VA
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Vahanian & Associates Financial Planning Inc.13F | |
| Vahanian & Associates Financial Planning Inc. | |
| Last update 2024-01-25 | 49 Stocks (5 new) |
| Value $25.00 Mil | Turnover 6 % |
Vahanian & Associates Financia... Top Holdings of 2023-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 19,166 | 3,690.0 | -10.07% | 14.880 | -1.20% | 0.000 | +10.15% | -14.95% | 3,173,564.3 | Hardware | |
AMZN | Amazon.com Inc | 8,860 | 1,346.2 | -21.52% | 5.430 | -1.01% | 0.000 | +37.09% | +4.55% | 2,435,110.6 | Retail - Cyclical | |
SITM | SiTime Corp | 10,262 | 1,252.8 | -23.63% | 5.050 | -1.19% | 0.050 | +66.48% | -1.78% | 5,422.7 | Semiconductors | |
MSFT | Microsoft Corp | 3,271 | 1,230.0 | -21.10% | 4.960 | -0.90% | 0.000 | +42.29% | +21.47% | 3,790,894.7 | Software | |
AQST | Aquestive Therapeutics Inc | 591,608 | 1,195.0 | -18.07% | 4.820 | -0.65% | 0.890 | +63.95% | +18.82% | 420.2 | Drug Manufacturers | |
GOOG | Alphabet Inc | 5,921 | 834.5 | -23.09% | 3.360 | -0.77% | 0.000 | +27.69% | +0.59% | 2,313,215.9 | Interactive Media | |
CRM | Salesforce Inc | 3,075 | 809.2 | -22.84% | 3.260 | -0.60% | 0.000 | +11.19% | -21.30% | 250,739.7 | Software | |
IJH | iShares Core S&P Mid-Cap ETF | 13,715 | 760.2 | -29.54% | 3.070 | -0.94% | 0.000 | +17.98% | +1.77% | 96,587.4 | ||
ITCI | Intra-Cellular Therapies Inc | 9,917 | 710.3 | -34.83% | 2.860 | -0.90% | 0.010 | +57.89% | +57.89% | 14,047.0 | Drug Manufacturers | |
URI | United Rentals Inc | 1,169 | 670.3 | -32.19% | 2.700 | -0.81% | 0.000 | +36.69% | +10.98% | 50,570.5 | Business Services |
Vahanian & Associates Financial Planning Inc.'s Historical Top Holdings Breakdowns
Vahanian & Associates Financial Planning Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FSLR | First Solar Inc | 2023-12-31 | New Buy New Buy | +1.63% | 132.53 ($152.94) 173.22 | $178.33 | 16.60% | New holding | 2,350 | 2,350 | |
KRE | SPDR S&P Regional Banking ETF | 2023-12-31 | Sold Out Sold Out | -1.47% | 38.57 ($44.72) 53.82 | $63.07 | 41.03% | Sold Out | 0 | -10,742 | |
ATHXQ | Athersys Inc | 2023-12-31 | Sold Out Sold Out | -1.33% | 0.02 ($0.07) 0.44 | $0 | -99.86% | Sold Out | 0 | -939,530 | |
ARRY | Array Technologies Inc | 2023-12-31 | Sold Out Sold Out | -1.26% | 13.77 ($17.25) 21.36 | $6.82 | -60.46% | Sold Out | 0 | -17,304 | |
AAPL | Apple Inc | 2023-12-31 | Reduce Reduce | -1.20% | 166.89 ($184.64) 198.11 | $212.48 | 15.08% | Reduce -10.07% | 19,166 | -2,145 | |
SITM | SiTime Corp | 2023-12-31 | Reduce Reduce | -1.19% | 96.47 ($113.22) 129.42 | $210.72 | 86.12% | Reduce -23.63% | 10,262 | -3,175 | |
CRSP | CRISPR Therapeutics AG | 2023-12-31 | New Buy New Buy | +1.15% | 38.62 ($55.02) 72.18 | $65.33 | 18.74% | New holding | 4,575 | 4,575 | |
SMCI | Super Micro Computer Inc | 2023-12-31 | New Buy New Buy | +1.11% | 23.66 ($27.72) 32.22 | $51.50 | 85.79% | New holding | 9,700 | 970 | |
FRO | Frontline Plc | 2023-12-31 | Reduce Reduce | -1.10% | 17.36 ($20.67) 22.77 | $18.09 | -12.48% | Reduce -57.17% | 13,370 | -17,850 | |
ANF | Abercrombie & Fitch Co | 2023-12-31 | Sold Out Sold Out | -1.09% | 54.54 ($71.15) 93.19 | $95.31 | 33.96% | Sold Out | 0 | -5,900 |
Vahanian & Associates Financial Planning Inc. Total Holding History ($B)
Vahanian & Associates Financial Planning Inc.'s Asset Allocation
Vahanian & Associates Financial Planning Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Vahanian & Associates Financial Planning Inc.'s Hypothetical Growth since 2023-12-31
Vahanian & Associates Financial Planning Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Vahanian & Associates Financial Planning Inc.'s Holdings Heat Map
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Vahanian & Associates Financial Planning Inc.'s Holdings Bubble Chart
Vahanian & Associates Financial Planning Inc. News
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