Vahanian & Associates Financial Planning Inc.

Q4 2023 13F Holdings

  • Location
    saratoga springs, NY
  • Num holdings

    50

  • Value ($000)

    $25,293

  • Date Filed
    01/25/2024
  • Form type
    13F-HR
  • CIK
    0001900990
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$3.69M
15 %

19,166

A
AMZN

AMAZON COM INC

COM
023135106
$1.35M
5 %

8,860

S
SITM

SITIME CORP

COM
82982T106
$1.25M
5 %

10,262

M
MSFT

MICROSOFT CORP

COM
594918104
$1.23M
5 %

3,271

A
AQST

AQUESTIVE THERAPEUTICS INC

COM
03843E104
$1.20M
5 %

591,608

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$834.45K
3 %

5,921

C
CRM

SALESFORCE INC

COM
79466L302
$809.16K
3 %

3,075

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$760.22K
3 %

2,743

I
ITCI

INTRA-CELLULAR THERAPIES INC

COM
46116X101
$710.26K
3 %

9,917

U
URI

UNITED RENTALS INC

COM
911363109
$670.33K
3 %

1,169

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