HoldingsChannel.com
Capital Planning Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IWF) 132,699 -5,460 $19,991
     IWF132,699-5,460$19,991
WORLD GOLD TR 1,043,564 -10,242 $16,405
     GLDM1,043,564-10,242$16,405
SPDR SER TR (KOMP) 491,092 +193,959 $13,986
     KOMP491,092+193,959$13,986
ISHARES TR (EMB) 100,083 -4,280 $9,676
     EMB100,083-4,280$9,676
MICROSOFT CORP 54,536 +612 $8,601
     MSFT54,536+612$8,601
VANGUARD INDEX FDS (VUG) 51,320 -1,742 $8,041
     VUG51,320-1,742$8,041
ISHARES TR (ICF) 81,444 -10 $7,459
     ICF81,444-10$7,459
APPLE INC 28,104 +200 $7,146
     AAPL28,104+200$7,146
EXCHANGE LISTED FDS TR (KLDW) 225,542 -10,649 $6,502
     KLDW225,542-10,649$6,502
ALPHABET INC 4,676 +109 $5,433
     GOOGL4,676+109$5,433
AMAZON COM INC 2,637 +25 $5,141
     AMZN2,637+25$5,141
JOHNSON & JOHNSON 37,520 +11 $4,920
     JNJ37,520+11$4,920
VANGUARD INDEX FDS (VTV) 52,203 -5,551 $4,649
     VTV52,203-5,551$4,649
COSTCO WHSL CORP NEW 16,225 +175 $4,626
     COST16,225+175$4,626
FACEBOOK INC 27,659 +2,581 $4,614
     FB27,659+2,581$4,614
VISA INC 28,527 -276 $4,596
     V28,527-276$4,596
ARK ETF TR (ARKG) 144,389 +144,389 $4,516
     ARKG144,389+144,389$4,516
ABBOTT LABS 55,545 -96 $4,383
     ABT55,545-96$4,383
ISHARES TR (IYW) 20,364 -1,180 $4,162
     IYW20,364-1,180$4,162
THERMO FISHER SCIENTIFIC INC 13,295 -186 $3,770
     TMO13,295-186$3,770
SELECT SECTOR SPDR TR (XLV) 41,367 -3,072 $3,664
     XLV41,367-3,072$3,664
ISHARES TR (ENZL) 82,135 -2,323 $3,661
     ENZL82,135-2,323$3,661
UNITEDHEALTH GROUP INC 14,313 -1,007 $3,569
     UNH14,313-1,007$3,569
ORACLE CORP 69,416 -482 $3,355
     ORCL69,416-482$3,355
SELECT SECTOR SPDR TR (XLY) 34,042 -1,641 $3,339
     XLY34,042-1,641$3,339
INTEL CORP 59,587 -1,587 $3,225
     INTC59,587-1,587$3,225
UNION PAC CORP 22,631 -1,261 $3,192
     UNP22,631-1,261$3,192
ADOBE INC 9,377 +51 $2,984
     ADBE9,377+51$2,984
ISHARES TR (IJH) 20,644 -53,483 $2,970
     IJH20,644-53,483$2,970
ISHARES TR (EEM) 85,529 -240,927 $2,919
     EEM85,529-240,927$2,919
NORTHROP GRUMMAN CORP 9,453 -1,116 $2,860
     NOC9,453-1,116$2,860
WISDOMTREE TR 71,968 -496 $2,800
     DGRW71,968-496$2,800
CISCO SYS INC 68,921 -4,100 $2,709
     CSCO68,921-4,100$2,709
AUTOMATIC DATA PROCESSING IN 19,610 +259 $2,680
     ADP19,610+259$2,680
ROSS STORES INC 30,670 -1,108 $2,667
     ROST30,670-1,108$2,667
HONEYWELL INTL INC 19,322 -869 $2,585
     HON19,322-869$2,585
MERCK & CO. INC 32,856 -535 $2,528
     MRK32,856-535$2,528
CVS HEALTH CORP 42,273 +194 $2,508
     CVS42,273+194$2,508
ISHARES TR (IJR) 41,871 -124,952 $2,349
     IJR41,871-124,952$2,349
AMERICAN EXPRESS CO 27,261 -1,346 $2,334
     AXP27,261-1,346$2,334
UNITED TECHNOLOGIES CORP 24,265 -734 $2,289
     UTX24,265-734$2,289
DOVER CORP 26,584 +545 $2,231
     DOV26,584+545$2,231
SPDR INDEX SHS FDS (SPEM) 77,672 -29,588 $2,211
     SPEM77,672-29,588$2,211
T MOBILE US INC 26,187 +26,187 $2,197
     TMUS26,187+26,187$2,197
BK OF AMERICA CORP 99,234 -2,500 $2,107
     BAC99,234-2,500$2,107
AUTODESK INC 12,971 -157 $2,025
     ADSK12,971-157$2,025
CHEVRON CORP NEW 27,587 -6,295 $1,999
     CVX27,587-6,295$1,999
INTERNATIONAL BUSINESS MACHS 17,829 +589 $1,978
     IBM17,829+589$1,978
JPMORGAN CHASE & CO 21,216 -1,405 $1,910
     JPM21,216-1,405$1,910
DEERE & CO 13,329 -520 $1,842
     DE13,329-520$1,842

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 03/31/2020: $267,984
At 12/31/2019: $382,226

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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