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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
AVYAvery Dennison Corp
Recent Activity
Decreased -4.6%
0.2%
$1.282M
6,851 shares@ $187.14 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 19.33%
0.2%
$1.244M
36,441 shares@ $34.13 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 4.33%
0.2%
$1.235M
17,179 shares@ $71.92 avg price
ETNEaton Corp Plc
Recent Activity
New Position
0.19%
$1.205M
3,631 shares@ $331.88 avg price
MAMastercard Incorporated
Recent Activity
Increased 0.23%
0.19%
$1.169M
2,220 shares@ $526.57 avg price
VLOValero Energy Corp
Recent Activity
Increased 1.22%
0.19%
$1.168M
9,526 shares@ $122.59 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Decreased -40.74%
0.18%
$1.139M
2,000 shares@ $569.58 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 99.94%
0.17%
$1.078M
5,926 shares@ $181.97 avg price
FOURShift4 Pmts Inc
Recent Activity
0.17%
$1.038M
10,000 shares@ $103.78 avg price
CATCaterpillar Inc
Recent Activity
Increased 0.08%
0.15%
$967,844
2,668 shares@ $362.77 avg price