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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
IEMGIshares Inc
Recent Activity
Decreased -4.25%
2.85%
$18.436M
353,041 shares@ $52.22 avg price
IQLTIshares Tr
Recent Activity
Increased 9.52%
2.65%
$17.11M
460,927 shares@ $37.12 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.48%
2.57%
$16.637M
87,888 shares@ $189.3 avg price
KNOInvestment Managers Ser Tr I
Recent Activity
Increased 13.59%
2.23%
$14.427M
333,580 shares@ $43.25 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 4.81%
2.16%
$13.929M
63,489 shares@ $219.4 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -10.37%
1.86%
$12.038M
13,138 shares@ $916.3 avg price
NVDANvidia Corporation
Recent Activity
Increased 3.17%
1.83%
$11.834M
88,124 shares@ $134.3 avg price
HELOJ P Morgan Exchange Traded F
Recent Activity
Increased 41.84%
1.62%
$10.48M
168,919 shares@ $62.05 avg price
VVisa Inc
Recent Activity
Increased 3.61%
1.51%
$9.717M
30,748 shares@ $316.04 avg price
DGRWWisdomtree Tr
Recent Activity
Increased 3.13%
1.43%
$9.251M
114,311 shares@ $80.94 avg price