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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ASSET PLANNING SERVICES INC /LA/ /ADV

Quarter ended Q3 2025 · Filed October 16, 2025 · Accession 0000811407-25-000006

Total Value
$237,332
Positions
35
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (35)

#IssuerTicker / CUSIPSharesValue% of Filing
1Nvidia CorpNVDA253,147$47,23219.90%
2MicrosoftMSFT48,723$25,23610.63%
3JP Morgan ChaseVYLD42,057$13,2665.59%
4Wal Mart Stores IncWMT99,635$10,2684.33%
5RTX CorporationRTX61,120$10,2274.31%
6Alphabet Inc.GOOG39,980$9,7194.10%
7Amazon Com IncAMZN44,065$9,6754.08%
8Blackrock IncBLK7,971$9,2933.92%
9Philip Morris Intl Inc71817210952,520$8,5193.59%
10Lockheed Martin CorpLMT15,950$7,9623.35%
11Home Depot IncHD19,178$7,7713.27%
12Northrop Grumman CorpNOC12,405$7,5593.18%
13Cisco SystemsCSCO109,577$7,4973.16%
14L3Harris TechnologiesLHX23,385$7,1423.01%
15Johnson & JohnsonJNJ38,359$7,1133.00%
16Chevron CorpCVX44,455$6,9032.91%
17Bank of America Corporation060505104131,890$6,8042.87%
18Texas Instruments Inc88250810434,045$6,2552.64%
19Exxon Mobil CorporationXOM50,565$5,7012.40%
20Public Storage IncPSA-PS19,538$5,6442.38%
21Schwab U.S. Large-Cap ETF808524201188,702$4,9702.09%
22Enterprise Products Partners L293792107128,790$4,0271.70%
23Linde PLCLIN2,830$1,3440.57%
24Berkshire Hathaway Cl BBRK-A1,965$9880.42%
25Procter & Gamble Company7427181096,084$9350.39%
26Schwab U.S. Small-Cap ETF80852460729,580$8250.35%
27Navitas Semiconductor CoNVTS100,584$7260.31%
28Invesco QQQ Nasdaq 100IVZ1,155$6940.29%
29Vanguard Information Tech92204A702824$6150.26%
30Schwab U.S. Mid-Cap ETF80852450819,331$5730.24%
31S P D R TRUST Unit SRSPY839$5590.24%
32Sector Spdr Tech Select81369Y8031,550$4370.18%
33Apple IncAAPL1,410$3590.15%
34Vaneck92189F676791$2580.11%
35Business First BancshareBFST10,000$2360.10%