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