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  Name: ASSET PLANNING SERVICES INC /LA/ /ADV
  City: COVINGTON
  State: LA
  Zip: 70433
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $178,913,000
  Total Value Change : $14,477,000
  Securities Held Change : -1
   
All Securities Held : 35
  New Positions : 0
  Closed Positions : 1
  Increased Positions : 15
  Unchanged Positions : 4
  Decreased Positions : 16

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Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PG)1 Year Chart         PG Procter & Gamble Co 26 - $164.54 $1,012,000 6,239 0.57% 98,000 0 0    Cleaning Products
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 27 - $414.40 $873,000 2,075 0.49% 133,000 0 0    Property & Casualty I...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 33 - $210.16 $323,000 1,550 0.18% 25,000 0 0.001    Closed - End Fund - E...
   (BFST)1 Year Chart         BFST Business First Bancshares Inc 35 - $21.45 $223,000 10,000 0.12% -24,000 0 0.087    N/A

      4 Records Found
  1    
Page 1 of 1
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