ASSET PLANNING,INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JOBY | 2K | $27.44K |
 | LMT | 2K | $846.25K |
 | TJX | 2K | $244.89K |
 | MBC | 2K | $21.83K |
 | CMCSA | 2K | $50.65K |
 | EPD | 2K | $50.16K |
 | UNP | 2K | $376.17K |
 | PLTR | 2K | $288.22K |
 | IBM | 2K | $440.20K |
 | TD | 2K | $124.52K |
 | WPC | 2K | $104.06K |
 | BBAI | 2K | $9.78K |
 | DVN | 1K | $51.03K |
 | AWR | 1K | $106.31K |
 | BKH | 1K | $87.85K |
 | SCHW | 1K | $128.45K |
 | DXCM | 1K | $87.48K |
 | WY | 1K | $31.73K |
 | CAT | 1K | $588.34K |
 | UPS | 1K | $101.79K |
Joby Aviation, Inc.
JOBY
Shares Held
2K
Value
$27.44K
Lockheed Martin Corporation
LMT
Shares Held
2K
Value
$846.25K
The TJX Companies, Inc.
TJX
Shares Held
2K
Value
$244.89K
MasterBrand, Inc.
MBC
Shares Held
2K
Value
$21.83K
Comcast Corporation
CMCSA
Shares Held
2K
Value
$50.65K
Enterprise Products Partners L.P.
EPD
Shares Held
2K
Value
$50.16K
Union Pacific Corporation
UNP
Shares Held
2K
Value
$376.17K
Palantir Technologies Inc.
PLTR
Shares Held
2K
Value
$288.22K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$440.20K
The Toronto-Dominion Bank
TD
Shares Held
2K
Value
$124.52K
W. P. Carey Inc.
WPC
Shares Held
2K
Value
$104.06K
BigBear.ai Holdings, Inc.
BBAI
Shares Held
2K
Value
$9.78K
Devon Energy Corporation
DVN
Shares Held
1K
Value
$51.03K
American States Water Company
AWR
Shares Held
1K
Value
$106.31K
Black Hills Corporation
BKH
Shares Held
1K
Value
$87.85K
The Charles Schwab Corporation
SCHW
Shares Held
1K
Value
$128.45K
DexCom, Inc.
DXCM
Shares Held
1K
Value
$87.48K
Weyerhaeuser Company
WY
Shares Held
1K
Value
$31.73K
Caterpillar Inc.
CAT
Shares Held
1K
Value
$588.34K
United Parcel Service, Inc.
UPS
Shares Held
1K
Value
$101.79K