ASSET PLANNING,INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AJG | 1K | $372.74K |
 | PSA | 1K | $344.27K |
 | USB | 1K | $57.32K |
 | IP | 1K | $54.88K |
 | KVUE | 1K | $18.59K |
 | BA | 1K | $243.03K |
 | GD | 1K | $373.15K |
 | PSX | 1K | $146.72K |
 | TSM | 1K | $287.67K |
 | AMD | 1K | $165.03K |
 | SNA | 1K | $350.00K |
 | TTEK | 1K | $33.38K |
 | AZN | 1K | $76.72K |
 | ESPR | 900 | $2.38K |
 | MDT | 872 | $83.08K |
 | HMC | 865 | $26.64K |
 | V | 864 | $295.04K |
 | PNW | 850 | $76.21K |
 | GIS | 850 | $42.86K |
 | GILD | 824 | $91.46K |
Arthur J. Gallagher & Co.
AJG
Shares Held
1K
Value
$372.74K
Public Storage
PSA
Shares Held
1K
Value
$344.27K
U.S. Bancorp
USB
Shares Held
1K
Value
$57.32K
International Paper Company
IP
Shares Held
1K
Value
$54.88K
Kenvue Inc.
KVUE
Shares Held
1K
Value
$18.59K
The Boeing Company
BA
Shares Held
1K
Value
$243.03K
General Dynamics Corporation
GD
Shares Held
1K
Value
$373.15K
Phillips 66
PSX
Shares Held
1K
Value
$146.72K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
1K
Value
$287.67K
Advanced Micro Devices, Inc.
AMD
Shares Held
1K
Value
$165.03K
Snap-on Incorporated
SNA
Shares Held
1K
Value
$350.00K
Tetra Tech, Inc.
TTEK
Shares Held
1K
Value
$33.38K
AstraZeneca PLC
AZN
Shares Held
1K
Value
$76.72K
Esperion Therapeutics, Inc.
ESPR
Shares Held
900
Value
$2.38K
Medtronic plc
MDT
Shares Held
872
Value
$83.08K
Honda Motor Co., Ltd.
HMC
Shares Held
865
Value
$26.64K
Visa Inc.
V
Shares Held
864
Value
$295.04K
Pinnacle West Capital Corporation
PNW
Shares Held
850
Value
$76.21K
General Mills, Inc.
GIS
Shares Held
850
Value
$42.86K
Gilead Sciences, Inc.
GILD
Shares Held
824
Value
$91.46K