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 101–137 of 137
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KOMP | SPDR SER TR | 10K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 1K | $100K–$500K | SH |
| FAST | FASTENAL CO | 6K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 4K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 8K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 884 | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| ECL | ECOLAB INC | 2K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 2K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 4K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 4K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 3K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 670 | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 1K | $100K–$500K | SH |
| IVV | ISHARES TR | 548 | $100K–$500K | SH |
| NFLX | NETFLIX INC | 358 | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 5K | $100K–$500K | SH |
| SYY | SYSCO CORP | 4K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 789 | $100K–$500K | SH |
| SO | SOUTHERN CO | 3K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| CPRT | COPART INC | 4K | $100K–$500K | SH |
| SPAB | SPDR SER TR | 10K | $100K–$500K | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 996 | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 801 | $100K–$500K | SH |
| A | AGILENT TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 1K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 1K | $100K–$500K | SH |
| CMI | CUMMINS INC | 610 | $100K–$500K | SH |
| HRTX | HERON THERAPEUTICS INC | 107K | $100K–$500K | SH |