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View AllLatest Vahanian & Associates Financial Planning Inc. Stock Portfolio
$25.29Million
Equity Portfolio Value
Last Reported on: 25 Jan, 2024
About Vahanian & Associates Financial Planning Inc. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Vahanian & Associates Financial Planning Inc. reported an equity portfolio of $25.3 Millions as of 31 Dec, 2023.
The top stock holdings of Vahanian & Associates Financial Planning Inc. are AAPL, AMZN, SITM. The fund has invested 14.6% of it's portfolio in APPLE INC and 5.3% of portfolio in AMAZON COM INC.
The fund managers got completely rid off SPDR SER TR (BIL), ATHERSYS INC NEW and ARRAY TECHNOLOGIES INC (ARRY) stocks. They significantly reduced their stock positions in ARBE ROBOTICS LTD (ARBE), FRONTLINE PLC (FRO) and ISHARES TR (AGG). Vahanian & Associates Financial Planning Inc. opened new stock positions in FIRST SOLAR INC (FSLR), CRISPR THERAPEUTICS AG (CRSP) and SUPER MICRO COMPUTER INC (SMCI). The fund showed a lot of confidence in some stocks as they added substantially to FISKER INC (FSR), ISHARES TR (AAXJ) and NUSHARES ETF TR (NDVG).
The top stock holdings of Vahanian & Associates Financial Planning Inc. are AAPL, AMZN, SITM. The fund has invested 14.6% of it's portfolio in APPLE INC and 5.3% of portfolio in AMAZON COM INC.
The fund managers got completely rid off SPDR SER TR (BIL), ATHERSYS INC NEW and ARRAY TECHNOLOGIES INC (ARRY) stocks. They significantly reduced their stock positions in ARBE ROBOTICS LTD (ARBE), FRONTLINE PLC (FRO) and ISHARES TR (AGG). Vahanian & Associates Financial Planning Inc. opened new stock positions in FIRST SOLAR INC (FSLR), CRISPR THERAPEUTICS AG (CRSP) and SUPER MICRO COMPUTER INC (SMCI). The fund showed a lot of confidence in some stocks as they added substantially to FISKER INC (FSR), ISHARES TR (AAXJ) and NUSHARES ETF TR (NDVG).
New Buys
| Ticker | $ Bought |
|---|---|
| FIRST SOLAR INC | 404,858 |
| CRISPR THERAPEUTICS AG | 286,395 |
| SUPER MICRO COMPUTER INC | 275,732 |
| CUMMINS INC | 224,717 |
| LUMINAR TECHNOLOGIES INC | 41,485 |
New stocks bought by Vahanian & Associates Financial Planning Inc.
Additions
| Ticker | % Inc. |
|---|---|
| FISKER INC | 277 |
| ISHARES TR | 50.21 |
| NUSHARES ETF TR | 5.7 |
Additions to existing portfolio by Vahanian & Associates Financial Planning Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ARBE ROBOTICS LTD | -66.57 |
| FRONTLINE PLC | -57.17 |
| ISHARES TR | -42.65 |
| VERA BRADLEY INC | -40.74 |
| ISHARES TR | -37.49 |
| INTRA-CELLULAR THERAPIES INC | -34.83 |
| PALANTIR TECHNOLOGIES INC | -33.98 |
| ISHARES TR | -33.9 |
Vahanian & Associates Financial Planning Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ATHERSYS INC NEW | -405,971 |
| ARRAY TECHNOLOGIES INC | -383,976 |
| MATTEL INC | -322,960 |
| SHOALS TECHNOLOGIES GROUP IN | -238,108 |
| SUNRUN INC | -155,744 |
| SPDR SER TR | -448,693 |
| DIGI INTL INC | -229,095 |
| OCEANEERING INTL INC | -217,334 |
Vahanian & Associates Financial Planning Inc. got rid off the above stocks
Current Stock Holdings of Vahanian & Associates Financial Planning Inc.
Last Reported on: 25 Jan, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 14.59 | 19,166 | 3,690,030 | REDUCED | -10.07 | |
| AAXJ | ISHARES TR | 1.99 | 3,970 | 502,602 | ADDED | 50.21 | |
| ACHR | ARCHER AVIATION INC | 0.80 | 32,750 | 201,085 | REDUCED | -28.49 | |
| AGG | ISHARES TR | 3.01 | 2,743 | 760,222 | REDUCED | -29.54 | |
| AGG | ISHARES TR | 1.75 | 928 | 443,241 | REDUCED | -42.65 | |
| AGG | ISHARES TR | 1.54 | 3,595 | 389,159 | REDUCED | -10.77 | |
| AGG | ISHARES TR | 1.21 | 3,585 | 306,195 | REDUCED | -37.49 | |
| AGG | ISHARES TR | 1.20 | 2,595 | 302,395 | REDUCED | -28.81 | |
| AGG | ISHARES TR | 1.16 | 3,900 | 293,865 | REDUCED | -33.9 | |
| AGNG | GLOBAL X FDS | 0.93 | 8,255 | 235,268 | REDUCED | -33.35 | |
| ALT | ALTIMMUNE INC | 0.44 | 10,000 | 112,500 | REDUCED | -27.33 | |
| ALTO | ALTO INGREDIENTS INC | 0.60 | 57,000 | 151,620 | REDUCED | -4.2 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.55 | 4,375 | 644,919 | REDUCED | -27.98 | |
| AMGN | AMGEN INC | 1.09 | 956 | 275,347 | REDUCED | -0.83 | |
| AMZN | AMAZON COM INC | 5.32 | 8,860 | 1,346,190 | REDUCED | -21.52 | |
| ANF | ABERCROMBIE & FITCH CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AQST | AQUESTIVE THERAPEUTICS INC | 4.72 | 591,608 | 1,195,050 | REDUCED | -18.07 | |
| ARBE | ARBE ROBOTICS LTD | 0.30 | 34,900 | 76,082 | REDUCED | -66.57 | |
| ARRY | ARRAY TECHNOLOGIES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BAC | BANK AMERICA CORP | 1.52 | 11,388 | 383,434 | REDUCED | -14.62 | |
| BARK | BARK INC | 1.06 | 334,177 | 269,180 | REDUCED | -11.53 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BKNG | BOOKING HOLDINGS INC | 1.47 | 105 | 372,458 | REDUCED | -30.00 | |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 1.13 | 4,424 | 285,879 | REDUCED | -21.34 | |
| CMI | CUMMINS INC | 0.89 | 938 | 224,717 | NEW | ||
| CPRT | COPART INC | 0.93 | 4,800 | 235,200 | UNCHANGED | 0.00 | |
| CRM | SALESFORCE INC | 3.20 | 3,075 | 809,156 | REDUCED | -22.84 | |
| CRSP | CRISPR THERAPEUTICS AG | 1.13 | 4,575 | 286,395 | NEW | ||
| DGII | DIGI INTL INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| DKNG | DRAFTKINGS INC NEW | 1.95 | 13,991 | 493,183 | REDUCED | -26.59 | |
| FRO | FRONTLINE PLC | 1.06 | 13,370 | 268,069 | REDUCED | -57.17 | |
| FSLR | FIRST SOLAR INC | 1.60 | 2,350 | 404,858 | NEW | ||
| FSR | FISKER INC | 0.38 | 55,425 | 96,994 | ADDED | 277 | |
| GFF | GRIFFON CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| GOOG | ALPHABET INC | 3.30 | 5,921 | 834,447 | REDUCED | -23.09 | |
| HRI | HERC HLDGS INC | 1.43 | 2,434 | 362,398 | REDUCED | -24.74 | |
| INSW | INTERNATIONAL SEAWAYS INC | 0.94 | 5,255 | 238,997 | REDUCED | -33.1 | |
| ITCI | INTRA-CELLULAR THERAPIES INC | 2.81 | 9,917 | 710,256 | REDUCED | -34.83 | |
| LAZR | LUMINAR TECHNOLOGIES INC | 0.16 | 12,310 | 41,485 | NEW | ||
| LULU | LULULEMON ATHLETICA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MAT | MATTEL INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MELI | MERCADOLIBRE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| META | META PLATFORMS INC | 1.72 | 1,230 | 435,371 | REDUCED | -23.36 | |
| MRTX | MIRATI THERAPEUTICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MSFT | MICROSOFT CORP | 4.86 | 3,271 | 1,230,030 | REDUCED | -21.1 | |
| NDVG | NUSHARES ETF TR | 1.91 | 12,360 | 483,276 | ADDED | 5.7 | |
| NET | CLOUDFLARE INC | 0.97 | 2,935 | 244,368 | REDUCED | -25.7 | |
| NFLX | NETFLIX INC | 2.32 | 1,207 | 587,664 | REDUCED | -24.89 | |
| NVDA | NVIDIA CORPORATION | 2.58 | 1,320 | 653,690 | REDUCED | -10.69 | |
| OII | OCEANEERING INTL INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ORCL | ORACLE CORP | 0.89 | 2,145 | 226,147 | REDUCED | -21.86 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 1.24 | 18,315 | 314,469 | REDUCED | -33.98 | |
| RUN | SUNRUN INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SITM | SITIME CORP | 4.95 | 10,262 | 1,252,780 | REDUCED | -23.63 | |
| SMCI | SUPER MICRO COMPUTER INC | 1.09 | 970 | 275,732 | NEW | ||
| TEAM | ATLASSIAN CORPORATION | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TGT | TARGET CORP | 0.85 | 1,512 | 215,339 | REDUCED | -18.8 | |
| ULTA | ULTA BEAUTY INC | 1.66 | 855 | 418,941 | REDUCED | -29.92 | |
| UNH | UNITEDHEALTH GROUP INC | 1.54 | 741 | 390,114 | REDUCED | -30.81 | |
| URI | UNITED RENTALS INC | 2.65 | 1,169 | 670,328 | REDUCED | -32.19 | |
| VRA | VERA BRADLEY INC | 0.62 | 20,367 | 156,826 | REDUCED | -40.74 | |
| XLB | SELECT SECTOR SPDR TR | 1.96 | 5,902 | 494,824 | REDUCED | -2.12 | |
| ZS | ZSCALER INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ATHERSYS INC NEW | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |