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