ASSET PLANNING SERVICES INC /LA/ /ADV 13F Holdings

CIK 0000811407 · COVINGTON, LA

As of Sep 30, 2025, ASSET PLANNING SERVICES INC /LA/ /ADV reported 35 positions worth $237.3K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology253,147$47.2K19.90%
MICROSOFT CORPMSFTTechnology48,723$25.2K10.63%
JPMORGAN CHASE & COJPMFinancial Services42,057 3.3K5.59%
WALMART INCWMTConsumer Defensive99,635 0.3K4.33%
RTX CORPRTXEquity61,120 0.2K4.31%
ALPHABET INCGOOGLEquity39,980$9.7K4.10%
AMAZON.COM INCAMZNEquity44,065$9.7K4.08%
BLACKROCK INCBLKFinancial Services7,971$9.3K3.92%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive52,520$8.5K3.59%
LOCKHEED MARTIN CORPLMTIndustrials15,950$8.0K3.35%
HOME DEPOT INCHDConsumer Cyclical19,178$7.8K3.27%
NORTHROP GRUMMAN CORPNOCIndustrials12,405$7.6K3.18%
CISCO SYSTEMS INCCSCOTechnology109,577$7.5K3.16%
L3HARRIS TECHNOLOGIES INCLHXIndustrials23,385$7.1K3.01%
JOHNSON & JOHNSONJNJHealthcare38,359$7.1K3.00%
CHEVRON CORPCHVEnergy44,455$6.9K2.91%
BANK OF AMERICA CORPBACFinancial Services131,890$6.8K2.87%
TEXAS INSTRUMENTS INCTXNTechnology34,045$6.3K2.64%
EXXON MOBIL CORPXOMEnergy50,565$5.7K2.40%
PUBLIC STORAGEPSAReal Estate19,538$5.6K2.38%
SCHWAB US LARGE-CAP ETFSCHXEquity188,702$5.0K2.09%
ENTERPRISE PRODUCTS PARTNERS LPEPDEnergy128,790$4.0K1.70%
LINDE PLCLINBasic Materials2,830 .3K0.57%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services1,965$988.00.42%
PROCTER & GAMBLE COPGConsumer Defensive6,084$935.00.39%