| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 31 | Q2 2024 | 11.9% |
| LOCKHEED MARTIN CORP | 31 | Q2 2024 | 5.0% |
| JOHNSON & JOHNSON | 31 | Q2 2024 | 4.3% |
| CHEVRON CORP NEW | 31 | Q2 2024 | 5.0% |
| PFIZER INC | 31 | Q2 2024 | 4.3% |
| PHILIP MORRIS INTL INC | 31 | Q2 2024 | 3.8% |
| JPMORGAN CHASE & CO | 31 | Q2 2024 | 4.9% |
| Schwab U.S. Large-Cap ETF | 31 | Q2 2024 | 1.9% |
| Schwab U.S. Small-Cap ETF | 31 | Q2 2024 | 0.6% |
| S P D R TRUST Unit SR | 31 | Q2 2024 | 0.7% |
View ASSET PLANNING SERVICES INC /LA/ /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-17 |
| 13F-HR/A | 2023-01-17 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-22 |
View ASSET PLANNING SERVICES INC /LA/ /ADV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.