Vahanian & Associates Financial Planning Inc. Top Holdings and 13F Report (2024) → Protect Yourself While There’s Still Time … (From Weiss Ratings) (Ad) About Vahanian & Associates Financial Planning Inc.Investment ActivityVahanian & Associates Financial Planning Inc. has $25.29 million in total holdings as of December 31, 2023.Vahanian & Associates Financial Planning Inc. owns shares of 50 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 5.92% of the portfolio was purchased this quarter.About 45.08% of the portfolio was sold this quarter.This quarter, Vahanian & Associates Financial Planning Inc. has purchased 60 new stocks and bought additional shares in 3 stocks.Vahanian & Associates Financial Planning Inc. sold shares of 41 stocks and completely divested from 15 stocks this quarter.Largest Holdings Apple $3,690,030Amazon.com $1,346,188SiTime $1,252,785Microsoft $1,230,027Aquestive Therapeutics $1,195,048 Largest New Holdings this Quarter First Solar $404,858 HoldingCRISPR Therapeutics $286,395 HoldingSuper Micro Computer $275,732 HoldingCummins $224,717 HoldingLuminar Technologies $41,485 Holding Largest Purchases this Quarter First Solar 2,350 shares (about $404.86K)CRISPR Therapeutics 4,575 shares (about $286.40K)Super Micro Computer 970 shares (about $275.73K)Cummins 938 shares (about $224.72K)iShares U.S. Aerospace & Defense ETF 1,327 shares (about $168.00K) Largest Sales this Quarter Apple 2,145 shares (about $412.98K)SiTime 3,175 shares (about $387.60K)Intra-Cellular Therapies 5,300 shares (about $379.59K)Amazon.com 2,430 shares (about $369.21K)Frontline 17,850 shares (about $357.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVahanian & Associates Financial Planning Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$3,690,030$412,977 ▼-10.1%19,16614.6%Computer and TechnologyAMZNAmazon.com$1,346,188$369,214 ▼-21.5%8,8605.3%Retail/WholesaleSITMSiTime$1,252,785$387,604 ▼-23.6%10,2625.0%Computer and TechnologyMSFTMicrosoft$1,230,027$329,035 ▼-21.1%3,2714.9%Computer and TechnologyAQSTAquestive Therapeutics$1,195,048$263,610 ▼-18.1%591,6084.7%MedicalGOOGAlphabet$834,447$250,574 ▼-23.1%5,9213.3%Computer and TechnologyCRMSalesforce$809,156$239,458 ▼-22.8%3,0753.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$760,222$318,722 ▼-29.5%2,7433.0%ETFITCIIntra-Cellular Therapies$710,256$379,586 ▼-34.8%9,9172.8%MedicalURIUnited Rentals$670,328$318,248 ▼-32.2%1,1692.7%ConstructionNVDANVIDIA$653,690$78,245 ▼-10.7%1,3202.6%Computer and TechnologyAMDAdvanced Micro Devices$644,919$250,597 ▼-28.0%4,3752.5%Computer and TechnologyNFLXNetflix$587,664$194,752 ▼-24.9%1,2072.3%Consumer DiscretionaryITAiShares U.S. Aerospace & Defense ETF$502,602$167,998 ▲50.2%3,9702.0%ETFXLEEnergy Select Sector SPDR Fund$494,824$10,732 ▼-2.1%5,9022.0%ETFDRAFTKINGS INC NEW$493,183$178,682 ▼-26.6%13,9911.9%NOTE 3/1NUSCNuveen ESG Small-Cap ETF$483,276$26,080 ▲5.7%12,3601.9%ETFIVViShares Core S&P 500 ETF$443,241$329,565 ▼-42.6%9281.8%ETFMETAMeta Platforms$435,371$132,735 ▼-23.4%1,2301.7%Computer and TechnologyULTAUlta Beauty$418,941$178,846 ▼-29.9%8551.7%Retail/WholesaleFSLRFirst Solar$404,858$404,858 ▲New Holding2,3501.6%Oils/EnergyUNHUnitedHealth Group$390,114$173,735 ▼-30.8%7411.5%MedicalIJRiShares Core S&P Small-Cap ETF$389,159$46,981 ▼-10.8%3,5951.5%ETFBACBank of America$383,434$65,657 ▼-14.6%11,3881.5%FinanceBKNGBooking$372,458$159,625 ▼-30.0%1051.5%Retail/WholesaleHRIHerc$362,398$119,112 ▼-24.7%2,4341.4%TransportationPLTRPalantir Technologies$314,469$161,827 ▼-34.0%18,3151.2%Business ServicesIYFiShares U.S. Financials ETF$306,195$183,632 ▼-37.5%3,5851.2%ETFIYYiShares Dow Jones U.S. ETF$302,395$122,356 ▼-28.8%2,5951.2%ETFEFAiShares MSCI EAFE ETF$293,865$150,700 ▼-33.9%3,9001.2%FinanceCRSPCRISPR Therapeutics$286,395$286,395 ▲New Holding4,5751.1%MedicalBUDAnheuser-Busch InBev SA/NV$285,879$77,544 ▼-21.3%4,4241.1%Consumer StaplesSMCISuper Micro Computer$275,732$275,732 ▲New Holding9701.1%Computer and TechnologyAMGNAmgen$275,347$2,304 ▼-0.8%9561.1%MedicalBARKBARK$269,180$35,067 ▼-11.5%334,1771.1%Retail/WholesaleFROFrontline$268,069$357,893 ▼-57.2%13,3701.1%TransportationNETCloudflare$244,368$84,509 ▼-25.7%2,9351.0%Computer and TechnologyINSWInternational Seaways$238,997$118,248 ▼-33.1%5,2550.9%TransportationBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$235,268$117,705 ▼-33.3%8,2550.9%ManufacturingCPRTCopart$235,2000.0%4,8000.9%Business ServicesORCLOracle$226,147$63,258 ▼-21.9%2,1450.9%Computer and TechnologyCMICummins$224,717$224,717 ▲New Holding9380.9%Auto/Tires/TrucksTGTTarget$215,339$49,847 ▼-18.8%1,5120.9%Retail/WholesaleACHRArcher Aviation$201,085$80,127 ▼-28.5%32,7500.8%AerospaceVRAVera Bradley$156,826$107,800 ▼-40.7%20,3670.6%Retail/WholesaleALTOAlto Ingredients$151,620$6,650 ▼-4.2%57,0000.6%Consumer DiscretionaryALTAltimmune$112,500$42,300 ▼-27.3%10,0000.4%MedicalFSRFisker$96,994$71,313 ▲277.7%55,4250.4%Auto/Tires/TrucksARBEArbe Robotics$76,082$151,510 ▼-66.6%34,9000.3%Business ServicesLAZRLuminar Technologies$41,485$41,485 ▲New Holding12,3100.2%Auto/Tires/TrucksKRESPDR S&P Regional Banking ETF$0$448,693 ▼-100.0%00.0%ETFATHXAthersys$0$405,971 ▼-100.0%00.0%MedicalARRYArray Technologies$0$383,976 ▼-100.0%00.0%Oils/EnergyANFAbercrombie & Fitch$0$332,583 ▼-100.0%00.0%Retail/WholesaleMATMattel$0$322,960 ▼-100.0%00.0%Consumer DiscretionaryLULULululemon Athletica$0$320,828 ▼-100.0%00.0%Consumer DiscretionaryZSZscaler$0$281,618 ▼-100.0%00.0%Computer and TechnologyTEAMAtlassian$0$251,888 ▼-100.0%00.0%Computer and TechnologyMELIMercadoLibre$0$251,040 ▼-100.0%00.0%Retail/WholesaleSHLSShoals Technologies Group$0$238,108 ▼-100.0%00.0%Oils/EnergyGFFGriffon$0$231,078 ▼-100.0%00.0%Multi-Sector ConglomeratesMRTXMirati Therapeutics$0$229,779 ▼-100.0%00.0%MedicalDGIIDigi International$0$229,095 ▼-100.0%00.0%Computer and TechnologyOIIOceaneering International$0$217,334 ▼-100.0%00.0%Oils/EnergyRUNSunrun$0$155,744 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. 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