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ASSET PLANNING SERVICES INC /LA/ /ADV 13F portfolio summary

ASSET PLANNING SERVICES INC /LA/ /ADV of ASSET PLANNING SERVICES INC /LA/ /ADV has 34 current stock holdings with a reported portfolio value of $228.1M. The portfolio 1 year return is +26.66%. Top holdings include NVDA (18.43%), MSFT (7.76%), JPM (5.30%), WMT (5.22%), RTX (4.98%).

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ASSET PLANNING SERVICES INC /LA/ /ADV

ASSET PLANNING SERVICES INC /LA/ /ADV
Latest filing: 2026-03-31

ASSET PLANNING SERVICES INC /LA/ /ADV runs ASSET PLANNING SERVICES INC /LA/ /ADV and currently holds 34 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $228.06M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ASSET PLANNING SERVICES INC /LA/ /ADV ranks #448 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ASSET PLANNING SERVICES INC /LA/ /ADV's portfolio at ASSET PLANNING SERVICES INC /LA/ /ADV has delivered returns of +26.66%. Their 3-year annualized return is +73.95%. Looking at the 5-year horizon, ASSET PLANNING SERVICES INC /LA/ /ADV has achieved +77.84% annualized returns at ASSET PLANNING SERVICES INC /LA/ /ADV.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+26.66%
#440/1000
3 Year
+73.95%
#437/1000
5 Year
+77.84%
#425/1000

Portfolio Value

$228.06M

Alpha Score

58.7

#448 of 1000

Holdings

34

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change