Capital Planning Advisors, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $621 Million distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $51.5M, World Gold Trust with a value of $39.5M, Invesco Exchange Traded Fd Tr with a value of $35.4M, Invesco Exchange Traded Fd Tr with a value of $33.5M, and Ishares Russell 1000 Gr ETF with a value of $24.7M.
Examining the 13F form we can see an decrease of $1.08M in the current position value, from $622M to 621M.
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
$621 Million
ETFs: $356 Million
Technology: $79 Million
Financial Services: $48 Million
Industrials: $35 Million
Healthcare: $24.7 Million
Communication Services: $22.9 Million
Consumer Cyclical: $22.3 Million
Consumer Defensive: $20.4 Million
Other: $13 Million
Stock Holdings Table Market Cap. of $200 Billions or more
