13F Filings History of Vahanian & Associates Financial Planning Inc.

Latest 13F report
Q4 2023 - 25 Jan 2024
Value $
$25,292,773
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 $25,292,773 as of Q4 2023. Top holdings included AAPL, AMZN, SITM, MSFT, and AQST.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2023 50 $25,292,773 +$1,498,578 -$11,402,263 -$9,903,685 AAPL, AMZN, SITM, MSFT, AQST 13F-HR 24 Jan 2024, 18:13
Q3 2023 60 $31,127,818 +$5,434,966 -$4,730,465 +$704,501 AAPL, SITM, AMZN, MSFT, AQST 13F-HR 19 Oct 2023, 11:09
Q2 2023 52 $31,629,581 +$4,089,201 -$10,354,865 -$6,265,664 AAPL, SITM, MSFT, AMZN, XLE 13F-HR 24 Jul 2023, 14:25
Q1 2023 74 $36,042,096 +$7,533,501 -$4,145,137 +$3,388,364 AAPL, SITM, XLE, MSFT, IJH 13F-HR 17 Apr 2023, 21:39
Q4 2022 60 $30,568,685 +$4,799,145 -$4,664,621 +$134,524 AAPL, XLE, SITM, MSFT, IJH 13F-HR 31 Jan 2023, 20:57
Q3 2022 53 $28,855,000 +$11,956,887 -$4,847,085 +$7,109,802 AAPL, XLE, AMZN, ITCI, SITM 13F-HR 02 Nov 2022, 20:26
Q2 2022 37 $23,245,000 +$4,614,940 -$12,925,035 -$8,310,095 AAPL, ITCI, XLE, SITM, ATHX 13F-HR 26 Jul 2022, 19:34
Q1 2022 60 $43,273,000 +$1,068,950 -$75,257,417 -$74,188,467 AAPL, SITM, ITCI, ATHX, AMZN 13F-HR 27 Apr 2022, 17:15
Q4 2021 152 $124,048,000 $0 $0 $0 AAPL, SITM, ATHX, MSFT, AMZN 13F-HR 27 Jan 2022, 21:42