0000811407-23-000002.txt : 20230117 0000811407-23-000002.hdr.sgml : 20230117 20230117122756 ACCESSION NUMBER: 0000811407-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230117 DATE AS OF CHANGE: 20230117 EFFECTIVENESS DATE: 20230117 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-17646 FILM NUMBER: 23530912 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/A 1 primary_doc.xml X0202 13F-HR/A LIVE false true false 0000811407 XXXXXXXX 12-31-2022 12-31-2022 true 1 RESTATEMENT ASSET PLANNING SERVICES INC /LA/ /ADV

509 W. 21ST AVENUE COVINGTON LA 70433

13F HOLDINGS REPORT 028-17646 N Jillian Nelson 985-867-8679 Jillian Nelson Covington LA 01-17-2023 0 35 157988 false INFORMATION TABLE 2 SECFiling4thQtr2022.xml Alphabet Inc. COM 02079K305 3512 39800 SH SOLE 0 0 39800 Amazon Com Inc COM 023135106 3898 46400 SH SOLE 0 0 46400 Bank of America Corporation COM 060505104 3974 119974 SH SOLE 0 0 119974 Berkshire Hathaway Cl B COM 084670702 641 2075 SH SOLE 0 0 2075 Blackrock Inc COM 09247X101 6653 9388 SH SOLE 0 0 9388 Business First Bancshare COM 12326C105 221 10000 SH SOLE 0 0 10000 Chevron Corp COM 166764100 7934 44205 SH SOLE 0 0 44205 Cisco Systems COM 17275R102 5182 108774 SH SOLE 0 0 108774 Enterprise Products Partners L COM 293792107 3767 156175 SH SOLE 0 0 156175 Exxon Mobil Corporation COM 30231G102 5176 46925 SH SOLE 0 0 46925 Home Depot Inc COM 437076102 6887 21803 SH SOLE 0 0 21803 Invesco QQQ Nasdaq 100 COM 46090E103 240 900 SH SOLE 0 0 900 Johnson & Johnson COM 478160104 6469 36618 SH SOLE 0 0 36618 JP Morgan Chase COM 46625H100 6253 46632 SH SOLE 0 0 46632 L3Harris Technologies COM 502431109 4253 20425 SH SOLE 0 0 20425 Lockheed Martin Corp COM 539830109 7845 16125 SH SOLE 0 0 16125 Microsoft COM 594918104 13147 54820 SH SOLE 0 0 54820 Navitas Semiconductor Co COM 63942X106 387 110200 SH SOLE 0 0 110200 Nextera Energy Inc COM 65339F101 4759 56925 SH SOLE 0 0 56925 Northrop Grumman Corp COM 666807102 6405 11740 SH SOLE 0 0 11740 Nvidia Corp COM 67066G104 3902 26700 SH SOLE 0 0 26700 Pfizer, Inc. COM 717081103 6376 124443 SH SOLE 0 0 124443 Philip Morris Intl Inc COM 718172109 5390 53253 SH SOLE 0 0 53253 Procter & Gamble Company COM 742718109 953 6287 SH SOLE 0 0 6287 Public Storage Inc COM 74460D109 5289 18877 SH SOLE 0 0 18877 Raytheon Technologies Co COM 75513E101 6119 60631 SH SOLE 0 0 60631 S P D R TRUST Unit SR COM 78462F103 965 2524 SH SOLE 0 0 2524 Schwab U.S. Large-Cap ETF COM 808524201 2030 44966 SH SOLE 0 0 44966 Schwab U.S. Mid-Cap ETF COM 808524508 353 5377 SH SOLE 0 0 5377 Schwab U.S. Small-Cap ETF COM 808524607 564 13915 SH SOLE 0 0 13915 TC Energy Corporation COM 87807B107 3712 93127 SH SOLE 0 0 93127 Texas Instruments Inc COM 882508104 5611 33960 SH SOLE 0 0 33960 UnitedHealth Group Inc COM 91324P102 8470 15975 SH SOLE 0 0 15975 Wal Mart Stores Inc COM 931142103 4611 32520 SH SOLE 0 0 32520 Xcel Energy Inc. COM 98389B100 6040 86148 SH SOLE 0 0 86148