Asset Planning Services Inc /La/ /Adv Top Holdings and 13F Report (2024) → 1970’s computer coder Issues Shocking AI Warning (From InvestorPlace) (Ad) About Asset Planning Services Inc /La/ /AdvInvestment ActivityAsset Planning Services Inc /La/ /Adv has $178.91 thousand in total holdings as of March 31, 2024.Asset Planning Services Inc /La/ /Adv owns shares of 35 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 2.48% of the portfolio was purchased this quarter.About 3.60% of the portfolio was sold this quarter.This quarter, Asset Planning Services Inc /La/ /Adv has purchased 36 new stocks and bought additional shares in 15 stocks.Asset Planning Services Inc /La/ /Adv sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $23,682Microsoft $21,223JPMorgan Chase & Co. $8,728Amazon.com $8,268Lockheed Martin $7,166 Largest Purchases this Quarter Walmart 65,805 shares (about $3.96K)Bank of America 2,201 shares (about $83.47)Johnson & Johnson 411 shares (about $65.02)Home Depot 154 shares (about $59.08)Amazon.com 300 shares (about $54.12) Largest Sales this Quarter SPDR S&P 500 ETF Trust 460 shares (about $240.55)Enterprise Products Partners 7,190 shares (about $209.79)Public Storage 620 shares (about $179.84)JPMorgan Chase & Co. 565 shares (about $113.16)Schwab US Large-Cap ETF 1,436 shares (about $89.11) 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$23,682$23 ▼-0.1%26,21013.2%Computer and TechnologyMSFTMicrosoft$21,223$23 ▲0.1%50,44511.9%Computer and TechnologyJPMJPMorgan Chase & Co.$8,728$113 ▼-1.3%43,5774.9%FinanceAMZNAmazon.com$8,268$54 ▲0.7%45,8354.6%Retail/WholesaleLMTLockheed Martin$7,166$71 ▼-1.0%15,7554.0%AerospaceHDHome Depot$7,156$59 ▲0.8%18,6544.0%Retail/WholesaleCVXChevron$6,853$21 ▼-0.3%43,4453.8%Oils/EnergyBLKBlackRock$6,526$46 ▼-0.7%7,8283.6%FinanceUNHUnitedHealth Group$6,312$74 ▼-1.2%12,7603.5%MedicalGOOGLAlphabet$6,162$32 ▲0.5%40,8253.4%Computer and TechnologyWMTWalmart$5,948$3,960 ▲199.2%98,8453.3%Retail/WholesaleRTXRTX$5,934$51 ▲0.9%60,8463.3%AerospaceJNJJohnson & Johnson$5,663$65 ▲1.2%35,7993.2%MedicalNOCNorthrop Grumman$5,648$22 ▲0.4%11,8003.2%AerospaceXOMExxon Mobil$5,639$29 ▲0.5%48,5153.2%Oils/EnergyTXNTexas Instruments$5,581$2 ▲0.0%32,0353.1%Computer and TechnologyCSCOCisco Systems$5,122$75 ▼-1.4%102,6272.9%Computer and TechnologyPSAPublic Storage$5,032$180 ▼-3.5%17,3482.8%FinanceBACBank of America$5,018$83 ▲1.7%132,3252.8%FinanceLHXL3Harris Technologies$4,764$21 ▲0.4%22,3552.7%AerospacePMPhilip Morris International$4,762$55 ▼-1.1%51,9802.7%Consumer StaplesEPDEnterprise Products Partners$4,280$210 ▼-4.7%146,6852.4%Oils/EnergyPFEPfizer$3,466$7 ▲0.2%124,9051.9%MedicalSCHXSchwab US Large-Cap ETF$3,285$89 ▼-2.6%52,9371.8%ETFLinde PLC$1,096$23 ▲2.2%2,3600.6%COMPGProcter & Gamble$1,0120.0%6,2390.6%Consumer StaplesBRK.BBerkshire Hathaway$8730.0%2,0750.5%FinanceSPYSPDR S&P 500 ETF Trust$844$241 ▼-22.2%1,6140.5%FinanceSCHASchwab US Small-Cap ETF$671$39 ▼-5.5%13,6220.4%ETFNVTSNavitas Semiconductor$526$1 ▼-0.2%110,2840.3%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$487$34 ▼-6.6%5,9770.3%ETFQQQInvesco QQQ$399$13 ▼-3.2%8980.2%FinanceXLKTechnology Select Sector SPDR Fund$3230.0%1,5500.2%ETFAAPLApple$241$0 ▲0.1%1,4070.1%Computer and TechnologyBFSTBusiness First Bancshares$2230.0%10,0000.1%FinanceXELXcel Energy$0$5,149 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. 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