Asset Planning Services Inc. Portfolio Trends: Quarterly Changes and Sector Shifts
Asset Planning Services Inc.'s portfolio saw minimal changes this quarter, with a slight decrease in holdings across most top stocks and a notable increase in shares of SCHX.
Asset Planning Services Inc. has made adjustments to its portfolio in the most recent quarter, with a mix of buying and selling activities observed across various holdings. The portfolio's total value remains substantial at $244,890, reflecting a well-diversified approach across multiple sectors.
Among the key changes, the investor increased their position in Schwab U.S. Large-Cap ETF (SCHX) by 2500 shares, a 1.38% increase. This ETF, which focuses on large-cap U.S. stocks, is available for more details on its performance and holdings.
The investor also saw reductions in several key holdings. For instance, the position in Nvidia Corp (NVDA) decreased by 1,345 shares or 0.6%, while Microsoft (MSFT) saw a reduction of 80 shares, down 0.18%. JPMorgan Chase (JPM) lost 125 shares, a 0.33% decrease, and Alphabet Inc. (GOOGL) saw a 0.69% reduction in shares. Other notable decreases include the sale of shares in CSCO, RTX, AMZN, WMT, PM, and others, though the changes were relatively minor.