- New Purchases: NEE, FHN, BFST,
- Added Positions: XLE, XLF, WMT, RTX, SCHX, TWTR, APD, SCHM, QQQ,
- Reduced Positions: MSFT, XEL, UNH, TXN, BLK, INTC, XLK, LMT, PFE, SPY, PM, VZ, JNJ, CMI, CSCO, DIS, PSA, HD, DLR, SCHA, CVX, IBM,
- Sold Out: AEP, AAPL,
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) - 57,482 shares, 8.19% of the total portfolio. Shares reduced by 1.79%
- Amazon.com Inc (AMZN) - 2,308 shares, 4.31% of the total portfolio. Shares reduced by 0.56%
- BlackRock Inc (BLK) - 9,378 shares, 4.27% of the total portfolio. Shares reduced by 2.21%
- JPMorgan Chase & Co (JPM) - 46,107 shares, 4.24% of the total portfolio. Shares reduced by 0.22%
- The Home Depot Inc (HD) - 22,024 shares, 4.06% of the total portfolio. Shares reduced by 1.44%
Asset Planning Services Inc initiated holding in NextEra Energy Inc. The purchase prices were between $70.7 and $86.87, with an estimated average price of $78.13. The stock is now traded at around $80.530000. The impact to a portfolio due to this purchase was 2.41%. The holding were 52,800 shares as of 2021-03-31.
New Purchase: First Horizon Corp (FHN)Asset Planning Services Inc initiated holding in First Horizon Corp. The purchase prices were between $12.84 and $17.7, with an estimated average price of $15.82. The stock is now traded at around $16.780000. The impact to a portfolio due to this purchase was 0.82%. The holding were 80,187 shares as of 2021-03-31.
New Purchase: Business First Bancshares Inc (BFST)Asset Planning Services Inc initiated holding in Business First Bancshares Inc. The purchase prices were between $20.18 and $24.65, with an estimated average price of $22.26. The stock is now traded at around $23.150000. The impact to a portfolio due to this purchase was 0.14%. The holding were 10,000 shares as of 2021-03-31.
Added: The Energy Select Sector SPDR Fund (XLE)Asset Planning Services Inc added to a holding in The Energy Select Sector SPDR Fund by 188.25%. The purchase prices were between $37.56 and $53.01, with an estimated average price of $45.72. The stock is now traded at around $47.110000. The impact to a portfolio due to this purchase was 0.37%. The holding were 19,350 shares as of 2021-03-31.
Added: Financial Select Sector SPDR (XLF)Asset Planning Services Inc added to a holding in Financial Select Sector SPDR by 85.43%. The purchase prices were between $28.82 and $34.62, with an estimated average price of $32. The stock is now traded at around $34.660000. The impact to a portfolio due to this purchase was 0.13%. The holding were 14,000 shares as of 2021-03-31.
Sold Out: American Electric Power Co Inc (AEP)Asset Planning Services Inc sold out a holding in American Electric Power Co Inc. The sale prices were between $74.85 and $85.84, with an estimated average price of $80.58.
Sold Out: Apple Inc (AAPL)Asset Planning Services Inc sold out a holding in Apple Inc. The sale prices were between $116.36 and $143.16, with an estimated average price of $128.47.
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