StockDriftsStockDriftsTop 49 Vahanian & Associates Financial Planning Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 14.59% | 19.2K | $3.7M | -10.07%(-2.15K) | — | 2023-12-31 | |
| AMZN | AMAZON COM INC | 5.32% | 8.9K | $1.3M | -21.52%(-2.43K) | — | 2023-12-31 | |
| SITM | SITIME CORP | 4.95% | 10.3K | $1.3M | -23.63%(-3.17K) | — | 2023-12-31 | |
| MSFT | MICROSOFT CORP | 4.86% | 3.3K | $1.2M | -21.10%(-875) | — | 2023-12-31 | |
| AQST | AQUESTIVE THERAPEUTICS INC | 4.72% | 591.6K | $1.2M | -18.07%(-130.50K) | — | 2023-12-31 | |
| GOOG | ALPHABET INC | 3.3% | 5.9K | $834K | -23.09%(-1.78K) | — | 2023-12-31 | |
| CRM | SALESFORCE INC | 3.2% | 3.1K | $809K | -22.84%(-910) | — | 2023-12-31 | |
| IJH | ISHARES TR | 3.01% | 2.7K | $760K | -29.54%(-1.15K) | — | 2023-12-31 | |
| ITCI | INTRA-CELLULAR THERAPIES INC | 2.81% | 9.9K | $710K | -34.83%(-5.30K) | — | 2023-12-31 | |
| URI | UNITED RENTALS INC | 2.65% | 1.2K | $670K | -32.19%(-555) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Vahanian & Associates Financial Planning Inc. reports $25.29M in US-listed equity holdings across 50 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (14.6%), AMZN (5.3%) and SITM (5.0%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Vahanian & Associates Financial Planning Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1900990). View Vahanian & Associates Financial Planning Inc.’s 13F filings on SEC