AP

American Planning Services, Inc.

13F
American Planning Services, Inc.
Last update 2024-11-14 53 Stocks (2 new)
Value $126.00 Mil Turnover 2 %
Countries:
Top Holdings: QQQ(12.32%)PTLC(11.74%)COWZ(10.69%)JPEF(9.36%)JEPI(6.40%)
Summary Stock Picks Current Portfolio
American Planning Services, In... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QQQ 		INVESCO QQQ Trust
31,902
15,570.5
+1.17%
12.320
+0.14%
0.010
+4.69%
+2.81%
333,923.9
 
PTLC 		Pacer Trendpilot US Large Cap ETF
282,313
14,835.5
-2.49%
11.740
-0.25%
0.460
-8.57%
-9.13%
3,224.4
 
COWZ 		Pacer US Cash Cows 100 ETF
233,593
13,508.7
-2.19%
10.690
-0.20%
0.050
-2.08%
-3.86%
21,119.2
 
JPEF 		JPMorgan Equity Focus ETF
180,604
11,835.0
-3.00%
9.360
-0.25%
1.280
+2.72%
+1.18%
1,484.0
 
JEPI 		JPMorgan Equity Premium Income ETF
135,962
8,091.1
-3.74%
6.400
-0.21%
0.020
-2.19%
+0.57%
39,230.0
 
AAPL 		Apple Inc
23,538
5,484.4
+1.85%
4.340
+0.08%
0.000
-14.78%
-19.69%
2,996,574.8
Hardware
USFR 		WisdomTree Floating Rate Treasury Fund
102,317
5,138.4
-5.61%
4.070
-0.22%
0.030
+1.03%
+1.81%
18,865.0
 
NVDA 		NVIDIA Corp
34,055
4,135.6
+4.83%
3.270
+0.15%
0.000
+19.35%
+4.25%
3,414,014.1
Semiconductors
MSFT 		Microsoft Corp
8,662
3,727.3
+2.59%
2.950
+0.07%
0.000
+16.84%
+11.38%
3,476,052.1
Software
META 		Meta Platforms Inc
6,239
3,571.5
+2.85%
2.830
+0.08%
0.000
+4.38%
+17.03%
1,721,358.7
Interactive Media

American Planning Services, Inc.'s Historical Top Holdings Breakdowns

American Planning Services, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSCO 		Invesco BulletShares 2024 Corporate Bond ETF2024-09-30Reduce
-13.97%
●
21.05 ($21.1) 21.17
$21.12
0.09%
Reduce -95.3%
46,455
-942,675
BSCP 		Invesco BulletShares 2025 Corporate Bond ETF2024-09-30Reduce
-0.45%
●
20.47 ($20.58) 20.71
$20.70
0.58%
Reduce -73.06%
11,337
-30,742
JPEF 		JPMorgan Equity Focus ETF2024-09-30Reduce
-0.25%
●
59.08 ($63.22) 65.53
$67.90
7.40%
Reduce -3%
180,604
-5,590
PTLC 		Pacer Trendpilot US Large Cap ETF2024-09-30Reduce
-0.25%
●
47.29 ($50.55) 52.55
$48.56
-3.94%
Reduce -2.49%
282,313
-7,195
BSJP 		Invesco BulletShares 2025 High Yield Corporate Bon2024-09-30Sold Out
-0.25%
●
22.94 ($23.04) 23.16
$23.09
0.20%
Sold Out
0
-15,303
USFR 		WisdomTree Floating Rate Treasury Fund2024-09-30Reduce
-0.22%
●
50.2 ($50.35) 50.48
$50.35
0%
Reduce -5.61%
102,317
-6,077
JEPI 		JPMorgan Equity Premium Income ETF2024-09-30Reduce
-0.21%
●
54.98 ($57.52) 59.51
$55.77
-3.04%
Reduce -3.74%
135,962
-5,280
COWZ 		Pacer US Cash Cows 100 ETF2024-09-30Reduce
-0.20%
●
53.41 ($56.03) 57.9
$53.91
-3.78%
Reduce -2.19%
233,593
-5,227
ABBV 		AbbVie Inc2024-09-30New Buy
+0.19%
●
163.84 ($186.63) 199.35
$187.47
0.45%
New holding
1,195
1,195
OMFL 		Invesco Russell 1000 Dynamic Multifactor ETF2024-09-30Reduce
-0.19%
●
47.65 ($51.12) 52.99
$56.53
10.58%
Reduce -15.53%
27,968
-5,143

American Planning Services, Inc. Total Holding History ($B)

To

American Planning Services, Inc.'s Asset Allocation

To

American Planning Services, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

American Planning Services, Inc.'s Hypothetical Growth since 2024-09-30

American Planning Services, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

American Planning Services, Inc.'s Holdings Heat Map

Size field:

American Planning Services, Inc.'s Holdings Bubble Chart

American Planning Services, Inc. News

  • 1

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