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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
WCNWaste Connections Inc
Recent Activity
Increased 6.1%
0.97%
$6.235M
36,338 shares@ $171.58 avg price
VOOVanguard Index Fds
Recent Activity
Increased 12.05%
0.95%
$6.088M
11,299 shares@ $538.81 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Increased 9.8%
0.94%
$6.028M
28,378 shares@ $212.42 avg price
BXBlackstone Inc
Recent Activity
Increased 6.24%
0.82%
$5.29M
30,683 shares@ $172.43 avg price
AONAon Plc
Recent Activity
Increased 9.3%
0.76%
$4.888M
13,610 shares@ $359.17 avg price
HDHome Depot Inc
Recent Activity
Increased 8.68%
0.74%
$4.739M
12,183 shares@ $388.99 avg price
GWWGrainger W W Inc
Recent Activity
Increased 6.07%
0.65%
$4.205M
3,989 shares@ $1054.05 avg price
SHWSherwin Williams Co
Recent Activity
Increased 2.18%
0.64%
$4.128M
12,143 shares@ $339.94 avg price
UNPUnion Pac Corp
Recent Activity
Increased 3.14%
0.64%
$4.115M
18,046 shares@ $228.05 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 15.16%
0.61%
$3.935M
11,187 shares@ $351.8 avg price