ASSET PLANNING SERVICES INC /LA/ /ADV - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, ASSET PLANNING SERVICES INC /LA/ /ADV held in its portfolio 35 assets valued at $226,358 (i.e. $226.36K).
The most valuable assets in the portfolio included: Nvidia Corp ($43.67K), Microsoft ($22.35K), and JP Morgan Chase ($12.74K).
The chart below shows the top 10 valuable assets, and the table below shows the top 35 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ASSET PLANNING SERVICES INC /LA/ /ADV - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Nvidia Corp | 234158 | 43670 | COM |
| Microsoft | 46223 | 22354 | COM |
| JP Morgan Chase | 39537 | 12740 | COM |
| Alphabet Inc. | 36865 | 11539 | COM |
| RTX Corporation | 56725 | 10403 | COM |
| Wal Mart Stores Inc | 92875 | 10347 | COM |
| Amazon Com Inc | 40725 | 9400 | COM |
| Blackrock Inc | 7516 | 8045 | COM |
| Philip Morris Intl Inc | 49445 | 7931 | COM |
| Cisco Systems | 102627 | 7905 | COM |
| Johnson & Johnson | 36454 | 7544 | COM |
| Lockheed Martin Corp | 14837 | 7176 | COM |
| Bank of America Corporation | 122975 | 6764 | COM |
| Northrop Grumman Corp | 11695 | 6669 | COM |
| Welltower Inc | 35035 | 6503 | COM |
| Chevron Corp | 42280 | 6444 | COM |
| L3Harris Technologies | 21935 | 6439 | COM |
| Home Depot Inc | 18353 | 6315 | COM |
| Exxon Mobil Corporation | 47155 | 5675 | COM |
| Texas Instruments Inc | 32540 | 5645 | COM |
| Schwab U.S. Large-Cap ETF | 183892 | 4949 | COM |
| Enterprise Products Partners L | 126990 | 4071 | COM |
| Linde PLC | 2645 | 1128 | COM |
| Berkshire Hathaway Cl B | 1815 | 912 | COM |
| Procter & Gamble Company | 5844 | 837 | COM |
| Schwab U.S. Small-Cap ETF | 27870 | 794 | COM |
| Invesco QQQ Nasdaq 100 | 1146 | 704 | COM |
| Vanguard Information Tech | 810 | 611 | COM |
| Schwab U.S. Mid-Cap ETF | 18861 | 567 | COM |
| S P D R TRUST Unit SR | 799 | 545 | COM |
| Sector Spdr Tech Select | 3100 | 446 | COM |
| Apple Inc | 1410 | 384 | COM |
| Navitas Semiconductor Co | 50284 | 359 | COM |
| Vaneck | 784 | 282 | COM |
| Business First Bancshare | 10000 | 261 | COM |
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