Asset Planning Services Inc Reduced Holdings in Q1 2025

Asset Planning Services Inc

  • $197 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-1.75K
- 0.68%
$106.98 - $149.43 $187K - $262K
255K $27.6M
MSFT
Microsoft Corp

Technology
-290
- 0.59%
$375.39 - $447.2 $109K - $130K
48.9K $18.3M
GOOGL
Alphabet Inc.

Communication Services
-325
- 0.81%
$154.33 - $206.19 $50.2K - $67K
40K $6.19M
AMZN
Amazon Com Inc

Consumer Cyclical
-550
- 1.23%
$190.26 - $242.06 $105K - $133K
44.3K $8.44M
BLK
Black Rock Inc.

Financial Services
-45
- 0.56%
$900.46 - $1075.5 $40.5K - $48.4K
7.96K $7.54M
BAC
Bank Of America Corp

Financial Services
-960
- 0.74%
$39.61 - $47.74 $38K - $45.8K
128K $5.36M
WMT
Walmart Inc.

Consumer Defensive
-574
- 0.58%
$84.5 - $105.05 $48.5K - $60.3K
99.1K $8.7M
PFE
Pfizer Inc

Healthcare
-2.56K
- 2.25%
$25.01 - $27.13 $63.9K - $69.3K
111K $2.82M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-300
- 0.98%
$23.16 - $27.04 $6.95K - $8.11K
30.3K $710K
SPY
Spdr S&P 500 ETF Trust

ETFs
-46
- 3.7%
$551.42 - $612.93 $25.4K - $28.2K
1.2K $669K
Linde PLC
-25
- 0.9%
N/A
2.77K $1.29M
JPM
Jpmorgan Chase & CO

Financial Services
-310
- 0.73%
$225.19 - $279.95 $69.8K - $86.8K
42.1K $10.3M
EPD
Enterprise Products Partners L.P.

Energy
-1.34K
- 1.03%
$31.75 - $34.14 $42.5K - $45.7K
129K $4.41M
CVX
Chevron Corp

Energy
-275
- 0.63%
$146.71 - $167.97 $40.3K - $46.2K
43.6K $7.29M
RTX
Raytheon Technologies Corp

Industrials
-500
- 0.81%
$114.1 - $135.66 $57.1K - $67.8K
61.1K $8.09M
PM
Philip Morris International Inc.

Consumer Defensive
-390
- 0.73%
$117.15 - $158.79 $45.7K - $61.9K
52.8K $8.37M
Activity Summary
Buys All Purchases 12 New Holdings 0 Increased Positions 12 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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