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Vahanian & Associates Financial Planning Inc.

Portfolio Manager
Vahanian & Associates Financial Planning Inc.
Performance
0% (N/A)
AUM (13F)
$25.29M
# of Holdings
50
Performance Rank
N/A
Allocation (Top 20)
N/A

Vahanian & Associates Financial Planning Inc. Holdings Map

Top 49 Vahanian & Associates Financial Planning Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
14.59%19.2K$3.7M
-10.07%(-2.15K)
2022-Q4: 20.6K shares2023-Q1: 19.7K shares2023-Q2: 19.7K shares2023-Q3: 21.3K shares2023-Q4: 19.2K shares2023-12-31
AMZN
AMAZON COM INC
5.32%8.9K$1.3M
-21.52%(-2.43K)
2022-Q4: 11.1K shares2023-Q1: 9.4K shares2023-Q2: 9.7K shares2023-Q3: 11.3K shares2023-Q4: 8.9K shares2023-12-31
SITM
SITIME CORP
4.95%10.3K$1.3M
-23.63%(-3.17K)
2022-Q4: 14.1K shares2023-Q1: 14.2K shares2023-Q2: 13.5K shares2023-Q3: 13.4K shares2023-Q4: 10.3K shares2023-12-31
MSFT
MICROSOFT CORP
4.86%3.3K$1.2M
-21.10%(-875)
2022-Q4: 4.6K shares2023-Q1: 4.2K shares2023-Q2: 4.1K shares2023-Q3: 4.1K shares2023-Q4: 3.3K shares2023-12-31
AQST
AQUESTIVE THERAPEUTICS INC
4.72%591.6K$1.2M
-18.07%(-130.50K)
2022-Q4: 678.3K shares2023-Q1: 718.9K shares2023-Q2: 725.2K shares2023-Q3: 722.1K shares2023-Q4: 591.6K shares2023-12-31
GOOG
ALPHABET INC
3.3%5.9K$834K
-23.09%(-1.78K)
2022-Q4: 8.3K shares2023-Q1: 7.8K shares2023-Q2: 7.7K shares2023-Q3: 7.7K shares2023-Q4: 5.9K shares2023-12-31
CRM
SALESFORCE INC
3.2%3.1K$809K
-22.84%(-910)
2023-Q1: 2.1K shares2023-Q2: 4.0K shares2023-Q3: 4.0K shares2023-Q4: 3.1K shares2023-12-31
IJH
ISHARES TR
3.01%2.7K$760K
-29.54%(-1.15K)
2022-Q4: 4.5K shares2023-Q1: 4.3K shares2023-Q2: 4.3K shares2023-Q3: 3.9K shares2023-Q4: 2.7K shares2023-12-31
ITCI
INTRA-CELLULAR THERAPIES INC
2.81%9.9K$710K
-34.83%(-5.30K)
2022-Q4: 18.6K shares2023-Q1: 16.1K shares2023-Q2: 15.2K shares2023-Q3: 15.2K shares2023-Q4: 9.9K shares2023-12-31
URI
UNITED RENTALS INC
2.65%1.2K$670K
-32.19%(-555)
2022-Q4: 2.3K shares2023-Q1: 1.8K shares2023-Q2: 1.8K shares2023-Q3: 1.7K shares2023-Q4: 1.2K shares2023-12-31

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