The Analysis of ASSET PLANNING SERVICES INC /LA/ /ADV's Holdings


Currently, ASSET PLANNING SERVICES INC /LA/ /ADV holds 35 types of securities in its portfolio with a total value $226.4K. In the most recent quarter, they have increased their positions in WELL (+35.0K shares, valued at $6.5K), XLK (+1.6K shares, valued at $222.99999999999997); decreased their positions in NVDA (-19.0K shares, valued at $3.5K), MSFT (-2.5K shares, valued at $1.2K), N/A (-3.1K shares, valued at $975.0165468601655); initiated new positions in WELL (+35.0K shares, valued at $6.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVDA Nvidia Corp234.2K shares-7.50%2025-12-312026-01-16history
MSFT Microsoft46.2K shares-5.13%2025-12-312026-01-16history
JPM JP Morgan Chase39.5K shares-5.99%2025-12-312026-01-16history
Alphabet Inc. Alphabet Inc.36.9K shares-7.79%2025-12-312026-01-16history
RTX RTX Corporation56.7K shares-7.19%2025-12-312026-01-16history
WMT Wal Mart Stores Inc92.9K shares-6.78%2025-12-312026-01-16history
AMZN Amazon Com Inc40.7K shares-7.58%2025-12-312026-01-16history
BLK Blackrock Inc7.5K shares-5.71%2025-12-312026-01-16history
Sponsored
PM Philip Morris Intl Inc49.4K shares-5.85%2025-12-312026-01-16history
CSCO Cisco Systems102.6K shares-6.34%2025-12-312026-01-16history
JNJ Johnson & Johnson36.5K shares-4.97%2025-12-312026-01-16history
LMT Lockheed Martin Corp14.8K shares-6.98%2025-12-312026-01-16history
BAC Bank of America Corporation123.0K shares-6.76%2025-12-312026-01-16history
NOC Northrop Grumman Corp11.7K shares-5.72%2025-12-312026-01-16history
WELL Welltower Inc35.0K sharesnew addition2025-12-312026-01-16history
CVX Chevron Corp42.3K shares-4.89%2025-12-312026-01-16history
Sponsored
LHX L3Harris Technologies21.9K shares-6.20%2025-12-312026-01-16history
HD Home Depot Inc18.4K shares-4.30%2025-12-312026-01-16history
XOM Exxon Mobil Corporation47.2K shares-6.74%2025-12-312026-01-16history
TXN Texas Instruments Inc32.5K shares-4.42%2025-12-312026-01-16history
SCHX Schwab U.S. Large-Cap ETF183.9K shares-2.55%2025-12-312026-01-16history
EPD Enterprise Products Partners L127.0K shares-1.40%2025-12-312026-01-16history
Linde PLC Linde PLC2.6K shares-6.54%2025-12-312026-01-16history
Berkshire Hathaway Cl B Berkshire Hathaway Cl B1.8K shares-7.63%2025-12-312026-01-16history
Sponsored
PG Procter & Gamble Company5.8K shares-3.94%2025-12-312026-01-16history
SCHA Schwab U.S. Small-Cap ETF27.9K shares-5.78%2025-12-312026-01-16history
Invesco QQQ Nasdaq 100 Invesco QQQ Nasdaq 1001.1K shares-0.78%2025-12-312026-01-16history
VGT Vanguard Information Tech810 shares-1.70%2025-12-312026-01-16history
SCHM Schwab U.S. Mid-Cap ETF18.9K shares-2.43%2025-12-312026-01-16history
SPY S P D R TRUST Unit SR799 shares-4.77%2025-12-312026-01-16history
XLK Sector Spdr Tech Select3.1K shares100.00%2025-12-312026-01-16history
AAPL Apple Inc1.4K shares0.00%2025-12-312026-01-16history
Sponsored
NVTS Navitas Semiconductor Co50.3K shares-50.01%2025-12-312026-01-16history
SMH Vaneck784 shares-0.88%2025-12-312026-01-16history
BFST Business First Bancshare10.0K shares0.00%2025-12-312026-01-16history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available