Capital Planning Advisors, LLC Sells in Q1 2025

Capital Planning Advisors, LLC

  • $621 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.89K
- 2.69%
$360.07 - $417.26 $682K - $790K
68.4K $24.7M
AAPL
Apple Inc.

Technology
-2.37K
- 2.39%
$209.68 - $247.1 $497K - $586K
97K $21.6M
GOOGL
Alphabet Inc.

Communication Services
-1.17K
- 1.33%
$154.33 - $206.19 $181K - $242K
86.7K $13.4M
MSFT
Microsoft Corp

Technology
-462
- 0.96%
$375.39 - $447.2 $173K - $207K
47.6K $17.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-237
- 0.37%
$190.26 - $242.06 $45.1K - $57.4K
63.3K $12M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-78.7K
- 7.82%
$22.25 - $23.0 $1.75M - $1.81M
928K $21.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.84K
- 0.44%
$48.06 - $53.73 $88.5K - $99K
418K $20.4M
BX
Blackstone Inc.

Financial Services
-94
- 0.31%
$136.53 - $186.74 $12.8K - $17.6K
30.6K $4.28M
MRK
Merck & Co., Inc.

Healthcare
-7.32K
- 21.9%
$83.01 - $101.02 $608K - $740K
26.1K $2.34M
ADBE
Adobe Inc.

Technology
-950
- 11.26%
$377.84 - $464.11 $359K - $441K
7.49K $2.87M
TSLA
Tesla, Inc.

Consumer Cyclical
-8
- 0.19%
$222.15 - $428.22 $1.78K - $3.43K
4.17K $1.08M
ACN
Accenture PLC

Technology
-340
- 3.04%
$300.91 - $398.25 $102K - $135K
10.8K $3.38M
BOND
Pimco Active Bond Exchange Tra

ETFs
-6.34K
- 16.32%
$89.27 - $92.9 $566K - $589K
32.5K $3.01M
WMT
Walmart Inc.

Consumer Defensive
-3.02K
- 4.33%
$84.5 - $105.05 $255K - $317K
66.7K $5.85M
ZTS
Zoetis Inc.

Healthcare
-2.55K
- 21.47%
$156.48 - $175.67 $399K - $448K
9.34K $1.54M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-7.01K
- 45.81%
$40.03 - $46.81 $281K - $328K
8.3K $338K
PEP
Pepsico Inc

Consumer Defensive
-2.08K
- 19.97%
$142.64 - $156.42 $296K - $325K
8.32K $1.25M
GOOG
Alphabet Inc.

Communication Services
-43
- 0.49%
$156.06 - $207.71 $6.71K - $8.93K
8.78K $1.37M
GWW
W.W. Grainger, Inc.

Industrials
-33
- 0.83%
$953.54 - $1132.42 $31.5K - $37.4K
3.96K $3.91M
LMT
Lockheed Martin Corp

Industrials
-72
- 1.12%
$423.19 - $506.29 $30.5K - $36.5K
6.33K $2.83M
META
Meta Platforms, Inc.

Communication Services
-157
- 1.21%
$576.36 - $736.67 $90.5K - $116K
12.8K $7.38M
PH
Parker Hannifin Corp

Industrials
-130
- 3.34%
$591.65 - $707.05 $76.9K - $91.9K
3.76K $2.29M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-125
- 3.62%
$497.6 - $606.74 $62.2K - $75.8K
3.33K $1.66M
AVY
Avery Dennison Corp

Industrials
-420
- 6.13%
$174.58 - $195.91 $73.3K - $82.3K
6.43K $1.14M
VTHR
Vanguard Russell 3000 ETF

ETFs
-420
- 18.17%
$243.2 - $272.04 $102K - $114K
1.89K $466K
PANW
Palo Alto Networks Inc

Technology
-321
- 5.42%
$167.82 - $208.28 $53.9K - $66.9K
5.61K $956K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-12
- 0.13%
$161.13 - $209.29 $1.93K - $2.51K
9.42K $1.56M
KOMP
Spdr S&P Kensho New Economies

ETFs
-1.06K
- 11.12%
$46.49 - $54.36 $49.3K - $57.6K
8.47K $393K
INTU
Intuit Inc

Technology
-77
- 3.19%
$555.63 - $630.23 $42.8K - $48.5K
2.34K $1.43M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4
- 0.07%
$102.49 - $119.96 $410 - $480
5.85K $611K
APP
App Lovin Corp

Technology
-18
- 2.28%
$238.08 - $510.13 $4.29K - $9.18K
771 $204K
DOV
Dover Corp

Industrials
-1
- 0.03%
$174.65 - $206.43 $175 - $206
3.34K $586K
IVV
Ishares Core S&P 500 ETF

ETFs
-42
- 7.66%
$554.06 - $615.85 $23.3K - $25.9K
506 $284K
LOW
Lowes Companies Inc

Consumer Cyclical
-5
- 0.24%
$222.66 - $268.42 $1.11K - $1.34K
2.11K $490K
MSI
Motorola Solutions, Inc.

Technology
-1
- 0.1%
$411.73 - $482.1 $412 - $482
1.04K $454K
MCD
Mcdonalds Corp

Consumer Cyclical
-145
- 13.94%
$279.74 - $321.29 $40.6K - $46.6K
895 $279K
HON
Honeywell International Inc

Industrials
-3
- 0.24%
$202.75 - $226.52 $608 - $680
1.24K $261K
VLO
Valero Energy Corp

Energy
-782
- 8.21%
$121.76 - $142.99 $95.2K - $112K
8.74K $1.15M
PEG
Public Service Enterprise Group Inc

Utilities
-12
- 0.27%
$78.2 - $90.39 $938 - $1.08K
4.38K $360K
PG
Procter & Gamble CO

Consumer Defensive
-74
- 5.67%
$158.56 - $176.26 $11.7K - $13K
1.23K $209K
SYY
Sysco Corp

Consumer Defensive
-3
- 0.08%
$70.0 - $77.13 $210 - $231
3.75K $281K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-928
- 7.72%
$74.85 - $84.89 $69.5K - $78.8K
11.1K $906K
FAST
Fastenal CO

Industrials
-429
- 6.81%
$71.11 - $79.98 $30.5K - $34.3K
5.87K $454K
CSCO
Cisco Systems, Inc.

Technology
-277
- 3.23%
$58.74 - $64.87 $16.3K - $18K
8.29K $511K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-178
- 1.04%
$71.17 - $73.66 $12.7K - $13.1K
17K $1.25M
ECL
Ecolab Inc.

Basic Materials
-3
- 0.18%
$229.72 - $269.82 $689 - $809
1.64K $415K
JPM
Jpmorgan Chase & CO

Financial Services
-11
- 0.18%
$225.19 - $279.95 $2.48K - $3.08K
6.07K $1.49M
PLTR
Palantir Technologies Inc.

Technology
-378
- 5.09%
$64.98 - $124.62 $24.6K - $47.1K
7.05K $595K
MA
Mastercard Inc

Financial Services
-11
- 0.5%
$504.67 - $576.31 $5.55K - $6.34K
2.21K $1.21M
Activity Summary
Buys All Purchases 58 New Holdings 6 Increased Positions 52 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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