Vahanian & Associates Financial Planning Inc.
Q4 2023 13F Holdings
- Locationsaratoga springs, NY
- Num holdings
50
- Value ($000)
$25,293
- Date Filed01/25/2024
- Form type13F-HR
- CIK0001900990
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $3.69M | 15 % | 19,166 | ||
AMZN AMAZON COM INC | COM | 023135106 | $1.35M | 5 % | 8,860 | ||
SITM SITIME CORP | COM | 82982T106 | $1.25M | 5 % | 10,262 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.23M | 5 % | 3,271 | ||
AQST AQUESTIVE THERAPEUTICS INC | COM | 03843E104 | $1.20M | 5 % | 591,608 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $834.45K | 3 % | 5,921 | ||
CRM SALESFORCE INC | COM | 79466L302 | $809.16K | 3 % | 3,075 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $760.22K | 3 % | 2,743 | ||
ITCI INTRA-CELLULAR THERAPIES INC | COM | 46116X101 | $710.26K | 3 % | 9,917 | ||
URI UNITED RENTALS INC | COM | 911363109 | $670.33K | 3 % | 1,169 |
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