American Planning Services, Inc. Portfolio Holdings

American Planning Services, Inc.

  • $114 Million
  • Q3 2024

American Planning Services, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $114 Million distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $15.6M, Pacer Fds Tr Trendpilot Us Lar with a value of $14.8M, Pacer Fds Tr Us Cash Cows 100 with a value of $13.5M, J P Morgan Exchange Traded Fd with a value of $8.09M, and Apple Inc. with a value of $5.48M.

Examining the 13F form we can see an decrease of $16M in the current position value, from $130M to 114M.

American Planning Services, Inc. is based out at Sun City Center, FL

Below you can find more details about American Planning Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $114 Million
ETFs: $72.6 Million
Technology: $14.6 Million
Communication Services: $6.63 Million
Financial Services: $4.89 Million
Consumer Cyclical: $4.21 Million
Healthcare: $4 Million
Consumer Defensive: $1.96 Million
Energy: $1.86 Million
Other: $3.23 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$187B
$1.64 Million 1.44% of portfolio
8,712
Q3 2024 Added 5.96%
$143B
$1.59 Million 1.39% of portfolio
18,784
Q3 2024 Added 3.21%
$92.9B
$358,000 0.31% of portfolio
1,444
Q1 2024 Reduced 11.08%
$55B
$219,000 0.19% of portfolio
2,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $114 Million
  • Prior Value $130 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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