ASSET PLANNING,INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AEP | 105K | $113 |
 | AMZN | 64K | $14.06M |
 | VZ | 54K | $2.36M |
 | MO | 50K | $3.28M |
 | O | 37K | $2.27M |
 | ALL | 33K | $8.06M |
 | AAPL | 31K | $7.99M |
 | EW | 27K | $2.13M |
 | NVDA | 24K | $4.56M |
 | SBRA | 20K | $376.08K |
 | WELL | 20K | $3.58M |
 | SRE | 20K | $1.79M |
 | BMY | 19K | $868.96K |
 | SBUX | 15K | $1.29M |
 | EIX | 14K | $766.35K |
 | LLY | 14K | $10.53M |
 | MCD | 13K | $3.95M |
 | SO | 13K | $1.22M |
 | T | 10K | $292.23K |
 | VTRS | 10K | $100.48K |
American Electric Power Company, Inc.
AEP
Shares Held
105K
Value
$113
Amazon.com, Inc.
AMZN
Shares Held
64K
Value
$14.06M
Verizon Communications Inc.
VZ
Shares Held
54K
Value
$2.36M
Altria Group, Inc.
MO
Shares Held
50K
Value
$3.28M
Realty Income Corporation
O
Shares Held
37K
Value
$2.27M
The Allstate Corporation
ALL
Shares Held
33K
Value
$8.06M
Apple Inc.
AAPL
Shares Held
31K
Value
$7.99M
Edwards Lifesciences Corporation
EW
Shares Held
27K
Value
$2.13M
NVIDIA Corporation
NVDA
Shares Held
24K
Value
$4.56M
Sabra Health Care REIT, Inc.
SBRA
Shares Held
20K
Value
$376.08K
Welltower Inc.
WELL
Shares Held
20K
Value
$3.58M
Sempra
SRE
Shares Held
20K
Value
$1.79M
Bristol-Myers Squibb Company
BMY
Shares Held
19K
Value
$868.96K
Starbucks Corporation
SBUX
Shares Held
15K
Value
$1.29M
Edison International
EIX
Shares Held
14K
Value
$766.35K
Eli Lilly and Company
LLY
Shares Held
14K
Value
$10.53M
McDonald's Corporation
MCD
Shares Held
13K
Value
$3.95M
The Southern Company
SO
Shares Held
13K
Value
$1.22M
AT&T Inc.
T
Shares Held
10K
Value
$292.23K
Viatris Inc.
VTRS
Shares Held
10K
Value
$100.48K