ASSET PLANNING,INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EXE | 25 | $2.62K |
 | REZI | 25 | $1.08K |
 | ASPN | 25 | $174 |
 | AVAV | 22 | $6.93K |
 | OGN | 20 | $214 |
 | OTIS | 20 | $1.83K |
 | FCNCA | 18 | $32.20K |
 | TRIP | 18 | $293 |
 | RIVN | 15 | $220 |
 | DOV | 13 | $2.17K |
 | MMC | 12 | $2.42K |
 | ISRG | 9 | $4.03K |
 | MLM | 9 | $5.67K |
 | NWSA | 7 | $215 |
 | AZO | 5 | $21.45K |
 | INTU | 5 | $3.42K |
 | COIN | 2 | $675 |
 | DKNG | 1 | $37 |
Expand Energy Corporation
EXE
Shares Held
25
Value
$2.62K
Resideo Technologies, Inc.
REZI
Shares Held
25
Value
$1.08K
Aspen Aerogels, Inc.
ASPN
Shares Held
25
Value
$174
AeroVironment, Inc.
AVAV
Shares Held
22
Value
$6.93K
Organon & Co.
OGN
Shares Held
20
Value
$214
Otis Worldwide Corporation
OTIS
Shares Held
20
Value
$1.83K
First Citizens BancShares, Inc.
FCNCA
Shares Held
18
Value
$32.20K
Tripadvisor, Inc.
TRIP
Shares Held
18
Value
$293
Rivian Automotive, Inc.
RIVN
Shares Held
15
Value
$220
Dover Corporation
DOV
Shares Held
13
Value
$2.17K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
12
Value
$2.42K
Intuitive Surgical, Inc.
ISRG
Shares Held
9
Value
$4.03K
Martin Marietta Materials, Inc.
MLM
Shares Held
9
Value
$5.67K
News Corporation
NWSA
Shares Held
7
Value
$215
AutoZone, Inc.
AZO
Shares Held
5
Value
$21.45K
Intuit Inc.
INTU
Shares Held
5
Value
$3.42K
Coinbase Global, Inc.
COIN
Shares Held
2
Value
$675
DraftKings Inc.
DKNG
Shares Held
1
Value
$37