Capital Planning LLC Incresed Positions in Q3 2024

Capital Planning LLC

  • $343 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PWR
Quanta Services, Inc.

Industrials
1
+ 0.0%
$239.58 - $298.23 $240 - $298
61.3K $18.3M
DGRO
Ishares Core Dividend Growth E

ETFs
1.29K
+ 0.38%
$57.47 - $62.76 $74.3K - $81.1K
344K $21.6M
MGV
Vanguard Mega Cap Value

ETFs
1.88K
+ 1.84%
$118.0 - $128.28 $222K - $242K
104K $13.4M
VO
Vanguard Mid Cap ETF

ETFs
270
+ 0.56%
$237.84 - $263.83 $64.2K - $71.2K
48.2K $12.7M
MSFT
Microsoft Corp

Technology
4.73K
+ 8.21%
$395.15 - $467.56 $1.87M - $2.21M
62.3K $26.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
743
+ 0.26%
$92.63 - $105.69 $68.8K - $78.5K
290K $30.2M
VB
Vanguard Small Cap ETF

ETFs
325
+ 0.73%
$214.77 - $237.72 $69.8K - $77.3K
44.7K $10.6M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.42K
+ 1.32%
$73.43 - $80.37 $104K - $114K
109K $8.78M
AAPL
Apple Inc.

Technology
780
+ 3.27%
$207.23 - $234.82 $162K - $183K
24.7K $5.74M
VV
Vanguard Large Cap ETF

ETFs
603
+ 1.84%
$236.92 - $263.4 $143K - $159K
33.3K $8.77M
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.96K
+ 5.59%
$45.87 - $48.53 $273K - $289K
113K $5.43M
ORCL
Oracle Corp

Technology
44
+ 0.28%
$125.9 - $170.35 $5.54K - $7.5K
15.6K $2.67M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
12.8K
+ 150.49%
$25.45 - $29.53 $325K - $377K
21.3K $620K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
538
+ 1.53%
$175.46 - $203.3 $94.4K - $109K
35.6K $7.23M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.45K
+ 1.03%
$42.87 - $45.76 $62.2K - $66.4K
142K $6.42M
VUG
Vanguard Growth ETF

ETFs
533
+ 3.62%
$341.08 - $391.94 $182K - $209K
15.3K $5.86M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
590
+ 2.27%
$105.53 - $118.34 $62.3K - $69.8K
26.6K $3.11M
CGCP
Capital Group Core Plus Income

ETFs
10.9K
+ 11.94%
$22.12 - $23.31 $242K - $255K
102K $2.37M
MGK
Vanguard Mega Cap Growth ETF

ETFs
102
+ 0.29%
$285.48 - $330.24 $29.1K - $33.7K
35.6K $11.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.4K
+ 4.35%
$75.47 - $83.18 $106K - $116K
33.6K $2.79M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.29K
+ 32.66%
$77.02 - $85.06 $176K - $195K
9.29K $785K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.68K
+ 78.63%
$54.98 - $59.51 $202K - $219K
8.36K $497K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
909
+ 4.59%
$152.9 - $180.39 $139K - $164K
20.7K $3.62M
SBUX
Starbucks Corp

Consumer Cyclical
348
+ 4.24%
$72.51 - $98.6 $25.2K - $34.3K
8.56K $834K
CGXU
Capital Group Intl Focus Equit

ETFs
3.31K
+ 4.77%
$24.27 - $27.46 $80.3K - $90.8K
72.7K $1.96M
QQQ
Invesco Qqq Trust, Series 1

ETFs
267
+ 6.14%
$434.77 - $502.96 $116K - $134K
4.62K $2.25M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
192
+ 12.8%
$405.19 - $478.57 $77.8K - $91.9K
1.69K $778K
ABBV
Abb Vie Inc.

Healthcare
50
+ 0.82%
$163.84 - $199.33 $8.19K - $9.97K
6.13K $1.21M
IEFA
Ishares Tr

ETFs
848
+ 5.69%
$70.09 - $78.74 $59.4K - $66.8K
15.8K $1.23M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.15K
+ 6.93%
$28.25 - $31.7 $60.8K - $68.2K
33.2K $1.02M
VBK
Vanguard Small Cap Growth ETF

ETFs
244
+ 6.62%
$240.48 - $267.94 $58.7K - $65.4K
3.93K $1.05M
CGGR
Capital Group Growth ETF Shs C

ETFs
272
+ 0.44%
$30.71 - $34.79 $8.35K - $9.46K
62.5K $2.18M
DFAX
Dimensional ETF Tr
2.52K
+ 7.11%
$24.29 - $27.25 $61.2K - $68.7K
38K $1.03M
AMZN
Amazon Com Inc

Consumer Cyclical
573
+ 33.83%
$161.02 - $200.0 $92.3K - $115K
2.27K $422K
ABT
Abbott Laboratories

Healthcare
50
+ 0.59%
$100.07 - $118.13 $5K - $5.91K
8.57K $977K
JPM
Jpmorgan Chase & CO

Financial Services
351
+ 20.29%
$194.9 - $224.8 $68.4K - $78.9K
2.08K $438K
AVGO
Broadcom Inc.

Technology
3.27K
+ 935.43%
$136.27 - $1745.86 $446K - $5.72M
3.62K $625K
LLY
Eli Lilly & CO

Healthcare
79
+ 23.44%
$772.14 - $960.02 $61K - $75.8K
416 $368K
VTI
Vanguard Total Stock Market Et

ETFs
88
+ 4.42%
$255.18 - $283.2 $22.5K - $24.9K
2.08K $588K
PM
Philip Morris International Inc.

Consumer Defensive
40
+ 1.67%
$101.25 - $127.45 $4.05K - $5.1K
2.44K $296K
GOOGL
Alphabet Inc.

Communication Services
534
+ 19.56%
$148.65 - $191.18 $79.4K - $102K
3.26K $541K
KEYS
Keysight Technologies, Inc.

Technology
12
+ 0.7%
$119.86 - $158.87 $1.44K - $1.91K
1.73K $274K
A
Agilent Technologies, Inc.

Healthcare
18
+ 0.89%
$125.42 - $148.48 $2.26K - $2.67K
2.05K $303K
VIG
Vanguard Dividend Appreciation

ETFs
254
+ 1.51%
$182.15 - $182.15 $46.3K - $46.3K
17K $3.1M
IQV
Iqvia Holdings Inc.

Healthcare
6
+ 0.6%
$206.81 - $251.55 $1.24K - $1.51K
1.01K $238K
SYK
Stryker Corp

Healthcare
12
+ 1.5%
$315.94 - $371.96 $3.79K - $4.46K
812 $293K
XLK
Technology Sector Spdr

ETFs
146
+ 0.48%
$197.34 - $237.68 $28.8K - $34.7K
30.8K $6.95M
GD
General Dynamics Corp

Industrials
1
+ 0.07%
$279.51 - $308.09 $280 - $308
1.4K $423K
VONG
Vanguard Russell 1000 Growth E

ETFs
1
+ 0.02%
$85.48 - $98.39 $85.5 - $98.4
5.36K $517K
Activity Summary
Buys All Purchases 65 New Holdings 9 Increased Positions 56 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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