Capital Planning LLC Portfolio Holdings
Capital Planning LLC
- $362 Million
- Q4 2024
Capital Planning LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $362 Million distributed in 90 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 $42.2M, Schwab Strategic Tr Us Large C with a value of $31.7M, Microsoft Corp with a value of $27.5M, Ishares Core Dividend Growth E with a value of $21.4M, and Quanta Services, Inc. with a value of $19.1M.
Examining the 13F form we can see an increase of $18.5M in the current position value, from $343M to 362M.
Below you can find more details about Capital Planning LLC portfolio as well as his latest detailed transactions.
Portfolio value
$362 Million
ETFs: $273 Million
Technology: $39.3 Million
Industrials: $34.3 Million
Consumer Defensive: $4.12 Million
Healthcare: $3.23 Million
Consumer Cyclical: $2.37 Million
Financial Services: $2.22 Million
Communication Services: $1.64 Million
Other: $243,000