Asset Planning,Inc
Top Portfolio Positions
265 positions ·
$133,920,127 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
63,307 | $13,184,948 | 9.85% | |
| LLY |
ELI LILLY & Co
Healthcare
|
13,491 | $12,408,617 | 9.27% | |
| TDG |
TransDigm Group INC
Industrials
|
9,031 | $10,466,567 | 7.82% | |
| AAPL |
Apple Inc.
Technology
|
31,003 | $7,868,251 | 5.88% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
7,415 | $7,388,528 | 5.52% | |
| ALL |
Allstate Corp
Financial Services
|
33,171 | $6,877,674 | 5.14% | |
| NVDA |
Nvidia Corp
Technology
|
23,296 | $4,062,822 | 3.03% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
13,047 | $4,054,877 | 3.03% | |
| WELL |
Welltower Inc.
Real Estate
|
20,108 | $3,975,552 | 2.97% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
49,098 | $3,239,977 | 2.42% |
Portfolio Trend
6 quarters · across all stocks
Holdings in MUA
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,893 | 1,875 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $20,081 | 1,875 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $20,812 | 1,875 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $19,500 | 1,875 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $20,306 | 1,875 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $20,700 | 1,875 | Shares | Sole | 2025-01-30 | |
| No 13F history on record for this holder in this stock. | ||||||