13F Filings History of American Planning Services, Inc.

Latest 13F report
Q3 2024 - 14 Nov 2024
Value $
$126,392,335
Signature - Title
Martin J. Mulligan - Chief Compliance Officer
Location
Sun City Center, FL
Summary
This page shows a list of all the recent 13F filings made by American Planning Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. American Planning Services, Inc. reported 53 stock holdings with total value $126,392,335 as of Q3 2024. Top holdings included QQQ, PTLC, COWZ, JPEF, and JEPI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2024 53 $126,392,335 +$2,180,215 -$22,935,352 -$20,755,137 QQQ, PTLC, COWZ, JPEF, JEPI 13F-HR 14 Nov 2024, 10:48
Q2 2024 52 $142,133,738 +$28,332,527 -$25,002,464 +$3,330,063 BSCO, QQQ, PTLC, COWZ, JPEF 13F-HR 09 Aug 2024, 16:40
Q1 2024 49 $138,484,193 +$24,072,838 -$25,269,048 -$1,196,210 PTLC, BSCO, COWZ, QQQ, JPEF 13F-HR 07 May 2024, 17:03
Q4 2023 44 $130,337,844 +$41,801,591 -$67,978,499 -$26,176,908 IBDP, PTLC, COWZ, QQQ, JEPI 13F-HR 07 Feb 2024, 11:01
Q3 2023 32 $150,479,540 +$47,503,811 -$47,624,924 -$121,113 USFR, JEPI, TFLO, PTLC, IBDO 13F-HR 07 Nov 2023, 16:47
Q2 2023 32 $152,631,450 +$30,561,543 -$28,249,378 +$2,312,165 JEPI, USFR, PTLC, IBDO, TFLO 13F-HR 14 Aug 2023, 10:21
Q1 2023 29 $147,487,188 +$90,705,111 -$45,385,889 +$45,319,222 USFR, JEPI, VGIT, TFLO, IBTD 13F-HR 08 May 2023, 16:53
Q4 2022 24 $100,082,946 +$97,627,268 -$1,248 +$97,626,020 USFR, COWZ, BRKB, TFLO, DIA 13F-HR 14 Feb 2023, 11:35
Q3 2022 28 $77,888 +$2,600 -$83,220,271 -$83,217,671 USFR, COWZ, TFLO, SPY, DIA 13F-HR 09 Nov 2022, 10:01
Q2 2022 29 $89,863,000 +$29,233,376 -$16,666,241 +$12,567,135 SPY, COWZ, DIA, BRKB, OMFL 13F-HR 15 Aug 2022, 08:48
Q1 2022 28 $93,616,000 +$9,621,970 -$21,056,894 -$11,434,924 QQQ, SPY, DIA, OMFL, BRKB 13F-HR 05 May 2022, 12:29
Q4 2021 25 $112,973,000 $0 $0 $0 QQQ, SPY, DIA, OMFL, SOXX 13F-HR 10 Feb 2022, 09:55