ASSET PLANNING,INC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 64K | $14.68M |
 | VZ | 52K | $2.11M |
 | MO | 49K | $2.83M |
 | O | 38K | $2.15M |
 | ALL | 33K | $10.32M |
 | AAPL | 31K | $8.43M |
 | EW | 26K | $2.21M |
 | NVDA | 23K | $4.33M |
 | NFLX | 22K | $2.04M |
 | SBRA | 20K | $382.13K |
 | SRE | 20K | $1.77M |
 | WELL | 20K | $3.69M |
 | BMY | 18K | $963.96K |
 | SBUX | 15K | $1.29M |
 | EIX | 14K | $832.06K |
 | LLY | 14K | $14.52M |
 | MCD | 13K | $3.96M |
 | SO | 13K | $1.12M |
 | VTRS | 10K | $126.37K |
 | CSCO | 10K | $761.38K |
Amazon.com, Inc.
AMZN
Shares Held
64K
Value
$14.68M
Verizon Communications Inc.
VZ
Shares Held
52K
Value
$2.11M
Altria Group, Inc.
MO
Shares Held
49K
Value
$2.83M
Realty Income Corporation
O
Shares Held
38K
Value
$2.15M
The Allstate Corporation
ALL
Shares Held
33K
Value
$10.32M
Apple Inc.
AAPL
Shares Held
31K
Value
$8.43M
Edwards Lifesciences Corporation
EW
Shares Held
26K
Value
$2.21M
NVIDIA Corporation
NVDA
Shares Held
23K
Value
$4.33M
Netflix, Inc.
NFLX
Shares Held
22K
Value
$2.04M
Sabra Health Care REIT, Inc.
SBRA
Shares Held
20K
Value
$382.13K
Sempra
SRE
Shares Held
20K
Value
$1.77M
Welltower Inc.
WELL
Shares Held
20K
Value
$3.69M
Bristol-Myers Squibb Company
BMY
Shares Held
18K
Value
$963.96K
Starbucks Corporation
SBUX
Shares Held
15K
Value
$1.29M
Edison International
EIX
Shares Held
14K
Value
$832.06K
Eli Lilly and Company
LLY
Shares Held
14K
Value
$14.52M
McDonald's Corporation
MCD
Shares Held
13K
Value
$3.96M
The Southern Company
SO
Shares Held
13K
Value
$1.12M
Viatris Inc.
VTRS
Shares Held
10K
Value
$126.37K
Cisco Systems, Inc.
CSCO
Shares Held
10K
Value
$761.38K