Asset Planning Services Inc Buys Cummins Inc, Air Products & Chemicals Inc, Enterprise Products Partners LP, Sells Exxon Mobil Corp, Eli Lilly and Co, Twitter Inc

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Investment company Asset Planning Services Inc (Current Portfolio) buys Cummins Inc, Air Products & Chemicals Inc, Enterprise Products Partners LP, Raytheon Technologies Corp, PowerShares QQQ Trust Ser 1, sells Exxon Mobil Corp, Eli Lilly and Co, Twitter Inc, SCHWAB STRATEGIC T during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Asset Planning Services Inc . As of 2020Q3, Asset Planning Services Inc owns 37 stocks with a total value of $146 million. These are the details of the buys and sells.

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
  1. Microsoft Corp (MSFT) - 59,240 shares, 8.53% of the total portfolio. Shares reduced by 1.25%
  2. Amazon.com Inc (AMZN) - 2,345 shares, 5.06% of the total portfolio. Shares reduced by 0.21%
  3. Lockheed Martin Corp (LMT) - 17,536 shares, 4.60% of the total portfolio. Shares reduced by 0.48%
  4. Xcel Energy Inc (XEL) - 93,103 shares, 4.40% of the total portfolio. Shares reduced by 2.05%
  5. The Home Depot Inc (HD) - 22,642 shares, 4.31% of the total portfolio. Shares reduced by 1.51%
New Purchase: Cummins Inc (CMI)

Asset Planning Services Inc initiated holding in Cummins Inc. The purchase prices were between $170.95 and $213.51, with an estimated average price of $198.91. The stock is now traded at around $220.45. The impact to a portfolio due to this purchase was 3.15%. The holding were 21,775 shares as of .

New Purchase: Air Products & Chemicals Inc (APD)

Asset Planning Services Inc initiated holding in Air Products & Chemicals Inc. The purchase prices were between $243.75 and $310.31, with an estimated average price of $287.22. The stock is now traded at around $301.10. The impact to a portfolio due to this purchase was 3.01%. The holding were 14,775 shares as of .

New Purchase: Enterprise Products Partners LP (EPD)

Asset Planning Services Inc initiated holding in Enterprise Products Partners LP. The purchase prices were between $15.33 and $18.89, with an estimated average price of $17.52. The stock is now traded at around $17.04. The impact to a portfolio due to this purchase was 1.53%. The holding were 141,467 shares as of .

New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)

Asset Planning Services Inc initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $250.49 and $302.76, with an estimated average price of $271.11. The stock is now traded at around $294.52. The impact to a portfolio due to this purchase was 0.16%. The holding were 860 shares as of .

New Purchase: Apple Inc (AAPL)

Asset Planning Services Inc initiated holding in Apple Inc. The purchase prices were between $91.03 and $134.18, with an estimated average price of $109.02. The stock is now traded at around $121.10. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,863 shares as of .

Added: Raytheon Technologies Corp (RTX)

Asset Planning Services Inc added to a holding in Raytheon Technologies Corp by 25.72%. The purchase prices were between $56.68 and $64.29, with an estimated average price of $60.9. The stock is now traded at around $59.52. The impact to a portfolio due to this purchase was 0.42%. The holding were 51,541 shares as of .

Added: SSGA SPDR S&P 500 (SPY)

Asset Planning Services Inc added to a holding in SSGA SPDR S&P 500 by 22.95%. The purchase prices were between $310.52 and $357.7, with an estimated average price of $331.29. The stock is now traded at around $350.13. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,607 shares as of .

Sold Out: Exxon Mobil Corp (XOM)

Asset Planning Services Inc sold out a holding in Exxon Mobil Corp. The sale prices were between $34.28 and $44.97, with an estimated average price of $40.9.

Sold Out: Eli Lilly and Co (LLY)

Asset Planning Services Inc sold out a holding in Eli Lilly and Co. The sale prices were between $146.22 and $169.13, with an estimated average price of $154.85.



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