Holdings
Asset Planning,Inc
As of Jun 30, 2026, Asset Planning,Inc reported 284 positions worth US$149M. Largest: Eli Lilly And Company, Amazon.com, Inc. and Transdigm Group Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Eli Lilly And Company | 13,230 | US$15.9M | −261 | Jun 30, 2026 |
| Amazon.com, Inc. | 61,085 | US$14.6M | −2,222 | Jun 30, 2026 |
| Transdigm Group Inc. | 8,766 | US$11.7M | −265 | Jun 30, 2026 |
| Allstate Corporation (the) | 31,776 | US$11.3M | −1,395 | Jun 30, 2026 |
| Apple Inc | 30,667 | US$8.87M | −336 | Jun 30, 2026 |
| Costco Wholesale Corporation | 6,545 | US$6.12M | −870 | Jun 30, 2026 |
| Nvidia Corporation | 23,781 | US$4.76M | +485 | Jun 30, 2026 |
| Welltower Inc. | 20,453 | US$4.64M | +345 | Jun 30, 2026 |
| Mcdonald's Corporation | 12,799 | US$3.46M | −248 | Jun 30, 2026 |
| Altria Group, Inc. | 47,370 | US$3.41M | −1,728 | Jun 30, 2026 |