ASSET PLANNING,INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MSFT | 5K | $2.47M |
 | CB | 5K | $1.31M |
 | CWT | 5K | $206.50K |
 | HOOD | 4K | $611.38K |
 | HON | 4K | $829.01K |
 | BCE | 4K | $82.84K |
 | BRK-B | 4K | $1.93M |
 | WMT | 4K | $383.83K |
 | DUK | 3K | $426.05K |
 | DIS | 3K | $390.94K |
 | CMG | 3K | $130.11K |
 | RCL | 3K | $1.07M |
 | BTI | 3K | $171.34K |
 | WM | 3K | $709.56K |
 | WFC | 3K | $268.33K |
 | IRM | 3K | $305.82K |
 | ABT | 3K | $382.46K |
 | MA | 3K | $1.55M |
 | VTR | 3K | $184.34K |
 | SPG | 3K | $475.74K |
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.47M
Chubb Limited
CB
Shares Held
5K
Value
$1.31M
California Water Service Group
CWT
Shares Held
5K
Value
$206.50K
Robinhood Markets, Inc.
HOOD
Shares Held
4K
Value
$611.38K
Honeywell International Inc.
HON
Shares Held
4K
Value
$829.01K
BCE Inc.
BCE
Shares Held
4K
Value
$82.84K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$1.93M
Walmart Inc.
WMT
Shares Held
4K
Value
$383.83K
Duke Energy Corporation
DUK
Shares Held
3K
Value
$426.05K
The Walt Disney Company
DIS
Shares Held
3K
Value
$390.94K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
3K
Value
$130.11K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
3K
Value
$1.07M
British American Tobacco p.l.c.
BTI
Shares Held
3K
Value
$171.34K
Waste Management, Inc.
WM
Shares Held
3K
Value
$709.56K
Wells Fargo & Company
WFC
Shares Held
3K
Value
$268.33K
Iron Mountain Incorporated
IRM
Shares Held
3K
Value
$305.82K
Abbott Laboratories
ABT
Shares Held
3K
Value
$382.46K
Mastercard Incorporated
MA
Shares Held
3K
Value
$1.55M
Ventas, Inc.
VTR
Shares Held
3K
Value
$184.34K
Simon Property Group, Inc.
SPG
Shares Held
3K
Value
$475.74K