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 $217.50 thousand in total holdings as of June 30, 2025.Asset Planning Services Inc /La/ /Adv owns shares of 34 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 0.18% of the portfolio was purchased this quarter.About 3.67% 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 9 stocks.Asset Planning Services Inc /La/ /Adv sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $39,981Microsoft $24,163JPMorgan Chase & Co. $12,149Walmart $9,666Amazon.com $9,559 Largest Purchases this Quarter Schwab US Large-Cap ETF 6,065 shares (about $148.24)Public Storage 220 shares (about $64.56)Exxon Mobil 585 shares (about $63.06)Johnson & Johnson 365 shares (about $55.75)L3Harris Technologies 75 shares (about $18.81) Largest Sales this Quarter NVIDIA 1,814 shares (about $286.59)SPDR S&P 500 ETF Trust 357 shares (about $220.41)Amazon.com 775 shares (about $170.03)Microsoft 297 shares (about $147.73)JPMorgan Chase & Co. 235 shares (about $68.13) 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$39,981$287 ▼-0.7%253,06218.4%Computer and TechnologyMSFTMicrosoft$24,163$148 ▼-0.6%48,57811.1%Computer and TechnologyJPMJPMorgan Chase & Co.$12,149$68 ▼-0.6%41,9075.6%FinanceWMTWalmart$9,666$26 ▼-0.3%98,8604.4%Retail/WholesaleAMZNAmazon.com$9,559$170 ▼-1.7%43,5704.4%Retail/WholesalePMPhilip Morris International$9,548$59 ▼-0.6%52,4254.4%Consumer StaplesRTXRTX$8,866$55 ▼-0.6%60,7204.1%AerospaceBLKBlackRock$8,290$63 ▼-0.8%7,9013.8%FinanceLMTLockheed Martin$7,482$56 ▼-0.7%16,1553.4%AerospaceCSCOCisco Systems$7,479$66 ▼-0.9%107,8023.4%Computer and TechnologyGOOGLAlphabet$7,007$49 ▼-0.7%39,7603.2%Computer and TechnologyHDHome Depot$6,966$9 ▲0.1%19,0003.2%Retail/WholesaleTXNTexas Instruments$6,8420.0%32,9553.1%Computer and TechnologyCVXChevron$6,258$16 ▲0.3%43,7052.9%EnergyNOCNorthrop Grumman$6,109$2 ▼0.0%12,2202.8%AerospaceBACBank of America$6,041$33 ▼-0.5%127,6652.8%FinanceLHXL3Harris Technologies$5,866$19 ▲0.3%23,3852.7%AerospaceJNJJohnson & Johnson$5,749$56 ▲1.0%37,6392.6%MedicalPSAPublic Storage$5,742$65 ▲1.1%19,5682.6%FinanceXOMExxon Mobil$5,526$63 ▲1.2%51,2652.5%EnergySCHXSchwab US Large-Cap ETF$4,460$148 ▲3.4%182,4752.1%ETFEPDEnterprise Products Partners$3,994$16 ▼-0.4%128,7901.8%EnergyPFEPfizer$2,657$35 ▼-1.3%109,6301.2%MedicalLinde PLC$1,293$5 ▼-0.4%2,7550.6%COMPGProcter & Gamble$9690.0%6,0840.4%Consumer StaplesBRK.BBerkshire Hathaway$9550.0%1,9650.4%FinanceSCHASchwab US Small-Cap ETF$719$48 ▼-6.3%28,4250.3%ETFNVTSNavitas Semiconductor$659$64 ▼-8.8%100,5840.3%Computer and TechnologyQQQInvesco QQQ$533$18 ▲3.4%9650.2%FinanceSCHMSchwab U.S. Mid-Cap ETF$520$5 ▼-1.0%18,5210.2%ETFSPYSPDR S&P 500 ETF Trust$518$220 ▼-29.8%8390.2%FinanceXLKTechnology Select Sector SPDR Fund$3930.0%1,5500.2%ETFAAPLApple$289$0 ▲0.1%1,4100.1%Computer and TechnologyBFSTBusiness First Bancshares$2470.0%10,0000.1%FinanceUNHUnitedHealth Group$0$6,515 ▼-100.0%00.0%MedicalShowing 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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