ASSET PLANNING SERVICES INC /LA/ /ADV
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationcovington, LA
- CIK0000811407
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
35 | $206.00K | NVDA, MSFT, JPM, AMZN | 13F-HR | Jan 17, 2025 | 000081140725000001 | ||
35 | $203.00K | NVDA, MSFT, LMT, JPM | 13F-HR | Oct 22, 2024 | 000081140724000004 | ||
35 | $190.00K | NVDA, MSFT, AMZN, JPM | 13F-HR | Jul 25, 2024 | 000081140724000003 | ||
35 | $179.00K | NVDA, MSFT, JPM, AMZN | 13F-HR | Apr 23, 2024 | 000081140724000002 | ||
36 | $165.00K | MSFT, NVDA, JPM, LMT | 13F-HR | Jan 16, 2024 | 000081140724000001 | ||
35 | $153.00K | MSFT, NVDA, CHV, UNH | 13F-HR | Oct 19, 2023 | 000081140723000005 | ||
37 | $163.00K | MSFT, NVDA, LMT, CHV | 13F-HR | Jul 21, 2023 | 000081140723000004 | ||
37 | $158.00K | MSFT, LMT, NVDA, CHV | 13F-HR | Apr 21, 2023 | 000081140723000003 | ||
35 | $158.00K | MSFT, UNH, CHV, LMT | RESTATEMENT | Jan 17, 2023 | 000081140723000002 | ||
35 | $142.38M | MSFT, UNH, CHV, LMT | 13F-HR | Oct 19, 2022 | 000081140722000004 | ||
35 | $152.68M | MSFT, UNH, LMT, PFE | 13F-HR | Jul 22, 2022 | 000081140722000003 | ||
40 | $174.52M | MSFT, UNH, AMZN, PSA | 13F-HR | Apr 22, 2022 | 000081140722000002 | ||
41 | $185.66M | MSFT, HD, BLK, UNH | 13F-HR | Jan 18, 2022 | 000081140722000001 | ||
39 | $169.36M | MSFT, BLK, AMZN, JPM | 13F-HR | Oct 19, 2021 | 000081140721000005 | ||
39 | $172.98M | MSFT, BLK, AMZN, JPM | 13F-HR | Jul 19, 2021 | 000081140721000004 | ||
41 | $165.53M | MSFT, AMZN, BLK, JPM | 13F-HR | Apr 20, 2021 | 000081140721000003 | ||
40 | $156.16M | MSFT, AMZN, BLK, DIS | 13F-HR | Jan 13, 2021 | 000081140721000001 | ||
37 | $146.06M | MSFT, AMZN, LMT, XEL | 13F-HR | Oct 13, 2020 | 000081140720000004 | ||
36 | $138.53M | MSFT, AMZN, LMT, 1848782D | 13F-HR | Jul 14, 2020 | 000081140720000003 | ||
34 | $121.12M | MSFT, LMT, XEL, FQI | 13F-HR | Apr 16, 2020 | 000081140720000002 | ||
39 | $156.95M | MSFT, LMT, AEP, JPM | 13F-HR | Jan 21, 2020 | 000081140720000001 | ||
40 | $154.14M | MSFT, BOEING CO, LMT, AEP | 13F-HR | Oct 22, 2019 | 000081140719000006 | ||
39 | $153.70M | MSFT, BOEING CO, LMT, AEP | 13F-HR | Jul 25, 2019 | 000081140719000005 | ||
37 | $146.01M | BOEING CO, MSFT, 1848782D, AEP | 13F-HR | Apr 30, 2019 | 000081140719000003 | ||
38 | $131.59M | BOEING CO, MSFT, 1848782D, PFE | RESTATEMENT | Jan 25, 2019 | 000081140719000002 | ||
37 | $146.08B | BOEING CO, MSFT, LMT, 1848782D | 13F-HR | Nov 6, 2018 | 000081140718000004 | ||
35 | $139.15M | BOEING CO, MSFT, 1848782D, LMT | 13F-HR | Jul 17, 2018 | 000081140718000003 | ||
35 | $135.35M | BOEING CO, 1848782D, LMT, MSFT | 13F-HR | Apr 17, 2018 | 000081140718000002 | ||
36 | $141.96M | BOEING CO, LMT, 1848782D, MSFT | 13F-HR | Jan 25, 2018 | 000081140718000001 | ||
33 | $123.52M | LMT, BOEING CO, DOWDUPONT INC, JNJ | 13F-HR | Nov 13, 2017 | 000081140717000006 | ||
34 | $119.00M | MO, LMT, JNJ, RAI | 13F-HR | Aug 8, 2017 | 000081140717000005 | ||
34 | $117.74M | MCHP, MO, LMT, RAI | 13F-HR | May 8, 2017 | 000081140717000004 | ||
32 | $106.51M | MO, MCHP, LMT, T | 13F-HR | Feb 7, 2017 | 000081140717000003 |