Asset Planning Services Inc Portfolio Holdings
Asset Planning Services Inc
- $202 Million
- Q3 2024
Asset Planning Services Inc has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $202 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 $31.3M, Microsoft Corp with a value of $21.2M, Lockheed Martin Corp with a value of $9.35M, Jpmorgan Chase & CO with a value of $8.96M, and Amazon Com Inc with a value of $8.37M.
Examining the 13F form we can see an increase of $12.7M in the current position value, from $190M to 202M.
Below you can find more details about Asset Planning Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$202 Million
Technology: $65.2 Million
Industrials: $28.5 Million
Financial Services: $22.9 Million
Healthcare: $16.5 Million
Energy: $16.2 Million
Consumer Cyclical: $16 Million
Consumer Defensive: $15.5 Million
ETFs: $6.75 Million
Other: $13.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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