CIK 1631941
Capital Planning Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
137
Portfolio Value
$1M+
Latest Report
Dec 31, 2024
Report Periods
1
Holdings
13F filings as of Dec 31, 2024 · Showing 1–50 of 137
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| USFR | WISDOMTREE TR | 935K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 527K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 347K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 649K | $1M+ | SH |
| IWF | ISHARES TR | 70K | $1M+ | SH |
| AAPL | APPLE INC | 99K | $1M+ | SH |
| GOVT | ISHARES TR | 1.0M | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 420K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 48K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 417K | $1M+ | SH |
| IEMG | ISHARES INC | 353K | $1M+ | SH |
| IQLT | ISHARES TR | 461K | $1M+ | SH |
| GOOGL | ALPHABET INC | 88K | $1M+ | SH |
| KNO | INVESTMENT MANAGERS SER TR I | 334K | $1M+ | SH |
| AMZN | AMAZON COM INC | 63K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 13K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 88K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 169K | $1M+ | SH |
| V | VISA INC | 31K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 114K | $1M+ | SH |
| KIE | SPDR SER TR | 146K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 33K | $1M+ | SH |
| META | META PLATFORMS INC | 13K | $1M+ | SH |
| AVGO | BROADCOM INC | 31K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 14K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 30K | $1M+ | SH |
| WMT | WALMART INC | 70K | $1M+ | SH |
| WCN | WASTE CONNECTIONS INC | 36K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 15K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| MMC | MARSH & MCLENNAN COS INC | 28K | $1M+ | SH |
| BX | BLACKSTONE INC | 31K | $1M+ | SH |
| ABT | ABBOTT LABS | 46K | $1M+ | SH |
| AON | AON PLC | 14K | $1M+ | SH |
| HD | HOME DEPOT INC | 12K | $1M+ | SH |
| GWW | GRAINGER W W INC | 4K | $1M+ | SH |
| SHW | SHERWIN WILLIAMS CO | 12K | $1M+ | SH |
| UNP | UNION PAC CORP | 18K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 11K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 27K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 29K | $1M+ | SH |
| ADBE | ADOBE INC | 8K | $1M+ | SH |
| ORCL | ORACLE CORP | 22K | $1M+ | SH |
| BOND | PIMCO ETF TR | 39K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 72K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8K | $1M+ | SH |
| MRK | MERCK & CO INC | 33K | $1M+ | SH |
| AZO | AUTOZONE INC | 975 | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 6K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 12K | $1M+ | SH |