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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
USFRWisdomtree Tr
Recent Activity
Decreased -33.68%
7.27%
$47.041M
934,830 shares@ $50.33 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Increased 6.88%
5.46%
$35.297M
526,580 shares@ $67.03 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
Increased 13.37%
5.27%
$34.123M
346,527 shares@ $98.48 avg price
GLDMWorld Gold Tr
Recent Activity
Decreased -8.03%
5.22%
$33.75M
649,170 shares@ $51.99 avg price
IWFIshares Tr
Recent Activity
Increased 4.68%
4.36%
$28.229M
70,295 shares@ $401.58 avg price
AAPLApple Inc
Recent Activity
Decreased -0.54%
3.85%
$24.893M
99,403 shares@ $250.43 avg price
GOVTIshares Tr
Recent Activity
Decreased -19.67%
3.58%
$23.126M
1.006M shares@ $22.99 avg price
DYNFBlackrock Etf Trust
Recent Activity
Increased 20.86%
3.33%
$21.534M
420,185 shares@ $51.25 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.92%
3.13%
$20.238M
48,014 shares@ $421.5 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 3.16%
3.08%
$19.94M
416,986 shares@ $47.83 avg price