0000811407-22-000004.txt : 20221019 0000811407-22-000004.hdr.sgml : 20221019 20221019114106 ACCESSION NUMBER: 0000811407-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221019 DATE AS OF CHANGE: 20221019 EFFECTIVENESS DATE: 20221019 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ASSET PLANNING SERVICES INC /LA/ /ADV CENTRAL INDEX KEY: 0000811407 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: 221317770 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 13F-HR LIVE false true false 0000811407 XXXXXXXX 09-30-2022 09-30-2022 ASSET PLANNING SERVICES INC /LA/ /ADV
509 W. 21ST AVENUE COVINGTON LA 70433
13F HOLDINGS REPORT 028-17646 N
Jillian Nelson Assistant Compliance Officer 985-867-8679 Jillian Nelson Covington LA 10-19-2022 0 35 142385 false
INFORMATION TABLE 2 Upload3Q22.xml Alphabet Inc. COM 02079K305 3764 39350 SH SOLE 0 0 39350 Amazon Com Inc COM 023135106 5211 46115 SH SOLE 0 0 46115 Bank of America Corporation COM 060505104 3604 119349 SH SOLE 0 0 119349 Berkshire Hathaway Cl B COM 084670702 554 2075 SH SOLE 0 0 2075 Blackrock Inc COM 09247X101 5174 9403 SH SOLE 0 0 9403 Business First Bancshare COM 12326C105 215 10000 SH SOLE 0 0 10000 Chevron Corp COM 166764100 6342 44145 SH SOLE 0 0 44145 Cisco Systems COM 17275R102 4354 108849 SH SOLE 0 0 108849 Enterprise Products Partners L COM 293792107 3691 155200 SH SOLE 0 0 155200 Exxon Mobil Corporation COM 30231G102 4084 46775 SH SOLE 0 0 46775 Home Depot Inc COM 437076102 6014 21795 SH SOLE 0 0 21795 Invesco QQQ Nasdaq 100 COM 46090E103 258 965 SH SOLE 0 0 965 Johnson & Johnson COM 478160104 5976 36583 SH SOLE 0 0 36583 JP Morgan Chase COM 46625H100 4863 46532 SH SOLE 0 0 46532 L3Harris Technologies COM 502431109 4224 20325 SH SOLE 0 0 20325 Lockheed Martin Corp COM 539830109 6332 16391 SH SOLE 0 0 16391 Microsoft COM 594918104 12755 54767 SH SOLE 0 0 54767 Navitas Semiconductor Co COM 63942X106 49 10200 SH SOLE 0 0 10200 Nextera Energy Inc COM 65339F101 4481 57150 SH SOLE 0 0 57150 Northrop Grumman Corp COM 666807102 5498 11690 SH SOLE 0 0 11690 Nvidia Corp COM 67066G104 3226 26575 SH SOLE 0 0 26575 Pfizer, Inc. COM 717081103 5495 125578 SH SOLE 0 0 125578 Philip Morris Intl Inc COM 718172109 4401 53013 SH SOLE 0 0 53013 Procter & Gamble Company COM 742718109 822 6512 SH SOLE 0 0 6512 Public Storage Inc COM 74460D109 5536 18907 SH SOLE 0 0 18907 Raytheon Technologies Co COM 75513E101 4958 60561 SH SOLE 0 0 60561 S P D R TRUST Unit SR COM 78462F103 902 2526 SH SOLE 0 0 2526 Schwab U.S. Large-Cap ETF COM 808524201 1876 44306 SH SOLE 0 0 44306 Schwab U.S. Mid-Cap ETF COM 808524508 338 5577 SH SOLE 0 0 5577 Schwab U.S. Small-Cap ETF COM 808524607 526 13915 SH SOLE 0 0 13915 TC Energy Corporation COM 87807B107 3803 94392 SH SOLE 0 0 94392 Texas Instruments Inc COM 882508104 5272 34060 SH SOLE 0 0 34060 UnitedHealth Group Inc COM 91324P102 8055 15950 SH SOLE 0 0 15950 Wal Mart Stores Inc COM 931142103 4220 32540 SH SOLE 0 0 32540 Xcel Energy Inc. COM 98389B100 5512 86123 SH SOLE 0 0 86123