Asset Planning Services Inc has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $179 Million distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $23.7M, Microsoft Corp with a value of $21.2M, Jpmorgan Chase & CO with a value of $8.73M, Amazon Com Inc with a value of $8.27M, and Lockheed Martin Corp with a value of $7.17M.

Examining the 13F form we can see an increase of $14.5M in the current position value, from $164M to 179M.

Below you can find more details about Asset Planning Services Inc portfolio as well as his latest detailed transactions.

Portfolio value $179 Million
Technology: $56.4 Million
Industrials: $23.5 Million
Financial Services: $21.4 Million
Energy: $16.8 Million
Healthcare: $15.4 Million
Consumer Cyclical: $15.4 Million
Consumer Defensive: $11.7 Million
Communication Services: $6.16 Million
Other: $11 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 35
  • Current Value $179 Million
  • Prior Value $164 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 23, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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