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
SPHQInvesco Exchange Traded Fd T Recent Activity Increased 6.88%	5.46%	$35.297M 526,580 shares@ $67.03 avg price	Increased 6.88%
XMHQInvesco Exchange Traded Fd T Recent Activity Increased 13.37%	5.27%	$34.123M 346,527 shares@ $98.48 avg price	Increased 13.37%
IWFIshares Tr Recent Activity Increased 4.68%	4.36%	$28.229M 70,295 shares@ $401.58 avg price	Increased 4.68%
DYNFBlackrock Etf Trust Recent Activity Increased 20.86%	3.33%	$21.534M 420,185 shares@ $51.25 avg price	Increased 20.86%
VEAVanguard Tax-managed Fds Recent Activity Increased 3.16%	3.08%	$19.94M 416,986 shares@ $47.83 avg price	Increased 3.16%
IQLTIshares Tr Recent Activity Increased 9.52%	2.65%	$17.11M 460,927 shares@ $37.12 avg price	Increased 9.52%
GOOGLAlphabet Inc Recent Activity Increased 2.48%	2.57%	$16.637M 87,888 shares@ $189.3 avg price	Increased 2.48%
KNOInvestment Managers Ser Tr I Recent Activity Increased 13.59%	2.23%	$14.427M 333,580 shares@ $43.25 avg price	Increased 13.59%
AMZNAmazon Com Inc Recent Activity Increased 4.81%	2.16%	$13.929M 63,489 shares@ $219.4 avg price	Increased 4.81%
NVDANvidia Corporation Recent Activity Increased 3.17%	1.83%	$11.834M 88,124 shares@ $134.3 avg price	Increased 3.17%