Asset Planning Services Inc Buys Amazon.com Inc, Sells Royal Bank of Canada, General Motors Co, Corteva Inc

Apr 16, 2020

Investment company Asset Planning Services Inc (Current Portfolio) buys Amazon.com Inc, sells Royal Bank of Canada, General Motors Co, Corteva Inc, Schwab U.S. Mid Cap during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Asset Planning Services Inc . As of 2020Q1, Asset Planning Services Inc owns 33 stocks with a total value of $119 million. These are the details of the buys and sells.

New Purchases: AMZN,
Added Positions: UNH, DIS, CVX, HD, EPD, PSA, BLK, PM, JPM, TWTR, SCHX, SPY,
Reduced Positions: INTC, PG,
Sold Out: RY, GM, CTVA, SCHM,

For the details of ASSET PLANNING SERVICES INC 's stock buys and sells, go to https://www.gurufocus.com/guru/asset+planning+services+inc+/current-portfolio/portfolio

These are the top 5 holdings of ASSET PLANNING SERVICES INC

Microsoft Corp (MSFT) - 60,365 shares, 8.03% of the total portfolio. Shares reduced by 0.74%
Lockheed Martin Corp (LMT) - 17,831 shares, 5.10% of the total portfolio. Shares reduced by 0.39%
Xcel Energy Inc (XEL) - 97,528 shares, 4.96% of the total portfolio. Shares added by 0.13%
Digital Realty Trust Inc (DLR) - 40,715 shares, 4.77% of the total portfolio.
American Electric Power Co Inc (AEP) - 68,505 shares, 4.62% of the total portfolio. Shares reduced by 0.25%

New Purchase: Amazon.com Inc (AMZN)

Asset Planning Services Inc initiated holding in Amazon.com Inc. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2408.19. The impact to a portfolio due to this purchase was 3.58%. The holding were 2,175 shares as of .

Sold Out: Royal Bank of Canada (RY)

Asset Planning Services Inc sold out a holding in Royal Bank of Canada. The sale prices were between $49.61 and $82.62, with an estimated average price of $74.51.

Sold Out: General Motors Co (GM)

Asset Planning Services Inc sold out a holding in General Motors Co. The sale prices were between $16.8 and $37.38, with an estimated average price of $30.77.

Sold Out: Corteva Inc (CTVA)

Asset Planning Services Inc sold out a holding in Corteva Inc. The sale prices were between $20.74 and $31.71, with an estimated average price of $27.59.

Sold Out: Schwab U.S. Mid Cap (SCHM)

Asset Planning Services Inc sold out a holding in Schwab U.S. Mid Cap. The sale prices were between $35.83 and $62.24, with an estimated average price of $55.51.

Here is the complete portfolio of ASSET PLANNING SERVICES INC . Also check out:

1. ASSET PLANNING SERVICES INC 's Undervalued Stocks
2. ASSET PLANNING SERVICES INC 's Top Growth Companies, and
3. ASSET PLANNING SERVICES INC 's High Yield stocks
4. Stocks that ASSET PLANNING SERVICES INC keeps buying

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