HoldingsChannel.com
Capital Planning Advisors LLC Top Holdings
As of  06/30/2022, below is a summary of the Capital Planning Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Capital Planning Advisors LLC. In the Capital Planning Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Capital Planning Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Capital Planning Advisors LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
WORLD GOLD TR 750,933 +25,779 $26,943
     GLDM750,933+25,779$26,943
INVESCO EXCH TRADED FD TR II (XMLV) 441,379 +441,379 $22,682
     XMLV441,379+441,379$22,682
ISHARES TR (IWF) 99,277 -31,912 $21,712
     IWF99,277-31,912$21,712
INVESCO EXCH TRADED FD TR II (EELV) 774,537 +774,537 $18,016
     EELV774,537+774,537$18,016
WISDOMTREE TR 284,881 +62,043 $14,338
     USFR284,881+62,043$14,338
SELECT SECTOR SPDR TR (XLE) 200,310 +200,310 $14,324
     XLE200,310+200,310$14,324
APPLE INC 104,476 -2,777 $14,284
     AAPL104,476-2,777$14,284
ISHARES TR (ICF) 225,461 -16,313 $13,701
     ICF225,461-16,313$13,701
MICROSOFT CORP 46,630 -1,870 $11,976
     MSFT46,630-1,870$11,976
INVESTMENT MANAGERS SER TR 286,374 -16,506 $10,192
     KLDW286,374-16,506$10,192
ISHARES TR (VLUE) 96,778 -14,906 $8,760
     VLUE96,778-14,906$8,760
ALPHABET INC 3,838 -37 $8,365
     GOOGL3,838-37$8,365
UNITEDHEALTH GROUP INC 13,590 +43 $6,980
     UNH13,590+43$6,980
WISDOMTREE TR 119,444 +10,213 $6,845
     DGRW119,444+10,213$6,845
COSTCO WHSL CORP NEW 13,750 -850 $6,590
     COST13,750-850$6,590
AMAZON COM INC 61,633 +58,491 $6,546
     AMZN61,633+58,491$6,546
INVESCO EXCH TRADED FD TR II (SPHD) 146,227 +146,227 $6,454
     SPHD146,227+146,227$6,454
SELECT SECTOR SPDR TR (XLV) 48,784 +409 $6,256
     XLV48,784+409$6,256
THERMO FISHER SCIENTIFIC INC 11,398 +39 $6,192
     TMO11,398+39$6,192
SPDR SER TR (KIE) 160,032 +160,032 $6,057
     KIE160,032+160,032$6,057
JOHNSON & JOHNSON 33,129 +681 $5,881
     JNJ33,129+681$5,881
CHEVRON CORP NEW 39,592 -5,027 $5,732
     CVX39,592-5,027$5,732
VISA INC 27,750 -1,203 $5,464
     V27,750-1,203$5,464
VANGUARD INDEX FDS (VUG) 23,839 -1,589 $5,314
     VUG23,839-1,589$5,314
ABBOTT LABS 46,462 +17 $5,048
     ABT46,462+17$5,048
UNION PAC CORP 22,207 -84 $4,736
     UNP22,207-84$4,736
CVS HEALTH CORP 40,050 +2,095 $3,711
     CVS40,050+2,095$3,711
WASTE CONNECTIONS INC 28,653 +188 $3,552
     WCN28,653+188$3,552
SPDR SER TR (SPLG) 70,928 -29,109 $3,145
     SPLG70,928-29,109$3,145
TESLA INC 4,499 -417 $3,029
     TSLA4,499-417$3,029
SHERWIN WILLIAMS CO 13,134 -262 $2,941
     SHW13,134-262$2,941
BERKSHIRE HATHAWAY INC DEL      $2,898
     BRK.A4-1$1,636
     BRK.B4,622-549$1,262
MARSH & MCLENNAN COS INC 18,613 -53 $2,890
     MMC18,613-53$2,890
ADOBE SYSTEMS INCORPORATED 7,887 -194 $2,887
     ADBE7,887-194$2,887
TEXAS INSTRS INC 18,358 -681 $2,821
     TXN18,358-681$2,821
META PLATFORMS INC 17,393 -1,636 $2,805
     FB17,393-1,636$2,805
ZOETIS INC 15,743 -90 $2,706
     ZTS15,743-90$2,706
JPMORGAN CHASE & CO 23,484 -2,967 $2,645
     JPM23,484-2,967$2,645
BLACKSTONE INC 28,778 +129 $2,625
     BX28,778+129$2,625
VALERO ENERGY CORP 24,513 -2,980 $2,605
     VLO24,513-2,980$2,605
ACCENTURE PLC IRELAND 9,144 +152 $2,539
     ACN9,144+152$2,539
INTERNATIONAL BUSINESS MACHS 17,433 +140 $2,461
     IBM17,433+140$2,461
AON PLC 8,917 +97 $2,405
     AON8,917+97$2,405
HONEYWELL INTL INC 13,350 -6,089 $2,320
     HON13,350-6,089$2,320
NVIDIA CORPORATION 14,168 -37 $2,148
     NVDA14,168-37$2,148
HOME DEPOT INC 7,808 -1,295 $2,142
     HD7,808-1,295$2,142
DANAHER CORPORATION 8,148 -113 $2,066
     DHR8,148-113$2,066
L3HARRIS TECHNOLOGIES INC 8,518 +231 $2,059
     LHX8,518+231$2,059
ORACLE CORP 27,670 -417 $1,933
     ORCL27,670-417$1,933
SPDR SER TR (SPYG) 34,290 -743 $1,793
     SPYG34,290-743$1,793

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 06/30/2022: $377,776
At 03/31/2022: $467,574

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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