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American Planning Services, Inc.

Portfolio Manager
American Planning Services, Inc.
Performance
0% (N/A)
AUM (13F)
$126.39M
# of Holdings
53
Performance Rank
N/A
Allocation (Top 20)
N/A

American Planning Services, Inc. Holdings Map

Top 50 American Planning Services, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
QQQ
INVESCO QQQ TR
12.32%31.9K$15.6M
+1.17%(+370)
2023-Q3: 3.9K shares2023-Q4: 30.2K shares2024-Q1: 30.7K shares2024-Q2: 31.5K shares2024-Q3: 31.9K shares2024-09-30
PTLC
PACER FDS TR
11.74%282.3K$14.8M
-2.49%(-7.20K)
2023-Q3: 459.9K shares2023-Q4: 462.0K shares2024-Q1: 469.4K shares2024-Q2: 289.5K shares2024-Q3: 282.3K shares2024-09-30
COWZ
PACER FDS TR
10.69%233.6K$13.5M
-2.19%(-5.23K)
2023-Q3: 262.0K shares2023-Q4: 252.5K shares2024-Q1: 251.9K shares2024-Q2: 238.8K shares2024-Q3: 233.6K shares2024-09-30
JPEF
J P MORGAN EXCHANGE TRADED F
9.36%180.6K$11.8M
-3.00%(-5.59K)
2023-Q3: 202.4K shares2023-Q4: 194.8K shares2024-Q1: 197.5K shares2024-Q2: 186.2K shares2024-Q3: 180.6K shares2024-09-30
JEPI
J P MORGAN EXCHANGE TRADED F
6.4%136.0K$8.1M
-3.74%(-5.28K)
2023-Q3: 436.6K shares2023-Q4: 203.2K shares2024-Q1: 196.7K shares2024-Q2: 141.2K shares2024-Q3: 136.0K shares2024-09-30
AAPL
APPLE INC
4.34%23.5K$5.5M
+1.85%(+427)
2023-Q3: 9.9K shares2023-Q4: 10.5K shares2024-Q1: 11.0K shares2024-Q2: 23.1K shares2024-Q3: 23.5K shares2024-09-30
USFR
WISDOMTREE TR
4.07%102.3K$5.1M
-5.61%(-6.08K)
2023-Q3: 493.1K shares2023-Q4: 134.0K shares2024-Q1: 127.9K shares2024-Q2: 108.4K shares2024-Q3: 102.3K shares2024-09-30
NVDA
NVIDIA CORPORATION
3.27%34.1K$4.1M
+4.83%(+1.57K)
2023-Q4: 1.4K shares2024-Q1: 1.7K shares2024-Q2: 32.5K shares2024-Q3: 34.1K shares2024-09-30
MSFT
MICROSOFT CORP
2.95%8.7K$3.7M
+2.59%(+219)
2023-Q3: 2.1K shares2023-Q4: 2.9K shares2024-Q1: 2.9K shares2024-Q2: 8.4K shares2024-Q3: 8.7K shares2024-09-30
META
META PLATFORMS INC
2.83%6.2K$3.6M
+2.85%(+173)
2023-Q4: 1.0K shares2024-Q1: 1.1K shares2024-Q2: 6.1K shares2024-Q3: 6.2K shares2024-09-30

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