0000811407-24-000002.txt : 20240423 0000811407-24-000002.hdr.sgml : 20240423 20240423153530 ACCESSION NUMBER: 0000811407-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240423 DATE AS OF CHANGE: 20240423 EFFECTIVENESS DATE: 20240423 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ASSET PLANNING SERVICES INC /LA/ /ADV CENTRAL INDEX KEY: 0000811407 ORGANIZATION NAME: IRS NUMBER: 720921343 STATE OF INCORPORATION: LA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17646 FILM NUMBER: 24864601 BUSINESS ADDRESS: STREET 1: 509 W. 21ST AVENUE CITY: COVINGTON STATE: LA ZIP: 70433 BUSINESS PHONE: 9858678679 MAIL ADDRESS: STREET 1: 509 W. 21ST AVENUE CITY: COVINGTON STATE: LA ZIP: 70433 FORMER COMPANY: FORMER CONFORMED NAME: ASSET PLANNING SERVICES INC /LA/ /ADV DATE OF NAME CHANGE: 19870311 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0000811407 XXXXXXXX 03-31-2024 03-31-2024 ASSET PLANNING SERVICES INC /LA/ /ADV
509 W. 21ST AVENUE COVINGTON LA 70433
13F HOLDINGS REPORT 028-17646 N
Jillian Nelson Assistant Compliance Office 985-867-8679 Jillian Nelson Covington LA 04-23-2024 0 35 178913 false
INFORMATION TABLE 2 SecFiling1stQtr2024.xlm.xml Alphabet Inc. COM 02079K305 6162 40825 SH SOLE 0 0 40825 Amazon Com Inc COM 023135106 8268 45835 SH SOLE 0 0 45835 Apple Inc COM 037833100 241 1407 SH SOLE 0 0 1407 Bank of America Corporation COM 060505104 5018 132325 SH SOLE 0 0 132325 Berkshire Hathaway Cl B COM 084670702 873 2075 SH SOLE 0 0 2075 Blackrock Inc COM 09247X101 6526 7828 SH SOLE 0 0 7828 Business First Bancshare COM 12326C105 223 10000 SH SOLE 0 0 10000 Chevron Corp COM 166764100 6853 43445 SH SOLE 0 0 43445 Cisco Systems COM 17275R102 5122 102627 SH SOLE 0 0 102627 Enterprise Products Partners L COM 293792107 4280 146685 SH SOLE 0 0 146685 Exxon Mobil Corporation COM 30231G102 5639 48515 SH SOLE 0 0 48515 Home Depot Inc COM 437076102 7156 18654 SH SOLE 0 0 18654 Invesco QQQ Nasdaq 100 COM 46090E103 399 898 SH SOLE 0 0 898 Johnson & Johnson COM 478160104 5663 35799 SH SOLE 0 0 35799 JP Morgan Chase COM 46625H100 8728 43577 SH SOLE 0 0 43577 L3Harris Technologies COM 502431109 4764 22355 SH SOLE 0 0 22355 Linde PLC COM G54950103 1096 2360 SH SOLE 0 0 2360 Lockheed Martin Corp COM 539830109 7166 15755 SH SOLE 0 0 15755 Microsoft COM 594918104 21223 50445 SH SOLE 0 0 50445 Navitas Semiconductor Co COM 63942X106 526 110284 SH SOLE 0 0 110284 Northrop Grumman Corp COM 666807102 5648 11800 SH SOLE 0 0 11800 Nvidia Corp COM 67066G104 23682 26210 SH SOLE 0 0 26210 Pfizer, Inc. COM 717081103 3466 124905 SH SOLE 0 0 124905 Philip Morris Intl Inc COM 718172109 4762 51980 SH SOLE 0 0 51980 Procter & Gamble Company COM 742718109 1012 6239 SH SOLE 0 0 6239 Public Storage Inc COM 74460D109 5032 17348 SH SOLE 0 0 17348 RTX Corporation COM 75513E101 5934 60846 SH SOLE 0 0 60846 S P D R TRUST Unit SR COM 78462F103 844 1614 SH SOLE 0 0 1614 Schwab U.S. Large-Cap ETF COM 808524201 3285 52937 SH SOLE 0 0 52937 Schwab U.S. Mid-Cap ETF COM 808524508 487 5977 SH SOLE 0 0 5977 Schwab U.S. Small-Cap ETF COM 808524607 671 13622 SH SOLE 0 0 13622 Sector Spdr Tech Select COM 81369Y803 323 1550 SH SOLE 0 0 1550 Texas Instruments Inc COM 882508104 5581 32035 SH SOLE 0 0 32035 UnitedHealth Group Inc COM 91324P102 6312 12760 SH SOLE 0 0 12760 Wal Mart Stores Inc COM 931142103 5948 98845 SH SOLE 0 0 98845