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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
XLISelect Sector Spdr Tr
Recent Activity
New Position
0.59%
$3.761M
28,545 shares@ $131.76 avg price
ADBEAdobe Inc
Recent Activity
Increased 4.03%
0.58%
$3.751M
8,435 shares@ $444.67 avg price
ORCLOracle Corp
Recent Activity
Decreased -8.42%
0.57%
$3.674M
22,047 shares@ $166.64 avg price
BONDPimco Etf Tr
Recent Activity
Decreased -9.17%
0.55%
$3.515M
38,876 shares@ $90.43 avg price
XLFSelect Sector Spdr Tr
Recent Activity
New Position
0.55%
$3.503M
72,490 shares@ $48.34 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.1%
0.54%
$3.493M
7,706 shares@ $453.29 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -26.18%
0.52%
$3.326M
33,431 shares@ $99.49 avg price
AZOAutozone Inc
Recent Activity
Increased 11.56%
0.49%
$3.122M
975 shares@ $3202.0 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 14.58%
0.49%
$3.112M
6,405 shares@ $485.95 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Decreased -19.01%
0.46%
$2.966M
11,696 shares@ $253.57 avg price