ASSET PLANNING SERVICES INC /LA/ /ADV

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    covington, LA
  • CIK
    0000811407
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

35

$197.00 K
NVDA, MSFT, JPM, WMT
13F-HR
Apr 23, 2025
000081140725000003

35

$206.00 K
NVDA, MSFT, JPM, AMZN
13F-HR
Jan 17, 2025
000081140725000001

35

$203.00 K
NVDA, MSFT, LMT, JPM
13F-HR
Oct 22, 2024
000081140724000004

35

$190.00 K
NVDA, MSFT, AMZN, JPM
13F-HR
Jul 25, 2024
000081140724000003

35

$179.00 K
NVDA, MSFT, JPM, AMZN
13F-HR
Apr 23, 2024
000081140724000002

36

$165.00 K
MSFT, NVDA, JPM, LMT
13F-HR
Jan 16, 2024
000081140724000001

35

$153.00 K
MSFT, NVDA, CHV, UNH
13F-HR
Oct 19, 2023
000081140723000005

37

$163.00 K
MSFT, NVDA, LMT, CHV
13F-HR
Jul 21, 2023
000081140723000004

37

$158.00 K
MSFT, LMT, NVDA, CHV
13F-HR
Apr 21, 2023
000081140723000003

35

$158.00 K
MSFT, UNH, CHV, LMT
RESTATEMENT
Jan 17, 2023
000081140723000002

35

$142.38 M
MSFT, UNH, CHV, LMT
13F-HR
Oct 19, 2022
000081140722000004

35

$152.68 M
MSFT, UNH, LMT, PFE
13F-HR
Jul 22, 2022
000081140722000003

40

$174.52 M
MSFT, UNH, AMZN, PSA
13F-HR
Apr 22, 2022
000081140722000002

41

$185.66 M
MSFT, HD, BLK, UNH
13F-HR
Jan 18, 2022
000081140722000001

39

$169.36 M
MSFT, BLK, AMZN, JPM
13F-HR
Oct 19, 2021
000081140721000005

39

$172.98 M
MSFT, BLK, AMZN, JPM
13F-HR
Jul 19, 2021
000081140721000004

41

$165.53 M
MSFT, AMZN, BLK, JPM
13F-HR
Apr 20, 2021
000081140721000003

40

$156.16 M
MSFT, AMZN, BLK, DIS
13F-HR
Jan 13, 2021
000081140721000001

37

$146.06 M
MSFT, AMZN, LMT, XEL
13F-HR
Oct 13, 2020
000081140720000004

36

$138.53 M
MSFT, AMZN, LMT, 1848782D
13F-HR
Jul 14, 2020
000081140720000003

34

$121.12 M
MSFT, LMT, XEL, FQI
13F-HR
Apr 16, 2020
000081140720000002

39

$156.95 M
MSFT, LMT, AEP, JPM
13F-HR
Jan 21, 2020
000081140720000001

40

$154.14 M
MSFT, BOEING CO, LMT, AEP
13F-HR
Oct 22, 2019
000081140719000006

39

$153.70 M
MSFT, BOEING CO, LMT, AEP
13F-HR
Jul 25, 2019
000081140719000005

37

$146.01 M
BOEING CO, MSFT, 1848782D, AEP
13F-HR
Apr 30, 2019
000081140719000003

38

$131.59 M
BOEING CO, MSFT, 1848782D, PFE
RESTATEMENT
Jan 25, 2019
000081140719000002

37

$146.08 B
BOEING CO, MSFT, LMT, 1848782D
13F-HR
Nov 6, 2018
000081140718000004

35

$139.15 M
BOEING CO, MSFT, 1848782D, LMT
13F-HR
Jul 17, 2018
000081140718000003

35

$135.35 M
BOEING CO, 1848782D, LMT, MSFT
13F-HR
Apr 17, 2018
000081140718000002

36

$141.96 M
BOEING CO, LMT, 1848782D, MSFT
13F-HR
Jan 25, 2018
000081140718000001

33

$123.52 M
LMT, BOEING CO, DOWDUPONT INC, JNJ
13F-HR
Nov 13, 2017
000081140717000006

34

$119.00 M
MO, LMT, JNJ, RAI
13F-HR
Aug 8, 2017
000081140717000005

34

$117.74 M
MCHP, MO, LMT, RAI
13F-HR
May 8, 2017
000081140717000004

32

$106.51 M
MO, MCHP, LMT, T
13F-HR
Feb 7, 2017
000081140717000003
Asset Planning Services Inc /la/ /adv 13F Filings