StockDriftsStockDriftsTop 50 American Planning Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 12.32% | 31.9K | $15.6M | +1.17%(+370) | — | 2024-09-30 | |
| PTLC | PACER FDS TR | 11.74% | 282.3K | $14.8M | -2.49%(-7.20K) | — | 2024-09-30 | |
| COWZ | PACER FDS TR | 10.69% | 233.6K | $13.5M | -2.19%(-5.23K) | — | 2024-09-30 | |
| JPEF | J P MORGAN EXCHANGE TRADED F | 9.36% | 180.6K | $11.8M | -3.00%(-5.59K) | — | 2024-09-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 6.4% | 136.0K | $8.1M | -3.74%(-5.28K) | — | 2024-09-30 | |
| AAPL | APPLE INC | 4.34% | 23.5K | $5.5M | +1.85%(+427) | — | 2024-09-30 | |
| USFR | WISDOMTREE TR | 4.07% | 102.3K | $5.1M | -5.61%(-6.08K) | — | 2024-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.27% | 34.1K | $4.1M | +4.83%(+1.57K) | — | 2024-09-30 | |
| MSFT | MICROSOFT CORP | 2.95% | 8.7K | $3.7M | +2.59%(+219) | — | 2024-09-30 | |
| META | META PLATFORMS INC | 2.83% | 6.2K | $3.6M | +2.85%(+173) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
American Planning Services, Inc. reports $126.39M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (12.3%), PTLC (11.7%) and COWZ (10.7%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track American Planning Services, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from American Planning Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1906656). View American Planning Services, Inc.’s 13F filings on SEC