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 51–100 of 137
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XSHQ | INVESCO EXCH TRADED FD TR II | 68K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 15K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 5K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 4K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 64K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 16K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 15K | $1M+ | SH |
| LLY | ELI LILLY & CO | 3K | $1M+ | SH |
| ZTS | ZOETIS INC | 12K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 3K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| GOOG | ALPHABET INC | 9K | $1M+ | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 9K | $1M+ | SH |
| IXUS | ISHARES TR | 24K | $1M+ | SH |
| PEP | PEPSICO INC | 10K | $1M+ | SH |
| INTU | INTUIT | 2K | $1M+ | SH |
| DE | DEERE & CO | 4K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 6K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 11K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| AVY | AVERY DENNISON CORP | 7K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 36K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 17K | $1M+ | SH |
| ETN | EATON CORP PLC | 4K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 10K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 6K | $1M+ | SH |
| FOUR | SHIFT4 PMTS INC | 10K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $500K+ | SH |
| IVW | ISHARES TR | 10K | $500K+ | SH |
| EFA | ISHARES TR | 12K | $500K+ | SH |
| ITOT | ISHARES TR | 6K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| ICF | ISHARES TR | 13K | $500K+ | SH |
| IVE | ISHARES TR | 4K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 17K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 5K | $500K+ | SH |
| SPSM | SPDR SER TR | 15K | $500K+ | SH |
| IJR | ISHARES TR | 6K | $500K+ | SH |
| SPLG | SPDR SER TR | 9K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| DOV | DOVER CORP | 3K | $500K+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 12K | $500K+ | SH |
| VTHR | VANGUARD SCOTTSDALE FDS | 2K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 7K | $500K+ | SH |
| OBDE | BLUE OWL CAP CORP III | 38K | $500K+ | SH |
| IMCB | ISHARES TR | 7K | $500K+ | SH |
| LOW | LOWES COS INC | 2K | $500K+ | SH |
| CSCO | CISCO SYS INC | 9K | $500K+ | SH |