Capital Planning LLC Purchases and Sells in Q2 2025

Capital Planning LLC

$303 Million
Q2 2025

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	128 + 0.77%	$329.49 - $438.4 $42.2K - $56.1K	16.7K $7.32M
VV	300 + 0.85%	$228.25 - $285.3 $68.5K - $85.6K	35.5K $10.1M
QQQ	1.08K + 29.83%	$416.06 - $551.64 $448K - $594K	4.69K $2.59M
FTEC	160 + 0.7%	$139.8 - $197.22 $22.4K - $31.6K	23.2K $4.57M
AVGO	378 + 10.49%	$146.29 - $275.65 $55.3K - $104K	3.98K $1.1M
IJR	1.46K + 5.09%	$90.56 - $109.49 $133K - $160K	30.2K $3.3M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	436 New	$484.66 - $738.09 $211K - $322K	436 $321K
APH	2.37K New	$59.09 - $98.75 $140K - $234K	2.37K $233K
PHB	12.6K New	$17.5 - $18.46 $220K - $233K	12.6K $232K
IBM	767 New	$221.03 - $294.78 $170K - $226K	767 $226K
NEOS Nasdaq-100(R) High Income ETF	4.72K New	N/A	4.72K $0
SPYI	14.8K New	N/A	14.8K $0

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MGV	-50.3K - 46.05%	$114.87 - $131.25 $5.78M - $6.6M	59K $7.74M
DGRO	-105K - 30.28%	$55.22 - $63.94 $5.81M - $6.73M	242K $15.5M
SCHG	-305K - 27.75%	$22.27 - $29.21 $6.78M - $8.9M	793K $23.2M
VO	-14.2K - 29.95%	$228.54 - $279.83 $3.24M - $3.96M	33.1K $9.27M
MGK	-12.8K - 35.96%	$273.67 - $366.17 $3.51M - $4.69M	22.8K $8.35M
CGCP	-76.6K - 73.05%	$21.92 - $22.56 $1.68M - $1.73M	28.3K $635K

Activity Summary All Purchases 22 New Holdings 6 Increased Positions 16 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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