Asset Planning Services Inc /La/ /Adv Top Holdings and 13F Report (2025) About Asset Planning Services Inc /La/ /AdvInvestment ActivityAsset Planning Services Inc /La/ /Adv has $205.10 thousand in total holdings as of December 31, 2024.Asset Planning Services Inc /La/ /Adv owns shares of 35 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 2.38% of the portfolio was purchased this quarter.About 0.20% of the portfolio was sold this quarter.This quarter, Asset Planning Services Inc /La/ /Adv has purchased 35 new stocks and bought additional shares in 20 stocks.Asset Planning Services Inc /La/ /Adv sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings NVIDIA $34,462Microsoft $20,723JPMorgan Chase & Co. $10,176Amazon.com $9,850Walmart $9,008 Largest Purchases this Quarter Schwab US Large-Cap ETF 117,481 shares (about $2.72K)Schwab US Small-Cap ETF 15,586 shares (about $403.11)Schwab U.S. Mid-Cap ETF 12,589 shares (about $349.10)Cisco Systems 3,750 shares (about $221.99)Public Storage 590 shares (about $176.68) Largest Sales this Quarter NVIDIA 774 shares (about $103.94)Enterprise Products Partners 2,555 shares (about $80.13)Pfizer 3,000 shares (about $79.60)Microsoft 150 shares (about $63.22)SPDR S&P 500 ETF Trust 70 shares (about $41.03) Sector Allocation Over TimeMap of 500 Largest Holdings ofAsset Planning Services Inc /La/ /Adv Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$34,462$104 ▼-0.3%256,62616.8%Computer and TechnologyMSFTMicrosoft$20,723$63 ▼-0.3%49,16510.1%Computer and TechnologyJPMJPMorgan Chase & Co.$10,176$11 ▼-0.1%42,4525.0%FinanceAMZNAmazon.com$9,8500.0%44,8954.8%Retail/WholesaleWMTWalmart$9,008$14 ▲0.2%99,7044.4%Retail/WholesaleBLKBlackRock$8,207$3 ▲0.0%8,0064.0%FinanceLMTLockheed Martin$7,872$100 ▲1.3%16,2003.8%AerospaceGOOGLAlphabet$7,6410.0%40,3653.7%Computer and TechnologyHDHome Depot$7,419$62 ▲0.8%19,0713.6%Retail/WholesaleRTXRTX$7,128$58 ▲0.8%61,5963.5%AerospaceCSCOCisco Systems$6,420$222 ▲3.6%108,4523.1%Computer and TechnologyUNHUnitedHealth Group$6,414$109 ▲1.7%12,6803.1%MedicalPMPhilip Morris International$6,395$22 ▲0.3%53,1403.1%Consumer StaplesCVXChevron$6,353$14 ▲0.2%43,8653.1%Oils/EnergyTXNTexas Instruments$6,088$175 ▲3.0%32,4703.0%Computer and TechnologyNOCNorthrop Grumman$5,730$94 ▲1.7%12,2102.8%AerospacePSAPublic Storage$5,686$177 ▲3.2%18,9882.8%FinanceBACBank of America$5,684$6 ▼-0.1%129,3252.8%FinanceXOMExxon Mobil$5,441$48 ▲0.9%50,5802.7%Oils/EnergyJNJJohnson & Johnson$5,383$162 ▲3.1%37,2242.6%MedicalLHXL3Harris Technologies$4,893$105 ▲2.2%23,2702.4%AerospaceEPDEnterprise Products Partners$4,097$80 ▼-1.9%130,6302.0%Oils/EnergySCHXSchwab US Large-Cap ETF$4,060$2,723 ▲203.8%175,1352.0%ETFPFEPfizer$3,015$80 ▼-2.6%113,6351.5%MedicalLinde PLC$1,168$38 ▲3.3%2,7900.6%COMPGProcter & Gamble$1,020$26 ▼-2.5%6,0840.5%Consumer StaplesBRK.BBerkshire Hathaway$8910.0%1,9650.4%FinanceSCHASchwab US Small-Cap ETF$792$403 ▲103.7%30,6220.4%ETFSPYSPDR S&P 500 ETF Trust$728$41 ▼-5.3%1,2420.4%FinanceSCHMSchwab U.S. Mid-Cap ETF$519$349 ▲205.5%18,7160.3%ETFQQQInvesco QQQ$474$3 ▲0.5%9270.2%FinanceNVTSNavitas Semiconductor$3940.0%110,2840.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$3600.0%1,5500.2%ETFAAPLApple$3530.0%1,4080.2%Computer and TechnologyBFSTBusiness First Bancshares$2570.0%10,0000.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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