Asset Planning,Inc New Holdings in Q4 2024

Asset Planning,Inc

  • $131 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NUE
Nucor Corp

Basic Materials
200
New
$115.78 - $167.74 $23.2K - $33.5K
200 $23.3M
WTRG
Essential Utilities, Inc.

Utilities
625
New
$36.18 - $40.55 $22.6K - $25.3K
625 $22.7M
BR
Broadridge Financial Solutions, Inc.

Technology
99
New
$209.64 - $236.44 $20.8K - $23.4K
99 $22.4M
CEG
Constellation Energy Corp

Utilities
100
New
$224.28 - $285.52 $22.4K - $28.6K
100 $22.4M
MRVL
Marvell Technology, Inc.

Technology
201
New
$70.31 - $124.78 $14.1K - $25.1K
201 $22.2M
EMN
Eastman Chemical CO

Basic Materials
236
New
$90.03 - $110.64 $21.2K - $26.1K
236 $21.5M
Aon PLC
58
New
N/A
58 $20.9M
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
1.88K
New
$10.92 - $12.66 $20.5K - $23.7K
1.88K $20.7M
CARR
Carrier Global Corp

Industrials
294
New
$66.69 - $82.65 $19.6K - $24.3K
294 $20.1M
HAL
Halliburton CO

Energy
724
New
$25.77 - $31.99 $18.7K - $23.2K
724 $19.7M
KMI
Kinder Morgan, Inc.

Energy
699
New
$22.59 - $28.54 $15.8K - $19.9K
699 $19.1M
FDN
First Tr Fd Dow Jones

ETFs
76
New
$210.5 - $257.24 $16K - $19.6K
76 $18.5M
ASIX
Advan Six Inc.

Basic Materials
644
New
$27.85 - $32.87 $17.9K - $21.2K
644 $18.3M
AFRM
Affirm Holdings, Inc.

Technology
292
New
$38.48 - $72.86 $11.2K - $21.3K
292 $17.8M
CODI
Compass Diversified Holdings

Industrials
750
New
$20.56 - $24.27 $15.4K - $18.2K
750 $17.3M
PEG
Public Service Enterprise Group Inc

Utilities
200
New
$81.87 - $94.51 $16.4K - $18.9K
200 $16.9M
Ge Healthcare Technologi
207
New
N/A
207 $16.2M
AZO
Autozone Inc

Consumer Cyclical
5
New
$2981.19 - $3370.27 $14.9K - $16.9K
5 $16M
SCI
Service Corp International

Consumer Cyclical
200
New
$73.36 - $88.6 $14.7K - $17.7K
200 $16M
OGN
Organon & Co.

Healthcare
1.03K
New
$14.44 - $18.83 $14.9K - $19.5K
1.03K $15.4M
ARCC
Ares Capital Corp

Financial Services
700
New
$20.74 - $22.27 $14.5K - $15.6K
700 $15.3M
SWKS
Skyworks Solutions, Inc.

Technology
155
New
$83.18 - $99.15 $12.9K - $15.4K
155 $13.8M
CTRE
Care Trust Reit, Inc.

Real Estate
508
New
$26.8 - $32.79 $13.6K - $16.7K
508 $13.8M
ALGN
Align Technology Inc

Healthcare
65
New
$205.03 - $245.32 $13.3K - $15.9K
65 $13.6M
CTRA
Coterra Energy Inc.

Energy
508
New
$22.71 - $27.63 $11.5K - $14K
508 $13M
EXPE
Expedia Group, Inc.

Consumer Cyclical
69
New
$146.47 - $191.01 $10.1K - $13.2K
69 $12.9M
MU
Micron Technology Inc

Technology
152
New
$84.16 - $113.41 $12.8K - $17.2K
152 $12.8M
IVV
Ishares Core S&P 500 ETF

ETFs
22
New
$570.51 - $610.59 $12.6K - $13.4K
22 $12.7M
Ing Groep N.V. Adr Sponsored
800
New
N/A
800 $12.5M
JCI
Johnson Controls International PLC

Industrials
156
New
$74.23 - $86.6 $11.6K - $13.5K
156 $12.3M
LYB
Lyondell Basell Industries N.V.

Basic Materials
160
New
$72.97 - $96.75 $11.7K - $15.5K
160 $11.9M
TR
Tootsie Roll Industries Inc

Consumer Defensive
364
New
$29.17 - $33.6 $10.6K - $12.2K
364 $11.8M
COP
Conocophillips

Energy
113
New
$95.12 - $114.72 $10.7K - $13K
113 $11.2M
PKI
Perkinelmer Inc

Healthcare
100
New
N/A
100 $11.2M
CNP
Centerpoint Energy Inc

Utilities
350
New
$28.58 - $32.66 $10K - $11.4K
350 $11.1M
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
308
New
$34.24 - $40.64 $10.5K - $12.5K
308 $10.7M
CRVL
Corvel Corp

Financial Services
96
New
$111.26 - $370.61 $10.7K - $35.6K
96 $10.7M
TCEHY
Tencent Holdings Limited Unspo

Communication Services
200
New
$50.39 - $62.35 $10.1K - $12.5K
200 $10.6M
JWN
Nordstrom Inc

Consumer Cyclical
437
New
$21.42 - $24.9 $9.36K - $10.9K
437 $10.5M
NVS
Novartis Ag

Healthcare
107
New
$96.78 - $117.18 $10.4K - $12.5K
107 $10.4M
NNN
National Retail Properties, Inc.

Real Estate
253
New
$39.77 - $49.34 $10.1K - $12.5K
253 $10.4M
SCL
Stepan CO

Basic Materials
160
New
$64.61 - $81.08 $10.3K - $13K
160 $10.4M
KD
Kyndryl Holdings, Inc.

Technology
299
New
$22.43 - $35.79 $6.71K - $10.7K
299 $10.3M
Veralto Corp
96
New
N/A
96 $9.78M
RXO
Rxo, Inc.
400
New
$23.46 - $31.9 $9.38K - $12.8K
400 $9.54M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1K
New
$8.24 - $11.07 $8.24K - $11.1K
1K $9.33M
SMCI
Super Micro Computer, Inc.

Technology
300
New
$18.01 - $49.12 $5.4K - $14.7K
300 $9.14M
LNTH
Lantheus Holdings, Inc.

Healthcare
100
New
$76.22 - $116.71 $7.62K - $11.7K
100 $8.95M
GSK
Gsk PLC

Healthcare
264
New
$33.35 - $40.3 $8.8K - $10.6K
264 $8.94M
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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