ASSET PLANNING CORPORATION
CIK: 0000007773SEC EDGAR →
Portfolio Value
$210.8M
Holdings
0
As of
Q3 2025
New Positions
0
Closed Positions
43
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|
Quarterly Changes
Top Buys
No buys this quarter
Closed Positions (43)
$27.3M · 647K shares
$20.0M · 41K shares
$16.5M · 465K shares
$16.5M · 478K shares
$10.8M · 131K shares
$10.6M · 124K shares
$10.3M · 218K shares
$9.2M · 16K shares
$8.1M · 77K shares
$7.3M · 41K shares
$7.2M · 125K shares
$6.5M · 266K shares
$5.3M · 22K shares
$5.1M · 217K shares
$5.0M · 8K shares
$3.0M · 33K shares
$1.9M · 63K shares
$1.8M · 31K shares
$1.7M · 5K shares
$1.6M · 3K shares
$1.4M · 2K shares
$1.2M · 6K shares
$1.2M · 29K shares
$1.1M · 14K shares
$1.1M · 44K shares
$831K · 8K shares
$506K · 3K shares
$495K · 5K shares
$492K · 3K shares
$425K · 770 shares
$375K · 5K shares
$360K · 635 shares
$354K · 966 shares
$323K · 5K shares
$292K · 7K shares
$283K · 612 shares
$281K · 2K shares
$226K · 3K shares
$226K · 884 shares
$226K · 5K shares
$222K · 2K shares
$215K · 2K shares
$212K · 758 shares