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Size ($ in 1000's)
At 12/31/2023: $130,336
At 09/30/2023: $150,478
American Planning Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from American Planning Services Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the American Planning Services Inc. top holdings by largest position size, as per the latest 13f filing made by American Planning Services Inc..
In the American Planning Services Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by American Planning Services Inc. in that top holding, then the share count change between reporting periods, and finally the American Planning Services Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IBDP) |
968,582 |
+968,582 |
$24,127 | | IBDP | 968,582 | +968,582 | $24,127 | | PACER FDS TR |
462,002 |
+2,132 |
$19,991 | | PTLC | 462,002 | +2,132 | $19,991 | | PACER FDS TR |
252,540 |
-9,496 |
$13,130 | | COWZ | 252,540 | -9,496 | $13,130 | | INVESCO QQQ TR |
30,224 |
+26,355 |
$12,377 | | QQQ | 30,224 | +26,355 | $12,377 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
203,193 |
-233,396 |
$11,172 | | JEPI | 203,193 | -233,396 | $11,172 | | INVESCO EXCH TRD SLF IDX FD |
208,276 |
+5,988 |
$10,707 | | OMFL | 208,276 | +5,988 | $10,707 | | J P MORGAN EXCHANGE TRADED F (JPEF) |
194,789 |
-7,591 |
$10,269 | | JPEF | 194,789 | -7,591 | $10,269 | | WISDOMTREE TR |
134,049 |
-359,035 |
$6,735 | | USFR | 134,049 | -359,035 | $6,735 | | ISHARES TR (TFLO) |
70,834 |
-357,498 |
$3,575 | | TFLO | 70,834 | -357,498 | $3,575 | | APPLE INC |
10,487 |
+626 |
$2,019 | | AAPL | 10,487 | +626 | $2,019 | | SPDR S&P 500 ETF TR (SPY) |
3,731 |
-69 |
$1,773 | | SPY | 3,731 | -69 | $1,773 |  BERKSHIRE HATHAWAY INC DEL |
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$1,236 | | BRK.B | 3,466 | +185 | $1,236 | | MICROSOFT CORP |
2,884 |
+744 |
$1,084 | | MSFT | 2,884 | +744 | $1,084 | | SPDR DOW JONES INDL AVERAGE (DIA) |
2,323 |
-481 |
$875 | | DIA | 2,323 | -481 | $875 | | THERMO FISHER SCIENTIFIC INC |
1,500 |
UNCH |
$796 | | TMO | 1,500 | UNCH | $796 | | NVIDIA CORPORATION |
1,403 |
+1,403 |
$695 | | NVDA | 1,403 | +1,403 | $695 | | SPDR SER TR (SPLG) |
12,085 |
+12,085 |
$676 | | SPLG | 12,085 | +12,085 | $676 | | INVESCO EXCH TRADED FD TR II (CLTL) |
4,900 |
UNCH |
$517 | | CLTL | 4,900 | UNCH | $517 | | AMAZON COM INC |
3,398 |
+1,118 |
$516 | | AMZN | 3,398 | +1,118 | $516 | | INVESCO EXCH TRADED FD TR II (QQQM) |
2,913 |
+2,913 |
$491 | | QQQM | 2,913 | +2,913 | $491 | | ORACLE CORP |
4,600 |
UNCH |
$485 | | ORCL | 4,600 | UNCH | $485 | | VANGUARD WORLD FD (MGK) |
1,486 |
-964 |
$386 | | MGK | 1,486 | -964 | $386 | | ISHARES TR (IBTE) |
15,385 |
+15,385 |
$367 | | IBTE | 15,385 | +15,385 | $367 | | MARRIOTT INTL INC NEW |
1,624 |
+1,624 |
$366 | | MAR | 1,624 | +1,624 | $366 | | META PLATFORMS INC |
1,022 |
+1,022 |
$362 | | META | 1,022 | +1,022 | $362 | | INVESCO EXCH TRD SLF IDX FD |
17,425 |
+17,425 |
$356 | | BSCP | 17,425 | +17,425 | $356 | | JPMORGAN CHASE & CO |
2,069 |
+200 |
$352 | | JPM | 2,069 | +200 | $352 | | INVESCO EXCH TRD SLF IDX FD |
16,677 |
+16,677 |
$348 | | BSCO | 16,677 | +16,677 | $348 | | ALPHABET INC |
2,482 |
+2,482 |
$347 | | GOOGL | 2,482 | +2,482 | $347 | | EXXON MOBIL CORP |
3,357 |
+208 |
$336 | | XOM | 3,357 | +208 | $336 | | ISHARES TR (IBTF) |
14,403 |
+14,403 |
$335 | | IBTF | 14,403 | +14,403 | $335 | | MCDONALDS CORP |
1,114 |
UNCH |
$330 | | MCD | 1,114 | UNCH | $330 | | VANGUARD INDEX FDS (VOO) |
750 |
-105 |
$328 | | VOO | 750 | -105 | $328 | | ISHARES TR (IBDQ) |
13,135 |
+13,135 |
$325 | | IBDQ | 13,135 | +13,135 | $325 | | PACER FDS TR |
4,862 |
-6,954 |
$318 | | PTNQ | 4,862 | -6,954 | $318 | | FIRST TR EXCHNG TRADED FD VI (DNOV) |
7,569 |
-1,592 |
$293 | | DNOV | 7,569 | -1,592 | $293 | | SELECT SECTOR SPDR TR (XLP) |
4,006 |
UNCH |
$289 | | XLP | 4,006 | UNCH | $289 | | PEPSICO INC |
1,601 |
UNCH |
$272 | | PEP | 1,601 | UNCH | $272 | | MONGODB INC |
649 |
+649 |
$265 | | MDB | 649 | +649 | $265 | | JOHNSON & JOHNSON |
1,653 |
UNCH |
$259 | | JNJ | 1,653 | UNCH | $259 | | ARK ETF TR (ARKK) |
4,592 |
+4,592 |
$240 | | ARKK | 4,592 | +4,592 | $240 | | INTERNATIONAL BUSINESS MACHS |
1,273 |
+1,273 |
$208 | | IBM | 1,273 | +1,273 | $208 | | HOME DEPOT INC |
597 |
+597 |
$207 | | HD | 597 | +597 | $207 |
See Full List: All Stocks Held By American Planning Services Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By American Planning Services Inc.
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