical
865
New
$23.7 - $32.62 $20.5K - $28.2K
865 $24.7M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
400
New
$59.24 - $74.8 $23.7K - $29.9K
400 $24.5M
Masterbrand Inc
1.66K
New
N/A
1.66K $24.2M
GE
General Electric CO

Industrials
145
New
$159.95 - $194.23 $23.2K - $28.2K
145 $24.1M
HSY
Hershey CO

Consumer Defensive
139
New
$168.67 - $193.65 $23.4K - $26.9K
139 $23.6M
TEL
Te Connectivity Ltd.

Technology
164
New
$142.87 - $155.2 $23.4K - $25.5K
164 $23.4M
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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