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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
KIESpdr Ser Tr
Recent Activity
Increased 5.18%
1.28%
$8.243M
145,834 shares@ $56.53 avg price
PGRProgressive Corp
Recent Activity
Increased 1.57%
1.22%
$7.866M
32,829 shares@ $239.62 avg price
METAMeta Platforms Inc
Recent Activity
Increased 3.01%
1.18%
$7.593M
12,968 shares@ $585.53 avg price
AVGOBroadcom Inc
Recent Activity
Increased 7.13%
1.1%
$7.101M
30,627 shares@ $231.85 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 6.12%
1.06%
$6.837M
13,515 shares@ $505.86 avg price
IBMInternational Business Machs
Recent Activity
Increased 3.48%
1.01%
$6.527M
29,693 shares@ $219.83 avg price
WMTWalmart Inc
Recent Activity
Increased 7.35%
0.98%
$6.298M
69,703 shares@ $90.35 avg price
WCNWaste Connections Inc
Recent Activity
Increased 6.1%
0.97%
$6.235M
36,338 shares@ $171.58 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -4.36%
0.96%
$6.189M
15,080 shares@ $410.44 avg price
VOOVanguard Index Fds
Recent Activity
Increased 12.05%
0.95%
$6.088M
11,299 shares@ $538.81 avg price