Vahanian & Associates Financial Planning Inc.

13F Filings History

Latest 13F report: Q4 2023 - Jan 25, 2024
Value $: $25.3M
Signature - Title: Bonnie M. Boyce - Director of Financial Services & Chief Compliance Officer
Location: Saratoga Springs, NY
Summary: This page shows a list of all the recent 13F filings made by Vahanian & Associates Financial Planning Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Vahanian & Associates Financial Planning Inc. reported 50 stock holdings with total value $25.3M as of Q4 2023. Top holdings included AAPL, AMZN, SITM, MSFT, and AQST.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2023	50	$25.3M	+$1.5M	-$11.4M	-$9.9M	AAPL, AMZN, SITM, MSFT, AQST	13F-HR	1/24/2024, 06:13 PM
Q3 2023	60	$31.1M	+$5.43M	-$4.73M	+$705K	AAPL, SITM, AMZN, MSFT, AQST	13F-HR	10/19/2023, 11:09 AM
Q2 2023	52	$31.6M	+$4.09M	-$10.4M	-$6.27M	AAPL, SITM, MSFT, AMZN, XLE	13F-HR	7/24/2023, 02:25 PM
Q1 2023	74	$36M	+$7.53M	-$4.15M	+$3.39M	AAPL, SITM, XLE, MSFT, IJH	13F-HR	4/17/2023, 09:39 PM
Q4 2022	60	$30.6M	+$4.8M	-$4.66M	+$135K	AAPL, XLE, SITM, MSFT, IJH	13F-HR	1/31/2023, 08:57 PM
Q3 2022	53	$28.9M	+$12M	-$4.85M	+$7.11M	AAPL, XLE, AMZN, ITCI, SITM	13F-HR	11/2/2022, 08:26 PM
Q2 2022	37	$23.2M	+$4.61M	-$12.9M	-$8.31M	AAPL, ITCI, XLE, SITM, ATHX	13F-HR	7/26/2022, 07:34 PM
Q1 2022	60	$43.3M	+$1.07M	-$75.3M	-$74.2M	AAPL, SITM, ITCI, ATHX, AMZN	13F-HR	4/27/2022, 05:15 PM
Q4 2021	152	$124M	$0	$0		AAPL, SITM, ATHX, MSFT, AMZN	13F-HR	1/27/2022, 09:42 PM

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