13F Filings History of PLANNING PROFESSIONAL

Latest 13F report
Q3 2021 - 15 Nov 2021
Value $
$209,397,000
Signature - Title
Dan Stridsberg - Managing Partner
Location
Thousand Oaks, CA
Summary
This page shows a list of all the recent 13F filings made by PLANNING PROFESSIONAL. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PLANNING PROFESSIONAL reported 124 stock holdings with total value $209,397,000 as of Q3 2021. Top holdings included AAPL, AMZN, MSFT, QQQ, and V.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2021 124 $209,397,000 +$9,915,139 -$15,550,287 -$5,635,148 AAPL, AMZN, MSFT, QQQ, V 13F-HR 15 Nov 2021, 14:38
Q2 2021 130 $217,780,000 +$11,488,562 -$15,727,446 -$4,238,884 AAPL, AMZN, MSFT, QQQ, V 13F-HR 13 Aug 2021, 18:19
Q1 2021 120 $204,762,000 +$8,792,563 -$51,080,938 -$42,288,375 AAPL, AMZN, MSFT, QQQ, MA 13F-HR 14 May 2021, 17:15
Q4 2020 130 $247,528,000 +$103,627,486 -$771,942 +$102,855,544 AAPL, AMZN, MSFT, BIV, V 13F-HR 17 Feb 2021, 21:15
Q3 2020 35 $131,246,000 +$27,468,789 -$80,873,334 -$53,404,545 AAPL, MSFT, BIV, MA, V 13F-HR 14 Oct 2020, 13:34
Q2 2020 115 $187,589,000 +$86,909,602 -$8,084,650 +$78,824,952 AMZN, AAPL, MSFT, V, MA 13F-HR 16 Jul 2020, 21:19
Q1 2020 32 $85,815,000 +$1,384,845 -$12,500,377 -$11,115,532 AAPL, MA, V, MSFT, QQQ 13F-HR 20 Apr 2020, 12:20
Q4 2019 39 $115,457,000 +$14,492,457 -$1,866,960 +$12,625,497 AAPL, MA, V, PFSI, MSFT 13F-HR 14 Jan 2020, 16:36
Q3 2019 30 $94,096,000 +$6,907,925 -$2,231,690 +$4,676,235 AAPL, MA, V, PFSI, QQQ 13F-HR 17 Oct 2019, 14:28
Q2 2019 27 $84,744,000 +$4,285,090 -$5,884,837 -$1,599,747 V, MA, AAPL, QQQ, BA 13F-HR 23 Jul 2019, 14:39
Q1 2019 30 $80,907,000 +$8,508,022 -$6,155,155 +$2,352,867 AAPL, V, MA, BA, QQQ 13F-HR 08 May 2019, 15:35
Q4 2018 30 $68,673,000 +$13,475,683 -$5,419,087 +$8,056,596 V, AAPL, QQQ, MA, BA 13F-HR 25 Jan 2019, 20:19
Q3 2018 29 $71,429,000 +$5,095,150 -$2,945,216 +$2,149,934 AAPL, V, QQQ, MA, BA 13F-HR 18 Oct 2018, 18:39
Q2 2018 29 $63,343,000 +$12,933,284 -$11,015,416 +$1,917,868 V, QQQ, AAPL, BA, MA 13F-HR 18 Jul 2018, 17:55
Q1 2018 28 $58,532,000 +$4,291,281 -$1,396,678 +$2,894,603 QQQ, V, AAPL, BA, MA 13F-HR 20 Jun 2018, 16:09
Q4 2017 26 $54,710,000 $0 $0 $0 QQQ, META, V, AAPL, BA 13F-HR 18 Jun 2018, 16:40