ASSET PLANNING SERVICES INC /LA/ /ADV - Portfolio overview

ASSET PLANNING SERVICES INC /LA/ /ADV has 37 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. NVDA - Nvidia Corp, 17.84%
2. MSFT - Microsoft, 7.51%
3. JPM - JP Morgan Chase, 5.14%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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