Capital Planning Advisors, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $639 Million distributed in 139 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $70.8M, World Gold Trust with a value of $36.8M, Invesco Exchange Traded Fd Tr with a value of $33.1M, Invesco Exchange Traded Fd Tr with a value of $31.4M, and Ishares U.S. Treasury Bond ETF with a value of $29.4M.
Examining the 13F form we can see an increase of $71.8M in the current position value, from $567M to 639M.
Capital Planning Advisors, LLC is based out at Sacramento, CA
Below you can find more details about Capital Planning Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$639 Million
ETFs: $365 Million
Technology: $85.3 Million
Financial Services: $37.8 Million
Healthcare: $36.4 Million
Industrials: $33.2 Million
Communication Services: $23.5 Million
Consumer Defensive: $22.3 Million
Consumer Cyclical: $21.2 Million
Other: $13.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
