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 $237.33 thousand in total holdings as of September 30, 2025.Asset Planning Services Inc /La/ /Adv owns shares of 35 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 1.16% of the portfolio was purchased this quarter.About 1.20% of the portfolio was sold this quarter.This quarter, Asset Planning Services Inc /La/ /Adv has purchased 34 new stocks and bought additional shares in 21 stocks.Asset Planning Services Inc /La/ /Adv sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $47,232Microsoft $25,236JPMorgan Chase & Co. $13,266Walmart $10,268RTX $10,227 Largest New Holdings this Quarter 92204A702 - Vanguard Information Technology ETF $615 Holding92189F676 - VanEck Semiconductor ETF $258 Holding Largest Purchases this Quarter Vanguard Information Technology ETF 824 shares (about $615.00)VanEck Semiconductor ETF 791 shares (about $258.00)Bank of America 4,225 shares (about $217.96)Texas Instruments 1,090 shares (about $200.26)Schwab US Large-Cap ETF 6,227 shares (about $164.01) Largest Sales this Quarter Lockheed Martin 205 shares (about $102.33)Exxon Mobil 700 shares (about $78.92)Public Storage 30 shares (about $8.67) 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$47,232$16 ▲0.0%253,14719.9%Computer and TechnologyMSFTMicrosoft$25,236$75 ▲0.3%48,72310.6%Computer and TechnologyJPMJPMorgan Chase & Co.$13,266$47 ▲0.4%42,0575.6%FinanceWMTWalmart$10,268$80 ▲0.8%99,6354.3%Retail/WholesaleRTXRTX$10,227$67 ▲0.7%61,1204.3%AerospaceGOOGLAlphabet$9,719$53 ▲0.6%39,9804.1%Computer and TechnologyAMZNAmazon.com$9,675$109 ▲1.1%44,0654.1%Retail/WholesaleBLKBlackRock$9,293$82 ▲0.9%7,9713.9%FinancePMPhilip Morris International$8,519$15 ▲0.2%52,5203.6%Consumer StaplesLMTLockheed Martin$7,962$102 ▼-1.3%15,9503.4%AerospaceHDHome Depot$7,771$72 ▲0.9%19,1783.3%Retail/WholesaleNOCNorthrop Grumman$7,559$113 ▲1.5%12,4053.2%AerospaceCSCOCisco Systems$7,497$121 ▲1.6%109,5773.2%Computer and TechnologyLHXL3Harris Technologies$7,1420.0%23,3853.0%AerospaceJNJJohnson & Johnson$7,113$134 ▲1.9%38,3593.0%MedicalCVXChevron$6,903$116 ▲1.7%44,4552.9%EnergyBACBank of America$6,804$218 ▲3.3%131,8902.9%FinanceTXNTexas Instruments$6,255$200 ▲3.3%34,0452.6%Computer and TechnologyXOMExxon Mobil$5,701$79 ▼-1.4%50,5652.4%EnergyPSAPublic Storage$5,644$9 ▼-0.2%19,5382.4%FinanceSCHXSchwab US Large-Cap ETF$4,970$164 ▲3.4%188,7022.1%ETFEPDEnterprise Products Partners$4,0270.0%128,7901.7%EnergyLinde PLC$1,344$36 ▲2.7%2,8300.6%COMBRK.BBerkshire Hathaway$9880.0%1,9650.4%FinancePGProcter & Gamble$9350.0%6,0840.4%Consumer StaplesSCHASchwab US Small-Cap ETF$825$32 ▲4.1%29,5800.3%ETFNVTSNavitas Semiconductor$7260.0%100,5840.3%Computer and TechnologyQQQInvesco QQQ$694$114 ▲19.7%1,1550.3%FinanceVGTVanguard Information Technology ETF$615$615 ▲New Holding8240.3%ETFSCHMSchwab U.S. Mid-Cap ETF$573$24 ▲4.4%19,3310.2%ETFSPYSPDR S&P 500 ETF Trust$5590.0%8390.2%FinanceXLKTechnology Select Sector SPDR Fund$4370.0%1,5500.2%ETFAAPLApple$3590.0%1,4100.2%Computer and TechnologySMHVanEck Semiconductor ETF$258$258 ▲New Holding7910.1%ManufacturingBFSTBusiness First Bancshares$2360.0%10,0000.1%FinancePFEPfizer$0$2,657 ▼-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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