$100 Million is the total value of American Planning Services, Inc.'s 24 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SWAN | Exit | AMPLIFY ETF TRblackswan grwt | $0 | – | -8 | -100.0% | -0.25% | – |
| SPGP | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $0 | – | -2 | -100.0% | -0.25% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -2 | -100.0% | -0.26% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -1 | -100.0% | -0.36% | – |
| BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -40 | -100.0% | -1.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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.