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