$93.6 Million is the total value of American Planning Services, Inc.'s 28 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
COWZ | New | PACER FDS TRus cash cows 100 | $2,651,000 | – | 53,259 | +100.0% | 2.83% | – |
SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $2,575,000 | – | 32,636 | +100.0% | 2.75% | – |
SPGP | New | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $330,000 | – | 3,616 | +100.0% | 0.35% | – |
XOM | New | EXXON MOBIL CORP | $246,000 | – | 2,973 | +100.0% | 0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-05
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SP 500 ETF TR | 8 | Q3 2023 | 20.0% |
INVESCO QQQ TR | 8 | Q3 2023 | 27.1% |
SPDR DOW JONES INDL AVERAGE | 8 | Q3 2023 | 14.7% |
INVESCO EXCH TRD SLF IDX FD | 8 | Q3 2023 | 13.3% |
APPLE INC | 8 | Q3 2023 | 1.9% |
THERMO FISHER SCIENTIFIC INC | 8 | Q3 2023 | 1.0% |
MICROSOFT CORP | 8 | Q3 2023 | 0.5% |
ORACLE CORP | 8 | Q3 2023 | 0.4% |
PROCTER AND GAMBLE CO | 8 | Q3 2023 | 0.4% |
JOHNSON & JOHNSON | 8 | Q3 2023 | 0.3% |
View American Planning Services, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-07 |
13F-HR | 2024-02-07 |
13F-HR | 2023-11-07 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-08 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-05 |
13F-HR | 2022-02-10 |
View American Planning Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.