Capital Planning Advisors, LLC Incresed Positions in Q4 2024

Capital Planning Advisors, LLC

  • $622 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
72.5K
+ 20.86%
$49.03 - $53.35 $3.56M - $3.87M
420K $21.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.14K
+ 4.67%
$370.24 - $418.94 $1.16M - $1.31M
70.3K $28.2M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
40.8K
+ 13.36%
$98.47 - $109.35 $4.02M - $4.47M
347K $34.1M
AMZN
Amazon Com Inc

Consumer Cyclical
2.91K
+ 4.8%
$180.88 - $232.93 $526K - $677K
63.5K $13.9M
GOOGL
Alphabet Inc.

Communication Services
2.12K
+ 2.48%
$161.86 - $196.66 $344K - $418K
87.9K $16.6M
AVGO
Broadcom Inc.

Technology
2.04K
+ 7.12%
$159.67 - $250.0 $325K - $509K
30.6K $7.1M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
33.9K
+ 6.87%
$65.67 - $69.79 $2.22M - $2.36M
527K $35.3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
51.8K
+ 427.8%
$38.37 - $42.82 $1.99M - $2.22M
63.9K $2.45M
V
Visa Inc.

Financial Services
1.07K
+ 3.61%
$273.87 - $320.91 $293K - $344K
30.7K $9.72M
NVDA
Nvidia Corp

Technology
2.7K
+ 3.16%
$117.0 - $148.88 $316K - $402K
88.1K $11.8M
LLY
Eli Lilly & CO

Healthcare
1.38K
+ 92.43%
$727.2 - $932.06 $1M - $1.29M
2.87K $2.22M
BX
Blackstone Inc.

Financial Services
1.8K
+ 6.24%
$148.45 - $199.05 $267K - $358K
30.7K $5.29M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.22K
+ 12.05%
$521.84 - $558.82 $634K - $679K
11.3K $6.09M
TSLA
Tesla, Inc.

Consumer Cyclical
348
+ 9.08%
$213.65 - $479.86 $74.4K - $167K
4.18K $1.69M
AON
Aon PLC

Financial Services
1.16K
+ 9.3%
$344.14 - $393.31 $399K - $455K
13.6K $4.89M
ACN
Accenture PLC

Technology
1.47K
+ 15.15%
$343.9 - $376.86 $506K - $555K
11.2K $3.94M
META
Meta Platforms, Inc.

Communication Services
378
+ 3.0%
$554.08 - $632.68 $209K - $239K
13K $7.65M
KIE
Spdr S&P Insurance ETF

ETFs
7.18K
+ 5.18%
$55.65 - $62.03 $399K - $445K
146K $8.24M
AZO
Autozone Inc

Consumer Cyclical
101
+ 11.56%
$2981.19 - $3370.27 $301K - $340K
975 $3.12M
GWW
W.W. Grainger, Inc.

Industrials
228
+ 6.06%
$1023.06 - $1220.93 $233K - $278K
3.99K $4.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.53K
+ 9.8%
$209.89 - $233.24 $531K - $591K
28.4K $6.03M
TXN
Texas Instruments Inc

Technology
1.05K
+ 7.43%
N/A
15.2K $2.96M
HD
Home Depot, Inc.

Consumer Cyclical
972
+ 8.67%
$385.02 - $431.37 $374K - $419K
12.2K $4.74M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.96K
+ 49.27%
$50.37 - $50.6 $199K - $200K
12K $604K
PH
Parker Hannifin Corp

Industrials
284
+ 7.87%
$621.74 - $709.46 $177K - $201K
3.89K $2.48M
JPM
Jpmorgan Chase & CO

Financial Services
59
+ 0.98%
$205.18 - $250.29 $12.1K - $14.8K
6.08K $1.46M
IBM
International Business Machines Corp

Technology
997
+ 3.47%
$204.9 - $238.04 $204K - $237K
29.7K $6.53M
INTU
Intuit Inc

Technology
244
+ 11.25%
$602.01 - $706.25 $147K - $172K
2.41K $1.52M
WCN
Waste Connections, Inc.

Industrials
2.09K
+ 6.1%
$171.06 - $193.25 $357K - $404K
36.3K $6.23M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.9K
+ 19.33%
$34.13 - $37.35 $201K - $220K
36.4K $1.24M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
1.14K
+ 19.5%
$75.22 - $82.17 $86K - $93.9K
7.01K $533K
MA
Mastercard Inc

Financial Services
5
+ 0.23%
$491.3 - $536.15 $2.46K - $2.68K
2.22K $1.17M
BAC
Bank Of America Corp

Financial Services
40
+ 0.24%
$39.22 - $47.77 $1.57K - $1.91K
16.9K $744K
CRM
Salesforce, Inc.

Technology
25
+ 2.39%
$270.87 - $367.87 $6.77K - $9.2K
1.07K $357K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.72K
+ 12.63%
$44.33 - $49.55 $76.1K - $85.1K
15.3K $687K
NFLX
Netflix Inc

Communication Services
2
+ 0.56%
$687.65 - $936.56 $1.38K - $1.87K
358 $319K
PANW
Palo Alto Networks Inc

Technology
2.96K
+ 99.93%
$181.96 - $405.9 $539K - $1.2M
5.93K $1.08M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.46K
+ 3.12%
$80.93 - $85.66 $280K - $296K
114K $9.25M
MSI
Motorola Solutions, Inc.

Technology
1
+ 0.1%
$449.08 - $504.6 $449 - $505
1.04K $479K
HRTX
Heron Therapeutics, Inc.

Healthcare
31K
+ 41.03%
$1.06 - $2.12 $32.9K - $65.7K
107K $163K
COP
Conocophillips

Energy
312
+ 8.82%
$95.12 - $114.72 $29.7K - $35.8K
3.85K $381K
Investment Managers Ser Tr I
39.9K
+ 13.59%
N/A
334K $0
J P Morgan Exchange Traded F
49.8K
+ 41.84%
N/A
169K $0
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.05K
+ 12.53%
$176.4 - $231.84 $185K - $243K
9.43K $1.66M
BND
Vanguard Bd Index Fd Inc Total

ETFs
712
+ 4.32%
$71.75 - $75.11 $51.1K - $53.5K
17.2K $1.24M
SYY
Sysco Corp

Consumer Defensive
21
+ 0.56%
$73.63 - $81.77 $1.55K - $1.72K
3.75K $286K
WM
Waste Management Inc

Industrials
4
+ 0.33%
$201.79 - $228.46 $807 - $914
1.22K $246K
DUK
Duke Energy Corp

Utilities
25
+ 1.16%
$105.76 - $120.76 $2.64K - $3.02K
2.18K $235K
DOV
Dover Corp

Industrials
1
+ 0.03%
$184.72 - $206.51 $185 - $207
3.34K $626K
Activity Summary
Buys All Purchases 78 New Holdings 9 Increased Positions 69 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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