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
PFEPfizer Inc Recent Activity Exited	0%	$422,061 14,584 shares@ $28.95 avg price	Exited
INTCIntel Corp Recent Activity Exited	0%	$308,077 13,132 shares@ $23.47 avg price	Exited
IWMIshares Tr Recent Activity Exited	0%	$276,113 1,250 shares@ $220.9 avg price	Exited
MDTMedtronic Plc Recent Activity Exited	0%	$273,241 3,035 shares@ $90.03 avg price	Exited
NVONovo-nordisk A S Recent Activity Exited	0%	$258,620 2,172 shares@ $119.07 avg price	Exited
MOAltria Group Inc Recent Activity Exited	0%	$244,482 4,790 shares@ $51.05 avg price	Exited
AMGNAmgen Inc Recent Activity Exited	0%	$230,058 714 shares@ $322.22 avg price	Exited
WPCWp Carey Inc Recent Activity Exited	0%	$227,831 3,657 shares@ $62.3 avg price	Exited
MDLZMondelez Intl Inc Recent Activity Exited	0%	$215,411 2,924 shares@ $73.67 avg price	Exited
EDConsolidated Edison Inc Recent Activity Exited	0%	$203,158 1,951 shares@ $104.14 avg price	Exited