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Lawrence Hansen

@Capital Planning Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$647.518MTotal holdings137
Assets growth rate-2.23%Assets growth rate (2-Q avg)5.55%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Planning Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Capital Planning Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 647.518M in assets, with a quarterly growth rate of -2.23% and a 2-quarter average growth rate of 5.55%. The portfolio is managed by Lawrence Hansen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USFRWisdomtree Tr
Recent Activity
Decreased -33.68%
7.27%
$47.041M
934,830 shares@ $50.33 avg price
GLDMWorld Gold Tr
Recent Activity
Decreased -8.03%
5.22%
$33.75M
649,170 shares@ $51.99 avg price
AAPLApple Inc
Recent Activity
Decreased -0.54%
3.85%
$24.893M
99,403 shares@ $250.43 avg price
GOVTIshares Tr
Recent Activity
Decreased -19.67%
3.58%
$23.126M
1.006M shares@ $22.99 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.92%
3.13%
$20.238M
48,014 shares@ $421.5 avg price
IEMGIshares Inc
Recent Activity
Decreased -4.25%
2.85%
$18.436M
353,041 shares@ $52.22 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -10.37%
1.86%
$12.038M
13,138 shares@ $916.3 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -4.36%
0.96%
$6.189M
15,080 shares@ $410.44 avg price
ABTAbbott Labs
Recent Activity
Decreased -0.03%
0.81%
$5.206M
46,029 shares@ $113.12 avg price
CVXChevron Corp New
Recent Activity
Decreased -15.32%
0.61%
$3.927M
27,114 shares@ $144.84 avg price