Institutions / Asset Planning Services Inc /La/ /Adv
Asset Planning Services Inc /La/ /Adv
CIK 811407 · Institution · as of Dec 31, 2025
Portfolio value
$226.4K
Positions
35
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 35 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $43.7K | 19.3% |
| Microsoft Corp | $22.4K | 9.9% |
| JPMORGAN CHASE & CO | $12.7K | 5.6% |
| Alphabet Inc. | $11.5K | 5.1% |
| RTX Corp | $10.4K | 4.6% |
| Walmart Inc. | $10.3K | 4.6% |
| Amazon.com Inc | $9.4K | 4.2% |
| Blackrock Inc | $8.0K | 3.6% |
| Philip Morris International Inc. | $7.9K | 3.5% |
| Cisco Systems, Inc. | $7.9K | 3.5% |
| Johnson & Johnson | $7.5K | 3.3% |
| Lockheed Martin Corp | $7.2K | 3.2% |
| Bank of America Corp /De | $6.8K | 3.0% |
| Northrop Grumman Corp | $6.7K | 2.9% |
| Welltower, Inc. | $6.5K | 2.9% |
| Chevron Corp | $6.4K | 2.8% |
| L3HARRIS Technologies, Inc. /De | $6.4K | 2.8% |
| Home Depot, Inc. | $6.3K | 2.8% |
| Exxon Mobil Corp | $5.7K | 2.5% |
| Texas Instruments Inc | $5.6K | 2.5% |
| Schwab U.S. Large-Cap ETF | $4.9K | 2.2% |
| Enterprise Products Partners L.P.EPD | $4.1K | 1.8% |
| Linde PLC | $1.1K | 0.5% |
| Warren E. Buffett | $912 | 0.4% |
| PROCTER & GAMBLE Co | $837 | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.