Stock Taper 
ASSET PLANNING,INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Consolidated Edison, Inc. | ED | 8.9K | $984.46K |
 The Procter & Gamble Company | PG | 9.31K | $1.36M |
 Exxon Mobil Corporation | XOM | 9.51K | $1.3M |
 Chevron Corporation | CVX | 10.03K | $1.66M |
 Cisco Systems, Inc. | CSCO | 10.14K | $1.19M |
 Viatris Inc. | VTRS | 10.15K | $161.18K |
 McDonald's Corporation | MCD | 12.8K | $3.46M |
 Eli Lilly and Company | LLY | 13.23K | $15.87M |
 The Southern Company | SO | 13.24K | $1.27M |
 Edison International | EIX | 14.87K | $1.11M |
 Starbucks Corporation | SBUX | 15.04K | $1.54M |
 Bristol-Myers Squibb Company | BMY | 17.38K | $1M |
 Sabra Health Care REIT, Inc. | SBRA | 20.18K | $393.63K |
 Sempra | SRE | 20.2K | $1.87M |
 Welltower Inc. | WELL | 20.45K | $4.64M |
 Netflix, Inc. | NFLX | 20.72K | $1.48M |
 NVIDIA Corporation | NVDA | 23.78K | $4.76M |
 Edwards Lifesciences Corporation | EW | 26.37K | $2.39M |
 Apple Inc. | AAPL | 30.67K | $8.87M |
 The Allstate Corporation | ALL | 31.78K | $11.34M |