test

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
XSHQInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.45%
$2.863M
67,610 shares@ $42.36 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 7.43%
0.45%
$2.852M
15,211 shares@ $187.52 avg price
QQQInvesco Qqq Tr
Recent Activity
0.41%
$2.628M
5,140 shares@ $511.23 avg price
PHParker-hannifin Corp
Recent Activity
Increased 7.87%
0.39%
$2.476M
3,893 shares@ $636.04 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 427.8%
0.38%
$2.451M
63,874 shares@ $38.37 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -65.64%
0.35%
$2.237M
16,260 shares@ $137.58 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -39.64%
0.35%
$2.229M
15,410 shares@ $144.63 avg price
LLYEli Lilly & Co
Recent Activity
Increased 92.43%
0.35%
$2.216M
2,871 shares@ $772.0 avg price
ZTSZoetis Inc
Recent Activity
Decreased -21.07%
0.3%
$1.937M
11,887 shares@ $162.94 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -67.85%
0.28%
$1.798M
3,457 shares@ $520.17 avg price