
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
750,933 | +25,779 | $26,943 |
GLDM | 750,933 | +25,779 | $26,943 |
![]() |
441,379 | +441,379 | $22,682 |
XMLV | 441,379 | +441,379 | $22,682 |
![]() |
99,277 | -31,912 | $21,712 |
IWF | 99,277 | -31,912 | $21,712 |
![]() |
774,537 | +774,537 | $18,016 |
EELV | 774,537 | +774,537 | $18,016 |
![]() |
284,881 | +62,043 | $14,338 |
USFR | 284,881 | +62,043 | $14,338 |
![]() |
200,310 | +200,310 | $14,324 |
XLE | 200,310 | +200,310 | $14,324 |
![]() |
104,476 | -2,777 | $14,284 |
AAPL | 104,476 | -2,777 | $14,284 |
![]() |
225,461 | -16,313 | $13,701 |
ICF | 225,461 | -16,313 | $13,701 |
![]() |
46,630 | -1,870 | $11,976 |
MSFT | 46,630 | -1,870 | $11,976 |
![]() |
286,374 | -16,506 | $10,192 |
KLDW | 286,374 | -16,506 | $10,192 |
![]() |
96,778 | -14,906 | $8,760 |
VLUE | 96,778 | -14,906 | $8,760 |
![]() |
3,838 | -37 | $8,365 |
GOOGL | 3,838 | -37 | $8,365 |
![]() |
13,590 | +43 | $6,980 |
UNH | 13,590 | +43 | $6,980 |
![]() |
119,444 | +10,213 | $6,845 |
DGRW | 119,444 | +10,213 | $6,845 |
![]() |
13,750 | -850 | $6,590 |
COST | 13,750 | -850 | $6,590 |
![]() |
61,633 | +58,491 | $6,546 |
AMZN | 61,633 | +58,491 | $6,546 |
![]() |
146,227 | +146,227 | $6,454 |
SPHD | 146,227 | +146,227 | $6,454 |
![]() |
48,784 | +409 | $6,256 |
XLV | 48,784 | +409 | $6,256 |
![]() |
11,398 | +39 | $6,192 |
TMO | 11,398 | +39 | $6,192 |
![]() |
160,032 | +160,032 | $6,057 |
KIE | 160,032 | +160,032 | $6,057 |
![]() |
33,129 | +681 | $5,881 |
JNJ | 33,129 | +681 | $5,881 |
![]() |
39,592 | -5,027 | $5,732 |
CVX | 39,592 | -5,027 | $5,732 |
![]() |
27,750 | -1,203 | $5,464 |
V | 27,750 | -1,203 | $5,464 |
![]() |
23,839 | -1,589 | $5,314 |
VUG | 23,839 | -1,589 | $5,314 |
![]() |
46,462 | +17 | $5,048 |
ABT | 46,462 | +17 | $5,048 |
![]() |
22,207 | -84 | $4,736 |
UNP | 22,207 | -84 | $4,736 |
![]() |
40,050 | +2,095 | $3,711 |
CVS | 40,050 | +2,095 | $3,711 |
![]() |
28,653 | +188 | $3,552 |
WCN | 28,653 | +188 | $3,552 |
![]() |
70,928 | -29,109 | $3,145 |
SPLG | 70,928 | -29,109 | $3,145 |
![]() |
4,499 | -417 | $3,029 |
TSLA | 4,499 | -417 | $3,029 |
![]() |
13,134 | -262 | $2,941 |
SHW | 13,134 | -262 | $2,941 |
![]() |
$2,898 | ||
BRK.A | 4 | -1 | $1,636 |
BRK.B | 4,622 | -549 | $1,262 |
![]() |
18,613 | -53 | $2,890 |
MMC | 18,613 | -53 | $2,890 |
![]() |
7,887 | -194 | $2,887 |
ADBE | 7,887 | -194 | $2,887 |
![]() |
18,358 | -681 | $2,821 |
TXN | 18,358 | -681 | $2,821 |
![]() |
17,393 | -1,636 | $2,805 |
FB | 17,393 | -1,636 | $2,805 |
![]() |
15,743 | -90 | $2,706 |
ZTS | 15,743 | -90 | $2,706 |
![]() |
23,484 | -2,967 | $2,645 |
JPM | 23,484 | -2,967 | $2,645 |
![]() |
28,778 | +129 | $2,625 |
BX | 28,778 | +129 | $2,625 |
![]() |
24,513 | -2,980 | $2,605 |
VLO | 24,513 | -2,980 | $2,605 |
![]() |
9,144 | +152 | $2,539 |
ACN | 9,144 | +152 | $2,539 |
![]() |
17,433 | +140 | $2,461 |
IBM | 17,433 | +140 | $2,461 |
![]() |
8,917 | +97 | $2,405 |
AON | 8,917 | +97 | $2,405 |
![]() |
13,350 | -6,089 | $2,320 |
HON | 13,350 | -6,089 | $2,320 |
![]() |
14,168 | -37 | $2,148 |
NVDA | 14,168 | -37 | $2,148 |
![]() |
7,808 | -1,295 | $2,142 |
HD | 7,808 | -1,295 | $2,142 |
![]() |
8,148 | -113 | $2,066 |
DHR | 8,148 | -113 | $2,066 |
![]() |
8,518 | +231 | $2,059 |
LHX | 8,518 | +231 | $2,059 |
![]() |
27,670 | -417 | $1,933 |
ORCL | 27,670 | -417 | $1,933 |
![]() |
34,290 | -743 | $1,793 |
SPYG | 34,290 | -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
![]() 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 |