Capital Planning LLC Portfolio Holdings
Capital Planning LLC
- $343 Million
- Q3 2024
Capital Planning LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $343 Million distributed in 87 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $41.3M, Schwab Strategic Tr Us Large C with a value of $30.2M, Microsoft Corp with a value of $26.8M, Ishares Core Dividend Growth E with a value of $21.6M, and Quanta Services, Inc. with a value of $18.3M.
Examining the 13F form we can see an increase of $23.1M in the current position value, from $320M to 343M.
Below you can find more details about Capital Planning LLC portfolio as well as his latest detailed transactions.
Portfolio value
$343 Million
ETFs: $260 Million
Technology: $37.6 Million
Industrials: $32.6 Million
Healthcare: $3.85 Million
Consumer Defensive: $3.28 Million
Consumer Cyclical: $1.67 Million
Financial Services: $1.43 Million
Communication Services: $541,000
Other: $214,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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