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  Name: American Planning Services Inc.
  City: Sun City Center
  State: FL
  Zip: 33573
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $138,482,000
  Total Value Change : $8,146,000
  Securities Held Change : 5
   
All Securities Held : 49
  New Positions : 5
  Closed Positions : 1
  Increased Positions : 19
  Unchanged Positions : 11
  Decreased Positions : 14

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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     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
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 14 New $0.00 $1,311,000 14,284 0.95% 1,311,000 14,284 0.002    Closed - End Fund - E...
   (BSJO)1 Year Chart         BSJO Invesco Bulletshares 2024 H... 36 New $22.80 $310,000 13,639 0.22% 310,000 13,639 0.015    N/A
   (BSJP)1 Year Chart         BSJP Invesco Bulletshares 2025 H... 43 New $23.04 $234,000 10,200 0.17% 234,000 10,200 0.011    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 48 New $350.63 $212,000 616 0.15% 212,000 616 0    Closed - End Fund - E...
   (MRK)1 Year Chart         MRK Merck & Co Inc 47 New $131.20 $212,000 1,609 0.15% 212,000 1,609 0    Drug Manufacturers - ...

      5 Records Found
  1    
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