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  Name: Vahanian & Associates Financial Planning Inc.
  City: SARATOGA SPRINGS
  State: NY
  Zip: 12866
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $24,795,000
  Total Value Change : $-5,774,000
  Securities Held Change : -10
   
All Securities Held : 49
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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Holdings Found : 64     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (AAPL)1 Year Chart         AAPL Apple Inc - $169.30 $3,690,000 19,166 % 41,000 -2,145 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc - $179.62 $1,346,000 8,860 % -89,000 -2,430 0    N/A
   (SITM)1 Year Chart         SITM Sitime Corp - $0.00 $1,253,000 10,262 % -282,000 -3,175 0    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp - $406.32 $1,230,000 3,271 % -79,000 -875 0    N/A
   (AQST)1 Year Chart         AQST Aquestive Therapeutics, Inc. - $4.07 $1,195,000 591,608 % 90,000 -130,500 0    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc - $173.69 $834,000 5,921 % -181,000 -1,778 0    N/A
   (CRM)1 Year Chart         CRM Salesforce.com Inc - $274.29 $809,000 3,075 % 1,000 -910 0    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index - $57.82 $760,000 2,743 % -211,000 -1,150 0    N/A
   (ITCI)1 Year Chart         ITCI Intra Cellular Therapies Inc - $73.26 $710,000 9,917 % -83,000 -5,300 0    N/A
   (URI)1 Year Chart         URI United Rentals Inc - $690.80 $670,000 1,169 % -96,000 -555 0    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation - $877.35 $654,000 1,320 % 11,000 -158 0    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc - $157.40 $645,000 4,375 % 20,000 -1,700 0    N/A
   (NFLX)1 Year Chart         NFLX Netflix Inc - $561.23 $588,000 1,207 % -19,000 -400 0    N/A
   (ITA)1 Year Chart         ITA iShares Dow Jones US Aerosp... - $0.00 $503,000 3,970 % 223,000 1,327 0    N/A
   (XLE)1 Year Chart         XLE SPDR Energy Sector - $95.74 $495,000 5,902 % -50,000 -128 0    N/A
   (NUSC)1 Year Chart         NUSC Nushares Esg Small Cap Etf - $0.00 $483,000 12,360 % 76,000 667 0    N/A
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf - $510.77 $443,000 928 % -252,000 -690 0    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc - $443.29 $435,000 1,230 % -47,000 -375 0    N/A
   (ULTA)1 Year Chart         ULTA Ulta Salon Cosmetics & Frag... - $406.39 $419,000 855 % -68,000 -365 0    N/A
   (FSLR)1 Year Chart         FSLR First Solar, Inc. New $178.73 $405,000 2,350 % 405,000 2,350 0    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc - $495.35 $390,000 741 % -150,000 -330 0    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap - $105.65 $389,000 3,595 % 9,000 -434 0    N/A
   (BAC)1 Year Chart         BAC Bank of America Corp - $37.83 $383,000 11,388 % 18,000 -1,950 0    N/A
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc - $3,521.08 $372,000 105 % -91,000 -45 0    N/A
   (HRI)1 Year Chart         HRI HERC Holdings Inc - $152.27 $362,000 2,434 % -23,000 -800 0    N/A
   (PLTR)1 Year Chart         PLTR Palantir Technologies Inc - $22.52 $314,000 18,315 % -130,000 -9,425 0    N/A
   (IYF)1 Year Chart         IYF iShares Dow Jones US Financ... - $92.17 $306,000 3,585 % -123,000 -2,150 0    N/A
   (IYY)1 Year Chart         IYY iShares Dow Jones US Total ... - $124.19 $302,000 2,595 % -79,000 -1,050 0    N/A
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD - $77.96 $294,000 3,900 % -113,000 -2,000 0    N/A
   (BUD)1 Year Chart         BUD Anheuser-Busch InBev SA - $60.01 $286,000 4,424 % -25,000 -1,200 0    N/A
   (CRSP)1 Year Chart         CRSP Crispr Therapeutics Ag New $53.91 $286,000 4,575 % 286,000 4,575 0    N/A
   (SMCI)1 Year Chart         SMCI Super Micro Computer Inc New $857.44 $276,000 970 % 276,000 970 0    N/A
   (AMGN)1 Year Chart         AMGN Amgen Inc - $269.98 $275,000 956 % 16,000 -8 0    N/A
   (BARK)1 Year Chart         BARK Original Bark Ord Shs - $1.10 $269,000 334,177 % -184,000 -43,534 0    N/A
   (FRO)1 Year Chart         FRO Frontline Ltd (USA) - $12.14 $268,000 13,370 % -318,000 -17,850 0    N/A
   (NET)1 Year Chart         NET Cloudflare, Inc. - $0.00 $244,000 2,935 % -5,000 -1,015 0    N/A
   (INSW)1 Year Chart         INSW International Seaways, Inc. - $55.13 $239,000 5,255 % -114,000 -2,600 0    N/A
   (BOTZ)1 Year Chart         BOTZ Global X Robotics & Artific... - $30.08 $235,000 8,255 % -71,000 -4,130 0    N/A
   (CPRT)1 Year Chart         CPRT Copart Inc - $55.73 $235,000 4,800 % 28,000 0 0    N/A
   (ORCL)1 Year Chart         ORCL Oracle Corp - $117.21 $226,000 2,145 % -65,000 -600 0    N/A
   (CMI)1 Year Chart         CMI Cummins Inc New $291.14 $225,000 938 % 225,000 938 0    N/A
   (TGT)1 Year Chart         TGT Target Corp - $164.74 $215,000 1,512 % 9,000 -350 0    N/A
   (ACHR)1 Year Chart         ACHR Atlas Crest Investment Ord ... - $4.02 $201,000 32,750 % -31,000 -13,050 0    N/A
   (VRA)1 Year Chart         VRA Vera Bradley, Inc. - $6.75 $157,000 20,367 % -70,000 -14,000 0    N/A
   (ALTO)1 Year Chart         ALTO Alto Ingredients, Inc - $1.94 $152,000 57,000 % -111,000 -2,500 0    N/A
   (ALT)1 Year Chart         ALT Altimmune, Inc - $7.26 $113,000 10,000 % 77,000 -3,760 0    N/A
   (FSR)1 Year Chart         FSR Fisker Inc. - $0.06 $97,000 55,425 % 3,000 40,750 0    N/A
   (ARBE)1 Year Chart         ARBE Arbe Robotics Ltd - $1.84 $76,000 34,900 % -167,000 -69,500 0    N/A
   (LAZR)1 Year Chart         LAZR Luminar Technologies, Inc New $1.44 $41,000 12,310 % 41,000 12,310 0    N/A
   (ANF)1 Year Chart         ANF Abercrombie & Fitch Co Closed $122.08 $0 0 0% -333,000 -5,900 0    Apparel Stores
   (MRTX)1 Year Chart         MRTX Mirati Therapeutics, Inc. Closed $58.70 $0 0 0% -230,000 -5,275 0    Biotechnology
   (DGII)1 Year Chart         DGII Digi International Inc Closed $30.95 $0 0 0% -229,000 -8,485 0    Networking & Communic...
   (OII)1 Year Chart         OII Oceaneering International Inc Closed $24.90 $0 0 0% -217,000 -8,450 0    Oil & Gas Drilling & ...
   (ATHX)1 Year Chart         ATHX Athersys Inc (New) Closed $0.00 $0 0 0% -406,000 -939,530 0    Diversified Investments
   (SHLS)1 Year Chart         SHLS Shoals Technologies Group, ... Closed $0.00 $0 0 0% -238,000 -13,047 0    N/A
   (KRE)1 Year Chart         KRE streetTRACKS Series Trust -... Closed $48.19 $0 0 0% -449,000 -10,742 0    Closed - End Fund - E...
   (ZS)1 Year Chart         ZS Zscaler Inc Closed $177.05 $0 0 0% -282,000 -1,810 0    N/A
   (TEAM)1 Year Chart         TEAM Atlassian Corporation Plc Closed $179.45 $0 0 0% -252,000 -1,250 0    N/A
   (MAT)1 Year Chart         MAT Mattel Inc Closed $18.36 $0 0 0% -323,000 -14,660 0    Toys & Games
   (RUN)1 Year Chart         RUN Sunrun Inc. Closed $10.29 $0 0 0% -156,000 -12,400 0    N/A
   (ARRY)1 Year Chart         ARRY Array Technologies, Inc. Closed $0.00 $0 0 0% -384,000 -17,304 0    N/A
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc Closed $364.70 $0 0 0% -321,000 -832 0    Textile - Apparel Clo...
   (GFF)1 Year Chart         GFF Griffon Corp Closed $68.27 $0 0 0% -231,000 -5,825 0    General Building Mate...
   (MELI)1 Year Chart         MELI Mercadolibre Inc Closed $1,406.00 $0 0 0% -251,000 -198 0    Business Services
      64 Records Found
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Page 1 of 1
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