American Planning Services, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$126M
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 $126M as of Q3 2024. Top holdings included QQQ, PTLC, COWZ, JPEF, and JEPI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 53 $126M +$2.18M -$22.9M -$20.8M QQQ, PTLC, COWZ, JPEF, JEPI 13F-HR 11/14/2024, 10:48 AM
Q2 2024 52 $142M +$28.3M -$25M +$3.33M BSCO, QQQ, PTLC, COWZ, JPEF 13F-HR 8/9/2024, 04:40 PM
Q1 2024 49 $138M +$24.1M -$25.3M -$1.2M PTLC, BSCO, COWZ, QQQ, JPEF 13F-HR 5/7/2024, 05:03 PM
Q4 2023 44 $130M +$41.8M -$68M -$26.2M IBDP, PTLC, COWZ, QQQ, JEPI 13F-HR 2/7/2024, 11:01 AM
Q3 2023 32 $150M +$47.5M -$47.6M -$121K USFR, JEPI, TFLO, PTLC, IBDO 13F-HR 11/7/2023, 04:47 PM
Q2 2023 32 $153M +$30.6M -$28.2M +$2.31M JEPI, USFR, PTLC, IBDO, TFLO 13F-HR 8/14/2023, 10:21 AM
Q1 2023 29 $147M +$90.7M -$45.4M +$45.3M USFR, JEPI, VGIT, TFLO, IBTD 13F-HR 5/8/2023, 04:53 PM
Q4 2022 24 $100M +$97.6M -$1.25K +$97.6M USFR, COWZ, BRKB, TFLO, DIA 13F-HR 2/14/2023, 11:35 AM
Q3 2022 28 $77.9K +$2.6K -$83.2M -$83.2M USFR, COWZ, TFLO, SPY, DIA 13F-HR 11/9/2022, 10:01 AM
Q2 2022 29 $89.9M +$29.2M -$16.7M +$12.6M SPY, COWZ, DIA, BRKB, OMFL 13F-HR 8/15/2022, 08:48 AM
Q1 2022 28 $93.6M +$9.62M -$21.1M -$11.4M QQQ, SPY, DIA, OMFL, BRKB 13F-HR 5/5/2022, 12:29 PM
Q4 2021 25 $113M $0 $0 QQQ, SPY, DIA, OMFL, SOXX 13F-HR 2/10/2022, 09:55 AM