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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 Mar 31, 2024
25 Followers
Richard J. Volpe Asset Planning Services Inc /La/ /Adv
Hedge Fund Manager
Ranked #144 out of 487 Hedge Fund Managers
Portfolio Gain
+88.89%
Since Jan 2016
Sharpe Ratio
1.89
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$178.91M
Richard J. Volpe manages more assets than 6% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+12.04%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
31.44% Technology
13.12% Industrial Goods
11.91% Financial
9.27% Energy
8.62% Consumer Cyclical
8.60% Healthcare
6.54% Consumer Defensive
3.44% Communication Services
3.36% General
2.81% Real Estate
0.61% Basic Materials
0.00% Utilities
A breakdown of Asset Planning Services Inc /La/ /Adv's portfolio by sector
Asset Planning Services Inc /La/ /Adv Portfolio Activity
SPDR S&P 500 ETF Trust
Reduced
General
$495.52
($466.43-$524.61)
+1.22%
-22.18%
844.23K
0.47%
Amazon
Added
Consumer Cyclical
$162.88
($144.05-$181.70)
+2.39%
+0.66%
8.27M
4.62%
Apple
Added
Technology
$182.44
($168.49-$196.38)
+10.87%
+0.07%
241.27K
0.13%
Bank of America
Added
Financial
$34.63
($31.27-$38.00)
+3.61%
+1.69%
5.02M
2.80%
BlackRock
Reduced
Financial
$805.32
($765.63-$845.00)
-2.58%
-0.70%
6.53M
3.65%
Chevron
Reduced
Energy
$148.91
($139.62-$158.19)
+4.17%
-0.30%
6.85M
3.79%
Cisco Systems
Reduced
Technology
$50.14
($47.66-$52.62)
-2.70%
-1.44%
5.12M
2.84%
Enterprise Products Partners
Reduced
Energy
$27.69
($26.12-$29.26)
-0.36%
-4.67%
4.28M
2.35%
Exxon Mobil
Added
Energy
$106.11
($95.77-$116.45)
+3.76%
+0.52%
5.64M
3.13%
Alphabet Class A
Added
Communication Services
$142.22
($130.66-$153.78)
+16.65%
+0.52%
6.16M
3.44%
See a list of Asset Planning Services Inc /La/ /Adv's holdings, as reported to the SEC on Mar 31, 2024. 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 88.89%.
What is Asset Planning Services Inc /La/ /Adv’s Sharpe Ratio?
Asset Planning Services Inc /La/ /Adv’s Sharpe Ratio is 1.89.
What is Asset Planning Services Inc /La/ /Adv’s portfolio value?
Asset Planning Services Inc /La/ /Adv’s portfolio value is $178.91M.
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 2.42%.
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 28.33%.
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 12.04%.
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 Mar 31, 2024.
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 $178.91M.
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.
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.