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ASSET PLANNING SERVICES INC /LA/ /ADV
ASSET PLANNING SERVICES INC /LA/ /ADV
Latest filing: 2026-06-30
ASSET PLANNING SERVICES INC /LA/ /ADV runs ASSET PLANNING SERVICES INC /LA/ /ADV and currently holds 36 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $235.61M. Their top holdings are NVDA, MSFT, JPM, GOOGL, CSCO. The top five represent 41.5% of reported portfolio weight. ASSET PLANNING SERVICES INC /LA/ /ADV ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, ASSET PLANNING SERVICES INC /LA/ /ADV initiated 1 new position. They added to 2 existing positions. They trimmed 25 positions. Their current best-performing preview position is NVTS with returns of +104.33%.
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36 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA Nvidia Corp | 19.05% | $12.35 | $214.76 | +1,638.95% | Trimmed -3.89% |
 MSFT Microsoft | 7.14% | $66.49 | $483.24 | +626.79% | Trimmed -2.54% |
 JPM JP Morgan Chase | 5.30% | $107.93 | $351.64 | +225.80% | Trimmed -4.17% |
 GOOGL Alphabet Inc. | 5.28% | $136.45 | $344.82 | +152.71% | Trimmed -5.70% |
 CSCO Cisco Systems | 4.77% | $41.94 | $111.04 | +164.76% | Trimmed -7.16% |
 RTX RTX Corporation | 4.37% | $67.46 | $209.91 | +211.16% | Trimmed -4.85% |
 WMT Wal Mart Stores Inc | 4.23% | $42.92 | $103.70 | +141.61% | Trimmed -5.14% |
 AMZN Amazon Com Inc | 3.92% | $103.52 | $258.63 | +149.84% | Trimmed -4.92% |
 TXN Texas Instruments Inc | 3.91% | $118.97 | $264.36 | +122.21% | Trimmed -4.57% |
 JNJ Johnson & Johnson | 3.74% | $122.91 | $270.30 | +119.91% | Trimmed -5.88% |
Showing 1-10 of 36