Asset Planning,Inc
Source: SEC Form 13F · as of Mar 2026Asset Planning,Inc holds 17 biotech & pharma companies tracked by BioSniper, totaling $16.8M in value as of Mar 2026 (SEC Form 13F).
Companies held
17
Total value held
$16.8M
| Company | Shares | Value |
|---|---|---|
| LLYELI LILLY & Co | 13,491 | $12.4M |
| JNJJOHNSON & JOHNSON | 4,996 | $1.2M |
| BMYBRISTOL MYERS SQUIBB CO | 17,828 | $1.1M |
| ABBVAbbVie Inc. | 2,686 | $584K |
| MRKMerck & Co., Inc. | 2,427 | $292K |
| ABTABBOTT LABORATORIES | 2,812 | $289K |
| AMGNAMGEN INC | 740 | $260K |
| PFEPFIZER INC | 6,807 | $191K |
| VTRSViatris Inc | 10,150 | $137K |
| GILDGILEAD SCIENCES, INC. | 824 | $115K |
| UNHUnitedHealth Group Incorporated Common Stock (DE) | 402 | $109K |
| ZTSZoetis Inc. | 204 | $24K |
| NVSNovartis AG | 107 | $16K |
| BIIBBIOGEN INC. | 84 | $15K |
| GEHCGE HealthCare Technologies Inc. | 207 | $15K |
| TEVATeva Pharmaceutical Industries Limited | 400 | $12K |
| ESPREsperion Therapeutics, Inc. | 900 | $2K |
13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.