ASSET PLANNING,INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ORCL | 806 | $226.69K |
 | CODI | 750 | $4.96K |
 | HAL | 740 | $18.21K |
 | AMGN | 737 | $207.96K |
 | META | 733 | $538.61K |
 | KMI | 721 | $20.43K |
 | EXAS | 703 | $38.46K |
 | ARCC | 700 | $14.29K |
 | NTR | 691 | $40.57K |
 | PEP | 686 | $96.29K |
 | SLF | 678 | $40.70K |
 | KKR | 669 | $86.95K |
 | FCX | 665 | $26.08K |
 | EMR | 661 | $86.71K |
 | TXN | 629 | $115.61K |
 | XYZ | 627 | $45.31K |
 | WTRG | 625 | $24.94K |
 | ADM | 610 | $36.44K |
 | ENSG | 603 | $104.25K |
 | CTSH | 600 | $40.24K |
Oracle Corporation
ORCL
Shares Held
806
Value
$226.69K
Compass Diversified
CODI
Shares Held
750
Value
$4.96K
Halliburton Company
HAL
Shares Held
740
Value
$18.21K
Amgen Inc.
AMGN
Shares Held
737
Value
$207.96K
Meta Platforms, Inc.
META
Shares Held
733
Value
$538.61K
Kinder Morgan, Inc.
KMI
Shares Held
721
Value
$20.43K
Exact Sciences Corporation
EXAS
Shares Held
703
Value
$38.46K
Ares Capital Corporation
ARCC
Shares Held
700
Value
$14.29K
Nutrien Ltd.
NTR
Shares Held
691
Value
$40.57K
PepsiCo, Inc.
PEP
Shares Held
686
Value
$96.29K
Sun Life Financial Inc.
SLF
Shares Held
678
Value
$40.70K
KKR & Co. Inc.
KKR
Shares Held
669
Value
$86.95K
Freeport-McMoRan Inc.
FCX
Shares Held
665
Value
$26.08K
Emerson Electric Co.
EMR
Shares Held
661
Value
$86.71K
Texas Instruments Incorporated
TXN
Shares Held
629
Value
$115.61K
Block, Inc.
XYZ
Shares Held
627
Value
$45.31K
Essential Utilities, Inc.
WTRG
Shares Held
625
Value
$24.94K
Archer-Daniels-Midland Company
ADM
Shares Held
610
Value
$36.44K
The Ensign Group, Inc.
ENSG
Shares Held
603
Value
$104.25K
Cognizant Technology Solutions Corporation
CTSH
Shares Held
600
Value
$40.24K