Lawrence Hansen

@Capital Planning Advisors, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$647.518M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
XLISelect Sector Spdr Tr Recent Activity New Position	0.59%	$3.761M 28,545 shares@ $131.76 avg price	New Position
XLFSelect Sector Spdr Tr Recent Activity New Position	0.55%	$3.503M 72,490 shares@ $48.34 avg price	New Position
XSHQInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.45%	$2.863M 67,610 shares@ $42.36 avg price	New Position
VRTVertiv Holdings Co Recent Activity New Position	0.21%	$1.305M 11,490 shares@ $113.62 avg price	New Position
ETNEaton Corp Plc Recent Activity New Position	0.19%	$1.205M 3,631 shares@ $331.88 avg price	New Position
PLTRPalantir Technologies Inc Recent Activity New Position	0.09%	$562,007 7,431 shares@ $75.64 avg price	New Position
XLESelect Sector Spdr Tr Recent Activity New Position	0.07%	$412,967 4,821 shares@ $85.67 avg price	New Position
APPApplovin Corp Recent Activity New Position	0.04%	$255,502 789 shares@ $323.84 avg price	New Position
CMICummins Inc Recent Activity New Position	0.04%	$212,646 610 shares@ $348.6 avg price	New Position