ASSET PLANNING,INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JPM | 3K | $798.56K |
 | QCOM | 2K | $415.21K |
 | MRK | 2K | $192.75K |
 | CTVA | 2K | $154.73K |
 | TSLA | 2K | $1.01M |
 | NFLX | 2K | $2.59M |
 | SYY | 2K | $174.97K |
 | TGT | 2K | $188.37K |
 | ABBV | 2K | $467.11K |
 | HD | 2K | $787.84K |
 | PNFP | 2K | $174.73K |
 | UNH | 2K | $641.93K |
 | D | 2K | $112.49K |
 | INTC | 2K | $60.39K |
 | AMTM | 2K | $42.94K |
 | MAR | 2K | $460.98K |
 | BF-B | 2K | $47.39K |
 | FTNT | 2K | $145.21K |
 | DD | 2K | $133.89K |
 | ENB | 2K | $86.14K |
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$798.56K
QUALCOMM Incorporated
QCOM
Shares Held
2K
Value
$415.21K
Merck & Co., Inc.
MRK
Shares Held
2K
Value
$192.75K
Corteva, Inc.
CTVA
Shares Held
2K
Value
$154.73K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$1.01M
Netflix, Inc.
NFLX
Shares Held
2K
Value
$2.59M
Sysco Corporation
SYY
Shares Held
2K
Value
$174.97K
Target Corporation
TGT
Shares Held
2K
Value
$188.37K
AbbVie Inc.
ABBV
Shares Held
2K
Value
$467.11K
The Home Depot, Inc.
HD
Shares Held
2K
Value
$787.84K
Pinnacle Financial Partners, Inc.
PNFP
Shares Held
2K
Value
$174.73K
UnitedHealth Group Incorporated
UNH
Shares Held
2K
Value
$641.93K
Dominion Energy, Inc.
D
Shares Held
2K
Value
$112.49K
Intel Corporation
INTC
Shares Held
2K
Value
$60.39K
Amentum Holdings, Inc.
AMTM
Shares Held
2K
Value
$42.94K
Marriott International, Inc.
MAR
Shares Held
2K
Value
$460.98K
Brown-Forman Corporation
BF-B
Shares Held
2K
Value
$47.39K
Fortinet, Inc.
FTNT
Shares Held
2K
Value
$145.21K
DuPont de Nemours, Inc.
DD
Shares Held
2K
Value
$133.89K
Enbridge Inc.
ENB
Shares Held
2K
Value
$86.14K