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 $196.70 thousand in total holdings as of March 31, 2025.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 4.07% of the portfolio was purchased this quarter.About 0.57% 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 12 stocks.Asset Planning Services Inc /La/ /Adv sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings NVIDIA $27,623Microsoft $18,347JPMorgan Chase & Co. $10,337Walmart $8,703Amazon.com $8,437 Largest Purchases this Quarter Home Depot 18,956,701 shares (about $6.95K)Invesco QQQ 931,801 shares (about $436.57)Apple 1,407,971 shares (about $312.69)Public Storage 360 shares (about $107.75)Texas Instruments 485 shares (about $87.15) Largest Sales this Quarter NVIDIA 1,750 shares (about $189.66)UnitedHealth Group 240 shares (about $125.69)Microsoft 290 shares (about $108.86)Amazon.com 550 shares (about $104.64)JPMorgan Chase & Co. 310 shares (about $76.04) 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$27,623$190 ▼-0.7%254,87614.0%Computer and TechnologyMSFTMicrosoft$18,347$109 ▼-0.6%48,8759.3%Computer and TechnologyJPMJPMorgan Chase & Co.$10,337$76 ▼-0.7%42,1425.3%FinanceWMTWalmart$8,703$50 ▼-0.6%99,1304.4%Retail/WholesaleAMZNAmazon.com$8,437$105 ▼-1.2%44,3454.3%Retail/WholesalePMPhilip Morris International$8,373$62 ▼-0.7%52,7504.3%Consumer StaplesRTXRTX$8,093$66 ▼-0.8%61,0964.1%AerospaceBLKBlackRock$7,535$43 ▼-0.6%7,9613.8%FinanceCVXChevron$7,292$46 ▼-0.6%43,5903.7%EnergyLMTLockheed Martin$7,270$34 ▲0.5%16,2753.7%AerospaceHDHome Depot$6,954$6,947 ▲99,400.7%18,975,7723.5%Retail/WholesaleCSCOCisco Systems$6,711$19 ▲0.3%108,7523.4%Computer and TechnologyUNHUnitedHealth Group$6,515$126 ▼-1.9%12,4403.3%MedicalNOCNorthrop Grumman$6,259$8 ▲0.1%12,2253.2%AerospaceGOOGLAlphabet$6,192$50 ▼-0.8%40,0403.1%Computer and TechnologyJNJJohnson & Johnson$6,182$8 ▲0.1%37,2743.1%MedicalXOMExxon Mobil$6,027$12 ▲0.2%50,6803.1%EnergyTXNTexas Instruments$5,922$87 ▲1.5%32,9553.0%Computer and TechnologyPSAPublic Storage$5,791$108 ▲1.9%19,3482.9%FinanceBACBank of America$5,357$40 ▼-0.7%128,3652.7%FinanceLHXL3Harris Technologies$4,879$8 ▲0.2%23,3102.5%AerospaceEPDEnterprise Products Partners$4,414$46 ▼-1.0%129,2902.2%EnergySCHXSchwab US Large-Cap ETF$3,895$28 ▲0.7%176,4102.0%ETFPFEPfizer$2,815$65 ▼-2.2%111,0801.4%MedicalLinde PLC$1,287$12 ▼-0.9%2,7650.7%COMBRK.BBerkshire Hathaway$1,0470.0%1,9650.5%FinancePGProcter & Gamble$1,0370.0%6,0840.5%Consumer StaplesSCHASchwab US Small-Cap ETF$710$7 ▼-1.0%30,3220.4%ETFSPYSPDR S&P 500 ETF Trust$669$26 ▼-3.7%1,1960.3%FinanceSCHMSchwab U.S. Mid-Cap ETF$4900.0%18,7160.2%ETFQQQInvesco QQQ$437$437 ▲100,517.9%932,7280.2%FinanceXLKTechnology Select Sector SPDR Fund$3200.0%1,5500.2%ETFAAPLApple$313$313 ▲99,997.9%1,409,3790.2%Computer and TechnologyBFSTBusiness First Bancshares$2440.0%10,0000.1%FinanceNVTSNavitas Semiconductor$2260.0%110,2840.1%Computer and TechnologyShowing 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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