ASSET PLANNING,INC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 63K | $13.18M |
 | VZ | 50K | $2.53M |
 | MO | 49K | $3.24M |
 | O | 46K | $2.80M |
 | ALL | 33K | $9.53M |
 | AAPL | 31K | $7.87M |
 | EW | 26K | $2.10M |
 | NVDA | 23K | $4.06M |
 | NFLX | 22K | $2.09M |
 | SBRA | 20K | $387.98K |
 | WELL | 20K | $3.98M |
 | SRE | 20K | $1.95M |
 | BMY | 18K | $1.08M |
 | SBUX | 15K | $1.36M |
 | EIX | 14K | $1.01M |
 | LLY | 13K | $12.41M |
 | MCD | 13K | $4.05M |
 | SO | 13K | $1.24M |
 | VTRS | 10K | $137.13K |
 | CSCO | 10K | $785.29K |
Amazon.com, Inc.
AMZN
Shares Held
63K
Value
$13.18M
Verizon Communications Inc.
VZ
Shares Held
50K
Value
$2.53M
Altria Group, Inc.
MO
Shares Held
49K
Value
$3.24M
Realty Income Corporation
O
Shares Held
46K
Value
$2.80M
The Allstate Corporation
ALL
Shares Held
33K
Value
$9.53M
Apple Inc.
AAPL
Shares Held
31K
Value
$7.87M
Edwards Lifesciences Corporation
EW
Shares Held
26K
Value
$2.10M
NVIDIA Corporation
NVDA
Shares Held
23K
Value
$4.06M
Netflix, Inc.
NFLX
Shares Held
22K
Value
$2.09M
Sabra Health Care REIT, Inc.
SBRA
Shares Held
20K
Value
$387.98K
Welltower Inc.
WELL
Shares Held
20K
Value
$3.98M
Sempra
SRE
Shares Held
20K
Value
$1.95M
Bristol-Myers Squibb Company
BMY
Shares Held
18K
Value
$1.08M
Starbucks Corporation
SBUX
Shares Held
15K
Value
$1.36M
Edison International
EIX
Shares Held
14K
Value
$1.01M
Eli Lilly and Company
LLY
Shares Held
13K
Value
$12.41M
McDonald's Corporation
MCD
Shares Held
13K
Value
$4.05M
The Southern Company
SO
Shares Held
13K
Value
$1.24M
Viatris Inc.
VTRS
Shares Held
10K
Value
$137.13K
Cisco Systems, Inc.
CSCO
Shares Held
10K
Value
$785.29K