BFC Planning, Inc.

Q3 2024 13F-HR Holdings

Location
Cedar Rapids, IA
Holdings as of
9/30/2024
Date filed
11/13/2026
Form type
13F-HR
Num holdings
2,604
Total value ($000)
$1,144,784
Net value change ($000)
—
New positions
2589
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 10/29/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 67,916 —
AAPL 57,288 —
QQQ 48,117 —
MSFT 27,475 —
SPY 24,886 —
AMZN 19,388 —
COST 13,979 —
TMUS 13,478 —
IVE 13,465 —
VIG 13,093 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,898 (0.3% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type