0001172661-24-003202.txt : 20240809 0001172661-24-003202.hdr.sgml : 20240809 20240809164000 ACCESSION NUMBER: 0001172661-24-003202 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240809 DATE AS OF CHANGE: 20240809 EFFECTIVENESS DATE: 20240809 FILER: COMPANY DATA: COMPANY CONFORMED NAME: American Planning Services, Inc. CENTRAL INDEX KEY: 0001906656 ORGANIZATION NAME: IRS NUMBER: 591964348 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21716 FILM NUMBER: 241193435 BUSINESS ADDRESS: STREET 1: 1653 SUN CITY CENTER CITY: SUN CITY CENTER STATE: FL ZIP: 33573 BUSINESS PHONE: 813-633-7333 MAIL ADDRESS: STREET 1: 1653 SUN CITY CENTER CITY: SUN CITY CENTER STATE: FL ZIP: 33573 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001906656 XXXXXXXX 06-30-2024 06-30-2024 false American Planning Services, Inc.

1653 Sun City Center Sun City Center FL 33573

13F HOLDINGS REPORT 028-21716 000134854 801-113231 N Martin J. Mulligan 813-633-7333 /s/ Martin J. Mulligan Sun City Center FL 08-09-2024 0 52 142133738 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 3021322 16587 SH SOLE 0 0 16587 ALPHABET INC CAP STK CL C 02079K107 239547 1306 SH SOLE 0 0 1306 AMAZON COM INC COM 023135106 3287183 17010 SH SOLE 0 0 17010 APPLE INC COM 037833100 4867639 23111 SH SOLE 0 0 23111 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1310303 3221 SH SOLE 0 0 3221 ELI LILLY & CO COM 532457108 2346745 2592 SH SOLE 0 0 2592 EXXON MOBIL CORP COM 30231G102 1645309 14292 SH SOLE 0 0 14292 GE AEROSPACE COM NEW 369604301 1307051 8222 SH SOLE 0 0 8222 HOME DEPOT INC COM 437076102 205511 597 SH SOLE 0 0 597 INTERNATIONAL BUSINESS MACHS COM 459200101 240527 1391 SH SOLE 0 0 1391 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 574181 2913 SH SOLE 0 0 2913 INVESCO EXCH TRADED FD TR II SHORT TERM TREAS 46138G888 516803 4900 SH SOLE 0 0 4900 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 20831070 989130 SH SOLE 0 0 989130 INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 46138J619 1737996 33111 SH SOLE 0 0 33111 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 860506 42079 SH SOLE 0 0 42079 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 350592 15303 SH SOLE 0 0 15303 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 333734 14689 SH SOLE 0 0 14689 INVESCO QQQ TR UNIT SER 1 46090E103 15107185 31532 SH SOLE 0 0 31532 ISHARES TR CORE S&P500 ETF 464287200 230384 421 SH SOLE 0 0 421 ISHARES TR IBONDS 24 TRM TS 46436E874 418022 17432 SH SOLE 0 0 17432 ISHARES TR IBONDS 25 TRM TS 46436E866 447145 19257 SH SOLE 0 0 19257 ISHARES TR IBONDS DEC24 ETF 46434VBG4 404915 16113 SH SOLE 0 0 16113 ISHARES TR IBONDS DEC25 ETF 46434VBD1 409181 16459 SH SOLE 0 0 16459 ISHARES TR TRS FLT RT BD 46434V860 3015398 59522 SH SOLE 0 0 59522 J P MORGAN EXCHANGE TRADED F EQUITY FOCUS ETF 46654Q781 11611058 186194 SH SOLE 0 0 186194 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 8005612 141242 SH SOLE 0 0 141242 JOHNSON & JOHNSON COM 478160104 248910 1703 SH SOLE 0 0 1703 JPMORGAN CHASE & CO. COM 46625H100 418525 2069 SH SOLE 0 0 2069 MARRIOTT INTL INC NEW CL A 571903202 349116 1444 SH SOLE 0 0 1444 MASTERCARD INCORPORATED CL A 57636Q104 2539317 5756 SH SOLE 0 0 5756 MCDONALDS CORP COM 580135101 283892 1114 SH SOLE 0 0 1114 MERCK & CO INC COM 58933Y105 248095 2004 SH SOLE 0 0 2004 META PLATFORMS INC CL A 30303M102 3058599 6066 SH SOLE 0 0 6066 MICROSOFT CORP COM 594918104 3773599 8443 SH SOLE 0 0 8443 NEXTERA ENERGY INC COM 65339F101 1288658 18199 SH SOLE 0 0 18199 NVIDIA CORPORATION COM 67066G104 4013197 32485 SH SOLE 0 0 32485 ORACLE CORP COM 68389X105 649520 4600 SH SOLE 0 0 4600 PACER FDS TR TRENDP US LAR CP 69374H105 14405904 289508 SH SOLE 0 0 289508 PACER FDS TR US CASH COWS 100 69374H881 13013282 238820 SH SOLE 0 0 238820 PACER FDS TR TRENDPILOT 100 69374H303 299534 4155 SH SOLE 0 0 4155 PEPSICO INC COM 713448108 264117 1601 SH SOLE 0 0 1601 PROCTER AND GAMBLE CO COM 742718109 1486754 9015 SH SOLE 0 0 9015 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 232420 3035 SH SOLE 0 0 3035 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 823490 2105 SH SOLE 0 0 2105 SPDR S&P 500 ETF TR TR UNIT 78462F103 2024457 3720 SH SOLE 0 0 3720 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 1347057 14677 SH SOLE 0 0 14677 SPDR SER TR PORTFOLIO S&P500 78464A854 679403 10616 SH SOLE 0 0 10616 THERMO FISHER SCIENTIFIC INC COM 883556102 829500 1500 SH SOLE 0 0 1500 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 412107 824 SH SOLE 0 0 824 VANGUARD INDEX FDS GROWTH ETF 922908736 237496 635 SH SOLE 0 0 635 VANGUARD WORLD FD MEGA GRWTH IND 921910816 428589 1364 SH SOLE 0 0 1364 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 5453281 108394 SH SOLE 0 0 108394