Capital Planning Advisors, LLC Sells in Q2 2025

Capital Planning Advisors, LLC

  • $664 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-91.7K
- 25.06%
$82.17 - $99.96 $7.53M - $9.16M
274K $26.9M
UNH
Unitedhealth Group Inc

Healthcare
-8.57K
- 64.23%
$274.35 - $599.47 $2.35M - $5.14M
4.77K $1.49M
USFR
Wisdomtree Floating Rate Treas

ETFs
-109K
- 10.6%
$50.28 - $50.47 $5.46M - $5.48M
915K $46M
IEMG
Ishares Inc

ETFs
-77.7K
- 19.17%
N/A
327K $17.6M
GLDM
World Gold Trust

ETFs
-88.7K
- 13.88%
$58.96 - $67.97 $5.23M - $6.03M
550K $36.1M
AAPL
Apple Inc.

Technology
-4.67K
- 4.81%
$172.42 - $223.89 $805K - $1.04M
92.4K $19M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-64.6K
- 6.96%
$22.54 - $23.17 $1.46M - $1.5M
863K $19.8M
MRK
Merck & Co., Inc.

Healthcare
-14.1K
- 53.94%
$73.47 - $87.12 $1.03M - $1.23M
12K $951K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-7.14K
- 75.83%
$146.74 - $176.07 $1.05M - $1.26M
2.28K $369K
ADBE
Adobe Inc.

Technology
-2.74K
- 36.63%
$340.0 - $420.68 $932K - $1.15M
4.74K $1.83M
CVX
Chevron Corp

Energy
-820
- 2.83%
$133.73 - $168.51 $110K - $138K
28.2K $4.03M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-399
- 1.42%
$212.1 - $244.27 $84.6K - $97.5K
27.7K $6.06M
PEP
Pepsico Inc

Consumer Defensive
-4.45K
- 53.46%
$128.02 - $151.37 $569K - $673K
3.87K $511K
AVY
Avery Dennison Corp

Industrials
-3.87K
- 60.22%
$159.58 - $183.97 $618K - $713K
2.56K $448K
AON
Aon PLC

Financial Services
-86
- 0.63%
$335.85 - $398.81 $28.9K - $34.3K
13.5K $4.81M
UNP
Union Pacific Corp

Industrials
-2.1K
- 11.52%
$208.27 - $238.46 $437K - $500K
16.1K $3.71M
ACN
Accenture PLC

Technology
-1.12K
- 10.33%
$279.23 - $323.21 $313K - $362K
9.73K $2.91M
WCN
Waste Connections, Inc.

Industrials
-638
- 1.76%
$183.26 - $199.95 $117K - $128K
35.6K $6.64M
JNJ
Johnson & Johnson

Healthcare
-1.54K
- 11.15%
$146.36 - $159.82 $226K - $246K
12.3K $1.88M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-198
- 5.94%
$390.26 - $489.06 $77.3K - $96.8K
3.13K $1.27M
KIE
Spdr S&P Insurance ETF

ETFs
-4.53K
- 3.1%
$53.63 - $61.12 $243K - $277K
142K $8.46M
ZTS
Zoetis Inc.

Healthcare
-1.87K
- 20.05%
$144.41 - $170.3 $270K - $319K
7.46K $1.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-19
- 0.26%
$483.48 - $539.8 $9.19K - $10.3K
7.21K $3.5M
LMT
Lockheed Martin Corp

Industrials
-925
- 14.61%
$430.82 - $486.45 $399K - $450K
5.41K $2.5M
ITW
Illinois Tool Works Inc

Industrials
-1.03K
- 8.69%
$218.41 - $252.43 $224K - $259K
10.8K $2.67M
SHW
Sherwin Williams CO

Basic Materials
-364
- 2.98%
$313.51 - $363.51 $114K - $132K
11.9K $4.07M
XOM
Exxon Mobil Corp

Energy
-1.1K
- 18.01%
$99.93 - $119.04 $109K - $130K
4.98K $537K
LLY
Eli Lilly & CO

Healthcare
-48
- 1.58%
$713.71 - $898.95 $34.3K - $43.1K
2.99K $2.33M
HD
Home Depot, Inc.

Consumer Cyclical
-480
- 3.93%
$335.24 - $380.78 $161K - $183K
11.7K $4.3M
AZO
Autozone Inc

Consumer Cyclical
-14
- 1.45%
$3478.38 - $3880.15 $48.7K - $54.3K
952 $3.53M
VLO
Valero Energy Corp

Energy
-1.24K
- 14.23%
$104.69 - $141.77 $130K - $176K
7.5K $1.01M
TXN
Texas Instruments Inc

Technology
-709
- 4.57%
N/A
14.8K $2.88M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.72K
- 33.38%
$54.19 - $67.22 $93.4K - $116K
3.44K $231K
V
Visa Inc.

Financial Services
-616
- 2.01%
$308.27 - $373.31 $190K - $230K
30K $10.6M
BOND
Pimco Active Bond Exchange Tra

ETFs
-612
- 1.88%
$89.87 - $92.93 $55K - $56.9K
31.9K $2.94M
COP
Conocophillips

Energy
-31
- 0.8%
$82.66 - $106.1 $2.56K - $3.29K
3.83K $343K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-876
- 5.15%
$72.02 - $73.82 $63.1K - $64.7K
16.1K $1.19M
ABBV
Abb Vie Inc.

Healthcare
-20
- 0.86%
$170.16 - $206.27 $3.4K - $4.13K
2.29K $425K
TMUS
T Mobile Us, Inc.

Communication Services
-77
- 5.58%
$220.99 - $268.54 $17K - $20.7K
1.3K $310K
CPRT
Copart Inc

Consumer Cyclical
-44
- 1.04%
$47.72 - $63.84 $2.1K - $2.81K
4.21K $206K
MSI
Motorola Solutions, Inc.

Technology
-25
- 2.41%
$394.72 - $440.39 $9.87K - $11K
1.01K $425K
AMGN
Amgen Inc

Healthcare
-2
- 0.28%
$262.28 - $309.85 $525 - $620
719 $200K
MCD
Mcdonalds Corp

Consumer Cyclical
-6
- 0.67%
$285.55 - $321.23 $1.71K - $1.93K
889 $259K
CRM
Salesforce, Inc.

Technology
-85
- 7.91%
$236.26 - $291.15 $20.1K - $24.7K
989 $269K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-796
- 5.3%
$24.98 - $25.66 $19.9K - $20.4K
14.2K $364K
COST
Costco Wholesale Corp

Consumer Defensive
-598
- 4.6%
$908.13 - $1056.85 $543K - $632K
12.4K $12.3M
QCOM
Qualcomm Inc

Technology
-124
- 8.84%
$124.66 - $159.48 $15.5K - $19.8K
1.28K $203K
CI
Cigna Corp

Healthcare
-39
- 4.6%
$301.89 - $340.04 $11.8K - $13.3K
809 $267K
DUK
Duke Energy Corp

Utilities
-7
- 0.32%
$112.46 - $124.05 $787 - $868
2.19K $258K
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
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