American Planning Services, Inc.

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Sun City Center, FL
CIK
0001906656
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 52 142,133 BSCO, QQQ, PTLC, COWZ 13F-HR 8/9/2024 000117266124003202
Q1 2024 49 138,484 PTLC, BSCO, COWZ, QQQ 13F-HR 5/7/2024 000117266124002063
Q4 2023 44 130,337 IBDP, PTLC, COWZ, QQQ 13F-HR 2/7/2024 000117266124000501
Q3 2023 32 150,479 USFR, JEPI, TFLO, PTLC 13F-HR 11/7/2023 000117266123003666
Q2 2023 32 152,631 JEPI, USFR, PTLC, IBDO 13F-HR 8/14/2023 000117266123003052
Q1 2023 29 147,487 USFR, JEPI, VGIT, TFLO 13F-HR 5/8/2023 000117266123001898
Q4 2022 24 100,082 USFR, COWZ, BRK-B, TFLO 13F-HR 2/14/2023 000117266123001014
Q3 2022 28 80 USFR, COWZ, TFLO, SPY 13F-HR 11/9/2022 000160658722002208
Q2 2022 29 89,863 SPY, COWZ, DIA, BRK-B 13F-HR 8/15/2022 000160658722001771
Q1 2022 28 93,616 QQQ, SPY, DIA, OMFL 13F-HR 5/5/2022 000160658722000942
Q4 2021 25 112,973 QQQ, SPY, DIA, OMFL 13F-HR 2/10/2022 000160658722000454