Vahanian & Associates Financial Planning Inc. Reduced Holdings in Q4 2023

Vahanian & Associates Financial Planning Inc.

  • $24.5 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
SITM
Sitime Corp

Technology
-3.18K
- 23.63%
$96.47 - $129.42 $306K - $411K
10.3K $1.25M
IVV
Ishares Core S&P 500 ETF

ETFs
-690
- 42.65%
$412.55 - $479.0 $285K - $331K
928 $443K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.15K
- 29.54%
$232.04 - $279.85 $267K - $322K
2.74K $760K
BARK
Bark, Inc.

Consumer Cyclical
-43.5K
- 11.53%
$0.72 - $1.17 $31.3K - $50.9K
334K $270K
GOOG
Alphabet Inc.

Communication Services
-1.78K
- 23.09%
$123.4 - $142.82 $219K - $254K
5.92K $834K
ARBE
Arbe Robotics Ltd.

Technology
-69.5K
- 66.57%
$1.78 - $2.31 $124K - $161K
34.9K $76K
UNH
Unitedhealth Group Inc

Healthcare
-330
- 30.81%
$509.47 - $552.97 $168K - $182K
741 $390K
PLTR
Palantir Technologies Inc.

Technology
-9.43K
- 33.98%
$14.69 - $21.34 $138K - $201K
18.3K $314K
IYF
Ishares Tr

ETFs
-2.15K
- 37.49%
$70.7 - $85.68 $152K - $184K
3.59K $306K
INSW
International Seaways, Inc.

Energy
-2.6K
- 33.1%
$40.97 - $49.67 $107K - $129K
5.26K $238K
ALTO
Alto Ingredients, Inc.

Basic Materials
-2.5K
- 4.2%
$1.93 - $4.92 $4.83K - $12.3K
57K $151K
URI
United Rentals, Inc.

Industrials
-555
- 32.19%
$399.02 - $580.47 $221K - $322K
1.17K $670K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-45
- 30.0%
$2742.69 - $3566.65 $123K - $160K
105 $372K
AMZN
Amazon Com Inc

Consumer Cyclical
-2.43K
- 21.52%
$119.57 - $154.07 $291K - $374K
8.86K $1.35M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
-5.3K
- 34.83%
$46.37 - $73.65 $246K - $390K
9.92K $710K
MSFT
Microsoft Corp

Technology
-875
- 21.1%
$313.39 - $382.7 $274K - $335K
3.27K $1.23M
IYY
Ishares Tr

ETFs
-1.05K
- 28.81%
$99.95 - $116.88 $105K - $123K
2.6K $302K
VRA
Vera Bradley, Inc.

Consumer Cyclical
-14K
- 40.74%
$6.44 - $8.12 $90.2K - $114K
20.4K $156K
BOTZ
Global X Fds

ETFs
-4.13K
- 33.35%
$22.34 - $28.72 $92.3K - $119K
8.26K $235K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-365
- 29.92%
$371.85 - $494.63 $136K - $181K
855 $418K
ORCL
Oracle Corp

Technology
-600
- 21.86%
$100.31 - $117.16 $60.2K - $70.3K
2.15K $226K
XLE
Energy Sector Spdr

ETFs
-128
- 2.12%
$81.2 - $91.96 $10.4K - $11.8K
5.9K $494K
META
Meta Platforms, Inc.

Communication Services
-375
- 23.36%
$288.35 - $358.32 $108K - $134K
1.23K $435K
ACHR
Archer Aviation Inc.

Industrials
-13.1K
- 28.49%
$4.45 - $6.9 $58.1K - $90K
32.8K $201K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-1.2K
- 21.34%
$52.54 - $64.87 $63K - $77.8K
4.42K $285K
HRI
Herc Holdings Inc

Industrials
-800
- 24.74%
$102.31 - $151.94 $81.8K - $122K
2.43K $362K
NFLX
Netflix Inc

Communication Services
-400
- 24.89%
$346.19 - $495.02 $138K - $198K
1.21K $587K
NET
Cloudflare, Inc.

Technology
-1.02K
- 25.7%
$54.95 - $85.76 $55.8K - $87K
2.94K $244K
Draftkings Inc New
-5.07K
- 26.59%
N/A
14K $0
Frontline PLC
-17.9K
- 57.17%
N/A
13.4K $0
CRM
Salesforce, Inc.

Technology
-910
- 22.84%
$196.25 - $267.25 $179K - $243K
3.08K $809K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-434
- 10.77%
$87.61 - $110.11 $38K - $47.8K
3.6K $389K
TGT
Target Corp

Consumer Defensive
-350
- 18.8%
$105.01 - $142.54 $36.8K - $49.9K
1.51K $215K
NVDA
Nvidia Corp

Technology
-158
- 10.69%
$403.26 - $504.09 $63.7K - $79.6K
1.32K $653K
AMGN
Amgen Inc

Healthcare
-8
- 0.83%
$255.7 - $288.46 $2.05K - $2.31K
956 $275K
BAC
Bank Of America Corp

Financial Services
-1.95K
- 14.62%
$25.17 - $33.94 $49.1K - $66.2K
11.4K $383K
AMD
Advanced Micro Devices Inc

Technology
-1.7K
- 27.98%
$93.67 - $148.76 $159K - $253K
4.38K $644K
AAPL
Apple Inc.

Technology
-2.15K
- 10.07%
$166.89 - $198.11 $358K - $425K
19.2K $3.69M
ALT
Altimmune, Inc.

Healthcare
-3.76K
- 27.33%
$2.14 - $11.62 $8.05K - $43.7K
10K $112K
AQST
Aquestive Therapeutics, Inc.

Healthcare
-131K
- 18.07%
$1.29 - $2.47 $168K - $322K
592K $1.2M
Activity Summary
Buys All Purchases 8 New Holdings 5 Increased Positions 3 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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