Capital Planning LLC Portfolio Holdings
Capital Planning LLC
- $337 Million
- Q1 2025
Capital Planning LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $337 Million distributed in 95 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 $39.2M, Schwab Strategic Tr Us Large C with a value of $27.5M, Microsoft Corp with a value of $25.6M, Ishares Core Dividend Growth E with a value of $21.5M, and Quanta Services, Inc. with a value of $15.4M.
Examining the 13F form we can see an decrease of $24.6M in the current position value, from $362M to 337M.
Below you can find more details about Capital Planning LLC portfolio as well as his latest detailed transactions.
Portfolio value
$337 Million
ETFs: $258 Million
Technology: $35.4 Million
Industrials: $28.5 Million
Consumer Defensive: $4.22 Million
Healthcare: $3.4 Million
Consumer Cyclical: $2.34 Million
Financial Services: $2.14 Million
Communication Services: $1.16 Million
Other: $250,000
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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