American Planning Services, Inc. 13F Holdings

CIK 0001906656 · Sun City Center, FL

As of Sep 30, 2024, American Planning Services, Inc. reported 53 positions worth 26.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
INVESCO QQQ TRUST SERIES 1QQQ—31,902 5.6M12.32%
PACER TRENDPILOT US LARGE CAP ETFPTLC—282,313 4.8M11.74%
PACER US CASH COWS 100 ETFCOWZ—233,593 3.5M10.69%
JPMORGAN EQUITY FOCUS ETFJPEF—180,604 1.8M9.36%
JPMORGAN EQUITY PREMIUM INCOME ETFJEPI—135,962$8.1M6.40%
APPLE INCAAPLTechnology23,538$5.5M4.34%
WISDOMTREE FLOATING RATE TREASURY FUNDUSFR—102,317$5.1M4.07%
NVIDIA CORPNVDATechnology34,055$4.1M3.27%
MICROSOFT CORPMSFTTechnology8,662$3.7M2.95%
META PLATFORMS INCMETACommunication Services6,239$3.6M2.83%
AMAZON.COM INCAMZNEquity17,554$3.3M2.59%
ISHARES TREASURY FLOATING RATE BOND ETFTFLO—59,868$3.0M2.40%
MASTERCARD INCMAFinancial Services5,947$2.9M2.32%
ALPHABET INCGOOGLEquity17,131$2.8M2.25%
ELI LILLY & COLLYHealthcare2,660$2.4M1.86%
SPDR S&P 500 ETF TRUSTSPY—3,707$2.1M1.68%
EXXON MOBIL CORPXOMEnergy15,845 .9M1.47%
GE AEROSPACEGEIndustrials8,712 .6M1.30%
PROCTER & GAMBLE COPGConsumer Defensive9,255 .6M1.27%
NEXTERA ENERGY INCNEEUtilities18,784 .6M1.26%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services3,305 .5M1.20%
OPPENHEIMER RUSSELL 1000 DYNAMIC MULTIFACOMFL—27,968 .5M1.17%
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETFBIL—16,072 .5M1.17%
INVESCOBSCO—46,455$981.1K0.78%
THERMO FISHER SCIENTIFIC INCTMOHealthcare1,500$927.9K0.73%