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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 Q1 2025 · Filed May 8, 2025 · Accession 0002048547-25-000002

Total Value
$127.5M
Positions
306
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (306)

#IssuerTicker / CUSIPSharesValue% of Filing
1Amazon.Com Inc.AMZN64,536$12.3M9.63%
2Transdigm Group IncTDG8,789$12.2M9.54%
3Eli Lilly & CoLLY14,030$11.6M9.09%
4Apple Computer IncAAPL32,170$7.1M5.61%
5Costco Wholesale Corp - New22160K1057,432$7.0M5.51%
6Alphabet (Google Inc) CL AALL-PJ33,165$5.1M4.02%
7Mc Donalds CorpMCD13,164$4.1M3.23%
8Welltower IncWELL20,396$3.1M2.45%
9Altria Group Inc.MO50,181$3.0M2.36%
10NVIDIA CorpNVDA24,400$2.6M2.07%
11Verizon CommunicationsVZ54,374$2.5M1.93%
12Realty Income CorpO37,155$2.2M1.69%
13Berkshire Hathaway Cl BBRK-A3,831$2.0M1.60%
14Netflix IncNFLX2,157$2.0M1.58%
15Edwards Lifesciences CpEW26,933$2.0M1.53%
16Microsoft CorpMSFT4,732$1.8M1.39%
17Procter & Gamble Co7427181099,421$1.6M1.26%
18Chevrontexaco CorpCVX9,595$1.6M1.26%
19Starbucks CorpSBUX15,807$1.6M1.22%
20Mastercard Inc AMA2,723$1.5M1.17%
21Sempra EnergySREA20,441$1.5M1.14%
22Chubb LimitedCB4,442$1.3M1.05%
23Bristol Myers Squibb Co.CELG-RI20,809$1.3M1.00%
24Southern Co.SOMN12,853$1.2M0.93%
25Edison International28102010717,361$1.0M0.80%
26Kimberly Clark CorpKMB7,011$997,1380.78%
27Consolidated Edison IncED8,733$965,8280.76%
28Unitedhealth Group IncUNH1,839$962,9980.76%
29Johnson & JohnsonJNJ5,418$898,5400.70%
30Alphabet (Google Inc.) Class CGOOG5,470$854,5400.67%
31Exxon Mobil CorporationXOM7,050$838,4340.66%
32Honeywell International Inc4385161063,823$809,4790.64%
33Lockheed Martin CorpLMT1,694$756,6400.59%
34Waste Management94106L1093,193$739,2660.58%
35Home Depot Inc.HD1,874$686,6890.54%
36Royal Caribbean CruisesV7780T1033,300$677,9520.53%
37Raytheon Technologies CoRTX4,922$651,9490.51%
38Cisco Systems IncCSCO10,196$629,2120.49%
39J P Morgan Chase & Co.VYLD2,555$626,6810.49%
40Tesla Motors IncTSLA2,317$600,4730.47%
41Citigroup Inc.C-PR8,070$572,8890.45%
42NextEra Energy IncNEE-PW7,741$548,7510.43%
43Lowes Companies IncLOW2,254$525,7000.41%
44Coca Cola CompanyKO6,613$473,6350.37%
45U Haul Holding CoUHAL-B7,100$464,0560.36%
46Intl Business MachinesINTR1,732$430,7520.34%
47Meta Platforms Inc Com Cl AMETA733$422,6200.33%
48Marriott International Inc Cl5719032021,770$421,6140.33%
49Simon Property Group Inc.8288061092,535$421,0130.33%
50Duke Energy Corp Formerly DukeDUKB3,431$418,5360.33%
51Abbvie IncABBV1,990$416,8910.33%
52Gallagher Arthur J & CO3635761091,198$413,7180.32%
53QualCom Inc.QCOM2,629$403,7650.32%
54Abbott LaboratoriesABLZF2,839$376,5540.30%
55Diageo PLC-Sponsored ARD New RDGEAF3,450$361,5260.28%
56Disney Walt Hldg Co2546871063,659$361,1890.28%
57Union Pacific CorpUNP1,524$359,9450.28%
58Caterpillar IncCAT1,087$358,6490.28%
59Snap-on IncSNA1,010$340,3800.27%
60Sabra Healthcare REITSBRA18,676$326,2700.26%
61Wal-Mart Stores Inc.WMT3,502$307,4420.24%
62Visa Inc Class AV863$302,3300.24%
63General Dynamics CorpGD1,093$297,9370.23%
64Public Storage IncPSA-PS994$297,6080.23%
65AT & TT-PC10,255$290,0020.23%
66Grayscale Bitcoin Mini3899302077,650$279,1490.22%
67Bank of America Corporation 406055H60815,806$275,0220.22%
68Iron Mountain Inc46284V1013,000$258,1200.20%
69Target CorpTGT2,390$249,4200.20%
70Chipotle Mexican Grill IncCMG4,860$244,0210.19%
71Viking Hldgs LtdVIK6,135$243,8660.19%
72Merck & Co IncMRK2,594$232,8340.18%
73Amgen Inc.AMGN733$228,3550.18%
74Pfizer Inc.PFE8,878$224,9690.18%
75CSX CORP COMCSX7,550$222,2050.17%
76Ca Water Service Group1307881024,500$218,0700.17%
77Siemens AG826197501950$217,7450.17%
78Wells Fargo & Co.9497461012,971$213,2810.17%
79Bank of Amer Corp0605051045,021$209,5220.16%
80Jacobs Engineering Group Inc4698141071,699$205,3590.16%
81Boeing Co.BA-PA1,176$200,5670.16%
82D & P Select Income Fund23325P10420,236$200,1320.16%
83Pinnacle Financial Partners In72346Q1041,854$196,6240.15%
84Thermo Fisher Scientific IncTMO378$187,9880.15%
85Ventas IncVTR2,603$179,0150.14%
86Taiwan Semiconductor Co.8740391001,030$170,9800.13%
87Fortinet IncFTNT1,727$166,2410.13%
88Sysco CorpSYY2,125$159,4600.13%
89Pepsico Inc.PEP1,025$153,6140.12%
90Br Amer Tobacco Plc Adrf1104481073,562$147,3600.12%
91Corteva IncCTVA2,286$143,8500.11%
92TJX Companies Inc. New8725401091,117$136,0190.11%
93United Parcel Service BUPS1,200$131,9490.10%
94Du Pont E I De Nemours & CoDD1,706$127,4360.10%
95Palantir Technologies IncPLTR1,480$124,9120.10%
96Automatic Data Processing Inc.ADP375$114,5740.09%
97American States Water Co0298991011,450$114,0860.09%
98Texas Instruments Inc882508104625$112,2330.09%
99Oracle CorporationORCL-PD755$105,6090.08%
100Charles Schwab CorpSCHW-PJ1,344$105,1710.08%
101Pinnacle Financial Partners DePNFP-PA4,323$104,1870.08%
102Dominion Resources IncD1,839$103,1130.08%
103American Electric Power Co.025537101923$100,8770.08%
104Phillips 66PSX790$97,5810.08%
105W.P. Carey Inc.92936U1091,540$97,1890.08%
106Advanced Micro DevicesAMD920$94,5210.07%
107Toronto-Dominion BankTORO1,557$93,3550.07%
108Gilead Sciences IncGILD824$92,3290.07%
109BCE IncBCPPF3,875$88,9680.07%
110DexCom IncDXCM1,300$88,7770.07%
111Viatris IncVTRS10,150$88,4070.07%
112PNC Financial Svcs Group Inc693475105480$84,3700.07%
113BlackRock IncBLK89$84,2370.07%
114The Blackstone Group Inc.BX602$84,1900.07%
115Norfolk Southern Corp655844108350$82,8900.07%
116iShares S&P 100464287101300$81,2490.06%
117Pinnacle West Capital CorpPNW850$80,9630.06%
118Ishares 10-20 Year464288653771$80,0150.06%
119Medtronic Inc.MDT872$78,3890.06%
120Ensign GroupENSG603$78,0060.06%
121KKR & Co IncKKRT667$77,1340.06%
122Bank Of America PfdBAC-PS4,158$76,8720.06%
123Fortune Brands Innovations IncFBIN1,259$76,6260.06%
124Enbridge IncENNPF1,707$75,6400.06%
125Astrazeneca ADR SponsoredAZN1,000$73,5000.06%
126Emerson Electric CoEMR661$72,4720.06%
127General Mills Inc.3703341041,175$70,2530.06%
128Siemens ADR826197501606$69,9200.05%
129Texas Roadhouse IncTXRH410$68,3180.05%
130International Paper Co4601461031,173$62,6000.05%
131Idacorp IncIDA534$62,0300.05%
132Wisconsin Egy Cp Hldg Co976657106558$60,8110.05%
133Mr Cooper Group Inc62482R107500$59,8000.05%
134Danaher Corp235851102290$59,4500.05%
135Brown Forman Corp CL BBF-B1,750$59,3950.05%
136Comcast Corp New Cl ACCZ1,591$58,6950.05%
137American Tower Corp03027X100267$58,2010.05%
138Constellation Energy CorpCEG280$56,4780.04%
139Deere & CoDE120$56,3220.04%
140Prologis TRUSTPLDGP500$55,8950.04%
141Devon Energy Corp Common25179M1031,435$53,6610.04%
142Enterprise Products Partners L2937921071,551$52,9570.04%
143Extra Space Storage IncEXR350$51,9720.04%
144US BancorpUSB-PS1,218$51,4110.04%
145Broadcom IncAVGO300$50,2590.04%
146Zoetis Inc ComZTS304$49,9890.04%
1473M CompanyMMM338$49,6360.04%
148Glaukos CorpGKOS500$49,2100.04%
149The Travelers Companies Inc CoTRV182$48,0980.04%
150Service Now IncNOW60$47,7680.04%
151Kenvue IncKVUE1,969$47,2280.04%
152Cognizant Technology SolutionsCTSH600$45,9000.04%
153Ulta Salon Cosmetics & FragranULTA123$45,0840.04%
154Rockwell International Corp NeROK173$44,7000.04%
155Xponential Fitness IncXPOF5,280$43,9820.03%
156Moody's CorpMCO88$41,0920.03%
157Intel CorpINTC1,800$40,8810.03%
158CF Industries Holdings Inc125269100515$40,2430.03%
159Otter Tail CorpOTTR500$40,1850.03%
160Prologis IncPLDGP731$39,6280.03%
161Ishares California AMT-Free ET464288356700$39,3960.03%
162Paychex IncPAYX255$39,3410.03%
163Illinois Tool Works Inc452308109157$39,0220.03%
164Sun Life Financial IncSUNFF678$38,8220.03%
165Nike Inc Class BNKE604$38,3420.03%
166Wells Fargo & Pfd 4.2595002Y4002,135$37,7440.03%
167Weyerhaeuser CoWY1,280$37,4780.03%
168Totalenergies SETTE569$36,8090.03%
169Mondelez Intnl Inc609207105527$35,7370.03%
170PayPal Holdings IncPYPL538$35,1050.03%
171Nutrien LtdNTR691$34,3220.03%
172Lamar Advertising Co Class ALAMR300$34,1340.03%
173Palo Alto Networks IncPANW200$34,1280.03%
174Square IncBSQKZ627$34,0650.03%
175Bp Amoco Plc AdrBPPFF1,000$33,7900.03%
176Wisdomtree Small Cap DividendWT1,050$33,5580.03%
177First Citizens BancShares Inc31946M10318$33,3740.03%
178Birchcliff Energy LtdBIREF7,000$32,5060.03%
179Ge Vernova IncGEV105$32,0780.03%
180American International Group I026874784357$31,0420.02%
181Amentum Hldgs IncAMTM1,690$30,7580.02%
182Exact Sciences Corp30063P105703$30,4330.02%
183Clorox CoCLX200$29,4500.02%
184Spdr Gold Minishares EtvGLDW474$29,3360.02%
185Archer-Daniels-Midlnd CoADM610$29,2860.02%
186Tetra Tech Inc NewTTEK1,000$29,2500.02%
187Marathon Pete CorpMARA200$29,1380.02%
188General Electric Company369604301145$28,9830.02%
189Spdr Lehman Muni Bond ETF78464A458637$28,7100.02%
190Main Street Capital Corporatio56035L104500$28,2800.02%
191Toro CoTORO385$28,0090.02%
192Fidelity Msci Health316092600406$27,7380.02%
193Corning IncGLW600$27,4680.02%
194Goldman Sachs Group IncGSCE50$27,3150.02%
195Freeport McMoran Copper & GoldFCX665$25,1770.02%
196Salesforce IncCRM93$24,9570.02%
197Essential Utilities Inc.29670G102625$24,7060.02%
198BIO Rad Labs Inc CL A090572207100$24,3560.02%
199Nucor CorpNUE200$24,0680.02%
200Lululemon Athletica IncLULU85$24,0600.02%
201Taylor Morrison Home Corp ClasTMHC400$24,0160.02%
202Broadridge Financial Solutions11133T10399$24,0040.02%
203The Hershey CoHSY140$23,9870.02%
204Honda Motor CO -ADRHNDAF865$23,4670.02%
205Aon PLCAON58$23,1920.02%
206Tyco Electronics Ltd ComTEL164$23,1760.02%
207Dow Chemical Co.DOW630$22,0010.02%
208Masterbrand IncMBC1,658$21,6510.02%
209Allstate Corp.ALL-PJ104$21,5350.02%
210Eastman Chemical CoEMN238$20,9840.02%
211BlackRock MuniAssets Fund CommBLK1,875$20,3060.02%
212Kinder Morgan Inc.EP-PC706$20,1490.02%
213Autozone IncAZO5$19,0640.01%
214Carrier Global CorporationCARR294$18,6400.01%
215Halliburton Co Hldg CoHAL729$18,5000.01%
216Biogen Idec IncBIIB126$17,2420.01%
217First Trust DJ Internet ETF33733E30276$16,8830.01%
218Ge Healthcare TechnologiGEHC207$16,7220.01%
219Service Corp International817565104208$16,6820.01%
220Pub Svc Ent Group Inc744573106200$16,4600.01%
221ING Groep N.V. ADR SponsoredINGVF800$15,6720.01%
222Ares Capital CorpARCC700$15,5120.01%
223Coterra Energy IncCTRA512$14,8020.01%
224CareTrust REIT IncCTRE514$14,6840.01%
225Compass Diversified HoldingsCODI-PC750$14,0030.01%
226Micron Technology Inc.MU152$13,2310.01%
227Centerpoint Energy Inc.CNP350$12,6810.01%
228ROCHE HOLDINGS ADRS LTD COM771195104308$12,6740.01%
229Johnson Controls IncG51502105156$12,4970.01%
230MARVELL TECHNOLOGY INC COMMRVL201$12,3840.01%
231iShares Core S&P 50046428720022$12,1900.01%
232Conocophillips CorpCOP113$11,9130.01%
233Novartis AG- ADRNVSEF107$11,8950.01%
234Invesco S&P 500 DownsideIVZ325$11,8560.01%
235Expedia IncEXPE69$11,6270.01%
236Tootsie Roll Industries Inc890516107366$11,5140.01%
237Walgreens Boots Alliance Inc9314271081,000$11,1690.01%
238Brookfield Property Partners LBPYPO794$10,9670.01%
239Nordstrom Inc655664100440$10,7620.01%
240CorVel CorpCRVL96$10,7490.01%
241Revvity IncRVTY100$10,6050.01%
242Super Micro ComputerSMCI300$10,2720.01%
243Glaxosmithkline Plc AdrfGLAXF264$10,2420.01%
244Skyworks Solutions IncSWKS157$10,1300.01%
245Cigna Corp12552310030$9,8700.01%
246Advansix IncASIX432$9,7740.01%
247Kyndryl Holdings Inc.KD299$9,3890.01%
248Veralto CorpVLTO96$9,3550.01%
249Spdr Msci Eafe78463X434111$8,7640.01%
250Pennant Group IncPNTG300$7,5450.01%
251AirBnB Inc Cl AABNB57$6,8090.01%
252Align Technology IncALGN40$6,3540.00%
253Teva Pharmaceutical LTD-ADR881624209400$6,1480.00%
254Joby Aviation IncJOBY-WT1,000$6,0200.00%
255Invsc S P 500 Pure ValueIVZ65$6,0030.00%
256Solventum CorpSOLV78$5,9310.00%
257MGM RESORTS INTERNATIONAL COMMGM200$5,9280.00%
258Camtek LtdCAMT100$5,8630.00%
259Sylvamo CorpSLVM86$5,7910.00%
260Invsc S P 500 PureIVZ150$5,7380.00%
261Hawaiian Electric Industries I419870100500$5,4750.00%
262YUM! Brands IncYUM33$5,1930.00%
263Occidental Pete Corp674599105101$4,9850.00%
264Bank of Hawaii Corp06254010970$4,8280.00%
265Tempus Ai IncTEM100$4,8240.00%
266Intuitive SurgicalI IncISRG9$4,4570.00%
267Martin Marietta Material5732841069$4,3030.00%
268Bigbear Ai Hldgs IncBBAI-WT1,500$4,2900.00%
269Docusign IncDOCU50$4,0700.00%
270Warner Brothers DiscoverWBD363$3,8950.00%
271Pentair IncPNR39$3,4120.00%
272Net Lease Office PptysNLOP102$3,2010.00%
273Bank of New York06405810037$3,1030.00%
274Intuit IncINTU5$3,0700.00%
275Marsh & Mclennan Cos Inc57174810212$2,9280.00%
276Chesapeake Energy CorpEXE26$2,8570.00%
277Mp Matls CorpMP115$2,8070.00%
278Aerovironment Inc ComAVAV22$2,6220.00%
279Dover Corp.DOV13$2,2840.00%
280Otis Worldwide CorpOTIS20$2,0640.00%
281Nvent Electric Plc ComNVT39$2,0440.00%
282Ford Motor Company345370860203$2,0360.00%
283Carnival CorpCUKPF100$1,9530.00%
284Norwegian Cruise LineNCLH100$1,8960.00%
285Hexcel Corp42829110834$1,8340.00%
286YUM! China HoldingsYUMC33$1,7180.00%
287Expand Energy Cl 26 WtsEXE17$1,7110.00%
288ZEVRA THERAPEUTICS INC COMZVRA215$1,6100.00%
289Rivian Automotive Inc Cl ARIVN115$1,4320.00%
290Globalstar Inc ComGSAT66$1,3770.00%
291Esperion TherapeuticESPR900$1,2960.00%
292Ionq IncIONQ-WT40$8830.00%
293Curiositystream Inc NewCURI300$8040.00%
294Resideo Technologies IncREZI25$4430.00%
295Vodafone Group Plc adr F92857W30847$4400.00%
296IAC InterActiveCorpIAC9$4130.00%
297American Airlines Group Inc02376R10235$3690.00%
298Coinbase Global Inc Cl ACOIN2$3440.00%
299Organon & CoOGN20$2980.00%
300Tripadvisor Inc ComTRIP18$2550.00%
301Adient Plc ComADNT15$1930.00%
302News Corp Class ANWSLL7$1910.00%
303Aspen Aerogels IncASPN25$1600.00%
304Draftkings Inc NewDKNG1$330.00%
305Sodastream Intl XxxM9068E10552$00.00%
306Fisker Inc33813J10650$00.00%