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Entity | Shares/Amount Change | Position Value Change |
BIL |
+14,284 | +$1,311 | TBLL |
+4,900 | +$517 | BSJO |
+13,639 | +$310 | BSJP |
+10,200 | +$234 | MRK |
+1,609 | +$212 | VUG |
+616 | +$212 | PG |
+1,279 | +$208 |
Entity | Shares/Amount Change | Position Value Change |
CLTL |
-4,900 | -$517 | ARKK |
-4,592 | -$240 |
Entity | Shares/Amount Change | Position Value Change |
BSCO |
+950,861 | +$19,941 | PTLC |
+7,349 | +$2,406 | IBTF |
+4,707 | +$109 | IBDQ |
+3,217 | +$81 | JPEF |
+2,702 | +$1,535 | IBTE |
+2,568 | +$63 | OMFL |
+1,542 | +$881 | AAPL |
+560 | -$125 | QQQ |
+460 | +$1,247 | AMZN |
+337 | +$158 |
Entity | Shares/Amount Change | Position Value Change |
IBDP |
-952,381 | -$23,721 | JEPI |
-6,484 | +$210 | USFR |
-6,158 | -$303 | TFLO |
-2,902 | -$132 | DNOV |
-1,008 | -$28 | COWZ |
-616 | +$1,509 | PTNQ |
-545 | -$22 | MAR |
-180 | -$2 | XLP |
-176 | +$3 |
Size ($ in 1000's)
At 03/31/2024: $138,482 At 12/31/2023: $130,336
American Planning Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from American Planning Services Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by American Planning Services Inc. to be as follows, presented in the
table below with each row detailing each American Planning Services Inc. position, ordered by largest to smallest position size.
The all-stocks-held-by-American Planning Services Inc. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by American Planning Services Inc. as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
PACER FDS TR |
469,351 |
+7,349 |
$22,397 | PTLC | 469,351 | +7,349 | $22,397 | INVESCO EXCH TRD SLF IDX FD |
967,538 |
+950,861 |
$20,289 | BSCO | 967,538 | +950,861 | $20,289 | PACER FDS TR |
251,924 |
-616 |
$14,639 | COWZ | 251,924 | -616 | $14,639 | INVESCO QQQ TR |
30,684 |
+460 |
$13,624 | QQQ | 30,684 | +460 | $13,624 | J P MORGAN EXCHANGE TRADED F (JPEF) |
197,491 |
+2,702 |
$11,804 | JPEF | 197,491 | +2,702 | $11,804 | INVESCO EXCH TRD SLF IDX FD |
209,818 |
+1,542 |
$11,588 | OMFL | 209,818 | +1,542 | $11,588 | J P MORGAN EXCHANGE TRADED F (JEPI) |
196,709 |
-6,484 |
$11,382 | JEPI | 196,709 | -6,484 | $11,382 | WISDOMTREE TR |
127,891 |
-6,158 |
$6,432 | USFR | 127,891 | -6,158 | $6,432 | ISHARES TR (TFLO) |
67,932 |
-2,902 |
$3,443 | TFLO | 67,932 | -2,902 | $3,443 | SPDR S&P 500 ETF TR (SPY) |
3,699 |
-32 |
$1,935 | SPY | 3,699 | -32 | $1,935 | APPLE INC |
11,047 |
+560 |
$1,894 | AAPL | 11,047 | +560 | $1,894 | NVIDIA CORPORATION |
1,717 |
+314 |
$1,551 | NVDA | 1,717 | +314 | $1,551 | BERKSHIRE HATHAWAY INC DEL |
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$1,399 | BRK.B | 3,327 | -139 | $1,399 | SPDR SER TR (BIL) |
14,284 |
+14,284 |
$1,311 | BIL | 14,284 | +14,284 | $1,311 | MICROSOFT CORP |
2,885 |
+1 |
$1,214 | MSFT | 2,885 | +1 | $1,214 | SPDR DOW JONES INDL AVERAGE (DIA) |
2,223 |
-100 |
$884 | DIA | 2,223 | -100 | $884 | THERMO FISHER SCIENTIFIC INC |
1,500 |
UNCH |
$872 | TMO | 1,500 | UNCH | $872 | SPDR SER TR (SPLG) |
12,085 |
UNCH |
$744 | SPLG | 12,085 | UNCH | $744 | AMAZON COM INC |
3,735 |
+337 |
$674 | AMZN | 3,735 | +337 | $674 | ORACLE CORP |
4,600 |
UNCH |
$578 | ORCL | 4,600 | UNCH | $578 | INVESCO EXCH TRADED FD TR II (QQQM) |
2,913 |
UNCH |
$532 | QQQM | 2,913 | UNCH | $532 | META PLATFORMS INC |
1,092 |
+70 |
$530 | META | 1,092 | +70 | $530 | INVESCO EXCH TRADED FD TR II (TBLL) |
4,900 |
+4,900 |
$517 | TBLL | 4,900 | +4,900 | $517 | JPMORGAN CHASE & CO |
2,269 |
+200 |
$455 | JPM | 2,269 | +200 | $455 | ISHARES TR (IBTF) |
19,110 |
+4,707 |
$444 | IBTF | 19,110 | +4,707 | $444 | ISHARES TR (IBTE) |
17,953 |
+2,568 |
$430 | IBTE | 17,953 | +2,568 | $430 | ALPHABET INC |
2,764 |
+282 |
$417 | GOOGL | 2,764 | +282 | $417 | ISHARES TR (IBDP) |
16,201 |
-952,381 |
$406 | IBDP | 16,201 | -952,381 | $406 | ISHARES TR (IBDQ) |
16,352 |
+3,217 |
$406 | IBDQ | 16,352 | +3,217 | $406 | VANGUARD INDEX FDS (VOO) |
824 |
+74 |
$396 | VOO | 824 | +74 | $396 | VANGUARD WORLD FD (MGK) |
1,364 |
-122 |
$391 | MGK | 1,364 | -122 | $391 | EXXON MOBIL CORP |
3,213 |
-144 |
$374 | XOM | 3,213 | -144 | $374 | MARRIOTT INTL INC NEW |
1,444 |
-180 |
$364 | MAR | 1,444 | -180 | $364 | INVESCO EXCH TRD SLF IDX FD |
17,449 |
+24 |
$356 | BSCP | 17,449 | +24 | $356 | MCDONALDS CORP |
1,114 |
UNCH |
$314 | MCD | 1,114 | UNCH | $314 | INVESCO EXCH TRD SLF IDX FD |
13,639 |
+13,639 |
$310 | BSJO | 13,639 | +13,639 | $310 | PACER FDS TR |
4,317 |
-545 |
$296 | PTNQ | 4,317 | -545 | $296 | SELECT SECTOR SPDR TR (XLP) |
3,830 |
-176 |
$292 | XLP | 3,830 | -176 | $292 | PEPSICO INC |
1,601 |
UNCH |
$280 | PEP | 1,601 | UNCH | $280 | FIRST TR EXCHNG TRADED FD VI (DNOV) |
6,561 |
-1,008 |
$265 | DNOV | 6,561 | -1,008 | $265 | JOHNSON & JOHNSON |
1,653 |
UNCH |
$261 | JNJ | 1,653 | UNCH | $261 | INTERNATIONAL BUSINESS MACHS |
1,274 |
+1 |
$243 | IBM | 1,274 | +1 | $243 | INVESCO EXCH TRD SLF IDX FD |
10,200 |
+10,200 |
$234 | BSJP | 10,200 | +10,200 | $234 | MONGODB INC |
649 |
UNCH |
$233 | MDB | 649 | UNCH | $233 | HOME DEPOT INC |
597 |
UNCH |
$229 | HD | 597 | UNCH | $229 | ISHARES TR (IVV) |
421 |
UNCH |
$221 | IVV | 421 | UNCH | $221 | MERCK & CO INC |
1,609 |
+1,609 |
$212 | MRK | 1,609 | +1,609 | $212 | VANGUARD INDEX FDS (VUG) |
616 |
+616 |
$212 | VUG | 616 | +616 | $212 | PROCTER AND GAMBLE CO |
1,279 |
+1,279 |
$208 | PG | 1,279 | +1,279 | $208 | ARK ETF TR |
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$0 (exited) | ARKK | 0 | -4,592 | $0 | INVESCO EXCH TRADED FD TR II |
0 |
-4,900 |
$0 (exited) | CLTL | 0 | -4,900 | $0 |
See Summary: American Planning Services Inc. Top Holdings
See Details: Top 10 Stocks Held By American Planning Services Inc.
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