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Asset Planning Services Inc /La/ /Adv - Richard J. Volpe

Asset Planning Services Inc /La/ /Adv a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
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Richard J. Volpe

Richard J. Volpe
Asset Planning Services Inc /La/ /Adv

Hedge Fund Manager
Ranked #153 out of 483 Hedge Fund Managers

Portfolio Gain

+76.40%
Since Jun 2013

Sharpe Ratio

1.60
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$164.44M
Richard J. Volpe manages more assets than 5% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+10.66%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
26.58% Technology
13.60% Industrial Goods
11.67% Financial
9.63% Healthcare
9.24% Energy
8.11% Consumer Cyclical
6.73% Consumer Defensive
3.58% General
3.45% Communication Services
3.33% Real Estate
3.13% Utilities
0.58% Basic Materials
A breakdown of Asset Planning Services Inc /La/ /Adv's portfolio by sector

Asset Planning Services Inc /La/ /Adv Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Chevron
Reduced
Energy
$155.44
($140.72-$170.17)
+3.57%
-1.12%
6.50M
3.91%
Navitas Semiconductor
Added
Technology
$6.60
($4.76-$8.44)
-29.86%
+0.26%
891.61K
0.54%
Cisco Systems
Reduced
Technology
$50.39
($46.20-$54.59)
-3.45%
-1.09%
5.26M
3.17%
Enterprise Products Partners
Reduced
Energy
$26.78
($25.61-$27.95)
+7.33%
-0.65%
4.05M
2.42%
SPDR S&P 500 ETF Trust
Added
General
$443.38
($409.21-$477.55)
+7.90%
+1.02%
985.79K
0.60%
Exxon Mobil
Reduced
Energy
$107.64
($97.48-$117.79)
+6.85%
-1.03%
4.83M
2.91%
Schwab U.S. Large-Cap ETF
Added
General
$52.50
($48.31-$56.69)
+7.93%
+0.21%
3.07M
1.86%
Alphabet Class A
Reduced
Communication Services
$131.44
($120.20-$142.68)
-1.83%
-1.49%
5.67M
3.45%
Amazon
Reduced
Consumer Cyclical
$136.99
($118.35-$155.63)
+17.30%
-1.27%
6.92M
4.21%
Technology Select Sector SPDR Fund
Not Changed
General
$176.61
($159.50-$193.72)
+9.50%
0.00%
298.34K
0.18%
See a list of Asset Planning Services Inc /La/ /Adv's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare Asset Planning Services Inc /La/ /Adv's performance with other Hedge Funds and the S&P 500

Asset Planning Services Inc /La/ /Adv activity FAQ

What is Asset Planning Services Inc /La/ /Adv’s portfolio gain since Jun 2013?
Asset Planning Services Inc /La/ /Adv’s portfolio gain since Jun 2013 was 76.40%.
    What is Asset Planning Services Inc /La/ /Adv’s Sharpe Ratio?
    Asset Planning Services Inc /La/ /Adv’s Sharpe Ratio is 1.60.
      What is Asset Planning Services Inc /La/ /Adv’s portfolio value?
      Asset Planning Services Inc /La/ /Adv’s portfolio value is $164.44M.
        What is Asset Planning Services Inc /La/ /Adv’s average return since the fund’s last 13F filing?
        Asset Planning Services Inc /La/ /Adv’s average return since the fund’s last 13F filing is 7.78%.
          What was Asset Planning Services Inc /La/ /Adv’s average return in the last 12 months?
          Asset Planning Services Inc /La/ /Adv’s average return in the last 12 months was 23.25%.
            What was Asset Planning Services Inc /La/ /Adv’s average return in the last 3 years?
            Asset Planning Services Inc /La/ /Adv’s average return in the last 3 years was 10.66%.
              When was the most recent most recent 13F form submitted by Asset Planning Services Inc /La/ /Adv?
              Asset Planning Services Inc /La/ /Adv's most recent 13F form was submitted on Dec 31, 2023.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Richard J. Volpe Net Worth?
                  Richard J. Volpe is Managing Asset Planning Services Inc /La/ /Adv which has a net worth of $164.44M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Richard J. Volpe and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.