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 X0202 13F-HR LIVE false true false 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