73 is the total number of securities ASSET PLANNING SERVICES INC /LA/ /ADV has owned. The longest ASSET PLANNING SERVICES INC /LA/ /ADV has owned a single stock is 28 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| MSFT | MICROSOFT CORP | 28 | 28 | 3.35% | 6.98% | 10.77% | Q4 2016 | Q3 2023 | 28 |
| LMT | LOCKHEED MARTIN CORP | 28 | 28 | 3.06% | 4.21% | 4.99% | Q4 2016 | Q3 2023 | 28 |
| JNJ | JOHNSON & JOHNSON | 28 | 28 | 3.23% | 3.74% | 4.26% | Q4 2016 | Q3 2023 | 28 |
| XEL | XCEL ENERGY INC | 28 | 28 | 3.12% | 3.60% | 4.86% | Q4 2016 | Q3 2023 | 28 |
| CVX | CHEVRON CORP NEW | 28 | 28 | 2.19% | 3.44% | 5.02% | Q4 2016 | Q3 2023 | 28 |
| PFE | PFIZER INC | 28 | 28 | 2.73% | 3.38% | 4.32% | Q4 2016 | Q3 2023 | 28 |
| PM | PHILIP MORRIS INTL INC | 28 | 28 | 2.12% | 2.93% | 3.79% | Q4 2016 | Q3 2023 | 28 |
| JPM | JPMORGAN CHASE & CO | 28 | 28 | 0.34% | 2.58% | 4.42% | Q4 2016 | Q3 2023 | 28 |
| SCHX | Schwab U.S. Large-Cap ETF | 28 | 28 | 0.25% | 0.88% | 1.80% | Q4 2016 | Q3 2023 | 28 |
| SCHA | Schwab U.S. Small-Cap ETF | 28 | 28 | 0.36% | 0.49% | 0.63% | Q4 2016 | Q3 2023 | 28 |
| SPY | S P D R TRUST Unit SR | 28 | 28 | 0.24% | 0.38% | 0.66% | Q4 2016 | Q3 2023 | 28 |
| PSA | Public Storage Inc | 27 | 27 | 2.56% | 3.15% | 4.22% | Q1 2017 | Q3 2023 | 27 |
| EPD | Enterprise Products Pa... | 14 | 13 | 1.53% | 2.33% | 2.78% | Q4 2016 | Q3 2023 | 27 |
| BLK | Blackrock Inc | 26 | 26 | 2.17% | 3.51% | 4.70% | Q2 2017 | Q3 2023 | 26 |
| CSCO | Cisco Systems | 24 | 24 | 2.37% | 3.33% | 3.76% | Q4 2017 | Q3 2023 | 24 |
| INTC | Intel Corporation | 23 | 23 | 2.29% | 3.66% | 4.55% | Q4 2016 | Q2 2022 | 23 |
| TXN | Texas Instruments Inc | 19 | 4 | 1.67% | 3.24% | 3.92% | Q4 2017 | Q3 2023 | 23 |
| HD | Home Depot Inc | 22 | 22 | 2.38% | 3.58% | 4.79% | Q2 2018 | Q3 2023 | 22 |
| XOM | Exxon Mobil Corporation | 15 | 7 | 0.14% | 2.80% | 3.76% | Q4 2016 | Q3 2023 | 22 |
| DLR | Digital Realty | 21 | 21 | 2.94% | 3.45% | 4.67% | Q1 2017 | Q1 2022 | 21 |
| VZ | VERIZON COMMUNICATIONS... | 21 | 21 | 2.24% | 3.40% | 4.16% | Q4 2016 | Q4 2021 | 21 |
| IBM | Int'l Business Machines | 21 | 21 | 1.64% | 2.45% | 3.46% | Q4 2016 | Q4 2021 | 21 |
| TRP | TransCanada Corporation | 20 | 20 | 2.34% | 2.75% | 3.41% | Q4 2016 | Q3 2021 | 20 |
| PG | Procter & Gamble Company | 20 | 20 | 0.52% | 0.58% | 0.64% | Q4 2018 | Q3 2023 | 20 |
| BRKB | Berkshire Hathaway Cl B | 20 | 20 | 0.27% | 0.36% | 0.48% | Q4 2018 | Q3 2023 | 20 |
| UNH | UnitedHealth Group Inc | 19 | 19 | 2.27% | 3.94% | 5.66% | Q1 2019 | Q3 2023 | 19 |
| AEP | American Electric Power | 17 | 17 | 3.29% | 3.69% | 4.52% | Q4 2016 | Q4 2020 | 17 |
| SCHM | Schwab U.S. Mid-Cap ETF | 14 | 1 | 0.10% | 0.21% | 0.29% | Q3 2018 | Q3 2023 | 17 |
| T | AT & T Inc NEW | 16 | 16 | 2.61% | 3.10% | 4.04% | Q4 2016 | Q3 2020 | 16 |
| AMZN | Amazon Com Inc | 15 | 15 | 2.47% | 3.98% | 5.06% | Q1 2020 | Q3 2023 | 15 |
| Boeing Co | 14 | 14 | 2.13% | 4.31% | 5.58% | Q1 2017 | Q2 2020 | 14 | |
| UTX | UNITED TECHNOLOGIES CORP | 14 | 14 | 2.96% | 3.37% | 3.71% | Q4 2016 | Q1 2020 | 14 |
| RTX | RTX Corporation | 14 | 14 | 1.82% | 3.04% | 3.87% | Q2 2020 | Q3 2023 | 14 |
| WMT | Wal Mart Stores Inc | 14 | 14 | 2.05% | 2.69% | 3.50% | Q2 2020 | Q3 2023 | 14 |
| RY | ROYAL BK CDA MONTREAL QUE | 13 | 13 | 3.14% | 3.32% | 3.64% | Q4 2016 | Q4 2019 | 13 |
| DIS | Walt Disney Co | 13 | 13 | 1.73% | 2.96% | 4.15% | Q4 2018 | Q4 2021 | 13 |
| GM | GENERAL MTRS CO | 13 | 13 | 2.53% | 2.79% | 3.11% | Q4 2016 | Q4 2019 | 13 |
| LLY | Lilly Eli & Company | 8 | 5 | 0.17% | 1.36% | 3.38% | Q4 2016 | Q2 2020 | 13 |
| TWTR | Twitter Inc | 13 | 13 | 0.17% | 0.28% | 0.48% | Q1 2019 | Q1 2022 | 13 |
| QQQ | Invesco QQQ Nasdaq 100 | 13 | 13 | 0.15% | 0.19% | 0.22% | Q3 2020 | Q3 2023 | 13 |
| MO | ALTRIA GROUP INC | 12 | 12 | 1.84% | 3.14% | 4.40% | Q4 2016 | Q3 2019 | 12 |
| BFST | Business First Bancshare | 11 | 11 | 0.09% | 0.13% | 0.15% | Q1 2021 | Q3 2023 | 11 |
| MCHP | MICROCHIP TECHNOLOGY INC | 9 | 9 | 2.73% | 3.39% | 4.21% | Q4 2016 | Q4 2018 | 9 |
| QCOM | QUALCOMM INC | 9 | 9 | 2.40% | 2.90% | 3.30% | Q4 2016 | Q4 2018 | 9 |
| NEE | Nextera Energy Inc | 9 | 9 | 2.30% | 2.71% | 3.15% | Q1 2021 | Q1 2023 | 9 |
| MMP | MAGELLAN MIDSTREAM PRT... | 9 | 9 | 1.83% | 2.22% | 2.53% | Q4 2016 | Q4 2018 | 9 |
| XLK | Sector Spdr Tech Select | 6 | 3 | 0.12% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 9 |
| BAC | Bank of America Corpor... | 8 | 8 | 2.15% | 2.38% | 2.65% | Q4 2021 | Q3 2023 | 8 |
| NOC | Northrop Grumman Corp | 7 | 7 | 2.80% | 3.49% | 4.05% | Q1 2022 | Q3 2023 | 7 |
| DWDP | DowDuPont Inc | 7 | 7 | 2.80% | 3.47% | 4.02% | Q3 2017 | Q1 2019 | 7 |
| GOOGL | Alphabet Inc. | 7 | 7 | 2.22% | 2.82% | 3.54% | Q1 2022 | Q3 2023 | 7 |
| LHX | L3Harris Technologies | 7 | 7 | 2.55% | 2.75% | 3.23% | Q1 2022 | Q3 2023 | 7 |
| TRP | TC Energy Corporation | 7 | 7 | 2.24% | 2.60% | 3.21% | Q4 2021 | Q2 2023 | 7 |
| Navitas Semiconductor Co | 7 | 7 | 0.03% | 0.30% | 0.72% | Q1 2022 | Q3 2023 | 7 | |
| AAPL | Apple Inc | 3 | 2 | 0.13% | 0.15% | 0.17% | Q3 2020 | Q3 2023 | 7 |
| CMI | Cummins Inc | 6 | 6 | 2.48% | 3.00% | 3.32% | Q3 2020 | Q4 2021 | 6 |
| APD | Air Prod & Chemicals Inc | 6 | 6 | 2.28% | 2.56% | 3.01% | Q3 2020 | Q4 2021 | 6 |
| DD | DU PONT E I DE NEMOURS... | 3 | 3 | 1.10% | 2.38% | 3.64% | Q4 2016 | Q4 2019 | 6 |
| DOW | Dow, Inc. | 3 | 3 | 0.73% | 2.22% | 3.68% | Q4 2016 | Q4 2019 | 6 |
| NVDA | Nvidia Corp | 5 | 5 | 2.27% | 4.77% | 7.58% | Q3 2022 | Q3 2023 | 5 |
| ATVI | Activision Inc | 5 | 5 | 2.11% | 2.72% | 2.99% | Q4 2020 | Q4 2021 | 5 |
| XLE | Energy Select Sector SPDR | 5 | 5 | 0.16% | 0.58% | 0.77% | Q4 2020 | Q4 2021 | 5 |
| BUD | Anheuser Busch Co Inc | 4 | 4 | 2.12% | 2.53% | 2.79% | Q4 2017 | Q3 2018 | 4 |
| RAI | REYNOLDS AMERICAN INC | 3 | 3 | 3.88% | 3.94% | 4.00% | Q4 2016 | Q2 2017 | 3 |
| BTI | British American Tobacco | 3 | 3 | 2.47% | 2.69% | 2.87% | Q3 2017 | Q1 2018 | 3 |
| CTVA | Corteva Inc | 3 | 3 | 0.41% | 0.44% | 0.49% | Q2 2019 | Q4 2019 | 3 |
| BMY | BRISTOL MYERS SQUIBB CO | 2 | 2 | 2.98% | 3.27% | 3.56% | Q4 2016 | Q1 2017 | 2 |
| FHN | First Horizon Natl | 1 | 1 | 0.82% | 0.95% | 1.08% | Q1 2021 | Q1 2022 | 2 |
| XLF | Sector Spdr Fincl Select | 2 | 2 | 0.14% | 0.22% | 0.29% | Q4 2020 | Q1 2021 | 2 |
| GE | GENERAL ELECTRIC CO | 1 | 1 | 3.93% | 3.93% | 3.93% | Q4 2016 | Q4 2016 | 1 |
| TCBI | Texas Instruments Inc | 1 | 1 | 2.51% | 2.51% | 2.51% | Q4 2018 | Q4 2018 | 1 |
| Enterprise Products Pa... | 1 | 1 | 1.91% | 1.91% | 1.91% | Q2 2020 | Q2 2020 | 1 | |
| SPXU | Proshares Ultrapro Short | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
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The securities at the top of the list , including MICROSOFT CORP, LOCKHEED MARTIN CORP, and JOHNSON & JOHNSON, are the highest-conviction holdings of ASSET PLANNING SERVICES INC /LA/ /ADV.
The conviction is calculated by counting the number of quarters a security has been reported by ASSET PLANNING SERVICES INC /LA/ /ADV. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that ASSET PLANNING SERVICES INC /LA/ /ADV owns currently or has owned in the past.