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
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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
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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