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ASSET PLANNING SERVICES INC /LA/ /ADV
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Back to ASSET PLANNING SERVICES INC /LA/ /ADV
AP
Asset Planning Services Inc /La/ /Adv
All holdings · as of Dec 31, 2025
35 positions
All types
Company
▲
▼
Class
Value
▲
▼
Shares
▲
▼
% of portfolio
▲
▼
Business First Bancshares Inc
—
$261
10,000
0.1%
Vaneck
—
$282
784
0.1%
Navitas Semiconductor Corp
—
$359
50,284
0.2%
Apple Inc.
—
$384
1,410
0.2%
Sector Spdr Tech Select
—
$446
3,100
0.2%
S P D R TRUST Unit SR
—
$545
799
0.2%
Schwab U.S. Mid-Cap ETF
—
$567
18,861
0.3%
Vanguard Information Tech
—
$611
810
0.3%
Invesco QQQ Nasdaq 100
—
$704
1,146
0.3%
Schwab U.S. Small-Cap ETF
—
$794
27,870
0.4%
PROCTER & GAMBLE Co
—
$837
5,844
0.4%
Warren E. Buffett
—
$912
1,815
0.4%
LINDE PLC
—
$1.1K
2,645
0.5%
ENTERPRISE PRODUCTS PARTNERS L.P.
EPD
MLP
$4.1K
126,990
1.8%
Schwab U.S. Large-Cap ETF
—
$4.9K
183,892
2.2%
TEXAS INSTRUMENTS INC
—
$5.6K
32,540
2.5%
EXXON MOBIL CORP
—
$5.7K
47,155
2.5%
HOME DEPOT, INC.
—
$6.3K
18,353
2.8%
L3HARRIS TECHNOLOGIES, INC. /DE
—
$6.4K
21,935
2.8%
CHEVRON CORP
—
$6.4K
42,280
2.8%
Welltower, Inc.
—
$6.5K
35,035
2.9%
Northrop Grumman Corp
—
$6.7K
11,695
2.9%
BANK OF AMERICA CORP /DE
—
$6.8K
122,975
3.0%
LOCKHEED MARTIN CORP
—
$7.2K
14,837
3.2%
JOHNSON & JOHNSON
—
$7.5K
36,454
3.3%
CISCO SYSTEMS, INC.
—
$7.9K
102,627
3.5%
Philip Morris International Inc.
—
$7.9K
49,445
3.5%
Blackrock Inc
—
$8.0K
7,516
3.6%
Amazon.com Inc
—
$9.4K
40,725
4.2%
Walmart Inc.
—
$10.3K
92,875
4.6%
RTX Corp
—
$10.4K
56,725
4.6%
Alphabet Inc.
—
$11.5K
36,865
5.1%
JPMORGAN CHASE & CO
—
$12.7K
39,537
5.6%
MICROSOFT CORP
—
$22.4K
46,223
9.9%
NVIDIA Corp
—
$43.7K
234,158
19.3%
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