0000811407-23-000003.txt : 20230421
0000811407-23-000003.hdr.sgml : 20230421
20230421153311
ACCESSION NUMBER: 0000811407-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230421
DATE AS OF CHANGE: 20230421
EFFECTIVENESS DATE: 20230421
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: 23836149
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
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13F-HR
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0000811407
XXXXXXXX
03-31-2023
03-31-2023
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
04-21-2023
0
37
157934
false
INFORMATION TABLE
2
SecFiling1stQtr2023.xml
Alphabet Inc.
COM
02079K305
4221
40690
SH
SOLE
0
0
40690
Amazon Com Inc
COM
023135106
4747
45960
SH
SOLE
0
0
45960
Apple Inc
COM
037833100
232
1405
SH
SOLE
0
0
1405
Bank of America Corporation
COM
060505104
3541
123824
SH
SOLE
0
0
123824
Berkshire Hathaway Cl B
COM
084670702
641
2075
SH
SOLE
0
0
2075
Blackrock Inc
COM
09247X101
5910
8833
SH
SOLE
0
0
8833
Business First Bancshare
COM
12326C105
171
10000
SH
SOLE
0
0
10000
Chevron Corp
COM
166764100
7150
43820
SH
SOLE
0
0
43820
Cisco Systems
COM
17275R102
5616
107424
SH
SOLE
0
0
107424
Enterprise Products Partners L
COM
293792107
4076
157375
SH
SOLE
0
0
157375
Exxon Mobil Corporation
COM
30231G102
5105
46555
SH
SOLE
0
0
46555
Home Depot Inc
COM
437076102
6044
20479
SH
SOLE
0
0
20479
Invesco QQQ Nasdaq 100
COM
46090E103
295
919
SH
SOLE
0
0
919
Johnson & Johnson
COM
478160104
5580
36003
SH
SOLE
0
0
36003
JP Morgan Chase
COM
46625H100
5860
44967
SH
SOLE
0
0
44967
L3Harris Technologies
COM
502431109
4095
20865
SH
SOLE
0
0
20865
Lockheed Martin Corp
COM
539830109
7590
16055
SH
SOLE
0
0
16055
Microsoft
COM
594918104
14781
51270
SH
SOLE
0
0
51270
Navitas Semiconductor Co
COM
63942X106
806
110200
SH
SOLE
0
0
110200
Nextera Energy Inc
COM
65339F101
4386
56900
SH
SOLE
0
0
56900
Northrop Grumman Corp
COM
666807102
5347
11580
SH
SOLE
0
0
11580
Nvidia Corp
COM
67066G104
7340
26425
SH
SOLE
0
0
26425
Pfizer, Inc.
COM
717081103
5044
123633
SH
SOLE
0
0
123633
Philip Morris Intl Inc
COM
718172109
5091
52348
SH
SOLE
0
0
52348
Procter & Gamble Company
COM
742718109
935
6287
SH
SOLE
0
0
6287
Public Storage Inc
COM
74460D109
5572
18442
SH
SOLE
0
0
18442
Raytheon Technologies Co
COM
75513E101
5958
60836
SH
SOLE
0
0
60836
S P D R TRUST Unit SR
COM
78462F103
999
2439
SH
SOLE
0
0
2439
Schwab U.S. Large-Cap ETF
COM
808524201
2336
48301
SH
SOLE
0
0
48301
Schwab U.S. Mid-Cap ETF
COM
808524508
407
6002
SH
SOLE
0
0
6002
Schwab U.S. Small-Cap ETF
COM
808524607
612
14600
SH
SOLE
0
0
14600
Sector Spdr Tech Select
COM
81369Y803
234
1550
SH
SOLE
0
0
1550
TC Energy Corporation
COM
87807B107
3672
94382
SH
SOLE
0
0
94382
Texas Instruments Inc
COM
882508104
6041
32475
SH
SOLE
0
0
32475
UnitedHealth Group Inc
COM
91324P102
6994
14800
SH
SOLE
0
0
14800
Wal Mart Stores Inc
COM
931142103
4859
32955
SH
SOLE
0
0
32955
Xcel Energy Inc.
COM
98389B100
5646
83723
SH
SOLE
0
0
83723