ASSET PLANNING CORPORATION
CIK: 0000007773SEC EDGAR →
Portfolio Value
$210.8B
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)
$27.3B · 647K shares
$20.0B · 41K shares
$16.5B · 465K shares
$16.5B · 478K shares
$10.8B · 131K shares
$10.6B · 124K shares
$10.3B · 218K shares
$9.2B · 16K shares
$8.1B · 77K shares
$7.3B · 41K shares
$7.2B · 125K shares
$6.5B · 266K shares
$5.3B · 22K shares
$5.1B · 217K shares
$5.0B · 8K shares
$3.0B · 33K shares
$1.9B · 63K shares
$1.8B · 31K shares
$1.7B · 5K shares
$1.6B · 3K shares
$1.4B · 2K shares
$1.2B · 6K shares
$1.2B · 29K shares
$1.1B · 14K shares
$1.1B · 44K shares
$831.3M · 8K shares
$506.0M · 3K shares
$495.0M · 5K shares
$492.3M · 3K shares
$424.8M · 770 shares
$375.0M · 5K shares
$359.7M · 635 shares
$354.2M · 966 shares
$322.9M · 5K shares
$291.6M · 7K shares
$283.4M · 612 shares
$281.2M · 2K shares
$226.3M · 3K shares
$226.3M · 884 shares
$226.2M · 5K shares
$222.1M · 2K shares
$215.2M · 2K shares
$211.6M · 758 shares