American Planning Services

American Planning Services as of March 31, 2024

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