Vahanian & Associates Financial Planning Inc. Portfolio Holdings
Vahanian & Associates Financial Planning Inc.
- $24.5 Million
- Q4 2023
Vahanian & Associates Financial Planning Inc. has filed its 13F form on January 24, 2024 for Q4 2023 where it was disclosed a total value porftolio of $24.5 Million distributed in 50 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $3.69M, Amazon Com Inc with a value of $1.35M, Sitime Corp with a value of $1.25M, Microsoft Corp with a value of $1.23M, and Aquestive Therapeutics, Inc. with a value of $1.2M.
Examining the 13F form we can see an decrease of $4.78M in the current position value, from $29.3M to 24.5M.
Below you can find more details about Vahanian & Associates Financial Planning Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$24.5 Million
Technology: $9.82 Million
ETFs: $4.21 Million
Healthcare: $2.97 Million
Consumer Cyclical: $2.93 Million
Communication Services: $1.86 Million
Industrials: $1.46 Million
Consumer Defensive: $500,000
Financial Services: $383,000
Other: $389,000