Capital Planning Advisors, LLC Reduced Holdings in Q2 2025

Capital Planning Advisors, LLC

  • $664 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PEG
Public Service Enterprise Group Inc

Utilities
-1
- 0.02%
$77.13 - $84.18 $77.1 - $84.2
4.38K $368K
SPGI
S&P Global Inc.

Financial Services
-1
- 0.15%
$438.31 - $527.29 $438 - $527
671 $353K
DOV
Dover Corp

Industrials
-69
- 2.07%
$151.14 - $186.7 $10.4K - $12.9K
3.27K $599K
HON
Honeywell International Inc

Industrials
-16
- 1.29%
$182.86 - $232.88 $2.93K - $3.73K
1.22K $284K
MA
Mastercard Inc

Financial Services
-1
- 0.05%
$479.92 - $590.74 $480 - $591
2.21K $1.24M
NSC
Norfolk Southern Corp

Industrials
-5
- 0.31%
$206.34 - $257.46 $1.03K - $1.29K
1.63K $417K
APP
App Lovin Corp

Technology
-88
- 11.41%
$219.37 - $417.89 $19.3K - $36.8K
683 $239K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-366
- 3.81%
$58.41 - $72.69 $21.4K - $26.6K
9.25K $672K
CSCO
Cisco Systems, Inc.

Technology
-108
- 1.3%
$53.19 - $69.38 $5.74K - $7.49K
8.19K $567K
ABT
Abbott Laboratories

Healthcare
-306
- 0.67%
$123.95 - $138.08 $37.9K - $42.3K
45.5K $6.19M
NFLX
Netflix Inc

Communication Services
-8
- 2.22%
$855.86 - $1339.13 $6.85K - $10.7K
353 $472K
PANW
Palo Alto Networks Inc

Technology
-4
- 0.07%
$152.44 - $204.64 $610 - $819
5.6K $1.15M
XLF
Financial Sector Spdr

ETFs
-857
- 0.77%
$43.92 - $52.37 $37.6K - $44.9K
111K $5.82M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.23K
- 1.95%
$71.28 - $83.74 $159K - $187K
112K $9.39M
JPM
Jpmorgan Chase & CO

Financial Services
-14
- 0.23%
$210.28 - $289.91 $2.94K - $4.06K
6.06K $1.76M
INTU
Intuit Inc

Technology
-101
- 4.32%
$544.07 - $787.63 $55K - $79.6K
2.24K $1.76M
PH
Parker Hannifin Corp

Industrials
-6
- 0.16%
$517.23 - $700.54 $3.1K - $4.2K
3.76K $2.62M
PLTR
Palantir Technologies Inc.

Technology
-95
- 1.35%
$74.01 - $144.25 $7.03K - $13.7K
6.96K $948K
XLI
Industrial Sector Spdr

ETFs
-1.64K
- 3.83%
$116.42 - $147.52 $191K - $242K
41.2K $6.08M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-25.9K
- 4.86%
$59.24 - $71.39 $1.54M - $1.85M
507K $36.1M
IBM
International Business Machines Corp

Technology
-1.59K
- 5.37%
$221.03 - $294.78 $352K - $470K
28.1K $8.29M
VUG
Vanguard Growth ETF

ETFs
-125
- 0.86%
$329.49 - $438.4 $41.2K - $54.8K
14.4K $6.33M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.01K
- 3.18%
$167.32 - $223.3 $336K - $449K
61.2K $13.4M
ORCL
Oracle Corp

Technology
-187
- 0.85%
$122.82 - $218.63 $23K - $40.9K
21.9K $4.78M
GOOGL
Alphabet Inc.

Communication Services
-906
- 1.04%
$144.7 - $178.6 $131K - $162K
85.8K $15.1M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-4.61K
- 1.1%
$43.53 - $54.46 $201K - $251K
414K $22.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.59K
- 5.24%
$320.42 - $424.58 $1.15M - $1.52M
64.8K $27.5M
AVGO
Broadcom Inc.

Technology
-1.74K
- 5.6%
$146.29 - $275.65 $255K - $480K
29.4K $8.1M
NVDA
Nvidia Corp

Technology
-1.14K
- 1.26%
$94.31 - $157.99 $107K - $179K
89K $14.1M
MSFT
Microsoft Corp

Technology
-453
- 0.95%
$354.56 - $497.45 $161K - $225K
47.1K $23.4M
Activity Summary
Buys All Purchases 36 New Holdings 9 Increased Positions 27 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Capital Planning Advisors, LLC Portfolio

Follow Capital Planning Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Planning Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Planning Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email