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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Asset Planning,Inc

Quarter ended Q4 2024 · Filed January 30, 2025 · Accession 0002048547-25-000001

Total Value
$131.3M
Positions
317
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (317)

#IssuerTicker / CUSIPSharesValue% of Filing
1Amazon.Com Inc.AMZN65,626$14.4M10.96%
2Transdigm Group IncTDG8,939$11.3M8.63%
3Eli Lilly & CoLLY14,271$11.0M8.39%
4Apple Computer IncAAPL32,327$8.1M6.16%
5Costco Wholesale Corp - New22160K1057,492$6.9M5.23%
6Alphabet (Google Inc) CL AALL-PJ33,355$6.3M4.81%
7Mc Donalds CorpMCD13,323$3.9M2.94%
8NVIDIA CorpNVDA25,135$3.4M2.57%
9Altria Group Inc.MO50,782$2.7M2.02%
10Welltower IncWELL20,588$2.6M1.98%
11Verizon CommunicationsVZ57,752$2.3M1.76%
12Microsoft CorpMSFT4,754$2.0M1.53%
13Edwards Lifesciences CpEW26,922$2.0M1.52%
14Realty Income CorpO36,426$1.9M1.48%
15General Mills Inc.37033410430,375$1.9M1.47%
16Netflix IncNFLX2,157$1.9M1.46%
17Sempra EnergySREA20,184$1.8M1.35%
18Berkshire Hathaway Cl BBRK-A3,831$1.7M1.32%
19Procter & Gamble Co7427181099,358$1.6M1.19%
20Starbucks CorpSBUX15,967$1.5M1.11%
21Mastercard Inc AMA2,723$1.4M1.09%
22Edison International28102010717,519$1.4M1.07%
23Chevrontexaco CorpCVX8,956$1.3M0.99%
24Chubb LimitedCB4,428$1.2M0.93%
25Bristol Myers Squibb Co.CELG-RI20,734$1.2M0.89%
26Southern Co.SOMN12,849$1.1M0.81%
27Unitedhealth Group IncUNH2,091$1.1M0.81%
28Alphabet (Google Inc.) Class CGOOG5,490$1.0M0.80%
29Tesla Motors IncTSLA2,350$949,0230.72%
30Kimberly Clark CorpKMB7,010$918,5910.70%
31Honeywell International Inc4385161063,921$885,7970.67%
32Lockheed Martin CorpLMT1,768$859,1810.65%
33Johnson & JohnsonJNJ5,497$795,0270.61%
34Royal Caribbean CruisesV7780T1033,400$784,3910.60%
35Exxon Mobil CorporationXOM7,244$779,1860.59%
36Consolidated Edison IncED8,722$778,2370.59%
37Pfizer Inc.PFE28,413$753,8030.57%
38Home Depot Inc.HD1,763$685,8300.52%
39Waste Management94106L1093,183$642,3910.49%
40Raytheon Technologies CoRTX5,350$619,0850.47%
41Cisco Systems IncCSCO10,422$617,0110.47%
42J P Morgan Chase & Co.VYLD2,550$611,2530.47%
43NextEra Energy IncNEE-PW7,806$559,5800.43%
44Lowes Companies IncLOW2,254$556,2870.42%
45Target CorpTGT3,844$519,6780.40%
46Diageo PLC-Sponsored ARD New RDGEAF3,929$499,4640.38%
47Marriott International Inc Cl5719032021,770$493,7240.38%
48U Haul Holding CoUHAL-B7,100$490,5390.37%
49Simon Property Group Inc.8288061092,535$436,5520.33%
50Meta Platforms Inc Com Cl AMETA718$420,4970.32%
51Disney Walt Hldg Co2546871063,748$417,3910.32%
52Coca Cola CompanyKO6,613$411,7360.31%
53QualCom Inc.QCOM2,618$402,1800.31%
54Caterpillar IncCAT1,085$393,4450.30%
55Union Pacific CorpUNP1,670$380,8860.29%
56Intl Business MachinesINTR1,731$380,5020.29%
57Duke Energy Corp Formerly DukeDUKB3,426$369,1160.28%
58Abbvie IncABBV1,976$351,2000.27%
59Gallagher Arthur J & CO3635761091,196$339,4890.26%
60Chipotle Mexican Grill IncCMG5,425$327,1280.25%
61Grayscale Bitcoin Mini3899302077,650$320,3060.24%
62Abbott LaboratoriesABLZF2,830$320,1400.24%
63Wal-Mart Stores Inc.WMT3,495$315,7850.24%
64Iron Mountain Inc46284V1013,000$315,3300.24%
65Public Storage IncPSA-PS984$294,7160.22%
66Sabra Healthcare REITSBRA16,676$288,8280.22%
67General Dynamics CorpGD1,092$287,8250.22%
68Merck & Co IncMRK2,891$287,6160.22%
69Visa Inc Class AV862$272,3940.21%
70CSX CORP COMCSX7,544$243,4290.19%
71AT & TT-PC10,203$232,3330.18%
72Jacobs Engineering Group Inc4698141071,694$226,3800.17%
73Bank of Amer Corp0605051044,996$219,5800.17%
74Pinnacle Financial Partners In72346Q1041,850$211,6620.16%
75Boeing Co.BA-PA1,176$208,1520.16%
76Wells Fargo & Co.9497461012,957$207,7260.16%
77Ca Water Service Group1307881024,500$203,9850.16%
78Taiwan Semiconductor Co.8740391001,030$203,4150.15%
79Thermo Fisher Scientific IncTMO378$196,4010.15%
80Amgen Inc.AMGN731$190,5920.15%
81Siemens AG826197501950$183,2840.14%
82D & P Select Income Fund23325P10420,213$178,2760.14%
83Fortinet IncFTNT1,727$163,1670.12%
84Sysco CorpSYY2,125$162,4780.12%
85Pepsico Inc.PEP1,020$155,1490.12%
86Ventas IncVTR2,587$152,3670.12%
87United Parcel Service BUPS1,189$149,9220.11%
88Constellation Brands Inc ASTZ611$135,0360.10%
89TJX Companies Inc. New8725401091,114$134,5470.10%
90Corteva IncCTVA2,285$130,1390.10%
91Du Pont E I De Nemours & CoDD1,701$129,6780.10%
92Br Amer Tobacco Plc Adrf1104481073,562$129,3720.10%
93Viatris IncVTRS10,150$126,3680.10%
94Oracle CorporationORCL-PD705$117,5210.09%
95Texas Instruments Inc882508104622$116,6570.09%
96American States Water Co0298991011,450$112,6940.09%
97Advanced Micro DevicesAMD920$111,1270.08%
98Automatic Data Processing Inc.ADP375$109,7740.08%
99BCE IncBCPPF4,525$104,8870.08%
100Toronto-Dominion BankTORO1,957$104,2160.08%
101The Blackstone Group Inc.BX597$102,9600.08%
102DexCom IncDXCM1,300$101,1010.08%
103Palantir Technologies IncPLTR1,330$100,5880.08%
104Fortune Brands Innovations IncFBIN1,466$100,1840.08%
105Charles Schwab CorpSCHW-PJ1,342$99,3540.08%
106Dominion Resources IncD1,839$99,0490.08%
107KKR & Co IncKKRT666$98,5540.08%
108Dow Chemical Co.DOW2,427$97,4080.07%
109PNC Financial Svcs Group Inc693475105480$92,5680.07%
110BlackRock IncBLK89$91,2350.07%
111Glaukos CorpGKOS600$89,9640.07%
112Phillips 66PSX787$89,6230.07%
113iShares S&P 100464287101300$86,6550.07%
114American Electric Power Co.025537101919$84,7220.06%
115W.P. Carey Inc.92936U1091,540$83,8990.06%
116Norfolk Southern Corp655844108350$82,1380.06%
117Emerson Electric CoEMR661$81,9180.06%
118Ensign GroupENSG603$80,0570.06%
119Gilead Sciences IncGILD824$76,1130.06%
120Ishares 10-20 Year464288653754$75,0380.06%
121Texas Roadhouse IncTXRH410$73,9760.06%
122Enbridge IncENNPF1,707$72,4310.06%
123Pinnacle West Capital CorpPNW850$72,0550.05%
124Xponential Fitness IncXPOF5,280$71,0160.05%
125Medtronic Inc.MDT872$69,6830.05%
126Snap-on IncSNA200$67,8960.05%
127Danaher Corp235851102290$66,5700.05%
128Brown Forman Corp CL BBF-B1,750$66,4650.05%
129Astrazeneca ADR SponsoredAZN1,000$65,5200.05%
130Novo Nordisk A/S ADRK7314N152750$64,5150.05%
131Service Now IncNOW60$63,6070.05%
132International Paper Co4601461031,169$62,9320.05%
133Comcast Corp New Cl ACCZ1,581$59,3490.05%
134Siemens ADR826197501606$58,5880.04%
135Zoetis Inc ComZTS357$58,0990.04%
136Idacorp IncIDA530$57,8990.04%
137US BancorpUSB-PS1,207$57,7240.04%
138Nike Inc Class BNKE740$56,0060.04%
139Square IncBSQKZ653$55,4980.04%
140Devon Energy Corp Common25179M1031,645$53,8380.04%
141Ulta Salon Cosmetics & FragranULTA123$53,4960.04%
142Prologis TRUSTPLDGP500$52,8500.04%
143Conagra Foods IncCAG1,900$52,7250.04%
144Wisconsin Egy Cp Hldg Co976657106558$52,4740.04%
145Extra Space Storage IncEXR350$52,3600.04%
146Deere & CoDE120$50,8440.04%
147Rockwell International Corp NeROK173$49,4420.04%
148American Tower Corp03027X100266$48,8750.04%
149Mr Cooper Group Inc62482R107500$48,0050.04%
150Enterprise Products Partners L2937921071,527$47,8820.04%
151Broadcom IncAVGO200$46,3680.04%
152Cognizant Technology SolutionsCTSH600$46,1400.04%
153PayPal Holdings IncPYPL538$45,9180.03%
154CF Industries Holdings Inc125269100514$43,8470.03%
155The Travelers Companies Inc CoTRV181$43,6620.03%
1563M CompanyMMM337$43,4930.03%
157Mondelez Intnl Inc609207105725$43,2750.03%
158Kenvue IncKVUE1,955$41,7440.03%
159Moody's CorpMCO88$41,6820.03%
160Prologis IncPLDGP731$41,6670.03%
161Sun Life Financial IncSUNFF678$40,2330.03%
162Ishares California AMT-Free ET464288356700$40,0960.03%
163Bp Amoco Plc AdrBPPFF1,350$39,9060.03%
164Illinois Tool Works Inc452308109157$39,8430.03%
165Tetra Tech Inc NewTTEK1,000$39,8400.03%
166Exact Sciences Corp30063P105703$39,5020.03%
167First Citizens BancShares Inc31946M10318$38,0340.03%
168Otter Tail CorpOTTR500$36,9200.03%
169Lamar Advertising Co Class ALAMR300$36,5220.03%
170Palo Alto Networks IncPANW200$36,3920.03%
171Intel CorpINTC1,800$36,0920.03%
172Wisdomtree Small Cap DividendWT1,050$36,0680.03%
173Weyerhaeuser CoWY1,280$36,0320.03%
174Paychex IncPAYX255$35,7560.03%
175Amentum Hldgs IncAMTM1,690$35,5410.03%
176Nutrien LtdNTR779$34,8600.03%
177Ge Vernova IncGEV105$34,5380.03%
178BIO Rad Labs Inc CL A090572207100$32,8510.03%
179Top Golf Callaway Brands Corp1311931044,155$32,6580.02%
180Lululemon Athletica IncLULU85$32,5050.02%
181Clorox CoCLX200$32,4820.02%
182Salesforce IncCRM93$31,0930.02%
183Totalenergies SETTE569$31,0110.02%
184Toro CoTORO385$30,8390.02%
185Archer-Daniels-Midlnd CoADM610$30,8170.02%
186CAE INC COMCAE1,200$30,4560.02%
187Utilities Select Sector SPDR E81369Y886390$29,5190.02%
188Main Street Capital Corporatio56035L104500$29,2900.02%
189Spdr Lehman Muni Bond ETF78464A458637$29,0600.02%
190Goldman Sachs Group IncGSCE50$28,6310.02%
191Corning IncGLW600$28,5120.02%
192Marathon Pete CorpMARA200$27,9000.02%
193Fidelity Msci Health316092600406$26,5320.02%
194American International Group I026874784355$25,8730.02%
195Freeport McMoran Copper & GoldFCX665$25,3230.02%
196Honda Motor CO -ADRHNDAF865$24,6960.02%
197Taylor Morrison Home Corp ClasTMHC400$24,4840.02%
198Masterbrand IncMBC1,658$24,2200.02%
199General Electric Company369604301145$24,1220.02%
200The Hershey CoHSY139$23,6110.02%
201Tyco Electronics Ltd ComTEL164$23,4470.02%
202Nucor CorpNUE200$23,3420.02%
203Essential Utilities Inc.29670G102625$22,7000.02%
204Broadridge Financial Solutions11133T10399$22,3830.02%
205Constellation Energy CorpCEG100$22,3710.02%
206MARVELL TECHNOLOGY INC COMMRVL201$22,2040.02%
207Eastman Chemical CoEMN236$21,5450.02%
208Aon PLCAON58$20,8720.02%
209BlackRock MuniAssets Fund CommBLK1,875$20,7000.02%
210Carrier Global CorporationCARR294$20,0680.02%
211Allstate Corp.ALL-PJ104$20,0500.02%
212Halliburton Co Hldg CoHAL724$19,6990.01%
213Biogen Idec IncBIIB126$19,2680.01%
214Kinder Morgan Inc.EP-PC699$19,1460.01%
215First Trust DJ Internet ETF33733E30276$18,4810.01%
216Advansix IncASIX644$18,3350.01%
217Affirm Hldgs IncAFRM292$17,7830.01%
218Compass Diversified HoldingsCODI-PC750$17,3100.01%
219Pub Svc Ent Group Inc744573106200$16,8980.01%
220Ge Healthcare TechnologiGEHC207$16,1950.01%
221Autozone IncAZO5$16,0100.01%
222Service Corp International817565104200$15,9640.01%
223Organon & CoOGN1,033$15,4180.01%
224Ares Capital CorpARCC700$15,3230.01%
225Skyworks Solutions IncSWKS155$13,7620.01%
226CareTrust REIT IncCTRE508$13,7500.01%
227Align Technology IncALGN65$13,5530.01%
228Coterra Energy IncCTRA508$12,9820.01%
229Expedia IncEXPE69$12,8570.01%
230Micron Technology Inc.MU152$12,8010.01%
231iShares Core S&P 50046428720022$12,7310.01%
232ING Groep N.V. ADR SponsoredINGVF800$12,5360.01%
233Johnson Controls IncG51502105156$12,3130.01%
234Lyondellbasell IndsLYB160$11,9010.01%
235Tootsie Roll Industries Inc890516107364$11,7570.01%
236Conocophillips CorpCOP113$11,2000.01%
237Revvity IncRVTY100$11,1810.01%
238Centerpoint Energy Inc.CNP350$11,1060.01%
239ROCHE HOLDINGS ADRS LTD COM771195104308$10,7430.01%
240CorVel CorpCRVL96$10,6810.01%
241Tencent Holdings Ltd ADRXHLD200$10,6360.01%
242Nordstrom Inc655664100437$10,5480.01%
243Novartis AG- ADRNVSEF107$10,3830.01%
244Nnn Reit Inc ComNNN253$10,3540.01%
245Stepan CoSCL160$10,3520.01%
246Kyndryl Holdings Inc.KD299$10,3450.01%
247Veralto CorpVLTO96$9,7780.01%
248Rxo IncRXO400$9,5360.01%
249Walgreens Boots Alliance Inc9314271081,000$9,3290.01%
250Super Micro ComputerSMCI300$9,1440.01%
251Lantheus Hldgs IncLNTH100$8,9460.01%
252Glaxosmithkline Plc AdrfGLAXF264$8,9420.01%
253Teva Pharmaceutical LTD-ADR881624209400$8,8160.01%
254Cigna Corp12552310030$8,2840.01%
255Joby Aviation IncJOBY-WT1,000$8,1300.01%
256Camtek LtdCAMT100$8,0770.01%
257Pennant Group IncPNTG300$7,9560.01%
258Becton Dickinson & Co.BLK34$7,6940.01%
259Resideo Technologies IncREZI325$7,4910.01%
260AirBnB Inc Cl AABNB57$7,4900.01%
261Canadian Pacific Kansas City C13645T100100$7,2370.01%
262MGM RESORTS INTERNATIONAL COMMGM200$6,9300.01%
263Sylvamo CorpSLVM86$6,7850.01%
264Solventum CorpSOLV90$5,9450.00%
265Occidental Pete Corp674599105101$4,9900.00%
266Bank of Hawaii Corp06254010970$4,9870.00%
267Hawaiian Electric Industries I419870100500$4,8650.00%
268Intuitive SurgicalI IncISRG9$4,6980.00%
269Martin Marietta Material5732841069$4,6490.00%
270Docusign IncDOCU50$4,4970.00%
271Autodesk IncADSK15$4,4340.00%
272YUM! Brands IncYUM33$4,4270.00%
273Snap IncSNAP400$4,3080.00%
274Pentair IncPNR39$3,9250.00%
275Warner Brothers DiscoverWBD363$3,8370.00%
276Aerovironment Inc ComAVAV22$3,3860.00%
277Net Lease Office PptysNLOP102$3,1830.00%
278Intuit IncINTU5$3,1430.00%
279Arrow Dow Jones Global Yield E04273H104240$2,9470.00%
280Bank of New York06405810037$2,8430.00%
281Nvent Electric Plc ComNVT39$2,6580.00%
282Norwegian Cruise LineNCLH100$2,5730.00%
283Chesapeake Energy CorpEXE26$2,5550.00%
284Marsh & Mclennan Cos Inc57174810212$2,5490.00%
285Carnival CorpCUKPF100$2,4920.00%
286Dover Corp.DOV13$2,4390.00%
287Hexcel Corp42829110834$2,1000.00%
288Globalstar Inc ComGSAT1,000$2,0700.00%
289Ford Motor Company345370860203$2,0100.00%
290Esperion TherapeuticESPR900$1,9800.00%
291Safe Bulkers IncSB-PC535$1,9100.00%
292Otis Worldwide CorpOTIS20$1,8520.00%
293Mp Matls CorpMP115$1,7940.00%
294ZEVRA THERAPEUTICS INC COMZVRA215$1,7930.00%
295Ionq IncIONQ-WT40$1,6710.00%
296Expand Energy Cl 26 WtsEXE19$1,6440.00%
297YUM! China HoldingsYUMC33$1,5900.00%
298Plug Power IncPLUG700$1,4910.00%
299Rivian Automotive Inc Cl ARIVN100$1,3300.00%
300Aspen Technology Inc New29109X1065$1,2480.00%
301Lineage Cell Therapeutic53566P1092,036$1,0230.00%
302Nordic American Tankers LtdNAT357$8930.00%
303Eyenovia Inc30234E1045,000$7300.00%
304Avis Budget GroupCAR9$7250.00%
305American Airlines Group Inc02376R10235$6100.00%
306Coinbase Global Inc Cl ACOIN2$4970.00%
307Curiositystream Inc NewCURI300$4590.00%
308Terawulf IncWULF78$4410.00%
309Intellia Therapeutics InNTLA37$4310.00%
310Vodafone Group Plc adr F92857W30847$3990.00%
311IAC InterActiveCorpIAC9$3880.00%
312Aspen Aerogels IncASPN25$2970.00%
313Tripadvisor Inc ComTRIP18$2660.00%
314Adient Plc ComADNT15$2580.00%
315News Corp Class ANWSLL7$1930.00%
316Chegg Inc.CHGG83$1340.00%
317Draftkings Inc NewDKNG1$370.00%