ASSET PLANNING SERVICES INC /LA/ /ADV 13F Portfolio
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 231 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%.
Portfolio Value
$235.61M
Alpha Score
60.9
#0 of 1000
Holdings
36
ASSET PLANNING SERVICES INC /LA/ /ADV Current 13F Holdings
Reported holdings from ASSET PLANNING SERVICES INC /LA/ /ADV's latest SEC 13F filing, ranked by portfolio weight.
36 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA Nvidia Corp | 19.05% | $12.35 | $229.28 | +1,756.52% | Trimmed -3.89% |
 MSFT Microsoft | 7.14% | $66.49 | $535.07 | +704.74% | Trimmed -2.54% |
 JPM JP Morgan Chase | 5.30% | $107.93 | $333.01 | +208.54% | Trimmed -4.17% |
 GOOGL Alphabet Inc. | 5.28% | $136.45 | $351.66 | +157.72% | Trimmed -5.70% |
 CSCO Cisco Systems | 4.77% | $41.94 | $118.39 | +182.28% | Trimmed -7.16% |
 RTX RTX Corporation | 4.37% | $67.46 | $185.96 | +175.65% | Trimmed -4.85% |
 WMT Wal Mart Stores Inc | 4.23% | $42.92 | $111.35 | +159.44% | Trimmed -5.14% |
 AMZN Amazon Com Inc | 3.92% | $103.52 | $262.43 | +153.51% | Trimmed -4.92% |
 TXN Texas Instruments Inc | 3.91% | $118.97 | $283.74 | +138.50% | Trimmed -4.57% |
 JNJ Johnson & Johnson | 3.74% | $122.91 | $261.49 | +112.75% | Trimmed -5.88% |
Showing 1-10 of 36