HoldingsChannel.com
Capital Planning Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (IWF) 126,303 -3,320 $20,162
     IWF126,303-3,320$20,162
WORLD GOLD TR 1,071,806 +45,063 $15,756
     GLDM1,071,806+45,063$15,756
JP MORGAN EXCHANGE TRADED FD (JPST) 310,636 +20,514 $15,664
     JPST310,636+20,514$15,664
ISHARES TR (EEM) 378,789 -11,207 $15,481
     EEM378,789-11,207$15,481
ISHARES TR (IJH) 74,194 -24,017 $14,336
     IJH74,194-24,017$14,336
WISDOMTREE TR 498,817 -29,066 $12,495
     USFR498,817-29,066$12,495
ISHARES TR (IJR) 149,658 -4,528 $11,649
     IJR149,658-4,528$11,649
ISHARES TR (EMB) 102,388 +5,412 $11,606
     EMB102,388+5,412$11,606
ISHARES TR (ICF) 76,723 +10,325 $9,208
     ICF76,723+10,325$9,208
VANGUARD INDEX FDS (VUG) 54,215 -4,019 $9,015
     VUG54,215-4,019$9,015
SPDR SERIES TRUST (KOMP) 243,596 +213,652 $8,078
     KOMP243,596+213,652$8,078
MICROSOFT CORP 55,366 -4,225 $7,698
     MSFT55,366-4,225$7,698
EXCHANGE LISTED FDS TR (KLDW) 207,664 +180,046 $7,006
     KLDW207,664+180,046$7,006
APPLE INC 29,147 -1,638 $6,528
     AAPL29,147-1,638$6,528
VANGUARD INDEX FDS (VTV) 56,845 -29,608 $6,345
     VTV56,845-29,608$6,345
ALPHABET INC 4,615 -537 $5,636
     GOOGL4,615-537$5,636
VISA INC 28,957 -2,893 $4,981
     V28,957-2,893$4,981
COSTCO WHSL CORP NEW 16,887 -851 $4,865
     COST16,887-851$4,865
JOHNSON & JOHNSON 36,783 -3,700 $4,759
     JNJ36,783-3,700$4,759
ABBOTT LABS 54,940 -5,052 $4,597
     ABT54,940-5,052$4,597
ALPS ETF TR (ENFR) 220,695 +35,267 $4,576
     ENFR220,695+35,267$4,576
ISHARES TR (IYW) 21,058 -164 $4,300
     IYW21,058-164$4,300
ISHARES TR (ENZL) 79,956 +3,738 $4,147
     ENZL79,956+3,738$4,147
FACEBOOK INC 23,080 -377 $4,110
     FB23,080-377$4,110
SELECT SECTOR SPDR TR (XLY) 33,568 +452 $4,052
     XLY33,568+452$4,052
SELECT SECTOR SPDR TR (XLV) 44,396 +1,133 $4,001
     XLV44,396+1,133$4,001
THERMO FISHER SCIENTIFIC INC 13,422 -560 $3,909
     TMO13,422-560$3,909
NORTHROP GRUMMAN CORP 10,132 -59 $3,797
     NOC10,132-59$3,797
UNION PACIFIC CORP 23,286 -464 $3,772
     UNP23,286-464$3,772
ORACLE CORP 68,442 -8,594 $3,766
     ORCL68,442-8,594$3,766
CHEVRON CORP NEW 31,215 -2,813 $3,702
     CVX31,215-2,813$3,702
AMAZON COM INC 2,076 +103 $3,604
     AMZN2,076+103$3,604
ROSS STORES INC 31,088 -1,711 $3,415
     ROST31,088-1,711$3,415
UNITEDHEALTH GROUP INC 15,406 -549 $3,348
     UNH15,406-549$3,348
HONEYWELL INTL INC 19,576 -259 $3,312
     HON19,576-259$3,312
UNITED TECHNOLOGIES CORP 24,245 -1,849 $3,310
     UTX24,245-1,849$3,310
SPDR S&P MIDCAP 400 ETF TR (MDY) 9,315 -884 $3,283
     MDY9,315-884$3,283
INTEL CORP 61,601 -1,906 $3,174
     INTC61,601-1,906$3,174
AMERICAN EXPRESS CO 26,722 -1,454 $3,161
     AXP26,722-1,454$3,161
AUTOMATIC DATA PROCESSING IN 18,909 -3,091 $3,052
     ADP18,909-3,091$3,052
WISDOMTREE TR 67,425 -56,186 $3,040
     DGRW67,425-56,186$3,040
BANK AMER CORP 100,595 -6,545 $2,934
     BAC100,595-6,545$2,934
CISCO SYS INC 56,489 +5,974 $2,791
     CSCO56,489+5,974$2,791
MERCK & CO INC 31,642 -356 $2,664
     MRK31,642-356$2,664
JPMORGAN CHASE & CO 22,353 -750 $2,631
     JPM22,353-750$2,631
ADOBE INC 9,374 -327 $2,590
     ADBE9,374-327$2,590
CVS HEALTH CORP 40,995 +33,586 $2,586
     CVS40,995+33,586$2,586
DOVER CORP 25,907 -756 $2,579
     DOV25,907-756$2,579
AUTODESK INC 14,081 +1,621 $2,080
     ADSK14,081+1,621$2,080
DEERE & CO 12,247 -1,984 $2,066
     DE12,247-1,984$2,066

See Full List: All Stocks Held By Capital Planning Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Capital Planning Advisors LLC

Size ($ in 1000's)
At 09/30/2019: $343,614
At 06/30/2019: $340,441

Capital Planning Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Capital Planning Advisors LLC 13F filings. Link to 13F filings: SEC filings

Capital Planning Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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