ASSET PLANNING SERVICES INC /LA/ /ADV

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Covington, LA
CIK
0000811407
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 36 164,436 MSFT, NVDA, JPM, LMT 13F-HR 1/16/2024 000081140724000001
Q3 2023 35 152,314 MSFT, NVDA, CVX, UNH 13F-HR 10/19/2023 000081140723000005
Q2 2023 37 162,492 MSFT, NVDA, LMT, CVX 13F-HR 7/21/2023 000081140723000004
Q1 2023 37 157,934 MSFT, LMT, NVDA, CVX 13F-HR 4/21/2023 000081140723000003
Q4 2022 35 157,988 MSFT, UNH, CVX, LMT RESTATEMENT 1/17/2023 000081140723000002
Q3 2022 35 142,385 MSFT, UNH, CVX, LMT 13F-HR 10/19/2022 000081140722000004
Q2 2022 35 152,676 MSFT, UNH, LMT, PFE 13F-HR 7/22/2022 000081140722000003
Q1 2022 40 174,524 MSFT, UNH, AMZN, PSA 13F-HR 4/22/2022 000081140722000002
Q4 2021 41 185,659 MSFT, HD, BLK, UNH 13F-HR 1/18/2022 000081140722000001
Q3 2021 39 169,360 MSFT, BLK, AMZN, JPM 13F-HR 10/18/2021 000081140721000005
Q2 2021 39 172,976 MSFT, BLK, AMZN, JPM 13F-HR 7/19/2021 000081140721000004
Q1 2021 41 165,535 MSFT, AMZN, BLK, JPM 13F-HR 4/20/2021 000081140721000003
Q4 2020 40 156,155 MSFT, AMZN, BLK, DIS 13F-HR 1/13/2021 000081140721000001
Q3 2020 37 146,060 MSFT, AMZN, LMT, XEL 13F-HR 10/13/2020 000081140720000004
Q2 2020 36 138,525 MSFT, AMZN, LMT, INTC 13F-HR 7/14/2020 000081140720000003
Q1 2020 34 121,121 MSFT, LMT, XEL, DLR 13F-HR 4/16/2020 000081140720000002
Q4 2019 39 156,951 MSFT, LMT, AEP, JPM 13F-HR 1/21/2020 000081140720000001
Q3 2019 40 154,138 MSFT, Boeing Co, LMT, AEP 13F-HR 10/22/2019 000081140719000006
Q2 2019 39 153,703 MSFT, Boeing Co, LMT, AEP 13F-HR 7/25/2019 000081140719000005
Q1 2019 37 146,012 Boeing Co, MSFT, INTC, AEP 13F-HR 4/30/2019 000081140719000003
Q4 2018 38 131,589 Boeing Co, MSFT, INTC, PFE RESTATEMENT 1/25/2019 000081140719000002
Q3 2018 37 146,078 Boeing Co, MSFT, LMT, INTC 13F-HR 11/6/2018 000081140718000004
Q2 2018 35 139,152 Boeing Co, MSFT, INTC, LMT 13F-HR 7/17/2018 000081140718000003
Q1 2018 35 135,346 Boeing Co, INTC, LMT, MSFT 13F-HR 4/17/2018 000081140718000002
Q4 2017 36 141,964 Boeing Co, LMT, INTC, MSFT 13F-HR 1/25/2018 000081140718000001
Q3 2017 33 123,524 LMT, Boeing Co, DD, JNJ 13F-HR 11/13/2017 000081140717000006
Q2 2017 34 118,998 MO, LMT, JNJ, RAI 13F-HR 8/8/2017 000081140717000005
Q1 2017 34 117,744 MCHP, MO, LMT, RAI 13F-HR 5/8/2017 000081140717000004
Q4 2016 32 106,511 MO, MCHP, LMT, T 13F-HR 2/7/2017 000081140717000003
Additional filings from Asset Planning Services Inc /La/ /Adv that have since been restated