American Planning Services, Inc. Top Holdings and 13F Report (2024) About American Planning Services, Inc.Investment ActivityAmerican Planning Services, Inc. has $126.39 million in total holdings as of September 30, 2024.American Planning Services, Inc. owns shares of 53 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 1.72% of the portfolio was purchased this quarter.About 18.15% of the portfolio was sold this quarter.This quarter, American Planning Services, Inc. has purchased 52 new stocks and bought additional shares in 22 stocks.American Planning Services, Inc. sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings Invesco QQQ $15,570,472Pacer Trendpilot US Large Cap ETF $14,835,533Pacer US Cash Cows 100 ETF $13,508,683J P MORGAN EXCHANGE TRADED F $11,834,980JPMorgan Equity Premium Income ETF $8,091,077 Largest New Holdings this Quarter AbbVie $235,989 HoldingTrade Desk $219,300 Holding Largest Purchases this Quarter AbbVie 1,195 shares (about $235.99K)Trade Desk 2,000 shares (about $219.30K)NVIDIA 1,570 shares (about $190.66K)Exxon Mobil 1,553 shares (about $182.04K)Invesco QQQ 370 shares (about $180.59K) Largest Sales this Quarter Invesco BulletShares 2024 Corporate Bond ETF 942,675 shares (about $19.91M)Invesco BulletShares 2025 Corporate Bond ETF 30,742 shares (about $634.81K)Pacer Trendpilot US Large Cap ETF 7,195 shares (about $378.10K)J P MORGAN EXCHANGE TRADED F 5,590 shares (about $366.31K)JPMorgan Equity Premium Income ETF 5,280 shares (about $314.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAmerican Planning Services, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$15,570,472$180,587 ▲1.2%31,90212.3%FinancePTLCPacer Trendpilot US Large Cap ETF$14,835,533$378,097 ▼-2.5%282,31311.7%ETFCOWZPacer US Cash Cows 100 ETF$13,508,683$302,277 ▼-2.2%233,59310.7%ETFJ P MORGAN EXCHANGE TRADED F$11,834,980$366,313 ▼-3.0%180,6049.4%EQUITY FOCUS ETFJEPIJPMorgan Equity Premium Income ETF$8,091,077$314,212 ▼-3.7%135,9626.4%ETFAAPLApple$5,484,413$99,492 ▲1.8%23,5384.3%Computer and TechnologyUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$5,138,357$305,187 ▼-5.6%102,3174.1%FinanceNVDANVIDIA$4,135,639$190,661 ▲4.8%34,0553.3%Computer and TechnologyMSFTMicrosoft$3,727,294$94,237 ▲2.6%8,6622.9%Computer and TechnologyMETAMeta Platforms$3,571,473$99,033 ▲2.9%6,2392.8%Computer and TechnologyAMZNAmazon.com$3,270,837$101,364 ▲3.2%17,5542.6%Retail/WholesaleTFLOiShares Treasury Floating Rate Bond ETF$3,029,296$17,507 ▲0.6%59,8682.4%ETFMAMastercard$2,936,660$94,317 ▲3.3%5,9472.3%Business ServicesGOOGLAlphabet$2,841,200$90,223 ▲3.3%17,1312.2%Computer and TechnologyLLYEli Lilly and Company$2,356,631$60,245 ▲2.6%2,6601.9%MedicalSPYSPDR S&P 500 ETF Trust$2,127,004$7,459 ▼-0.3%3,7071.7%FinanceXOMExxon Mobil$1,857,304$182,038 ▲10.9%15,8451.5%Oils/EnergyGEGeneral Electric$1,642,928$92,405 ▲6.0%8,7121.3%TransportationPGProcter & Gamble$1,603,028$41,570 ▲2.7%9,2551.3%Consumer StaplesNEENextEra Energy$1,587,830$49,451 ▲3.2%18,7841.3%UtilitiesBRK.BBerkshire Hathaway$1,521,159$38,662 ▲2.6%3,3051.2%FinanceOMFLInvesco Russell 1000 Dynamic Multifactor ETF$1,482,024$272,528 ▼-15.5%27,9681.2%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,475,588$128,076 ▲9.5%16,0721.2%ETFBSCOInvesco BulletShares 2024 Corporate Bond ETF$981,132$19,909,345 ▼-95.3%46,4550.8%ETFTMOThermo Fisher Scientific$927,8550.0%1,5000.7%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$891,969$1,269 ▲0.1%2,1080.7%FinanceORCLOracle$792,360$8,520 ▲1.1%4,6500.6%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$701,698$14,987 ▼-2.1%10,3940.6%ETFQQQMInvesco NASDAQ 100 ETF$585,0760.0%2,9130.5%ETFTBLLInvesco Short Term Treasury ETF$517,7340.0%4,9000.4%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$475,836$24,848 ▲5.5%20,3180.4%ManufacturingIBDQiShares iBonds Dec 2025 Term Corporate ETF$458,268$45,154 ▲10.9%18,2580.4%ETFMGKVanguard Mega Cap Growth ETF$439,1660.0%1,3640.3%ETFVOOVanguard S&P 500 ETF$434,8000.0%8240.3%ETFJPMJPMorgan Chase & Co.$418,5250.0%2,0690.3%FinanceIBTEiShares iBonds Dec 2024 Term Treasury ETF$416,370$1,992 ▼-0.5%17,3490.3%ManufacturingIBDPiShares iBonds Dec 2024 Term Corporate ETF$386,161$20,042 ▼-4.9%15,3180.3%ETFMARMarriott International$358,9780.0%1,4440.3%Consumer DiscretionaryPEPPepsiCo$357,341$85,041 ▲31.2%2,1010.3%Consumer StaplesMCDMcDonald's$339,2240.0%1,1140.3%Retail/WholesaleBSJOInvesco BulletShares 2024 High Yield Corporate Bond ETF$333,7340.0%14,6890.3%ETFPTNQPacer Trendpilot 100 ETF$304,6860.0%4,1550.2%ETFIBMInternational Business Machines$282,027$25,418 ▼-8.3%1,2760.2%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$251,9050.0%3,0350.2%ETFJNJJohnson & Johnson$251,193$24,795 ▼-9.0%1,5500.2%MedicalIVViShares Core S&P 500 ETF$242,8410.0%4210.2%ETFHDHome Depot$241,9040.0%5970.2%Retail/WholesaleVUGVanguard Growth ETF$236,501$7,295 ▼-3.0%6160.2%ETFABBVAbbVie$235,989$235,989 ▲New Holding1,1950.2%MedicalBSCPInvesco BulletShares 2025 Corporate Bond ETF$234,106$634,814 ▼-73.1%11,3370.2%ETFMRKMerck & Co., Inc.$227,848$227 ▲0.1%2,0060.2%MedicalTTDTrade Desk$219,300$219,300 ▲New Holding2,0000.2%Computer and TechnologyGOOGAlphabet$218,3980.0%1,3060.2%Computer and TechnologyBSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF$0$350,592 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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