• 13F History

Vahanian & Associates Financial Planning Inc.

13F Filings History

Latest 13F report
Q4 2023 - Jan 25, 2024
Value $
$25.3M
Signature - Title
Bonnie M. Boyce - Director of Financial Services & Chief Compliance Officer
Location
Saratoga Springs, NY
Summary
This page shows a list of all the recent 13F filings made by Vahanian & Associates Financial Planning Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Vahanian & Associates Financial Planning Inc. reported 50 stock holdings with total value $25.3M as of Q4 2023. Top holdings included AAPL, AMZN, SITM, MSFT, and AQST.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 50 $25.3M +$1.5M -$11.4M -$9.9M AAPL, AMZN, SITM, MSFT, AQST 13F-HR 1/24/2024, 06:13 PM
Q3 2023 60 $31.1M +$5.43M -$2.22M +$3.21M AAPL, SITM, AMZN, MSFT, AQST 13F-HR 10/19/2023, 11:09 AM
Q2 2023 52 $31.6M +$4.09M -$2.65M +$1.44M AAPL, SITM, MSFT, AMZN, XLE 13F-HR 7/24/2023, 02:25 PM
Q1 2023 74 $36M +$7.53M -$1.89M +$5.64M AAPL, SITM, XLE, MSFT, IJH 13F-HR 4/17/2023, 09:39 PM
Q4 2022 60 $30.6M +$4.85M -$2.75M +$2.11M AAPL, XLE, SITM, MSFT, IJH 13F-HR 1/31/2023, 07:57 PM
Q3 2022 53 $28.2M +$11.3M -$1.3M +$10M AAPL, XLE, AMZN, ITCI, SITM 13F-HR 11/2/2022, 08:26 PM
Q2 2022 37 $23.2M +$4.61M -$4.14M +$471K AAPL, ITCI, XLE, SITM, ATHXXXXX 13F-HR 7/26/2022, 07:34 PM
Q1 2022 60 $43.3M +$1.07M -$33.7M -$32.6M AAPL, SITM, ITCI, ATHXXXXX, AMZN 13F-HR 4/27/2022, 05:15 PM
Q4 2021 152 $124M AAPL, SITM, ATHXXXXX, MSFT, AMZN 13F-HR 1/27/2022, 08:42 PM