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American Planning Services

Latest statistics and disclosures from American Planning Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are PTLC, BSCO, COWZ, QQQ, JPEF, and represent 59.76% of American Planning Services's stock portfolio.
Added to shares of these 10 stocks: BSCO (+$20M), BIL, PTLC, BSJO, NVDA, BSJP, MRK, VUG, PG, QQQ.
Started 6 new stock positions in BSJP, BIL, VUG, PG, MRK, BSJO.
Reduced shares in these 10 stocks: IBDP (-$24M), JEPI, USFR, ARKK, TFLO, BRK.B, MAR, DNOV, DIA, PTNQ.
Sold out of its position in ARKK.
American Planning Services was a net seller of stock by $-1.2M.
American Planning Services has $139M in assets under management (AUM), dropping by 6.25%.
Central Index Key (CIK): 0001906656

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Portfolio Holdings for American Planning Services

American Planning Services holds 49 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	16.2	$22M		469k	47.72	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	14.7	$20M	+5701%	968k	20.97	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	10.6	$15M		252k	58.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	9.8	$14M		31k	444.01	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	8.5	$12M		198k	59.77	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	8.4	$12M		210k	55.23	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	8.2	$11M	-3%	197k	57.86	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	4.6	$6.4M	-4%	128k	50.29	View chart
Ishares Tr TRS FLT RT BD (TFLO)	2.5	$3.4M	-4%	68k	50.69	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$1.9M		3.7k	523.03	View chart
Apple (AAPL)	1.4	$1.9M	+5%	11k	171.48	View chart
NVIDIA Corporation (NVDA)	1.1	$1.6M	+22%	1.7k	903.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$1.4M	-4%	3.3k	420.52	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.9	$1.3M	NEW	14k	91.80	View chart
Microsoft Corporation (MSFT)	0.9	$1.2M		2.9k	420.72	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.6	$884k	-4%	2.2k	397.76	View chart
Thermo Fisher Scientific (TMO)	0.6	$872k		1.5k	581.21	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.5	$744k		12k	61.53	View chart
Amazon (AMZN)	0.5	$674k	+9%	3.7k	180.38	View chart
Oracle Corporation (ORCL)	0.4	$578k		4.6k	125.61	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$532k		2.9k	182.69	View chart
Meta Platforms Cl A (META)	0.4	$530k	+6%	1.1k	485.58	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.4	$517k		4.9k	105.47	View chart
JPMorgan Chase & Co. (JPM)	0.3	$455k	+9%	2.3k	200.32	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.3	$444k	+32%	19k	23.23	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.3	$430k	+16%	18k	23.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$417k	+11%	2.8k	150.93	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.3	$406k	-98%	16k	25.05	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.3	$406k	+24%	16k	24.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$396k	+9%	824.00	480.70	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$391k	-8%	1.4k	286.61	View chart
Exxon Mobil Corporation (XOM)	0.3	$374k	-4%	3.2k	116.26	View chart
Marriott Intl Cl A (MAR)	0.3	$364k	-11%	1.4k	252.31	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.3	$357k		17k	20.43	View chart
McDonald's Corporation (MCD)	0.2	$314k		1.1k	281.95	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)	0.2	$310k	NEW	14k	22.73	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.2	$297k	-11%	4.3k	68.68	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$293k	-4%	3.8k	76.36	View chart
Pepsi (PEP)	0.2	$280k		1.6k	175.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.2	$265k	-13%	6.6k	40.39	View chart
Johnson & Johnson (JNJ)	0.2	$262k		1.7k	158.19	View chart
International Business Machines (IBM)	0.2	$243k		1.3k	190.90	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.2	$234k	NEW	10k	22.95	View chart
Mongodb Cl A (MDB)	0.2	$233k		649.00	358.64	View chart
Home Depot (HD)	0.2	$229k		597.00	383.60	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$221k		421.00	525.73	View chart
Merck & Co (MRK)	0.2	$212k	NEW	1.6k	131.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$212k	NEW	616.00	344.20	View chart
Procter & Gamble Company (PG)	0.1	$208k	NEW	1.3k	162.25	View chart

Past Filings by American Planning Services

SEC 13F filings are viewable for American Planning Services going back to 2021

American Planning Services 2024 Q1 filed May 7, 2024
American Planning Services 2023 Q4 filed Feb. 7, 2024
American Planning Services 2023 Q3 filed Nov. 7, 2023
American Planning Services 2023 Q2 filed Aug. 14, 2023
American Planning Services 2023 Q1 filed May 8, 2023
American Planning Services 2022 Q4 filed Feb. 14, 2023
American Planning Services 2022 Q3 filed Nov. 9, 2022
American Planning Services 2022 Q2 filed Aug. 15, 2022
American Planning Services 2022 Q1 filed May 5, 2022
American Planning Services 2021 Q4 filed Feb. 10, 2022

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