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
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.07%
$114.45 - $127.21 $229 - $254
2.97K $343K
PEG
Public Service Enterprise Group Inc

Utilities
12
+ 0.27%
$81.87 - $94.51 $982 - $1.13K
4.39K $371K
QCOM
Qualcomm Inc

Technology
6
+ 0.43%
$150.4 - $178.04 $902 - $1.07K
1.4K $214K
NSC
Norfolk Southern Corp

Industrials
2
+ 0.12%
$230.6 - $277.0 $461 - $554
1.64K $383K
A
Agilent Technologies, Inc.

Healthcare
3
+ 0.18%
$125.69 - $146.56 $377 - $440
1.64K $219K
ECL
Ecolab Inc.

Basic Materials
3
+ 0.18%
$234.32 - $261.43 $703 - $784
1.64K $384K
LOW
Lowes Companies Inc

Consumer Cyclical
34
+ 1.64%
$244.52 - $284.07 $8.31K - $9.66K
2.11K $520K
DHR
Danaher Corp

Healthcare
2
+ 0.2%
$226.16 - $274.52 $452 - $549
996 $228K
CAT
Caterpillar Inc

Industrials
2
+ 0.08%
$360.37 - $416.88 $721 - $834
2.67K $967K
VLO
Valero Energy Corp

Energy
114
+ 1.21%
$118.59 - $144.02 $13.5K - $16.4K
9.53K $1.17M
IXUS
Ishares Tr

ETFs
13
+ 0.05%
$65.95 - $72.56 $857 - $943
24.3K $1.61M
UNP
Union Pacific Corp

Industrials
548
+ 3.13%
$223.15 - $249.32 $122K - $137K
18K $4.12M
PGR
Progressive Corp

Financial Services
507
+ 1.57%
$239.6 - $268.88 $121K - $136K
32.8K $7.87M
IQLT
Ishares Msci Intl Quality Fact

ETFs
40.1K
+ 9.52%
$37.12 - $41.23 $1.49M - $1.65M
461K $17.1M
SHW
Sherwin Williams CO

Basic Materials
258
+ 2.17%
$338.75 - $399.71 $87.4K - $103K
12.1K $4.13M
ADBE
Adobe Inc.

Technology
326
+ 4.02%
$437.39 - $552.96 $143K - $180K
8.44K $3.75M
UNH
Unitedhealth Group Inc

Healthcare
779
+ 6.12%
$485.52 - $625.25 $378K - $487K
13.5K $6.84M
VEA
Vanguard Ftse Developed Market

ETFs
12.8K
+ 3.15%
$47.57 - $52.44 $607K - $669K
417K $19.9M
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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