Asset Planning

Latest statistics and disclosures from Asset Planning's latest quarterly 13F-HR filing:

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Positions held by Asset Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Asset Planning

Asset Planning holds 315 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Amazon.Com Amzn (AMZN) 11.0 $14M 66k 219.39
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Transdigm Group TDG (TDG) 8.6 $11M 8.9k 1267.22
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Eli Lilly & Co Lly (LLY) 8.4 $11M 14k 772.00
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Apple Computer Aapl (AAPL) 6.2 $8.1M 32k 250.42
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Costco Wholesale Corp - Cost (COST) 5.2 $6.9M 7.5k 916.33
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Allstate Corp. All (ALL) 4.9 $6.5M 34k 192.79
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Mc Donalds Corp MCD (MCD) 2.9 $3.9M 13k 289.89
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NVIDIA Corp Nvda (NVDA) 2.6 $3.4M 25k 134.29
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Altria Group Mo (MO) 2.0 $2.7M 51k 52.29
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Welltower Well (WELL) 2.0 $2.6M 21k 126.03
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Verizon Communications VZ (VZ) 1.8 $2.3M 58k 39.99
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Microsoft Corp MSFT (MSFT) 1.5 $2.0M 4.8k 421.48
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Edwards Lifesciences Cp Ew (EW) 1.5 $2.0M 27k 74.03
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Realty Income Corp O (O) 1.5 $1.9M 36k 53.41
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General Mills Gis (GIS) 1.5 $1.9M 30k 63.77
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Netflix NFLX (NFLX) 1.5 $1.9M 2.2k 891.32
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Sempra Energy Sre (SRE) 1.3 $1.8M 20k 87.72
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Berkshire Hathaway Cl B BRKB (BRK.B) 1.3 $1.7M 3.8k 453.28
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Procter & Gamble PG (PG) 1.2 $1.6M 9.4k 167.64
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Starbucks Corp Sbux (SBUX) 1.1 $1.5M 16k 91.25
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Mastercard Inc A Ma (MA) 1.1 $1.4M 2.7k 526.60
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Edison International Eix (EIX) 1.1 $1.4M 18k 79.84
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Chevrontexaco Corp CVX (CVX) 1.0 $1.3M 9.0k 144.84
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Chubb CB (CB) 0.9 $1.2M 4.4k 276.33
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Bristol Myers Squibb Bmy (BMY) 0.9 $1.2M 21k 56.56
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Southern So (SO) 0.8 $1.1M 13k 82.32
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Unitedhealth Group Unh (UNH) 0.8 $1.1M 2.1k 505.82
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Alphabet Goog (GOOG) 0.8 $1.0M 5.5k 190.44
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Tesla Motors Tsla (TSLA) 0.7 $949k 2.4k 403.84
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Kimberly Clark Corp KMB (KMB) 0.7 $919k 7.0k 131.04
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Honeywell International Hon (HON) 0.7 $886k 3.9k 225.91
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Lockheed Martin Corp LMT (LMT) 0.7 $859k 1.8k 485.96
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Johnson & Johnson JNJ (JNJ) 0.6 $795k 5.5k 144.63
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Royal Caribbean Cruises RCL (RCL) 0.6 $784k 3.4k 230.70
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Exxon Mobil Corporation Xom (XOM) 0.6 $779k 7.2k 107.56
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Consolidated Edison Ed (ED) 0.6 $778k 8.7k 89.23
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Pfizer Pfe (PFE) 0.6 $754k 28k 26.53
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Home Depot HD (HD) 0.5 $686k 1.8k 389.01
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Waste Management WM (WM) 0.5 $642k 3.2k 201.82
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Raytheon Technologies RTX (RTX) 0.5 $619k 5.4k 115.72
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Cisco Systems Csco (CSCO) 0.5 $617k 10k 59.20
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J P Morgan Chase & Co. JPM (JPM) 0.5 $611k 2.6k 239.71
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NextEra Energy Nee (NEE) 0.4 $560k 7.8k 71.69
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Lowes Companies Low 0.4 $556k 2.3k 246.80
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Target Corp TGT (TGT) 0.4 $520k 3.8k 135.19
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Diageo PLC-Sponsored ARD New R Deo (DGEAF) 0.4 $500k 3.9k 127.12
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Marriott International Inc Cl Mar (MAR) 0.4 $494k 1.8k 278.94
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U Haul Holding Uhal (UHAL) 0.4 $491k 7.1k 69.09
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Simon Property Group SPG (SPG) 0.3 $437k 2.5k 172.21
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Meta Platforms Inc Com Cl A Meta (META) 0.3 $421k 718.00 585.65
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Disney Walt Hldg Dis (DIS) 0.3 $417k 3.7k 111.36
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Coca Cola Company Ko (KO) 0.3 $412k 6.6k 62.26
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QualCom Qcom (QCOM) 0.3 $402k 2.6k 153.62
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Caterpillar Cat (CAT) 0.3 $393k 1.1k 362.62
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Union Pacific Corp Unp (UNP) 0.3 $381k 1.7k 228.08
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Intl Business Machines Ibm (IBM) 0.3 $381k 1.7k 219.82
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Duke Energy Corp Formerly Duke Duk (DUK) 0.3 $369k 3.4k 107.74
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Abbvie Abbv (ABBV) 0.3 $351k 2.0k 177.73
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Gallagher Arthur J & CO Ajg (AJG) 0.3 $340k 1.2k 283.85
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Chipotle Mexican Grill CMG (CMG) 0.2 $327k 5.4k 60.30
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Grayscale Bitcoin Mini BTC 0.2 $320k 7.7k 41.87
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Abbott Laboratories Abt (ABT) 0.2 $320k 2.8k 113.12
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Wal-Mart Stores WMT (WMT) 0.2 $316k 3.5k 90.35
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Iron Mountain Irm (IRM) 0.2 $315k 3.0k 105.11
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Public Storage Psa (PSA) 0.2 $295k 984.00 299.51
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Sabra Healthcare REIT Sbra (SBRA) 0.2 $289k 17k 17.32
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General Dynamics Corp GD (GD) 0.2 $288k 1.1k 263.58
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Merck & Co MRK (MRK) 0.2 $288k 2.9k 99.49
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Visa Inc Class A V (V) 0.2 $272k 862.00 316.00
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Csx Corp CSX (CSX) 0.2 $243k 7.5k 32.27
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At & T T (T) 0.2 $232k 10k 22.77
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Jacobs Engineering Group J 0.2 $226k 1.7k 133.64
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Bank of Amer Corp Bac (BAC) 0.2 $220k 5.0k 43.95
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Pinnacle Financial Partners In PNFP (PNFP) 0.2 $212k 1.9k 114.41
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Boeing Ba (BA) 0.2 $208k 1.2k 177.00
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Wells Fargo & Co. WFC (WFC) 0.2 $208k 3.0k 70.25
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Ca Water Service Group CWT (CWT) 0.2 $204k 4.5k 45.33
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Taiwan Semiconductor TSM (TSM) 0.2 $203k 1.0k 197.49
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Thermo Fisher Scientific Tmo (TMO) 0.1 $196k 378.00 519.58
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Amgen Amgn (AMGN) 0.1 $191k 731.00 260.73
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D & P Select Income Fund DNP (DNP) 0.1 $178k 20k 8.82
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Fortinet FTNT (FTNT) 0.1 $163k 1.7k 94.48
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Sysco Corp Syy (SYY) 0.1 $163k 2.1k 76.46
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Pepsico Pep (PEP) 0.1 $155k 1.0k 152.11
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Ventas VTR (VTR) 0.1 $152k 2.6k 58.90
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Siemens Siegy (SIEGY) 0.1 $150k 1.6k 96.68
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United Parcel Service B Ups (UPS) 0.1 $150k 1.2k 126.09
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Constellation Brands Inc A STZ (STZ) 0.1 $135k 611.00 221.01
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TJX Companies TJX (TJX) 0.1 $135k 1.1k 120.78
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Corteva Ctva (CTVA) 0.1 $130k 2.3k 56.95
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Du Pont E I De Nemours & Co DD (DD) 0.1 $130k 1.7k 76.24
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Br Amer Tobacco Plc Adrf Bti (BTI) 0.1 $129k 3.6k 36.32
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Viatris VTRS (VTRS) 0.1 $126k 10k 12.45
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Oracle Corporation Orcl (ORCL) 0.1 $118k 705.00 166.70
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Texas Instruments TXN (TXN) 0.1 $117k 622.00 187.55
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American States Water Awr (AWR) 0.1 $113k 1.5k 77.72
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Advanced Micro Devices Amd (AMD) 0.1 $111k 920.00 120.79
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Automatic Data Processing Adp (ADP) 0.1 $110k 375.00 292.73
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Bce Bce (BCE) 0.1 $105k 4.5k 23.18
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Toronto-Dominion Bank TD (TD) 0.1 $104k 2.0k 53.25
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Blackstone Group BX 0.1 $103k 597.00 172.46
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DexCom DXCM (DXCM) 0.1 $101k 1.3k 77.77
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Palantir Technologies PLTR (PLTR) 0.1 $101k 1.3k 75.63
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Fortune Brands Innovations Fbin (FBIN) 0.1 $100k 1.5k 68.34
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Charles Schwab Corp SCHW (SCHW) 0.1 $99k 1.3k 74.03
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Dominion Resources D (D) 0.1 $99k 1.8k 53.86
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KKR & Co KKR (KKR) 0.1 $99k 666.00 147.98
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Dow Chemical Dow (DOW) 0.1 $97k 2.4k 40.14
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PNC Financial Svcs Group PNC (PNC) 0.1 $93k 480.00 192.85
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BlackRock BLK 0.1 $91k 89.00 1025.11
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Glaukos Corp Gkos (GKOS) 0.1 $90k 600.00 149.94
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Phillips 66 PSX (PSX) 0.1 $90k 787.00 113.88
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iShares S&P 100 Oef (OEF) 0.1 $87k 300.00 288.85
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American Electric Power Aep (AEP) 0.1 $85k 919.00 92.19
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W.P. Carey WPC (WPC) 0.1 $84k 1.5k 54.48
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Norfolk Southern Corp NSC (NSC) 0.1 $82k 350.00 234.68
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Emerson Electric Emr (EMR) 0.1 $82k 661.00 123.93
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Ensign Group Ensg (ENSG) 0.1 $80k 603.00 132.76
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Gilead Sciences Gild (GILD) 0.1 $76k 824.00 92.37
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Ishares 10-20 Year TLH (TLH) 0.1 $75k 754.00 99.52
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Texas Roadhouse TXRH (TXRH) 0.1 $74k 410.00 180.43
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Enbridge Enb (ENB) 0.1 $72k 1.7k 42.43
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Pinnacle West Capital Corp PNW (PNW) 0.1 $72k 850.00 84.77
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Xponential Fitness Xpof (XPOF) 0.1 $71k 5.3k 13.45
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Medtronic MDT (MDT) 0.1 $70k 872.00 79.91
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Snap-on Sna (SNA) 0.1 $68k 200.00 339.48
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Danaher Corp DHR (DHR) 0.1 $67k 290.00 229.55
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Brown Forman Corp CL B BFB (BF.B) 0.1 $67k 1.8k 37.98
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Astrazeneca Azn (AZN) 0.0 $66k 1.0k 65.52
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Novo Nordisk A/S Nvo 0.0 $65k 750.00 86.02
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Service Now Now (NOW) 0.0 $64k 60.00 1060.12
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International Paper Ip (IP) 0.0 $63k 1.2k 53.83
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Comcast Corp New Cl A Cmcsa (CMCSA) 0.0 $59k 1.6k 37.54
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Zoetis ZTS (ZTS) 0.0 $58k 357.00 162.74
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Idacorp Ida (IDA) 0.0 $58k 530.00 109.24
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US Bancorp Usb (USB) 0.0 $58k 1.2k 47.82
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Nike Inc Class B Nke (NKE) 0.0 $56k 740.00 75.68
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Square SQ (SQ) 0.0 $56k 653.00 84.99
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Devon Energy Corp Common DVN (DVN) 0.0 $54k 1.6k 32.73
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Ulta Salon Cosmetics & Fragran Ulta (ULTA) 0.0 $54k 123.00 434.93
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Prologis TRUST PLD (PLD) 0.0 $53k 500.00 105.70
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Conagra Foods Cag (CAG) 0.0 $53k 1.9k 27.75
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Wisconsin Egy Cp Hldg Wec 0.0 $53k 558.00 94.04
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Extra Space Storage Exr (EXR) 0.0 $52k 350.00 149.60
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Deere & Co De (DE) 0.0 $51k 120.00 423.70
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Rockwell International Corp Ne Rok (ROK) 0.0 $49k 173.00 285.79
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American Tower Corp Amt (AMT) 0.0 $49k 266.00 183.74
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Mr Cooper Group Coop (COOP) 0.0 $48k 500.00 96.01
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Enterprise Products Partners L Epd (EPD) 0.0 $48k 1.5k 31.36
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Broadcom Avgo (AVGO) 0.0 $46k 200.00 231.84
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Cognizant Technology Solutions CTSH (CTSH) 0.0 $46k 600.00 76.90
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PayPal Holdings Pypl (PYPL) 0.0 $46k 538.00 85.35
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CF Industries Holdings CF (CF) 0.0 $44k 514.00 85.31
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Travelers Companies TRV (TRV) 0.0 $44k 181.00 241.23
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3M Company MMM (MMM) 0.0 $44k 337.00 129.06
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Mondelez Intnl MDLZ (MDLZ) 0.0 $43k 725.00 59.69
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Kenvue Kvue (KVUE) 0.0 $42k 2.0k 21.35
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Moody's Corp Mco (MCO) 0.0 $42k 88.00 473.66
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Prologis PLDGP (PLDGP) 0.0 $42k 731.00 57.00
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Sun Life Financial SLF (SLF) 0.0 $40k 678.00 59.34
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Ishares California AMT-Free ET CMF (CMF) 0.0 $40k 700.00 57.28
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Bp Amoco BP (BP) 0.0 $40k 1.4k 29.56
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Illinois Tool Works Itw (ITW) 0.0 $40k 157.00 253.78
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Tetra Tech Ttek (TTEK) 0.0 $40k 1.0k 39.84
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Exact Sciences Corp Exas (EXAS) 0.0 $40k 703.00 56.19
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First Citizens BancShares Fcnca (FCNCA) 0.0 $38k 18.00 2113.00
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Otter Tail Corp Ottr (OTTR) 0.0 $37k 500.00 73.84
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Lamar Advertising Co Class A Lamr 0.0 $37k 300.00 121.74
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Palo Alto Networks Panw (PANW) 0.0 $36k 200.00 181.96
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Intel Corp Intc (INTC) 0.0 $36k 1.8k 20.05
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Wisdomtree Small Cap Dividend Des (DES) 0.0 $36k 1.1k 34.35
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Weyerhaeuser Wy (WY) 0.0 $36k 1.3k 28.15
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Paychex Payx (PAYX) 0.0 $36k 255.00 140.22
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Amentum Hldgs Amtm (AMTM) 0.0 $36k 1.7k 21.03
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Nutrien NTR (NTR) 0.0 $35k 779.00 44.75
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Ge Vernova Gev (GEV) 0.0 $35k 105.00 328.93
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BIO Rad Labs Inc CL A Bio (BIO) 0.0 $33k 100.00 328.51
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Top Golf Callaway Brands Corp Modg (MODG) 0.0 $33k 4.2k 7.86
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Lululemon Athletica Lulu (LULU) 0.0 $33k 85.00 382.41
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Clorox CLX (CLX) 0.0 $33k 200.00 162.41
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Salesforce CRM (CRM) 0.0 $31k 93.00 334.33
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Totalenergies SE Tte (TTE) 0.0 $31k 569.00 54.50
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Toro TTC (TTC) 0.0 $31k 385.00 80.10
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Archer-Daniels-Midlnd Adm (ADM) 0.0 $31k 610.00 50.52
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Cae Cae (CAE) 0.0 $31k 1.2k 25.38
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Utilities Select Sector SPDR E Xlu (XLU) 0.0 $30k 390.00 75.69
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Main Street Capital Corporatio Main (MAIN) 0.0 $29k 500.00 58.58
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Spdr Lehman Muni Bond ETF Tfi 0.0 $29k 637.00 45.62
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Goldman Sachs Group GS (GS) 0.0 $29k 50.00 572.62
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Corning GLW (GLW) 0.0 $29k 600.00 47.52
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Marathon Pete Corp MPC (MPC) 0.0 $28k 200.00 139.50
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Fidelity Msci Health FHLC (FHLC) 0.0 $27k 406.00 65.35
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American International Group I Aig (AIG) 0.0 $26k 355.00 72.88
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Freeport McMoran Copper & Gold FCX (FCX) 0.0 $25k 665.00 38.08
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Honda Motor CO - HMC (HMC) 0.0 $25k 865.00 28.55
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Taylor Morrison Home Corp Clas TMHC (TMHC) 0.0 $25k 400.00 61.21
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Masterbrand MBC (MBC) 0.0 $24k 1.7k 14.61
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General Electric Company Ge (GE) 0.0 $24k 145.00 166.36
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Hershey Hsy (HSY) 0.0 $24k 139.00 169.86
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Tyco Electronics Tel 0.0 $23k 164.00 142.97
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Nucor Corp Nue (NUE) 0.0 $23k 200.00 116.71
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Essential Utilities WTRG (WTRG) 0.0 $23k 625.00 36.32
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Broadridge Financial Solutions BR (BR) 0.0 $22k 99.00 226.09
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Constellation Energy Corp Ceg (CEG) 0.0 $22k 100.00 223.71
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Marvell Technology MRVL (MRVL) 0.0 $22k 201.00 110.47
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Eastman Chemical Emn (EMN) 0.0 $22k 236.00 91.29
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Aon Aon 0.0 $21k 58.00 359.86
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BlackRock MuniAssets Fund Comm Mua (MUA) 0.0 $21k 1.9k 11.04
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Carrier Global Corporation Carr (CARR) 0.0 $20k 294.00 68.26
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Halliburton Co Hldg Hal (HAL) 0.0 $20k 724.00 27.21
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Biogen Idec Biib (BIIB) 0.0 $19k 126.00 152.92
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Kinder Morgan Kmi (KMI) 0.0 $19k 699.00 27.39
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First Trust DJ Internet ETF FDN (FDN) 0.0 $19k 76.00 243.17
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Advansix Asix (ASIX) 0.0 $18k 644.00 28.47
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Affirm Hldgs Afrm (AFRM) 0.0 $18k 292.00 60.90
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Compass Diversified Holdings Codi (CODI) 0.0 $17k 750.00 23.08
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Pub Svc Ent Group Peg (PEG) 0.0 $17k 200.00 84.49
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Ge Healthcare Technologi Gehc (GEHC) 0.0 $16k 207.00 78.24
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Autozone Azo (AZO) 0.0 $16k 5.00 3202.00
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Service Corp International Sci (SCI) 0.0 $16k 200.00 79.82
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Organon & Co Ogn (OGN) 0.0 $15k 1.0k 14.93
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Ares Capital Corp Arcc (ARCC) 0.0 $15k 700.00 21.89
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Skyworks Solutions SWKS (SWKS) 0.0 $14k 155.00 88.79
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CareTrust REIT Ctre (CTRE) 0.0 $14k 508.00 27.07
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Align Technology Algn (ALGN) 0.0 $14k 65.00 208.51
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Coterra Energy Ctra (CTRA) 0.0 $13k 508.00 25.56
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Expedia Expe (EXPE) 0.0 $13k 69.00 186.33
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Micron Technology Mu (MU) 0.0 $13k 152.00 84.22
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iShares Core S&P 500 Ivv (IVV) 0.0 $13k 22.00 578.68
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ING Groep Ing (INGVF) 0.0 $13k 800.00 15.67
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Johnson Controls Jci (JCI) 0.0 $12k 156.00 78.93
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Lyondellbasell Inds Lyb (LYB) 0.0 $12k 160.00 74.38
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Tootsie Roll Industries TR (TR) 0.0 $12k 364.00 32.30
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Conocophillips Corp Cop (COP) 0.0 $11k 113.00 99.11
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Revvity Rvty (RVTY) 0.0 $11k 100.00 111.81
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Centerpoint Energy CNP (CNP) 0.0 $11k 350.00 31.73
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Roche Holdings Adrs Rhhby (RHHBY) 0.0 $11k 308.00 34.88
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CorVel Corp CRVL (CRVL) 0.0 $11k 96.00 111.26
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Tencent Holdings Tcehy (TCEHY) 0.0 $11k 200.00 53.18
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Nordstrom JWN (JWN) 0.0 $11k 437.00 24.14
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Novartis AG- NVS (NVS) 0.0 $10k 107.00 97.04
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Nnn Reit NNN (NNN) 0.0 $10k 253.00 40.92
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Stepan SCL (SCL) 0.0 $10k 160.00 64.70
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Kyndryl Holdings KD (KD) 0.0 $10k 299.00 34.60
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Veralto Corp Vlto (VLTO) 0.0 $9.8k 96.00 101.85
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Rxo Rxo (RXO) 0.0 $9.5k 400.00 23.84
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Walgreens Boots Alliance Wba (WBA) 0.0 $9.3k 1.0k 9.33
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Super Micro Computer Smci 0.0 $9.1k 300.00 30.48
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Lantheus Hldgs LNTH (LNTH) 0.0 $8.9k 100.00 89.46
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Glaxosmithkline Plc Adrf GSK 0.0 $8.9k 264.00 33.87
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Teva Pharmaceutical LTD- Teva (TEVA) 0.0 $8.8k 400.00 22.04
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Cigna Corp Ci (CI) 0.0 $8.3k 30.00 276.13
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Joby Aviation Joby (JOBY) 0.0 $8.1k 1.0k 8.13
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Camtek Camt (CAMT) 0.0 $8.1k 100.00 80.77
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Pennant Group PNTG (PNTG) 0.0 $8.0k 300.00 26.52
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Becton Dickinson & Co. BDX (BCX) 0.0 $7.7k 34.00 226.29
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Resideo Technologies Rezi (REZI) 0.0 $7.5k 325.00 23.05
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AirBnB Inc Cl A Abnb (ABNB) 0.0 $7.5k 57.00 131.40
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Canadian Pacific Kansas City C CP 0.0 $7.2k 100.00 72.37
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Mgm Resorts International MGM (MGM) 0.0 $6.9k 200.00 34.65
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Sylvamo Corp SLVM (SLVM) 0.0 $6.8k 86.00 78.90
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Solventum Corp Solv (SOLV) 0.0 $5.9k 90.00 66.06
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Occidental Pete Corp Oxy (OXY) 0.0 $5.0k 101.00 49.41
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Bank of Hawaii Corp Boh (BOH) 0.0 $5.0k 70.00 71.24
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Hawaiian Electric Industries I He (HE) 0.0 $4.9k 500.00 9.73
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Intuitive SurgicalI Isrg (ISRG) 0.0 $4.7k 9.00 522.00
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Martin Marietta Material MLM (MLM) 0.0 $4.6k 9.00 516.56
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Docusign Docu (DOCU) 0.0 $4.5k 50.00 89.94
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Autodesk Adsk (ADSK) 0.0 $4.4k 15.00 295.60
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YUM! Brands Yum (YUM) 0.0 $4.4k 33.00 134.15
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Snap Snap (SNAP) 0.0 $4.3k 400.00 10.77
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Pentair PNR 0.0 $3.9k 39.00 100.64
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Warner Brothers Discover WBD (WBD) 0.0 $3.8k 363.00 10.57
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Aerovironment Avav (AVAV) 0.0 $3.4k 22.00 153.91
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Net Lease Office Pptys Nlop (NLOP) 0.0 $3.2k 102.00 31.21
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Intuit Intu (INTU) 0.0 $3.1k 5.00 628.60
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Arrow Dow Jones Global Yield E Gyld (GYLD) 0.0 $2.9k 240.00 12.28
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Bank of New York BK (BK) 0.0 $2.8k 37.00 76.84
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Nvent Electric NVT (NVT) 0.0 $2.7k 39.00 68.15
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Norwegian Cruise Line NCLH (NCLH) 0.0 $2.6k 100.00 25.73
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Chesapeake Energy Corp CHK (EXE) 0.0 $2.6k 26.00 98.27
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Marsh & Mclennan Cos MMC (MMC) 0.0 $2.5k 12.00 212.42
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Carnival Corp CCL (CCL) 0.0 $2.5k 100.00 24.92
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Dover Corp. Dov (DOV) 0.0 $2.4k 13.00 187.62
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Hexcel Corp HXL (HXL) 0.0 $2.1k 34.00 61.76
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Globalstar Gsat (GSAT) 0.0 $2.1k 1.0k 2.07
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Ford Motor Company F (F) 0.0 $2.0k 203.00 9.90
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Esperion Therapeutic Espr (ESPR) 0.0 $2.0k 900.00 2.20
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Safe Bulkers SB (SB) 0.0 $1.9k 535.00 3.57
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Otis Worldwide Corp Otis (OTIS) 0.0 $1.9k 20.00 92.60
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Mp Matls Corp MP (MP) 0.0 $1.8k 115.00 15.60
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Zevra Therapeutics Zvra (ZVRA) 0.0 $1.8k 215.00 8.34
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Ionq Ionq (IONQ) 0.0 $1.7k 40.00 41.77
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Expand Energy Cl 26 Wts Exeel (EXEEL) 0.0 $1.6k 19.00 86.53
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YUM! China Holdings Yumc (YUMC) 0.0 $1.6k 33.00 48.18
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Plug Power Plug (PLUG) 0.0 $1.5k 700.00 2.13
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Rivian Automotive Inc Cl A Rivn (RIVN) 0.0 $1.3k 100.00 13.30
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Aspen Technology Azpn (AZPN) 0.0 $1.2k 5.00 249.60
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Lineage Cell Therapeutic LCTX (LCTX) 0.0 $1.0k 2.0k 0.50
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Nordic American Tankers Nat (NAT) 0.0 $892.999800 357.00 2.50
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Eyenovia Eyen (EYEN) 0.0 $730.000000 5.0k 0.15
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Avis Budget Group Car (CAR) 0.0 $725.000400 9.00 80.56
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American Airlines Group Aal (AAL) 0.0 $610.001000 35.00 17.43
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Coinbase Global Inc Cl A Coin (COIN) 0.0 $497.000000 2.00 248.50
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Curiositystream Curi (CURI) 0.0 $459.000000 300.00 1.53
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Terawulf Wulf (WULF) 0.0 $440.996400 78.00 5.65
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Intellia Therapeutics In Ntla (NTLA) 0.0 $430.998200 37.00 11.65
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Vodafone Group Plc adr F Vod (VOD) 0.0 $399.001800 47.00 8.49
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IAC InterActiveCorp Iac 0.0 $387.999900 9.00 43.11
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Aspen Aerogels Aspn (ASPN) 0.0 $297.000000 25.00 11.88
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Tripadvisor Trip (TRIP) 0.0 $266.000400 18.00 14.78
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Adient Adnt 0.0 $258.000000 15.00 17.20
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News Corp Class A Nwsa (NWSA) 0.0 $192.999800 7.00 27.57
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Chegg CHGG (CHGG) 0.0 $134.003500 83.00 1.61
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Draftkings DKNG (DKNG) 0.0 $37.000000 1.00 37.00
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Past Filings by Asset Planning

SEC 13F filings are viewable for Asset Planning going back to 2024