Stock Taper

ASSET PLANNING,INC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Amazon.com, Inc.AMZN61.09K$14.56M
Realty Income CorporationO49.69K$3.08M
Verizon Communications Inc.VZ48.89K$2.07M
Altria Group, Inc.MO47.37K$3.41M
The Allstate CorporationALL31.78K$11.34M
Apple Inc.AAPL30.67K$8.87M
Edwards Lifesciences CorporationEW26.37K$2.39M
NVIDIA CorporationNVDA23.78K$4.76M
Netflix, Inc.NFLX20.72K$1.48M
Welltower Inc.WELL20.45K$4.64M
SempraSRE20.2K$1.87M
Sabra Health Care REIT, Inc.SBRA20.18K$393.63K
Bristol-Myers Squibb CompanyBMY17.38K$1M
Starbucks CorporationSBUX15.04K$1.54M
Edison InternationalEIX14.87K$1.11M
The Southern CompanySO13.24K$1.27M
Eli Lilly and CompanyLLY13.23K$15.87M
McDonald's CorporationMCD12.8K$3.46M
Viatris Inc.VTRS10.15K$161.18K
Cisco Systems, Inc.CSCO10.14K$1.19M