Asset Planning,Inc Portfolio Holdings
Asset Planning,Inc
- $131 Billion
- Q4 2024
Asset Planning,Inc has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $131 Billion distributed in 317 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $14.4B, Trans Digm Group Inc with a value of $11.3B, Eli Lilly & CO with a value of $11B, Apple Inc. with a value of $8.1B, and Costco Wholesale Corp with a value of $6.87B.
Examining the 13F form we can see an increase of $131B in the current position value.
Asset Planning,Inc is based out at Cypress, CA
Below you can find more details about Asset Planning,Inc portfolio as well as his latest detailed transactions.
Portfolio value
$131 Billion
Consumer Cyclical: $23.6 Billion
Healthcare: $19.1 Billion
Industrials: $17.8 Billion
Technology: $16.2 Billion
Consumer Defensive: $16 Billion
Financial Services: $13.7 Billion
Utilities: $6.68 Billion
Communication Services: $6.53 Billion
Other: $9.72 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 317
- Current Value $131 Billion
- Filing
- Period Q4 2024
- Filing Date January 30, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 315 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks