Vahanian & Associates Financial Planning

Latest statistics and disclosures from Vahanian & Associates Financial Planning's latest quarterly 13F-HR filing:

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Positions held by Vahanian & Associates Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Vahanian & Associates Financial Planning

Vahanian & Associates Financial Planning holds 50 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 14.6 $3.7M -10% 19k 192.53
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Amazon (AMZN) 5.3 $1.3M -21% 8.9k 151.94
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Sitime Corp (SITM) 5.0 $1.3M -23% 10k 122.08
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Microsoft Corporation (MSFT) 4.9 $1.2M -21% 3.3k 376.04
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Aquestive Therapeutics (AQST) 4.7 $1.2M -18% 592k 2.02
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Alphabet Cap Stk Cl C (GOOG) 3.3 $834k -23% 5.9k 140.93
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salesforce (CRM) 3.2 $809k -22% 3.1k 263.14
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Ishares Tr Core S&p Mcp Etf (IJH) 3.0 $760k -29% 2.7k 277.15
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Intra Cellular Therapies (ITCI) 2.8 $710k -34% 9.9k 71.62
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United Rentals (URI) 2.7 $670k -32% 1.2k 573.42
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NVIDIA Corporation (NVDA) 2.6 $654k -10% 1.3k 495.22
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Advanced Micro Devices (AMD) 2.5 $645k -27% 4.4k 147.41
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Netflix (NFLX) 2.3 $588k -24% 1.2k 486.88
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Ishares Tr Us Aer Def Etf (ITA) 2.0 $503k +50% 4.0k 126.60
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Select Sector Spdr Tr Energy (XLE) 2.0 $495k -2% 5.9k 83.84
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Draftkings Note 3/1 (Principal) 1.9 $493k -26% 14k 35.25
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 1.9 $483k +5% 12k 39.10
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Ishares Tr Core S&p500 Etf (IVV) 1.8 $443k -42% 928.00 477.63
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Meta Platforms Cl A (META) 1.7 $435k -23% 1.2k 353.96
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Ulta Salon, Cosmetics & Fragrance (ULTA) 1.7 $419k -29% 855.00 489.99
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First Solar (FSLR) 1.6 $405k NEW 2.4k 172.28
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UnitedHealth (UNH) 1.5 $390k -30% 741.00 526.47
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Ishares Tr Core S&p Scp Etf (IJR) 1.5 $389k -10% 3.6k 108.25
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Bank of America Corporation (BAC) 1.5 $383k -14% 11k 33.67
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Booking Holdings (BKNG) 1.5 $373k -30% 105.00 3547.22
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Herc Hldgs (HRI) 1.4 $362k -24% 2.4k 148.89
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Palantir Technologies Cl A (PLTR) 1.2 $315k -33% 18k 17.17
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Ishares Tr U.s. Finls Etf (IYF) 1.2 $306k -37% 3.6k 85.41
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Ishares Tr Dow Jones Us Etf (IYY) 1.2 $302k -28% 2.6k 116.53
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Ishares Tr Msci Eafe Etf (EFA) 1.2 $294k -33% 3.9k 75.35
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Crispr Therapeutics Namen Akt (CRSP) 1.1 $286k NEW 4.6k 62.60
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Anheuser Busch Inbev Sa Sponsored Adr (BUD) 1.1 $286k -21% 4.4k 64.62
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Super Micro Computer (SMCI) 1.1 $276k NEW 970.00 284.26
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Amgen (AMGN) 1.1 $275k 956.00 288.02
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The Original Bark Company (BARK) 1.1 $269k -11% 334k 0.81
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Frontline (FRO) 1.1 $268k -57% 13k 20.05
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Cloudflare Cl A Com (NET) 1.0 $244k -25% 2.9k 83.26
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International Seaways (INSW) 0.9 $239k -33% 5.3k 45.48
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Global X Fds Rbtcs Artfl Inte (BOTZ) 0.9 $235k -33% 8.3k 28.50
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Copart (CPRT) 0.9 $235k 4.8k 49.00
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Oracle Corporation (ORCL) 0.9 $226k -21% 2.1k 105.43
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Cummins (CMI) 0.9 $225k NEW 938.00 239.57
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Target Corporation (TGT) 0.9 $215k -18% 1.5k 142.42
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Archer Aviation Com Cl A (ACHR) 0.8 $201k -28% 33k 6.14
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Vera Bradley (VRA) 0.6 $157k -40% 20k 7.70
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Pacific Ethanol (ALTO) 0.6 $152k -4% 57k 2.66
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Altimmune Com New (ALT) 0.4 $113k -27% 10k 11.25
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Fisker Cl A Com Stk (FSR) 0.4 $97k +277% 55k 1.75
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Arbe Robotics Ordinary Shares (ARBE) 0.3 $76k -66% 35k 2.18
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Luminar Technologies Com Cl A (LAZR) 0.2 $42k NEW 12k 3.37
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Past Filings by Vahanian & Associates Financial Planning

SEC 13F filings are viewable for Vahanian & Associates Financial Planning going back to 2021