$80.6 Million is the total value of American Planning Services, Inc.'s 28 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IGV | Exit | ISHARES TRexpanded tech | $0 | – | -853 | -100.0% | -0.26% | – |
| JPM | Exit | JPMORGAN CHASE CO | $0 | – | -2,085 | -100.0% | -0.26% | – |
| QQQM | Exit | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $0 | – | -2,051 | -100.0% | -0.26% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -8,084 | -100.0% | -0.36% | – |
| SOXX | Exit | ISHARES TRishares semicdtr | $0 | – | -1,160 | -100.0% | -0.45% | – |
| RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -3,177 | -100.0% | -0.47% | – |
| BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -2 | -100.0% | -0.91% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -39,503 | -100.0% | -12.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
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.