ASSET PLANNING,INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSCO | 10K | $690.69K |
 | CVX | 10K | $1.52M |
 | PG | 9K | $1.41M |
 | TDG | 9K | $11.94M |
 | ED | 9K | $870.35K |
 | PFE | 8K | $207.09K |
 | C | 8K | $819.11K |
 | CSX | 8K | $268.55K |
 | COST | 7K | $6.85M |
 | XOM | 7K | $796.33K |
 | KMB | 7K | $836.86K |
 | KO | 7K | $444.41K |
 | NEE | 7K | $499.07K |
 | UHAL | 6K | $369.81K |
 | VIK | 6K | $381.35K |
 | GOOG | 5K | $1.32M |
 | XPOF | 5K | $41.13K |
 | BAC | 5K | $261.25K |
 | RTX | 5K | $828.66K |
 | JNJ | 5K | $917.02K |
Cisco Systems, Inc.
CSCO
Shares Held
10K
Value
$690.69K
Chevron Corporation
CVX
Shares Held
10K
Value
$1.52M
The Procter & Gamble Company
PG
Shares Held
9K
Value
$1.41M
TransDigm Group Incorporated
TDG
Shares Held
9K
Value
$11.94M
Consolidated Edison, Inc.
ED
Shares Held
9K
Value
$870.35K
Pfizer Inc.
PFE
Shares Held
8K
Value
$207.09K
Citigroup Inc.
C
Shares Held
8K
Value
$819.11K
CSX Corporation
CSX
Shares Held
8K
Value
$268.55K
Costco Wholesale Corporation
COST
Shares Held
7K
Value
$6.85M
Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$796.33K
Kimberly-Clark Corporation
KMB
Shares Held
7K
Value
$836.86K
The Coca-Cola Company
KO
Shares Held
7K
Value
$444.41K
NextEra Energy, Inc.
NEE
Shares Held
7K
Value
$499.07K
U-Haul Holding Company
UHAL
Shares Held
6K
Value
$369.81K
Viking Holdings Ltd
VIK
Shares Held
6K
Value
$381.35K
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.32M
Xponential Fitness, Inc.
XPOF
Shares Held
5K
Value
$41.13K
Bank of America Corporation
BAC
Shares Held
5K
Value
$261.25K
RTX Corporation
RTX
Shares Held
5K
Value
$828.66K
Johnson & Johnson
JNJ
Shares Held
5K
Value
$917.02K