$89.9 Million is the total value of American Planning Services, Inc.'s 29 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,385,000 | -21.8% | 10,135 | 0.0% | 1.54% | -18.5% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $828,000 | -8.1% | 1,525 | 0.0% | 0.92% | -4.3% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $817,000 | -22.8% | 2 | 0.0% | 0.91% | -19.6% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $536,000 | -22.5% | 2,405 | 0.0% | 0.60% | -19.4% | |
| ARKK | ARK ETF TRinnovation etf | $322,000 | -39.9% | 8,084 | 0.0% | 0.36% | -37.5% | |
| ORCL | ORACLE CORP | $321,000 | -15.7% | 4,600 | 0.0% | 0.36% | -12.3% | |
| JNJ | JOHNSON JOHNSON | $293,000 | 0.0% | 1,653 | 0.0% | 0.33% | +4.2% | |
| SPGP | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $287,000 | -13.0% | 3,616 | 0.0% | 0.32% | -9.6% | |
| PEP | PEPSICO INC | $266,000 | -0.7% | 1,601 | 0.0% | 0.30% | +3.5% | |
| MCD | MCDONALDS CORP | $257,000 | -0.4% | 1,045 | 0.0% | 0.29% | +3.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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.