Capital Planning Advisors, LLC Purchases in Q3 2024

Capital Planning Advisors, LLC

  • $639 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
684K
+ 94.26%
$50.2 - $50.48 $34.3M - $34.5M
1.41M $70.8M
IEMG
Ishares Inc

ETFs
369K
New
$53.64 - $53.64 $19.8M - $19.8M
369K $19.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
348K
New
$44.24 - $49.47 $15.4M - $17.2M
348K $17.2M
GLDM
World Gold Trust

ETFs
79.1K
+ 12.61%
$46.2 - $53.01 $3.65M - $4.19M
706K $36.8M
AAPL
Apple Inc.

Technology
4.44K
+ 4.64%
$207.23 - $234.82 $919K - $1.04M
100K $23.3M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.33K
+ 0.77%
$94.31 - $103.26 $220K - $241K
306K $31.4M
PGR
Progressive Corp

Financial Services
191
+ 0.59%
$209.46 - $259.24 $40K - $49.5K
32.3K $8.2M
IBM
International Business Machines Corp

Technology
675
+ 2.41%
$175.1 - $223.38 $118K - $151K
28.7K $6.34M
WMT
Walmart Inc.

Consumer Defensive
4.85K
+ 8.08%
$66.91 - $81.4 $325K - $395K
64.9K $5.24M
AVGO
Broadcom Inc.

Technology
26.2K
+ 1074.61%
$136.27 - $1745.86 $3.56M - $45.7M
28.6K $4.93M
UNH
Unitedhealth Group Inc

Healthcare
87
+ 0.69%
$488.01 - $604.18 $42.5K - $52.6K
12.7K $7.45M
KIE
Spdr S&P Insurance ETF

ETFs
717
+ 0.52%
$49.44 - $56.87 $35.4K - $40.8K
139K $7.87M
BX
Blackstone Inc.

Financial Services
924
+ 3.3%
$120.77 - $159.66 $112K - $148K
28.9K $4.42M
TMO
Thermo Fisher Scientific Inc.

Healthcare
109
+ 1.02%
$531.86 - $624.21 $58K - $68K
10.8K $6.65M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
949
+ 10.39%
$475.2 - $527.7 $451K - $501K
10.1K $5.32M
HD
Home Depot, Inc.

Consumer Cyclical
136
+ 1.23%
$333.64 - $405.2 $45.4K - $55.1K
11.2K $4.54M
LMT
Lockheed Martin Corp

Industrials
43
+ 0.78%
$460.3 - $584.56 $19.8K - $25.1K
5.59K $3.27M
NVDA
Nvidia Corp

Technology
6.8K
+ 8.65%
$98.91 - $134.91 $672K - $917K
85.4K $10.4M
PH
Parker Hannifin Corp

Industrials
261
+ 7.8%
$501.01 - $635.92 $131K - $166K
3.61K $2.28M
ABT
Abbott Laboratories

Healthcare
553
+ 1.22%
$100.07 - $118.13 $55.3K - $65.3K
46K $5.25M
MCD
Mcdonalds Corp

Consumer Cyclical
1.35K
+ 95.96%
$245.82 - $304.51 $333K - $412K
2.76K $841K
TSLA
Tesla, Inc.

Consumer Cyclical
1.11K
+ 40.78%
$191.76 - $263.26 $213K - $292K
3.83K $1M
ZTS
Zoetis Inc.

Healthcare
583
+ 4.03%
$172.58 - $196.48 $101K - $115K
15.1K $2.94M
BOND
Pimco Active Bond Exchange Tra

ETFs
2.91K
+ 7.29%
$90.01 - $95.32 $262K - $277K
42.8K $4.05M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
431
+ 1.7%
$210.25 - $231.86 $90.6K - $99.9K
25.8K $5.77M
UNP
Union Pacific Corp

Industrials
203
+ 1.17%
$221.78 - $256.09 $45K - $52K
17.5K $4.31M
PEG
Public Service Enterprise Group Inc

Utilities
4.38K
New
$73.58 - $89.21 $322K - $391K
4.38K $390K
V
Visa Inc.

Financial Services
75
+ 0.25%
$253.74 - $291.56 $19K - $21.9K
29.7K $8.16M
WCN
Waste Connections, Inc.

Industrials
998
+ 3.0%
$173.92 - $186.5 $174K - $186K
34.2K $6.12M
SO
Southern CO

Utilities
3.08K
New
$77.0 - $90.52 $237K - $279K
3.08K $278K
LLY
Eli Lilly & CO

Healthcare
329
+ 28.29%
$772.14 - $960.02 $254K - $316K
1.49K $1.32M
DUK
Duke Energy Corp

Utilities
2.16K
New
$99.35 - $117.71 $214K - $254K
2.16K $248K
MO
Altria Group, Inc.

Consumer Defensive
4.79K
New
$45.95 - $54.71 $220K - $262K
4.79K $244K
QCOM
Qualcomm Inc

Technology
1.39K
New
$156.12 - $209.64 $217K - $292K
1.39K $236K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.92K
New
$64.35 - $75.71 $188K - $221K
2.92K $215K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.42K
+ 57.54%
$36.02 - $41.68 $159K - $184K
12.1K $499K
XOM
Exxon Mobil Corp

Energy
1.67K
+ 27.06%
$109.72 - $119.0 $184K - $199K
7.86K $921K
PM
Philip Morris International Inc.

Consumer Defensive
608
+ 9.35%
$101.25 - $127.45 $61.6K - $77.5K
7.11K $863K
ED
Consolidated Edison Inc

Utilities
1.95K
New
$88.42 - $104.97 $173K - $205K
1.95K $203K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.54K
+ 13.1%
$33.74 - $37.96 $119K - $134K
30.5K $1.15M
CAT
Caterpillar Inc

Industrials
5
+ 0.19%
$316.8 - $391.12 $1.58K - $1.96K
2.67K $1.04M
ABBV
Abb Vie Inc.

Healthcare
510
+ 27.08%
$163.84 - $199.33 $83.6K - $102K
2.39K $472K
IXUS
Ishares Tr

ETFs
22
+ 0.09%
$64.9 - $73.35 $1.43K - $1.61K
24.3K $1.77M
MA
Mastercard Inc

Financial Services
7
+ 0.32%
$429.6 - $500.99 $3.01K - $3.51K
2.22K $1.09M
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.19%
$213.3 - $270.78 $853 - $1.08K
2.08K $562K
JPM
Jpmorgan Chase & CO

Financial Services
216
+ 3.72%
$194.9 - $224.8 $42.1K - $48.6K
6.02K $1.27M
NOC
Northrop Grumman Corp

Industrials
1
+ 0.1%
$423.73 - $533.14 $424 - $533
971 $512K
AVY
Avery Dennison Corp

Industrials
339
+ 4.95%
$202.27 - $224.18 $68.6K - $76K
7.18K $1.59M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
737
+ 14.38%
$68.79 - $76.02 $50.7K - $56K
5.86K $445K
Activity Summary
Buys All Purchases 74 New Holdings 10 Increased Positions 64 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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