Asset Planning Services Inc Portfolio Holdings
Asset Planning Services Inc
- $237 Million
- Q3 2025
Asset Planning Services Inc has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $237 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 $47.2M, Microsoft Corp with a value of $25.2M, Jpmorgan Chase & CO with a value of $13.3M, Walmart Inc. with a value of $10.3M, and Raytheon Technologies Corp with a value of $10.2M.
Examining the 13F form we can see an increase of $19.8M in the current position value, from $217M to 237M.
Below you can find more details about Asset Planning Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$237 Million
Technology: $87.3 Million
Industrials: $32.9 Million
Financial Services: $30.6 Million
Consumer Defensive: $19.7 Million
Consumer Cyclical: $17.4 Million
Energy: $16.6 Million
Communication Services: $9.72 Million
ETFs: $8.93 Million
Other: $12.8 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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